在过去两年里，美国的日炼油能力下降了近100万桶
美国几家炼油厂已经或即将转变为可再生燃料厂
路透社：美国目前至少有12个可再生柴油项目正在建设中
据美国油价网6月21日报道，路透社援引美国联邦数据报道称，美国中期内可再生柴油产能的增加不足以弥补石油柴油精炼产能的下降。
在过去两年中，美国的日炼油能力损失了近100万桶，这是因为疫情大流行迫使几家炼油厂关闭，此外，飓风也破坏了炼油设施。
此外，美国几家炼油厂已经或即将转型为可再生燃料厂，在供应紧张、库存低、需求比许多人预期的更强劲的情况下，这也减少了柴油炼油能力的可用性。
根据路透社的分析，目前美国至少有12个可再生柴油项目正在建设中，总价值为90亿美元。根据美国能源信息署的数据，加上现有的可再生柴油生产厂，预计到2025年，12个可再生柴油项目和现有可再生能源生产厂的日产量将达到13.5万桶左右。目前美国的可再生柴油日产量为8万桶。
与此同时，美国的柴油价格飙升幅度甚至超过汽油价格，在过去12个月里上涨了约75%，原因是封锁解除后经济反弹，支出激增，推动了货运需求的增加。
6月初，柴油价格创下了每加仑5.72美元的历史新高，虽然汽油价格已经从每加仑5美元以上的峰值回落，但柴油价格仍在上涨，本周周一达到了每加仑5.812美元。
穆迪首席经济学家赞迪最近向英国《金融时报》表示：“从农业到制造业，美国经济的很大一部分依靠柴油运行，因此柴油价格的飙升正在全面推高价格。目前美国的通胀仍处于40年来的高点，柴油价格上涨是其中一个重要因素。”
李峻 编译自 美国油价网
原文如下：
Diesel Crisis Not Solved By Ramp-Up In Renewable Diesel
The United States lost almost 1 million bpd in refining capacity over the last two years.
Several refineries have been or are about to be converted into renewable fuel plants.
Reuters: there are at least a dozen renewable diesel projects under construction in the U.S. right now.
A ramp-up in renewable diesel capacity in the United States over the medium term will not be enough to compensate for the decline in petroleum diesel refining capacity, Reuters has reported, citing federal data.
The United States lost almost 1 million bpd in refining capacity over the last two years as the pandemic forced several refineries shut and hurricanes damaged refining facilities.
Besides, several refineries have been or are about to be converted into renewable fuel plants, which has also reduced the availability of diesel refining capacity at a time of tight supply and low inventories coupled with more robust demand than many expected.
According to the Reuters analysis, there are at least a dozen renewable diesel projects under construction in the U.S. right now, worth a total of $9 billion. Together with existing renewable diesel plants, these are expected to churn out some 135,000 barrels daily by 2025, according to the Energy Information Administration. The current rate of renewable diesel production in the country is 80,000 bpd.
Meanwhile, diesel prices in the United States have been soaring even more sharply than gasoline prices, gaining some 75 percent over the past 12 months as the economy rebounded after the lockdowns and spending jumped, prompting greater demand for freight transportation.
Earlier this month, diesel prices hit a record high of $5.72 per gallon, and while gasoline prices have retreated from their peak of over $5 per gallon, diesel is still on the rise, reaching $5.812 per gallon on Monday this week.
“Big parts of the economy run on diesel, from agriculture to manufacturing, and thus the surge in diesel prices is driving up prices broadly,” Moody’s chief economist Mark Zandi told the FT recently as inflation in the U.S. remained at 40-year highs, with diesel fuel inflation one of the big contributors.
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