據(jù)油價(jià)網(wǎng)8月16日?qǐng)?bào)道，能源分析公司Vortexa在周二的分析中表示，與7月份的高水平相比，8月份迄今為止拉丁美洲（不包括熱點(diǎn)國(guó)家）的原油和凝析油出口量已經(jīng)下降，因?yàn)閲?guó)內(nèi)煉油廠，尤其是巴西的煉油廠正在使用更多的原油。

Vortexa高級(jí)石油市場(chǎng)分析師Rohit Rathod寫道，在8月上半月，拉美石油生產(chǎn)國(guó)的原油和凝析油出口從7月的380萬(wàn)桶/天大幅下降到310萬(wàn)桶/天。

本月迄今為止的減產(chǎn)主要是由巴西出口下降造成的。在煉油利潤(rùn)率仍然強(qiáng)勁的情況下，巴西一直在將更多原油轉(zhuǎn)向煉油廠。Rathod指出，本月迄今為止，巴西原油出口量已從上月的120萬(wàn)桶/天下滑至76萬(wàn)桶/天。

墨西哥和哥倫比亞的出口也出現(xiàn)了下降，盡管幅度較小，而圭亞那和阿根廷是本月迄今為止唯一增加原油和凝析油出口的拉美產(chǎn)油國(guó)。

“隨著埃克森美孚在美國(guó)和歐洲的煉油廠加工越來(lái)越多的Liza和Unity Gold原油，圭亞那的出口在2022年上半年一直穩(wěn)步增長(zhǎng)?！盫ortexa說(shuō)。

墨西哥預(yù)計(jì)將在8月剩余時(shí)間增加原油出口，因?yàn)槊绹?guó)煉油廠將在秋季維護(hù)之前保持較高的利用率。據(jù)Vortexa稱，印度買家重新燃起的興趣也將幫助墨西哥在8月份提高原油出口量。

盡管拉美產(chǎn)油國(guó)增加了對(duì)歐洲的出口，但他們的大部分原油繼續(xù)流向美國(guó)。8月上半月對(duì)美國(guó)的原油出口平均為140萬(wàn)桶/天，略低于7月的150萬(wàn)桶/天高點(diǎn)。Vortexa的分析顯示，8月對(duì)歐洲的出口量較7月增加16萬(wàn)桶，至73萬(wàn)桶/天。

黎泱 編譯自 油價(jià)網(wǎng)

原文如下：

Latin America’s Crude Exports Drop In August

Exports of crude oil and condensates from Latin America, excluding Venezuela, have fallen so far in August compared to high levels in July, as more crude is being used by domestic refineries, especially in Brazil, energy analytics firm Vortexa said in an analysis on Tuesday. 

During the first half of August, crude and condensate exports of the Latin American oil producers fell to an average of 3.1 million barrels per day (bpd), sharply down from 3.8 million bpd seen in July, Rohit Rathod, Senior Oil Market Analyst at Vortexa, writes. 

Most of the decline so far this month has been driven by lower exports from Brazil, which has been diverting more crude to its refineries amid still strong refining margins. Brazil’s crude exports so far this month have slumped to 760,000 bpd, compared to 1.2 million bpd last month, Rathod notes. 

Mexico and Colombia also saw their exports fall, albeit to a smaller extent, while Guyana and Argentina were the only Latin American oil producers to raise crude and condensate exports so far this month. 

Guyana’s exports “have been increasing steadily over the first half of 2022 as ExxonMobil processed more and more Liza and Unity Gold crudes at their refineries in the US and Europe,” Vortexa said. 

Mexico is expected to boost its crude exports for the rest of August as U.S. refiners are set to keep utilization high before the maintenance in the autumn. Renewed interest from Indian buyers is also set to help Mexico lift its crude exports in August, according to Vortexa. 

Although Latin American producers have boosted exports to Europe, the bulk of their crude continues to go to the United States. Crude exports to the U.S. averaged 1.4 million bpd in the first half of August, slightly down from the 1.5 million bpd high in July. Exports to Europe rose by 160,000 bpd from July to reach 730,000 bpd so far in August, Vortexa’s analysis showed.