Group 1 - The core issue revolves around the unpredictability of Abu Dhabi National Oil Company's (Adnoc) Murban crude oil supply, leading to frustration among traders and questioning of official production information [1] - Adnoc previously announced a reduction in July's Murban crude supply but later informed some buyers they would receive their full allocations, creating confusion [1] - The inconsistency in supply signals from Adnoc is undermining market confidence and could pose reputational risks for the company [1][2] Group 2 - The uncertainty surrounding Murban crude supply has led to a significant decrease in trading activity in the spot market, with only three cargoes traded in the previous month, none of which were Murban crude [1] - Some traders are shifting from spot trading to long-term contracts for more secure supply options, although transitioning away from Murban crude is challenging for many Asian refiners [2] - The uncertainty in July's supply may cause mismatches between traders' hedging positions and expected supply, potentially resulting in trading losses [2]
Murban原油供应反复变动困扰交易商 阿布扎比国家石油公司声誉受考验
智通财经网·2025-07-09 10:37