The southern part of the "diesel shortage" is resurgent and some social gas stations have cut off oil

Affected by the expected increase in domestic oil prices, limited supply by wholesale units, and unsatisfactory transport of impeded transportation resources, diesel supply has recently experienced a tight North Songnan pattern, and “diesel shortages” have again occurred in East China, Central China, South China, and Southwest China. Diesel shortages are likely to occur. Intensified.

In the urban area of ​​Changsha, Hunan, a large number of private gas stations hung out the "no diesel" brand. Guo Yutao, station manager of Jinshi Gas Station, said that ten days ago, Changsha began to experience signs of tight supply of diesel fuel. It has become increasingly fierce in the past three days. Since the evening of December 11, Jinshi Gas Station has completely stopped supplying diesel.

Many petrol stations of Sinopec and PetroChina have also implemented limited supply for a week. Some gas stations did not even have diesel at night. At a Sinopec gas station in Sifangping, Changsha, diesel worth only 50 yuan can be added to each vehicle. Huang Ying, a taxi driver who refueled here, told reporters that many gas stations did not add diesel fuel. What they could get was a limited supply. He had to think about where to go while driving, and he had to run for a day. About five or six oils are added down. "We have to queue up for refueling. We spend a lot of time on refueling. The recent business is worse than before."

On the highway, the problem of refueling is even more serious. Many truck drivers report that the diesel shortage has become a common problem in Central China. The reporter saw a long refueling team beside the service stations in the Changsha and Xiangtan sections of the Beijing-Hong Kong-Macau high-speed segment. In the direction from the north to the south of the Zhaoshan service area, large trucks queued up for refueling are at least two kilometers long. Zhao Longli, a driver who drove coke from Inner Mongolia to Fuyang, Hunan Province, told reporters that the diesel supply in the north is also OK. The more southerly it gets, the more nervous it is. In the Hubei area, many gas stations do not add diesel at all in the evening, and during the day some Sinopec’s The gas station is also a limited supply, with a fuel card can add 700 yuan worth of diesel, there is no fuel card can only add 500 yuan worth of diesel, Hunan's situation is similar.

Due to the tight supply of diesel fuel, more than 20 buses of several bus companies in Changsha were temporarily out of service, while long-haul freight losses on the Beijing-Hong Kong-Macao expressway were even greater. Luo Xiong, a lorry driver who ran short-distance transportation in Hunan, complained that the queuing time was increased and seriously delayed the business. Some drivers who transported fresh vegetables and livestock from south to north also complained, “If you line up like this, fresh vegetables will spoil. what!"

This phenomenon in Hunan is not individual. The “Economic Information Daily” reporter learned that the frozen and rainy weather in the north makes negative diesel gradually replace the zero diesel oil to become the mainstream of the market. The contradiction between the supply and demand of diesel in the northern region has shown a trend of ease, and East China In most areas of Central China, Central China, South China, and Southwest China, the imbalance between supply and demand has not improved but has become more tense. Private gas stations have different levels of diesel shortages, and there are signs of intensification in some areas.

Information agencies Axis Info. Energy’s follow-up statistics on diesel in the country’s nearly 300 social oil stations and nearly 350 main oil stations show that 18% of the social oil stations sold at overpriced, 13% of the social petrol stations. And 15% of the main oil stations are limited to refueling, 15% of the social oil stations and 5% of the main oil stations have broken fuel, 7% of the main oil stations are queued up, 56% of the social oil stations and 77 % of the main petrol station can guarantee normal sales.

In view of the new round of oil shortages, Shen Yu, a Sinotrans analyst, believes that the long-term high international crude oil price shocks have caused the arbitrage space to shrink. The enthusiasm for distribution and speculation on the market has declined and the low-stakes market is generally seen. Most of the wholesale units started to shrink their resources with the completion of the annual sales plan. To avoid drastically falling oil prices and to control the sales of resources for the upcoming Spring Festival travel, the supply of diesel resources in the market became tense. Many privately-owned oils Enterprises appear to be "no oil to sell" situation.

The person in charge of several private gas stations in Changsha City, Hunan Province, told the reporter that privately-owned oil companies have no oil source, and most of them need to rely on PetroChina and Sinopec for supply. Even if many private gas stations get ***, it is difficult to buy diesel oil.

The relevant person in charge of the Sinopec Hunan branch said that the current shortage of diesel fuel may only be the subject. Sinopec Hunan Branch has not recently reduced the supply of diesel fuel. Instead, it has increased the amount of diesel resources, and will ensure the “two sessions”. The diesel supply is fully prepared.

“Private oil companies are still mainly engaged in oil extraction from Shandong Province. Although the current price of Shandong refinery is falling, it is not large. Take 0# diesel as an example, the difference between wholesale and retail prices is still between 100 and 200 yuan/ton. The more losses, the more private sales stations will eventually restrict sales or even stop business,” Shen Tao said.

According to Liao Kaifu, an analyst at Xiwang Energy's refined oil products, the impact of major supply constraints in East China and South China is different. The reason for the oil shortage in central and southwestern China is also the poor arrival of transport-blocked resources. The dry season in the upper and middle reaches of the Yangtze River affected central China. , Sichuan and Chongqing area diesel resources smoothly. In addition, near the Spring Festival, the demand for diesel for various freight trucks and passenger transportation buses has increased, further exacerbating the oil shortage.

"This year, the Xiangjiang River has a long dry season. The water level at the Changsha Station on the Xiangjiang River is below 25 meters, which is the lowest water level this year. This is a necessary condition for determining whether or not a large-scale 10,000-ton freighter can enter Hong Kong. Affected by this, Hunan's main resources have not arrived smoothly. "Treasure Island market analyst He Jieying explained.

According to local industry insiders in Hunan Province, with the further intensification of dry water in the Xiangjiang River, the difficulty of transporting oil products will further increase; approaching winter peaks will lead to an increase in household electricity consumption, and the emergence of electricity shortages will inevitably increase the demand for diesel oil. The demand will exacerbate the oil shortage; the end of the year will be the peak season for the logistics industry. The spring season will come. The transportation industry will also increase the demand for diesel fuel. Therefore, the shortage of diesel fuel may further increase.

Liao Kaixi also pointed out that the supply of middle and eastern China is easing or blocked due to resource capacity, and the remission cycle in some areas may be extended. Affected by the continued narrowing of diesel resources, some major petrol stations have recently reduced the amount of diesel distribution and extended the distribution cycle. At the same time, due to the influence of “high-priced oil” or “oil-free sellable” factors of social oil stations, more and more The main oil station has been or is about to fall into a queue, limit or even out of stock.