據(jù)美國油價網(wǎng)2022年6月10日報道，全球最大的獨立原油交易商之一的托克公司日前公布，托克公司在截至今年3月31日的前6個月里實現(xiàn)了創(chuàng)紀錄的凈利潤，原因是爆發(fā)軍事沖突以后引發(fā)的市場動蕩和波動推高了大宗商品的價格。  

在截至3月底的前6個月里，托克公司凈利潤為27億美元，與上一財年同期相比增長了27%，創(chuàng)歷史新高。  

統(tǒng)計數(shù)據(jù)顯示，托克公司在此期間的營業(yè)收入跳增了73%至1706億美元，這是因為大宗商品價格上漲及成交量增加。

托克公司表示，由于托克公司希望幫助客戶在困難時期重新訂購供應(yīng)鏈，該公司的交易量全線上升。因此，與去年上半年相比，原油和石油產(chǎn)品銷售量增加了14%，達到了日均730萬桶，而有色金屬銷售量增加了16%，大宗礦物銷售量增加了13%。 

托克公司執(zhí)行總裁兼首席執(zhí)行官Jeremy Weir表示，托克公司并不認為市場形勢會很快好轉(zhuǎn)。他說，“由于需求繼續(xù)超過供應(yīng)，整個金屬和能源市場的大宗商品庫存都處于危險的低水平”。托克尚未看到其主要交易板塊石油和金屬的實物需求放緩。強勁的需求“表明未來一段時間大宗商品市場吃緊，并導(dǎo)致價格上漲”  。

托克公司首席執(zhí)行官表示：“為了滿足未來的需求，并支持正在進行的能源轉(zhuǎn)型，能源、礦產(chǎn)和金屬的生產(chǎn)、加工和運輸將需要大量投資。”

托克公司首席經(jīng)濟學(xué)家薩阿德·拉希姆在談到全球大宗商品市場時表示：“ 亞洲的復(fù)蘇可能有利于全球經(jīng)濟增長，但鑒于大宗商品庫存已經(jīng)非常低，在某些情況下是前所未有的低，價格將如何反應(yīng)仍有待觀察。通貨膨脹已經(jīng)出現(xiàn)問題，但亞洲對大宗進口商品的需求可能會進一步刺激通脹壓力。”

李峻 編譯自 美國油價網(wǎng)

原文如下：

Trafigura Books Record Profits In Volatile Oil Market

Trafigura, one of the world’s largest independent oil traders, reported on Friday a record-high net profit for the six months ended March 31, as the market turmoil and volatility following the war drove commodity prices sky-high.

Trafigura booked a net profit of $2.7 billion for the six months to end-March, a record high result which was up by 27 percent compared to the same period of the previous financial year.

Revenues jumped by 73 percent to $170.6 billion due to the higher commodity prices and the volumes Trafigura traded. 

Trafigura’s trading volume increased across the board as the trader looked to help customers to reorder their supply chains in challenging times, the company said. As a result, oil and petroleum products volumes increased by 14 percent compared to the first half of 2021, to an average of 7.3 million barrels per day (bpd), while non-ferrous metals volumes grew by 16 percent and bulk minerals volumes by 13 percent.

Trafigura does not expect the challenging market conditions to go away anytime soon, Executive Chairman and CEO Jeremy Weir said.

“Commodity inventories are at perilously low levels across metals and energy markets as demand continues to outstrip supply ,” Weir noted.

Trafigura doesn’t yet see a slowdown in physical demand for oil and metals, its principal trading segments, Weir said. Robust demand “points to a tight market for commodities and heightened prices for some time to come.”

“Significant investment will be required to produce, process and transport energy, minerals and metals to meet future needs and support the ongoing energy transition,” Trafigura’s top executive said.

Commenting on the global commodity markets, Saad Rahim, Trafigura’s Chief Economist, said:

“A resurgent Asia might be good for global economic growth, but given that commodity inventories are already extremely, and in some cases unprecedently, low, it remains to be seen how prices might react from here. Inflation is already problematically elevated, but Asian demand for commodity imports could further spur inflationary pressures.”