???? 據(jù)石油新聞2021年6月4日報道，煉油利潤率終于從航空煤油需求的復(fù)蘇中得到了支撐，在長時間的封鎖后，越來越多的旅客在接種了新冠肺炎疫苗后紛紛飛上了藍(lán)天。
????再加上全球大部分地區(qū)的夏季假期開始，航空煤油的需求正在回升。截至5月28日的當(dāng)周，主要受西半球需求增長的強(qiáng)勁推動，全球航空燃油指數(shù)達(dá)到了1.75272美元/加侖，為去年1月中旬以來的最高水平。
????美國煉油商在最近召開的第一季度業(yè)績電話會議上指出，盡管汽油和柴油需求已回升至接近或好于Covid-19爆發(fā)前的水平，但航空煤油需求仍落后于5月初的正常水平，約為76%。
????然而，根據(jù)美國能源信息署（IEA）的數(shù)據(jù)，美國航空煤油需求在去年5月達(dá)到最低點(diǎn)57.6萬桶/天，在今年3月平均為115.8萬桶/天，在截至5月21日的一周增加到了140萬桶/天。
????由于越來越多的飛機(jī)重返藍(lán)天，煉油商已經(jīng)減少了將航空煤油混入超低硫柴油池的做法，并恢復(fù)了更正常的產(chǎn)量。今年3月，航空煤油產(chǎn)量占到煉油廠凈產(chǎn)量的10%左右，而2020年5月這一比例只有5%。
????美國航空公司首席執(zhí)行官德里克· 科爾在5月25日舉行的Wolfe全球運(yùn)輸和工業(yè)會議上說：“隨著全國各地疫苗接種的增加，航空旅游需求正在回升。”
????他表示：“美國以及墨西哥、加勒比和拉丁美洲目的地的休閑旅行預(yù)訂依然強(qiáng)勁。”他補(bǔ)充稱，商務(wù)和長途國際旅行“開始顯示出令人鼓舞的跡象。”
????截至5月28日當(dāng)周，北美和拉丁美洲航空燃油指數(shù)均超過了全球指數(shù)，平均價格分別為每加侖1.78美元和1.80美元。
????科爾說：“我們的許多企業(yè)客戶告訴我們，他們計(jì)劃在未來幾周或幾個月內(nèi)外出旅行。”“歐洲某些地區(qū)的旅行限制也正在修訂和取消，隨著疫苗的推出，我們預(yù)計(jì)這種趨勢將繼續(xù)下去。”
????李峻 編譯自 石油新聞
????原文如下∶
????Jet fuel demand recovery supports refining margins
????Refining margins are finally seeing support from jet fuel demand growth, with travelers taking to the sky amid increasing coronavirus vaccinations after prolonged lockdowns.
????Add in the start of summer holidays for much of the world and jet demand is picking up. The Global Jet index reached $1.75272/gal for the week ended May 28, the highest since mid-January 2020, led primarily by increased demand in the Western Hemisphere.
????US refiners on recent first quarter earnings calls noted while both gasoline and diesel demand have rebounded to near or better than pre-pandemic levels, jet fuel demand had remained the laggard at about 76% of normal levels in early May.
????However, US jet fuel demand, which bottomed out at 576,000 b/d in May 2020, averaged 1.158 million b/d in March 2021 and increased to 1.4 million b/d for the week ended May 21, according to US Energy Information Administration data.
????And as more planes return to the skies, refiners have pulled back on blending jet into their ULSD pools and returned to more normal output. Jet fuel comprised about 10% of refinery net production in March 2021, compared with the 5% in May of 2020.
????"Demand for travel is coming back as vaccinations have increased across the country," American Airlines CEO Derek Kerr said May 25 at the Wolfe Global Transportation and Industrials Conference.
????"Leisure bookings remain strong, both in the US and destinations to Mexico, Caribbean, and Latin America," he said, adding business and long-haul international travel are "beginning to show encouraging signs."
????North American and Latin American Jet Indices both surpassed the Global index, averaging $1.78/gal and $1.80/gal, respectively, for the week ended May 28.
????"Many of our corporate customers ... have told us they plan to get back to travel in the weeks and months ahead," Kerr said. "Travel restrictions are being revised and lifted in certain parts of Europe as well, which we expect will continue ...as vaccinations are rolled out."
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