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Nguồn cung dầu thô Iran cho khách hàng nước ngoài đang thu hẹp nhanh sau khi lệnh phong tỏa của Mỹ siết chặt, khiến lượng dầu nổi chưa có người mua ngoài khơi Singapore chỉ còn khoảng 4 triệu thùng.
Các ý chính:
- Tổng lượng dầu thô Iran nằm ngoài Vịnh Ba Tư và Vịnh Oman đã giảm từ hơn 100 triệu thùng xuống còn khoảng 83 triệu thùng, theo số liệu của Kpler.
- Khoảng 40 triệu thùng dầu Iran đang được lưu trữ trên tàu gần khu neo đậu EOPL ngoài khơi Singapore, nhưng chỉ còn 4 triệu thùng chưa có người mua.
- Chuyên gia Muyu Xu của Kpler nhận định người mua gần như không còn nguồn cung mới sau cuối tháng 9 vì chưa có tàu chở dầu Iran nào vượt qua được vòng phong tỏa của Mỹ.
- Giá dầu Iran Light trong tuần này được giao dịch cao hơn Brent 3,5 USD/thùng, trái ngược với mức thấp hơn 3,5 USD/thùng một tuần trước.
- Trung Quốc, khách hàng mua hơn 90% dầu Iran bị trừng phạt, đối mặt nguy cơ thiếu nguyên liệu khi các nhà máy lọc dầu tư nhân ở Sơn Đông phải tìm nguồn thay thế.
- Theo Kpler, các nhà máy lọc dầu Trung Quốc có thể tăng nhập dầu Urals của Nga hoặc dầu nhiên liệu để bù đắp nguồn cung Iran sụt giảm.
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