据油价网6月22日报道，根据彭博社整理的油轮跟踪数据显示，停泊在埃及红海沿岸的大部分沙特超大型油轮集群开始显示出消散的迹象，其中11艘油轮中有两艘不再停泊在艾因苏赫纳港油轮码头附近。

根据Vortexa的数据，到上周五，有10艘装载约2000万桶石油的超大型油轮在艾因苏赫纳港附近漂浮，另外还有两艘超级油轮正驶向同一地点。Vortexa的市场情报与分析（中东北非地区）主管Jay Maroo在6月16日的一份报告中写道，所有10艘漂浮的超级油轮已经静止停泊了七天以上，其中大部分货物是在五月下半月或之后装载的。

目前尚不清楚导致油轮聚集的原因，而沙特也未就在埃及沿岸积聚的货物发表评论。通常情况下，大部分运载沙特原油的超级油轮会直接将石油运至艾因苏赫纳港，而不通过苏伊士运河。

(相关资料图)

彭博社认为，这种情况最有可能的原因是原油存储空间不足。

现在，根据彭博社收集的数据，11艘油轮中有两艘不再停泊原地，其中包括在埃及沿岸停泊时间最长的那艘沙特油轮。这11艘油轮中，其中9艘由沙特国家航运公司巴赫里所有，另外两艘由亚洲公司拥有。

Maroo表示，沙特原油油轮在埃及沿岸聚集如此之多的情况并不常见。

Maroo在上周末的报告中指出，“上一次沙特原油浮动储存量如此高企是在2020年第二季度，当时积聚量达到3000万桶/日，但那是在浮动存储量增长幅度更大和强劲的正价差结构支持下的情况下出现的” 。

这次油轮聚集正值沙特计划于7月开始实施每日100万桶的单方面减产前几周。

胡耀东 译自 油价网

原文如下：

Mysterious Saudi Oil Tanker Cluster Off Suez Starts To Clear

A cluster of mostly Saudi supertankers loaded with oil that has been idling off Egypt’s Red Sea coast for weeks has shown signs of starting to clear as two of the 11 tankers are no longer anchored near the Ain Sukhna oil terminal, according to tanker tracking data compiled by Bloomberg.

As of last Friday, 10 very large crude carriers (VLCCs) carrying around 20 million barrels of oil were floating off Ain Sukhna and another two supertankers were heading to the same location, Vortexa data showed on June 16.

All 10 floating supertankers have been stationary for seven days or more and most of these cargoes loaded during or after the second half of May, Jay Maroo, Head of Market Intelligence & Analysis (MENA) at Vortexa, wrote in a note on Friday.

It wasn’t immediately clear what has caused the accumulation of tankers, while Saudi Arabia hasn’t commented on the build-up of cargoes off Egypt. Most supertankers carrying Saudi Arabian crude typically deliver the oil to Ain Sukhna without transiting the Suez Canal.

The most likely reason is a lack of storage, according to Bloomberg.

Now two of the 11 tankers are no longer anchored, including the Saudi tanker that had been idle off the Egyptian coast for the longest period of time, per the data collected by Bloomberg. Of the 11 tankers, 9 are owned by Bahri, the national shipping carrier of Saudi Arabia, and two by Asian firms.

At any rate, there haven’t been many recent instances of Saudi crude accumulating in such quantity offshore Egypt, Vortexa’s Maroo said.

“The last time Saudi crude floating storage volumes were above current levels was in Q2 2020 when levels hit 30mbd, but that was amid a wider rise in floating storage volumes and a strong contango structure supporting the activity,” Maroo noted at the end of last week.

The cargo cluster off Egypt’s coast comes weeks before Saudi Arabia is set to begin the unilateral production cut of 1 million barrels per day (bpd) in July.

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