-- 根據Vortexa週五發布的一份報告,烏克蘭無人機對波羅的海和黑海基礎設施的襲擊已顯著削弱了俄羅斯的石油出口能力。 報告稱,自3月下旬以來,空襲已導致俄羅斯海運原油和凝析油的日產量減少約80萬桶。 報告也指出,清潔成品油出口量下降了40萬桶/日,而柴油和瓦斯油出口量仍比去年同期水準低20萬桶/日。 Vortexa分析師表示,由於下諾夫哥羅德等主要煉油廠停產,港口基礎設施受損,儘管亞洲需求強勁,俄羅斯仍難以從全球高油價中獲利。 由於煉油廠停產,俄羅斯未能將過剩的未加工原油轉移到出口市場。 Vortexa將此歸因於波羅的海和黑海裝卸碼頭的運力受限。 報告指出,儘管普里莫爾斯克港的原油供應保持穩定,但烏斯季盧加港的原油出口量與2025年的水平相比,將面臨每日20萬桶的缺口。 Vortexa指出,俄羅斯石油管道運輸公司波羅的海碼頭的裝貨延誤和損壞表明其面臨迫在眉睫的脆弱性,隨著衝突的持續,莫斯科無法充分利用全球能源平衡趨緊的局面。
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