The Domestic Inflation Situation Is Grim; &Nbsp; &Nbsp; Hot Money Hoarding Oil Prices To Push Up The Price Of Diesel Oil.

Due to the lag of production increase, the domestic steam and firewood supply has been pferred from the two giants of PetroChina and Sinopec to the local refineries in Shandong.

Under the background of the shortage of diesel oil, the wholesale price of diesel oil has been soaring.

At the same time, under the background of recent intensified supervision by relevant state departments, some industries have begun to implement the "low hanging up" black box operation and further push up the price of diesel oil.

Analysts told the daily economic news reporter that the actual production of diesel oil in PetroChina and Sinopec is not very large, and that the imbalance between supply and demand should not be the only reason for the shortage of diesel fuel at present.

"Dark box operation" is increasing.

The continued shortage of domestic diesel resources has made Shandong the only hope to solve the urgent problem.

According to the latest statistics of Zhuo Chuang's information, the price of mainstream diesel refining in Shandong surged from 6900 yuan / ton in early October to 8000 yuan / ton at the end of the month, rising to 1100 yuan / ton or 15.9% in only one month.

In order to ease the tension of domestic diesel, Sinopec plans to increase the price per ton of planned extra diesel by 1000 yuan, and the processing capacity of CNPC is also increasing.

"But even so, diesel prices still have plenty of momentum, because the continued resource shortage has brought people a continuous expectation of oil shortage," said Zhu Chunkai, an information analyst at zhuochuang. "The situation that money can not buy oil can be seen everywhere, so panic buying and restriction become the mainstream phenomenon in the oil market."

Zhu Chunkai believes that, especially after some sellers earn high profits, even after the late fall, there is also a "gamble" strength and courage.

In this case, the price of ground refining has nothing to do except rise.

"The supply of two giants resources is not in place, and the price of refining will continue to rise."

It is understood that in the Shandong area, the highest retail price limit stipulated by the state is 0# diesel, which is 7445 yuan / ton, and the price of -10# diesel is 7892 yuan / ton.

Part of the refinery wholesale price has been far higher than the ceiling price.

Zhu Chunkai said that the main price of refining 0# diesel is 7800 yuan ~7950 yuan / ton, -10# diesel 7930 yuan ~8100 yuan / ton.

The relevant departments of the state have recently increased supervision, and the refineries have begun to "hang up", which is only the beginning.

However, the processing capacity of Shandong's refining industry accounts for only about 1/10 of the national refining capacity.

Lv Bin analysis, if we encourage the two giants to increase production to ease the pressure of resources, the pace will be relatively slow. Short term resource shortage will continue. The price will continue to rise.

Regulatory effect is limited.

Last week, Shandong's refining and processing imported fuel continued to advance rapidly.

As of November 6th, Zhuo Chuang integrated the calculation of various products, the local refinery processing imported fuel oil surplus profit amounted to 432.5 yuan / ton, compared to the last week of October increased by 128.09 yuan / ton, once again hit the highest profit level since 2009, while the average diesel oil rose by 260 yuan / ton.

Lv Bin said: "this profit rise is obvious, mainly by diesel oil continues to break through the highest price limit, the driving force of good progress."

Due to the external drive and high profits, the raw material resources of the refining industry are tense, and the physical structure of raw materials is also rising.

According to the statistics of Zhuo Chuang, the shipment of Russian M100 in the late November in the Singapore market is between 41~44 dollars. The average price of Russian M100 M100 in Qingdao market is around 5200 yuan / ton, and some traders even report 5300 yuan to new yuan / ton.

Lv Bin said that despite this, Shandong market is still difficult to find a situation.

Faced with such a high price, many refinery are still willing to buy, because there is still room for profit after measuring the market.

"Judging from the current oil price and its rising trend, the price of raw materials can be charged at 5500 yuan ~5800 yuan / ton."

"Even if the supervision of the relevant departments of the state has continued, the possibility of land sale will remain small unless there is an unexpected subsidy policy.

It's hard to rely on such regulation to lower oil prices. "

Zhu Chunkai believes that if someone wants to pay a high price, the seller will not consider that the price has reached the top.

According to its analysis, if the supervision is further intensified, the production will cease to be shipped or privately shipped, because the current market determines the existence of "high priced oil".