亚洲凝析油供需变化趋势及其影响分析

Condensate oil supply and demand trends and their influence in Asia

近年来,天然气项目开发推动亚洲地区凝析油产量快速增长。未来几年,亚洲尤其是海湾地区凝析油产量将继续增长,并将重塑整个地区的原油、油品和天然气市场。凝析油正在使中东和亚太地区上游开发机制发生变化,有助于困难天然气项目的开发。中东、亚太地区新一轮的建造凝析油分馏装置的投资将影响石脑油和汽油贸易流向。韩国和中国将成为凝析油需求的增长源。俄罗斯生产的凝析油开始进入亚洲市场。石脑油是凝析油价格水平的决定因素,原油、汽油和中间馏分也对凝析油销售有影响。决定未来凝析油价格的关键是亚太地区吸收中东新增石脑油的能力和印度新增石脑油出口的能力。石油公司已注意到凝析油市场的变化,正试图抓住机会使其利益最大化。凝析油贸易正日益成为全球石油贸易和供需平衡一体化的重要组成部分。

In recent years, the development of natural gas projects facilitated the rapid growth of condensate oil production in Asia. In the years to come, condensate oil production in Asia, in particular in the Persian Gulf region, will continue growing and the crude, oil product and natural gas markets of the whole region will be reshaped. Condensate oil, causing a change in the upstream development mechanism of the Middle East and the Asia-Pacific region, is conducive to the development of difficult natural gas projects. The new round of investment in the construction of condensate oil fractionation devices in the Middle East and the Asia- Pacific region will influence the trading flow of naphtha and petrol. South Korea and China will be the source of the growth in condensate oil demand. Condensate oil produced by Russia has started to enter the Asian market. Naphtha is the decisive factor in the condensate oil price level, and crude, petrol and intermediate distillate also have an influence on the sale of condensate oil. The key to determining future condensate oil prices is the capacity of the Asia-Pacific region to absorb increased naphtha from the Middle East and the capacity of India to increase naphtha exports. Oil companies have noticed the change to the condensate oil market and are attempting to grasp opportunities to maximize their benefits. Trading in condensate oil is increasingly becoming an important part of the integration of the global oil trade and the demand and supply balance.