今年以来,美国石油不断增产,收获颇丰,数据显示,据美国能源信息署(EIA) 9月18日报告中称,美国8月日均原油产量达1090万桶,已经超过俄罗斯成为全球最大的原油生产国。美国在高产之下,要如何为这些石油找到长期稳定的买家,是个很大的难题。
中国原油市场份额巨大,拒绝美国之后各国都来抢
据EIA的数据显示,中国今年前5个月平均每天进口近35万桶原油,进口量超过加拿大,成为美国原油最大进口国。由于美国推行单边主义,对全世界宣告要以美国优先,于是中国不得不减少对美国原油等商品的购买。8月初开始,中国就暂停了从美国购买原油,一直到现在中国也是滴油未进。巧妇难为无米之炊,可怜的美国的石油厂商们,就只能对着这些卖不出去的石油苦笑。
不过,事情突然就有了一些反转,8月24日,联合石化宣布将在今年10月恢复购买美国原油。联合石化是中国石油化工股份有限公司的子公司,主要经营原油贸易、成品油贸易、LNG贸易及仓储物流等国际石油贸易业务
中国在8月份拒绝进口美国原油,就是受不了美国提出的所谓美国优先原则。要知道,中国市场在国际石油市场来说可是个“香饽饽”,各产油国都争相抢占。在听到中国8月份对美国的石油进口将为零时,俄罗斯立即宣布,其原油出口税将从9月1日下调5.4美元/吨至130美元/吨。伊朗、沙特两个石油大国也降低了对中国出口原油价格。
美国石油并非一无是处,中国或将在10月份向美国进口石油
其实,对于中国来说,美国原油是一个物美价廉的存在。就今年6月份中旬来说,纽约WTI原油价格相对于布伦特原油价格,差价多达9美元/桶。2017年,美国出口至中国的原油占总出口量的20%,而中国从美国进口量仅占总需求的2%左右。对于美国石油而言,中国市场有非常大的增量空间。
这就意味着,如果中国想要大规模进口美国石油,只要转变能源进口的国别分布,就可以在不影响国内需求的前提下,减少中美贸易逆差。值得一提的是,中国并未将原油纳入要收税的商品清单中。由此看来,到了10月份,联合石化很有可能按照计划向美国购买原油。
缓和中美贸易关系的台阶,中国早就为美国酝酿好了。希望美国能早日醒悟,如果继续以邻为壑、甚至以全世界为壑,只是掩耳盗铃的行为罢了。所谓达则兼济天下,处理好与买家们的关系,自然就会财源滚滚。
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