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UK: Truss is muddy water still Sunak may not get a chance_我的网站

一 | 全球燃料正处于供应短缺的困境中,这与中东和俄乌炼油厂产能大幅下降有着直接的关系。 为了填补这一供应空白,全球其他地区的炼油厂正在提高产能。其中,美国炼油厂已连续数月满负荷运转,其燃料出口量也屡创新高。但作为重要支撑的美国炼油业即将迎来新的挑战。

二 | Rystad Energy本周表示,由于油砂矿的维护作业,加拿大9月份原油日产量可能减少30万桶。

三 | 加拿大石油生产商一般每天向美国炼油厂供应400万桶重质原油,但下个月起加拿大所有的主要油砂运营商都将减产进行维护。

四 | London, Oct 15 (UNI) Liz Truss is facing a backlash from Conservative MPs after firing her chancellor and announcing a second U-turn on a major economic policy.
Rishi Sunak-backers say "dissatisfaction is so high", however, making place for another PM in quick succession is not something the party can afford.
One former minister told the BBC: "we cannot go on like this indefinitely". However, several of Boris Johnson's supporters would do anything to stop Indian-origin Sunak from taking over.
Another Tory MP said the party was in a "state of despair" after the PM's Downing Street news conference.
Truss supporter Christopher Chope said "time will tell" if she had done enough to secure her position but those plotting to remove her were "hyenas".
Sir Christopher said: "We can't possibly force another prime minister out of office, we've just got to calm down and try to give the prime minister our support."
On Friday, Truss sacked her chancellor, Kwasi Kwarteng, and reversed a key policy to scrap the planned rise in corporation tax from 19 to 25 per cent. The statement marks the second major U-turn on the mini-budget after Truss cancelled her plan to scrap the top rate of income tax earlier this month.
The U-turn on corporation tax is "going to be damaging to the prospects for growth" and is "totally inconsistent" with what she said during the campaign, Sir Christopher said.
Conservative MP for Coalville, Andrew Bridgen, said he thinks "there'll be a challenge to Truss in the next few weeks".
Bridgen, who backed Rishi Sunak to be leader, said: "Dissatisfaction is so high in the parliamentary party.
"Removing Kwasi Kwarteng when he implemented the policies she asked him to do won't engender loyalty to her."
On September 23, Kwarteng unveiled a so-called mini-budget to deliver the prime minister's vision, announcing the biggest package of tax cuts in decades. But the mini-budget spooked financial markets and sparked a revolt among Tory MPs, who urged the prime minister to drop parts of her economic plan to shore up the UK's finances.
Privately many Conservative MPs admit they have gone through despondency and into despair over the past 24 hours, the BBC said.
By going back on her promise to cut taxes she has now alienated some of those who backed her in the leadership contest for her "bold" approach.
It is not hard to find Tory MPs who think her time is up.
One former backer told the BBC, Truss had "appointed her successor," by bringing in Jeremy Hunt as chancellor. "Sadly I think that hastened her demise," the Conservative MP said.
Another MP called Truss's news conference "a mega-disaster". They said: "She will have to resign - she is worse than Corbyn."
Truss insisted she would stay on as prime minister to see through her "mission" to get the economy growing.
"I'm absolutely determined to see through what I promised - to deliver a higher growth, more prosperous United Kingdom to see us through the storm we face," Truss said.
The eight-minute news conference came after a dramatic day in which the prime minister fired Kwarteng after he returned early from a US summit.
Members of Truss's cabinet are not in open revolt. Many allies have been tweeting support for her and the new chancellor, Hunt.
Former chancellor Nadhim Zahawi tweeted: "It's time to get Britain moving. We are determined to grow the economy, eliminate the Covid backlog and protect people from Putin's energy warfare."
In a tweet, Deputy Prime Minister Therese Coffey - a close ally of Truss - said the prime minister was "right to act now to ensure our country's economic stability".
And Business and Energy Secretary Jacob Rees-Mogg tweeted: "As a government, we must now get on and deliver the pro-growth reforms that will lay the foundations for our future prosperity."
The Liberal Democrats and the SNP have called for a general election, while shadow chancellor Rachel Reeves said a new government led by Labour is "what this country needs".
Truss has ruled out a general election until 2024.
Many in the parliamentary Conservative party think they have to avoid another drawn-out leadership contest where Tory members have the final say.
The idea cropping up most is a joint ticket with former chancellor Rishi Sunak and Penny Mordaunt. But after 12 years in power, under four different leaders, there are many old scores to settle in the Tory Party, the BBC said.
UNI ING。

五 | 通常情况下,每当出现这种季节性供应中断时,美国地区的库存原油会先行补齐供应,但报告显示,美国原油库存也低于往常水平,为12个月以来最低。 来自委内瑞拉的石油供应似乎是一个替代方案,但业内指出,委内瑞拉的石油增产速度不及预期,且此前该国的原油出口量增长很大程度上是因为该国动用了原油库存,这代表委内瑞拉的石油产量实际上未能实现增长。 多重不利因素 7月,委内瑞拉对该美国的石油日均出口量为78.6万桶,为2019年初以来的最高水平,远高于2026年1月美国尚未控制该国石油工业时的日均28.4万桶。 然而,所有曾经在委内瑞拉运营的大型石油公司都持谨慎态度,迟迟不愿决定是否重返委内瑞拉,因为委内瑞拉尚未拥有稳定的政治和财政环境,难以开展大规模石油作业。 近几个月来,仅有一些服务供应商和规模较小的美国石油公司签署了一些协议。总而言之,这导致委内瑞拉的石油生产复苏比预期慢得多。 与此同时,乌克兰无人机继续袭击俄罗斯炼油厂,导致俄罗斯的汽油和柴油产量受到挤压。8月中旬,柴油裂解价差历史上首次突破每桶100美元。 此外,尽管美国宣传霍尔木兹海峡正大量流出原油,但该航道几乎没有成品油轮驶出。据法国能源巨头道达尔称,这主要是因为成品油轮运力较小,运费已高达每桶50美元,导致没有贸易商愿意承担运输成本,从而加剧了燃料供应紧张的问题。

六 | 随着供暖季即将开始,夏季补充燃料的需求还在不断攀升,这可能将使燃料市场的供需进一步失衡。

七 | 而能源方面的混乱又将对广泛的经济增长和通胀产生恶劣影响。(文章来源:财联社)。
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