伊朗局势冲击定价体系:沙特阿美原油溢价或飙至40美元,亚洲买家推动改用布伦特等替代基准

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BlockBeats 消息,3 月 30 日,由于伊朗战争使沙特原油的常规定价陷入混乱,随着油价飙升,焦虑的亚洲买家正试图引导该国转向替代性的供应定价机制。

沙特阿美正在敲定 5 月份装船石油的成本,价格表预计将在几天内送达买家手中。据交易员称,基于区域基准的常规价格计量,其旗舰产品阿拉伯轻质原油的溢价预计将飙升至每桶约 40 美元的前所未有的水平,而 4 月份的溢价仅为 2.50 美元。

沙特阿美的月度合约价格通常设定为相对于基础基准的价格差,该基准由标普全球能源评估的迪拜价格以及海湾商品交易所的阿曼原油期货组成。交易员表示,一些亚洲炼油商已经要求沙特阿美将其原油与布伦特期货挂钩,但也有其他替代方案被提出。

这包括使用上海期货交易所的油价,然后扣除运输和其他相关成本,甚至参考阿联酋的上扎库姆等其他原油。从沙特阿拉伯定期进口原油的炼油商交易员表示,沙特阿美与客户之间的谈判仍在进行中,尚未做出最终的定价决定。他们补充称,如果溢价水平设定在每桶 40 美元左右,可能会导致采购量减少。(金十)

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