美国化工类股涨跌互现 油价跌至18年低点

据ICIS网站3月30日消息 美国上市化工公司的股票周一涨跌互现，油价跌至18年来的低点。

5月份布伦特原油期货结算价为22.76美元/桶，下跌2.17美元/桶。WTI结算价为20.09美元/桶，下跌1.42美元/桶。

一个多月来，股市一直异常动荡。从2月24日开始，道琼斯工业平均指数在过去26个交易日中的21个交易日至少波动了2%。

疫情在美国和全球其他地区继续传播，产生较大影响。

疫情是油价下跌的原因之一，限制疾病传播的旅行限制导致了燃料需求的下降。

由于需求下降，美国炼油商PBF能源公司正在以最低费率运营其装置。

另一个拖累油价的因素是欧佩克和俄罗斯之间减产协议的结束。从4月1日开始，他们将不限制石油生产。

道琼斯首席执行官吉姆菲特林表示，在如此低的油价下，企业无法取代石油，55-60美元/桶的价格更具可持续性。

供应的增加和需求的下降共同导致人们担心全球石油储备将耗尽，迫使高成本的油井关闭。

ICIS石化指数（IPEX）显示，石化和聚合物价格倾向于跟随原油走势，时滞约为6周。该指数跟踪了12种主要的石油化工产品和聚合物。

ICIS利润率分析显示，在北美，乙烯现货价格仍处于34年来的低点。3月份丙烯合约创11年新低。

在欧洲，尽管油价下跌，化工股和股市仍上涨。

王磊 摘译自 ICIS

原文如下：

US chem shares mixed as oil prices reach 18-year lows

Shares of US-listed chemical companies were mixed align="justify">Brent crude oil futures for May settled at $22.76/bbl, down by $2.17/bbl. WTI settled at $20.09/bbl, down by $1.42/bbl.

Stock markets have been exceptionally volatile for more than a month. Starting align="justify">The coronavirus (Covid-19) has caused much of this volatility as it continues to spread in the US and the rest of the world.

The coronavirus is align="justify">US refiner PBF Energy is running its units a minimum rates because of the decline in demand.

Another factor dragging down oil prices is the end of a production-cut agreement between OPEC and Russia. Starting align="justify">At such low prices, companies cannot replace oil, said Dow CEO Jim Fitterling. A price of $55-60/bbl is more sustainable.

The combination of rising supply and falling demand has led to concerns that the world would run out of storage, forcing high-cost wells to shut-in.

Petrochemical and polymer prices tend to follow crude oil with a time lag of about six weeks, according to the ICIS Petrochemical Index (IPEX). The index tracks 12 major petrochemicals and polymers.

In North America, ethylene spot prices remain at 34-year lows, according to the ICIS margins analysis. March contracts for propylene settled at an 11-year low.

In Europe, chemical stocks and bourses rose despite the drop in oil prices.