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"Thank you for your report on the phenomenon of diesel price'batch and zero upside down'.
Policy and state-owned enterprises are advancing to solve this problem
.
Three days after the publication of the manuscript, the wholesale price of diesel has begun to fall, and the supply is relatively sufficient.
On October 22, the "Securities Daily" published a report titled "The price of zero diesel in many places is "upside down".
Private gas stations call for the crackdown on malicious speculation
On November 1, the reporter contacted more than ten gas stations and truck drivers in Shandong, Henan, Beijing, Guangdong, Anhui and other places and learned that the current supply of diesel is sufficient everywhere.
Except for Anhui, there are no refueling restrictions in other regions.
"The situation
Retail diesel in many places is no longer "restricted"
A person in charge of a gas station in Heze City, Shandong introduced to a reporter from the Securities Daily, “In the afternoon of October 20, a lot of people came to refuel diesel.
A total of more than 10,000 liters of diesel were sold from 15:00 to 19:00.
I haven’t Encountered this situation, so I was very impressed
"The lack of oil lasted for two or three days, and then the supply of the oil depot was sufficient, our oil tanks were replenished, and we have not been short of oil until now
.
" The above-mentioned person in charge revealed excitement, "Now there is no restriction on purchases.
There is a discount for a large amount of fuel
A staff member at a gas station on the North Fifth Ring Road in Beijing told reporters that “there is no No.
0 diesel, mainly because it has been changed to minus No.
First-line truck drivers have the most say in whether there is a situation of limited fuel purchases and lack of fuel in the near future
.
Master Chen, a truck driver in Foshan, Guangdong, said bluntly, “Recently, I have not encountered queuing for refueling and purchase restrictions.
I heard from my colleagues that there will be a limit of 100 liters to 200 liters in Sichuan
"I went to a service area gas station in Anhui two days ago.
They stipulated that the retail diesel purchase limit should not exceed 200 yuan, but there is no limit to the number of times.
"According to the current oil price of 7.
25 yuan per liter in Anhui, a trip from Anhui to Tianjin will cost 1,500 yuan more than before.
However, the freight has not risen, and we dare not increase it because our fleet has a fixed source of goods.
If the freight is increased, Then we will face the risk of losing customers
.
So now the situation is more difficult
.
" Master Zhou said
.
The tight diesel supply is effectively alleviated
The reporter noticed in the interview that some people believe that diesel production capacity and demand for chemical products are "decreasing and increasing".
The price increase of domestic chemical products has also exacerbated the previous shortage of diesel supply to a certain extent
.
Many companies that both produce diesel and are engaged in chemical production may focus their attention on chemical products that are rapidly increasing in price, thereby affecting the enthusiasm for diesel production
.
In fact, in view of the tight supply of diesel in certain regions of our country, the state has organized oil companies to increase the supply, which has effectively alleviated the tight supply of diesel
.
According to the National Development and Reform Commission, since September, due to the continuous increase in oil prices in the international market and the traditional peak consumption season in China, the supply of diesel resources in certain regions has been tight.
Supply of refined oil
.
It is reported that by increasing crude oil imports, increasing refinery load, adjusting product structure, stopping refined oil exports, and tapping the potential to reduce inventories, PetroChina has done everything possible to increase its diesel market launch
.
In addition, according to the news from the State Bureau of Grain and Material Reserves on October 31, approved by the National Development and Reform Commission and the Ministry of Finance, the State Bureau of Grain and Material Reserves has recently launched an annual national reserve product oil rotation
.
According to the recent situation of domestic refined oil supply and demand, and in response to the need to maintain supply and price stability in some regions, the gasoline and diesel that have been rotated out of the warehouse this time will be used to increase market resources, ease supply tensions, and play a role in regulating the national refined oil reserve market
.
"Affected by factors such as increased production and supply of main business units, and shifting of exports to domestic sales, the high price of diesel has been significantly weakened.
Overlapping the recent decline in diesel prices in Shandong Province, some main business units in East China have moderately liberalized their sales policies, triggering trade.
Commercial dumping to avoid risks, the diesel shortage in East China has eased to a certain extent
.
" Gao Qingcui, a refined oil analyst at Zhuo Chuang Information, told a reporter from "Securities Daily"
.
Zheng Lei, chief economist of Baoxin Finance, said that in addition to ensuring the supply side, we must also pay attention to whether there is speculation and hoarding in the circulation process and consumer terminals
.
Gao Qingcui said that from the current point of view, most of the region's main sales control situation has improved, but some units still maintain the control and distribution rhythm
.
However, the diesel ex-factory prices of Shandong Refinery and East China Refinery have fallen sharply.
Under the influence of buying up and not buying down mentality, traders’ currency risk aversion continues to heat up, terminal replenishment mentality has also been cautious, and the overall market has entered a rational wait-and-see cycle.
.
(Reporter Zhu Baochen, trainee reporter Yang Jie)
Transfer from: Securities Daily