据石油新闻2021年6月4日报道，炼油利润率终于从航空煤油需求的复苏中得到了支撑，在长时间的封锁后，越来越多的旅客在接种了新冠肺炎疫苗后纷纷飞上了蓝天。
再加上全球大部分地区的夏季假期开始，航空煤油的需求正在回升。截至5月28日的当周，主要受西半球需求增长的强劲推动，全球航空燃油指数达到了1.75272美元/加仑，为去年1月中旬以来的最高水平。
美国炼油商在最近召开的第一季度业绩电话会议上指出，尽管汽油和柴油需求已回升至接近或好于Covid-19爆发前的水平，但航空煤油需求仍落后于5月初的正常水平，约为76%。
然而，根据美国能源信息署（IEA）的数据，美国航空煤油需求在去年5月达到最低点57.6万桶/天，在今年3月平均为115.8万桶/天，在截至5月21日的一周增加到了140万桶/天。
由于越来越多的飞机重返蓝天，炼油商已经减少了将航空煤油混入超低硫柴油池的做法，并恢复了更正常的产量。今年3月，航空煤油产量占到炼油厂净产量的10%左右，而2020年5月这一比例只有5%。
美国航空公司首席执行官德里克· 科尔在5月25日举行的Wolfe全球运输和工业会议上说：“随着全国各地疫苗接种的增加，航空旅游需求正在回升。”
他表示：“美国以及墨西哥、加勒比和拉丁美洲目的地的休闲旅行预订依然强劲。”他补充称，商务和长途国际旅行“开始显示出令人鼓舞的迹象。”
截至5月28日当周，北美和拉丁美洲航空燃油指数均超过了全球指数，平均价格分别为每加仑1.78美元和1.80美元。
科尔说：“我们的许多企业客户告诉我们，他们计划在未来几周或几个月内外出旅行。”“欧洲某些地区的旅行限制也正在修订和取消，随着疫苗的推出，我们预计这种趋势将继续下去。”
李峻 编译自 石油新闻
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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