颶風(fēng)勞拉會(huì)如何影響油價(jià)和股票
As Hurricane Laura approaches the Texas-Louisiana coast for an expected landfall tonight or tomorrow morning, our first thoughts must be with the people who live in the areas that will be impacted. The hurricane has been strengthening and may hit land as a category 4, capable of severe damage. The whole country should be wishing the people of the Gulf Coast all the best.
颶風(fēng)勞拉將于今晚或明天早上登陸德州和路易斯安那州海岸,我們首先要考慮的是受災(zāi)地區(qū)的居民。颶風(fēng)正在加強(qiáng),并可能以4級(jí)強(qiáng)度襲擊陸地,可能造成嚴(yán)重破壞。全國(guó)人民都應(yīng)該祝福墨西哥灣沿岸的人民一切順利。
Two people relax in a park across from a shipping terminal before the arrival of hurricane Laura.
在颶風(fēng)勞拉到來之前,兩個(gè)人在一個(gè)海運(yùn)碼頭對(duì)面的公園里放松。
Among those not in the path of this storm, many people wonder how it will impact investments and wallets, especially since the region is most important oil and petroleum location in the United States. Here is how Laura will affect the markets and the gas pump:
在那些不在這場(chǎng)風(fēng)暴路徑上的人中,許多人都在想,這場(chǎng)風(fēng)暴將如何影響投資和錢包,尤其是因?yàn)樵摰貐^(qū)是美國(guó)最重要的石油和石油產(chǎn)地。以下是勞拉將如何影響市場(chǎng)和加油站:
Crude Oil and Natural Gas Production Disruption
原油和天然氣生產(chǎn)中斷
Already, around 1.6 million barrels per day of offshore crude oil production has been halted, as crews on platforms in the Gulf of Mexico have been evacuated inland. That amounts to about 84% of U.S. offshore crude oil production in the Gulf of Mexico. Additionally, producers have halted about 1.65 billion cubic feet per day of natural gas production from the Gulf of Mexico.
由于墨西哥灣鉆井平臺(tái)上的工作人員被疏散到內(nèi)陸地區(qū),每天約160萬桶的海上原油生產(chǎn)已經(jīng)停止。這相當(dāng)于美國(guó)墨西哥灣近海原油產(chǎn)量的84%。此外,生產(chǎn)商已經(jīng)停止了墨西哥灣每天16.5億立方英尺的天然氣生產(chǎn)。
Offshore platforms are sturdy and built to withstand these storms. After all, hurricanes are expected in the Gulf of Mexico. However, even if a platform goes undamaged during as the hurricane passes, production cannot restart until the personnel return.
海岸鉆井平臺(tái)堅(jiān)固耐用,能經(jīng)受住這些風(fēng)暴。畢竟,颶風(fēng)預(yù)計(jì)會(huì)在墨西哥灣發(fā)生。然而,即使平臺(tái)在颶風(fēng)過境期間沒有受損,在工作人員返回之前也不能重新開始生產(chǎn)。
Refinery Disruptions and the Price at the Gas Pump
煉油廠的中斷和加油站的價(jià)格
15% of U.S. refining capacity (2.2 million barrels per day) has been shut down in preparation for the hurricane. The largest refiner in the country is Motiva, owned by Saudi Aramco, and it is in Port Arthur, Texas. The area is full of oil refineries (about 1/3 of total U.S. refining capacity).
為應(yīng)對(duì)颶風(fēng),美國(guó)15%的煉油產(chǎn)能(220萬桶/天)已被關(guān)閉。該國(guó)最大的煉油商是位于德克薩斯州亞瑟港的由沙特阿美公司所有的莫蒂瓦。該地區(qū)到處都是煉油廠(約占美國(guó)煉油能力的三分之一)。
Equities Like Higher Oil Prices
股票喜歡油價(jià)上漲
Typically, these Gulf of Mexico hurricanes can be good news for price of oil equities. Even if some of a company’s production or refining capacity is disrupted, the higher commodity prices are generally a good sign for oil company stock. Equities such as ExxonMobil, Chevron and BP are all down a little today.
通常,這些墨西哥灣颶風(fēng)對(duì)石油股票價(jià)格來說是好消息。即使一家公司的部分生產(chǎn)或煉油能力受到干擾,大宗商品價(jià)格上漲對(duì)石油公司的股票來說通常也是一個(gè)好跡象。埃克森美孚、雪佛龍和英國(guó)石油等公司的股票今天都略有下跌。
However, if the price of oil rises as a result of disruptions (or as a result of the reporting of production numbers next week), it will be seen as good news for these international oil companies. That extent of that good news would have to be weighed against issues in the overall oil industry today, but higher oil prices are good for oil company stocks.
然而,如果石油價(jià)格因供應(yīng)中斷(或下周公布的產(chǎn)量數(shù)據(jù))而上漲,對(duì)這些國(guó)際石油公司來說將是好消息。這一好消息的程度必須與目前石油行業(yè)整體的問題進(jìn)行權(quán)衡,但油價(jià)上漲對(duì)石油公司股票有利。