沙特阿美公司与两家炼油厂达成协议，加强与中国的关系

Saudi Aramco has agreed to acquire 10 per cent of a Chinese oil refiner for $3.6bn in the second in a pair of deals set to strengthen the relationship between the Middle Eastern state oil company and its biggest market.

沙特阿拉伯国家石油公司已同意以36亿美元收购一家中国炼油企业10%的股份，这是两笔交易中的第二笔，旨在加强这家中东国有石油公司与其最大市场之间的关系。
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Under the arrangement with Shenzhen-listed Rongsheng Petrochemical Co, Saudi Aramco will supply 480,000 barrels a day of Saudi crude to China’s largest integrated refining and chemicals facility in Zhejiang province.

根据与深圳上市公司荣盛石化的协议，沙特阿美将每天向中国浙江省最大的综合炼油和化工设施供应48万桶沙特原油。

The investment comes a day after Saudi Aramco announced a joint venture with two other Chinese companies to build a new 300,000 b/d refinery and petrochemicals complex in China’s north-east.

此前一天，沙特阿美宣布与另外两家中国企业成立一家合资企业，将在中国东北新建一座日产30万桶的炼油厂和石化设施。

The combined deals promise to increase Saudi Aramco’s supply contracts with China by up to 690,000 b/d just as Saudi Arabia’s share of the world’s largest oil import market is coming under pressure from a rise in shipments of discounted crude from Russia.

这些合并后的交易有望将沙特阿美与中国的供应合同增加至多69万桶/天，而沙特在全球最大石油进口市场的份额正面临来自俄罗斯的折扣原油出货量上升的压力。

Russia has offered cut-price deals to ramp up oil exports to countries including China and India after western sanctions following President Vladimir Putin’s full-scale invasion of Ukraine last year blocked access to European markets.

俄罗斯向包括中国和印度在内的国家提供了降价协议，以增加对这些国家的石油出口。俄罗斯总统弗拉基米尔·普京去年全面入侵乌克兰后，西方对俄罗斯实施了制裁，阻止了俄罗斯进入欧洲市场。

Russia overtook Saudi Arabia as China’s biggest supplier of crude in January and February, delivering approximately 2mn b/d, according to Chinese customs data. Saudi Arabia supplied approximately 1.7mn b/d in the first two months of the year, down from about 1.8mn b/d a year earlier.

根据中国海关的数据，今年1月和2月，俄罗斯超过沙特阿拉伯，成为中国最大的原油供应国，每天输送约200万桶原油。今年头两个月，沙特阿拉伯每日供应约170万桶，低于去年同期的约180万桶。

Speaking earlier this month after Saudi Aramco reported a record $161bn in profits for 2022, chief executive Amin Nasser told the Financial Times that the company’s long-term contracts with Chinese buyers were key to its ability to retain market share in China without a need to discount its crude.

本月早些时候，在沙特阿美报告2022年利润达到创纪录的1610亿美元后，该公司首席执行官阿明·纳赛尔向英国《金融时报》表示，该公司与中国买家的长期合同是其在不需要降价的情况下保持在中国市场份额的关键。

Mohammed Al Qahtani, executive vice-president of downstream, said the investment in Rongsheng demonstrated the company’s “long-term commitment to China” and “belief in the fundamentals” of the Chinese petrochemicals sector. “It also promises to secure a reliable supply of essential crude to one of China’s most important refiners,” he said in a statement on Monday.

下游公司执行副总裁穆罕默德·阿尔·卡塔尼表示，在荣盛的投资表明了该公司“对中国的长期承诺”以及对中国石化行业“基本面的信心”。他在周一的一份声明中表示:“它还承诺为中国最重要的炼油商之一确保基本原油的可靠供应。”。
原创翻译：龙腾网 https://www.ltaaa.cn 转载请注明出处

The facility owned and operated by Rongsheng’s Zhejiang Petroleum and Chemical Co can process up to 800,000 b/d of crude oil a day and produce 4.2mn metric tonnes of ethylene a year. The deal is set to close by the end of the year and remains subject to approvals, Saudi Aramco said.

该设施由荣盛的浙江石油化工股份有限公司拥有和运营，每天可加工80万桶原油，每年生产420万公吨乙烯。沙特阿美表示，这笔交易将于今年年底完成，仍有待批准。

Helima Croft, head of commodities research at RBC Capital Markets, said the deals demonstrated the importance of the Chinese market and the weakening of ties between Saudi Arabia and the US. She said: “This is further confirmation that the economic future resides in the east and that Riyadh will look to avoid getting dragged into a Washington-Beijing dispute.”

加拿大皇家银行资本市场大宗商品研究主管赫莉玛克罗夫特表示，这些交易表明了中国市场的重要性，以及沙特阿拉伯和美国之间联系的弱化。她说:“这进一步证实，经济未来在东方，利雅得将寻求避免被拖入华盛顿-北京争端。”

The facility Saudi Aramco plans to build in Panjin city in north-east China, announced on Sunday, is a partnership between Saudi Aramco, which will own 30 per cent, and China North Industries Group, the country’s biggest weapons manufacturer, which will own 51 per cent.

周日宣布的沙特阿美计划在东北城市中国的盘锦市建设的工厂，是沙特阿美与中国最大武器制造商中国兵器工业集团的合资企业，前者将持有沙特阿美30%的股份，后者将持有51%的股份。

Construction is due to start in the second quarter of 2023 and the facility, which will process 210,000 b/d of crude from Saudi Aramco, aims to be fully operational by 2026. Panjin Xincheng Industrial Group will own the remaining 19 per cent.

施工将于2023年第二季度开始，该设施将处理沙特阿美石油公司21万桶/日的原油，目标是到2026年全面投入运营。盘锦新城实业集团将持有剩余19%的股份。

Jim Krane, a Gulf energy expert at Rice University’s Baker Institute for Public Policy, said the deals, which follow similar Saudi Aramco investments in China, India, South Korea and Malaysia, were best viewed as a “climate action strategy” to ensure it will have committed buyers for its crude even if consumption starts to shrink in other parts of the world.

莱斯大学贝克公共政策研究所海湾能源专家吉姆·克兰表示，这些交易最好被视为一项“气候行动战略”，以确保即使世界其他地区的原油消费量开始萎缩，沙特阿美也能拥有坚定的原油买家。此前，沙特阿美在中国、印度、韩国和马来西亚进行了类似投资。

“As the OECD countries’ oil demand declines, big markets in Asia is where the action is shifting,” he said

“随着经济合作与发展组织国家的石油需求下降，亚洲是石油市场行动的主要转移目标，”他说。