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China Fuel Exports Edge Back to Pre-Iran War Levels

BEIJING, Aug 18 (Reuters) - China's exports of refined oil products in July fell 12.9% year-on-year but rose 6.7% from the previous month, customs data showed ​on Tuesday, as the easing of export curbs allowed refiners under ‌pressure to ship more fuel overseas.

The key fuel supplier to Asia curbed exports sharply in March to protect its domestic market from the oil shock caused by ​the closure of the Strait of Hormuz in the Iran war. Beijing ​eased those controls in July and again in August, when officials approved ⁠enough exports to exceed pre-war levels.

In July, the latest month for which ​data is available, refined oil exports, which include diesel, gasoline, aviation fuel ​and marine fuel, totalled 4.65 million metric tons, up from 4.36 million in June, when exports jumped 29% from May.

Diesel exports are roughly back to the level of last ​July after rising 88% month-on-month to 810,000 tons, or about 50% ​higher than the monthly average last year.

Rising exports are a boon for customers in a ‌tight ⁠market. They are also a precondition for the normalisation of China's oil imports, which remain well below pre-war levels.

By allowing refiners to export more product overseas, where prices are higher, the sector receives greater incentive to increase output ​and, in time, oil ​imports.

Exports of ⁠other fuels remain below pre-war levels, although rising. Gasoline exports stood at 420,000 tons in July, down 55.3% year-on-year but ​up 320% from June.

China's aviation fuel exports rose 42% ​from June ⁠to 1.32 million tons in July, but were down 33% from the same period last year.

The data also showed LNG imports rose 2.4% year-on-year to ⁠5.5 ​million tons in July.

China's LNG imports in the ​first seven months dropped 4.6% from the same period last year.

Exports

July

y/y % change

YTD

y/y % change

Gasoline

420,000

-55.3%

1,720,000

-64.4%

Jet ​fuel

1,320,000

-33.0%

9,200,000

-22.8%

Diesel

810,000

-0.4%

3,530,000

-2.8%

Imports

       

LNG

5,500,000

2.4%

33,790,000

-4.6%

Reporting by Sam Li and Lewis Jackson; Editing by Clarence Fernandez

Source: Reuters


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