Экспорт Юралс из портов Балтики в апреле может снизиться

: Crude oil
21/03/25

Отгрузки Юралс из балтийских портов в апреле могут немного сократиться: на 16 тыс. барр./сут. (200 тыс. т) относительно текущего месяца, до минимума с декабря — 934 тыс. барр./сут. (3,9 млн т), согласно предварительным графикам отгрузок.

Снижение поставок запланировано в Приморске — на 200 тыс. т, до 2,4 млн т, тогда как отгрузки из Усть-Луги почти не изменятся — 1,5 млн т. Участники рынка полагают, что общее сокращение предусмотрено ввиду того, что некоторые компании могут увеличить в апреле поставки по направлениям магистрального трубопровода «Дружба» в страны Восточной и Центральной Европы.

В то же время фактический уровень экспорта из балтийских портов может оказаться выше, не исключают трейдеры. Производители могут получить дополнительные позиции в том числе из-за ремонтов на крупных российских НПЗ во II квартале.

Сокращение предложения Юралс в балтийских портах может оказать поддержку стоимости сорта в Северо-Западной Европе. Спрос на сырье в этом регионе остается ограниченным вследствие усиления карантинных мер из-за Covid-19 и срыва планов по массовой вакцинации населения. В среду скидка на Юралс вновь выросла — на $0,35/барр., до $2,10/барр. (cif Роттердам) к Североморскому датированному.

Отгрузки Юралс из Новороссийска, напротив, должны повыситься в апреле на 32 тыс. барр./сут. (100 тыс. т) относительно текущего месяца, до 273 тыс. барр./сут. (1,14 млн т). Суммарный экспорт Юралс из морских портов в следующем месяце запланирован в объеме на 16 тыс. барр./сут. выше, чем в марте, и должен достигнуть максимума с января — 1,21 млн барр./сут. (5,04 млн т). В абсолютном выражении отгрузки уменьшатся на 100 тыс. т из-за меньшего количества дней в апреле.

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Больше новостей, ценовой информации и аналитических материалов об экспорте нефти из России — в издании «Argus Экспорт нефти».

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