美国豁免后,中国国有炼企寻求伊朗原油合作
发布时间:2026-03-23    浏览次数:16

据彭博社援引知情人士消息报道,在美国政府允许部分已装载上船的伊朗原油进行销售后,

中国国有炼油企业已开始探讨采购伊朗原油。美方此举旨在缓解因中东冲突导致的油价上涨压力。

知情人士透露,伊朗国家石油公司的代表以及担任中介的贸易商,也一直在暗中向这些炼油厂及其他亚洲炼油企业试探潜在买家。

新加坡大宗商品数据分析公司 Kpler Ltd. 高级原油分析师徐慕宇表示,不过目前仍存在诸多障碍,包括支付与航运安排问题,

以及令买家望而却步的声誉风险。她称,伊朗原油流量短期内不太可能出现实质性变化。

周一,中国最大炼油企业中国石化副董事长赵东在香港举行的业绩发布会上表示,该公司仍将回避采购伊朗原油。

他指出,不仅伊朗原油可装运货源有限,而且一旦美国的豁免政策到期,仅一个月的短交货窗口期可能会带来法律风险。

美国财政部最新发布的豁免令,有效期为一个月,涵盖伊朗海运原油。

两名知情人士表示,即便在受制裁石油贸易领域经验丰富的中介机构,也在仔细研读细则条款,

以明确哪些行为被允许、避免日后遭受处罚。他们称,若关键细节未能明确,这些海运原油的买家群体不太可能发生变化。

不过与此同时,销往中国的伊朗原油价格已出现上涨。据活跃在该市场的交易商称,

伊朗轻质原油报价较洲际交易所布伦特原油小幅溢价,因卖家正在试探市场对这批原油的购买意愿。

而就在上月,伊朗原油价格还较布伦特原油每桶贴水超过10美元。


China's State Refiners Explore Iranian Oil Deals After US Waiver 


Bloomberg reported, citing people familiar with the matter, that China's state-owned refiners have begun exploring 

purchases of Iranian crude after Washington allowed the sale of some oil already loaded onto tankers in an effort to

 limit price rises due to the Middle East War.

Representatives of National Iranian Oil Co. and traders who act as intermediaries have also been quietly 

sounding out potential buyers among these and other Asian refiners, the people said.

There are still hurdles, though, including the handling of payments and shipping, as well as reputational risks 

holding buyers back, said Muyu Xu, a senior crude oil analyst at Kpler Ltd. in Singapore. "Iranian oil flows are unlikely to 

shift materially in the near term," she said.

Sinopec, China's biggest refiner, would still avoid Iranian crude, the company's Vice Chairman Zhao Dong 

said at an earnings briefing in Hong Kong on Monday. Not only was there limited cargo availability, 

but the short one-month delivery window may create legal risks once the US waiver expires, he said.

The US Treasury's latest waiver covers seaborne Iranian oil for a month.

Even veteran intermediaries in the sanctioned oil trade are looking over the fine print to understand

 what is permitted and to avoid future penalties, two of the people said. Without clarity on key details,

 it is unlikely that the buyers of those seaborne volumes will change, they said.

In the meantime, however, the price of Iranian oil sold to China has already climbed. 

Iranian Light was offered at a slight premium to ICE Brent as suppliers tested appetite for cargoes, 

according to traders active in the market. That compares with discounts of more than $10 a barrel last month.