美國又一油煉廠關閉!市場影響幾何?




另一座美國煉油廠因Lyondell休斯敦工廠關閉而消失

休斯敦(路透社)— 化學製造商LyondellBasell Industries(NYSE:LYB)在周五詳細說明了其早前宣布的計劃,將於2025年第一季度永久關閉其每日產能263,776桶的休斯敦煉油廠。

這次關閉標誌著美國煉油廠關閉潮的最新一波,因為預計在本十年間,汽油需求將達到高峰,並在可再生燃料和電動車的壓力下逐漸下降。

Lyondell的煉油部門負責人Kim Foley在與分析師的電話會議中提到,該設施的一個原油蒸餾單元(CDU)和焦化生產線將在1月份關閉。隨後在2月份,第二個CDU和焦化生產線也將停產,這將結束汽油的生產。

在今年第四季度,Lyondell計劃以90%的產能運行該煉油廠。

Lyondell最初計劃在2023年關閉休斯敦煉油廠,但由於燃料利潤強勁,延長了其運營壽命。上個月,競爭對手菲利普斯66(NYSE:PSX)和瓦萊羅能源(NYSE:VLO)也宣布計劃關閉一座加州煉油廠,並將另外兩座煉油廠納入可能關閉的檢討中。

菲利普斯66位於洛杉磯的139,000桶/日煉油廠將於2025年底停止生產。CEO Mark Lashier表示:“這座煉油廠最初的設計是為了處理加州的原油生產,但這一產量已經下降了約75%。”

瓦萊羅的CEO Lane Riggs上個月表示,該公司在加州的91,300桶/日的威爾明頓和145,000桶/日的本尼西亞煉油廠的所有選項都在考慮之中。瓦萊羅在向美國證券交易委員會提交的文件中指出,加州新的緊急庫存維護法律將對運營商處以罰款,並使其煉油廠無法盈利。

在2017年至2022年之間的美國煉油廠關閉浪潮中,共有九座原油煉油廠以120萬桶的總產能停產或轉型為可再生燃料的生產。

這一系列的關閉不僅反映了市場需求的變化,也顯示出行業內部對於未來的戰略調整。隨著可再生能源的興起和電動車的普及,傳統煉油業面臨前所未有的挑戰,未來可能會有更多類似的關閉情況發生。

這不僅是行業的危機,同時也是轉型的機會。隨著可再生能源技術的不斷進步,投資者和企業需要重新審視其業務模型,尋找可持續發展的道路。這可能意味著需要加大對綠色技術的投資,以適應未來的市場需求。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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