据钻机地带12月28日消息，墨西哥计划在2023年停止原油出口，这是政府实现国内燃料市场自给自足战略的一部分。

墨西哥国家石油公司(Pemex，简称墨国油)首席执行官奥克塔维奥·罗梅罗周二在墨西哥城举行的新闻发布会上表示，墨国油将在2022年将原油出口量减少到每天43.5万桶，然后在次年逐步停止向海外客户销售。

此举是洛佩斯·奥夫拉多尔扩大墨西哥国内燃料生产而不是将石油出口到国外同时进口汽油和柴油等昂贵精炼产品的举措的一部分。墨西哥目前主要从美国炼油厂购买燃料。

如果墨国油承诺得以兑现，这将标志着其作为过去几十年里最著名的石油公司之一退出国际石油市场。在2004年的鼎盛时期，墨国油每天向日本和印度的炼油厂出口近190万桶石油，并以观察员身份参加了欧佩克的会议。

墨国油的数据显示，上个月该公司向海外销售的原油日产量略高于100万桶。

罗梅罗表示，由于墨国油增加了国内原油加工，其国内原油加工在2022年将达到151万桶/天，到2023年将达到200万桶/天，因此将减少出口。这家墨西哥钻探公司将把所有产量投入其6家炼油厂，包括位于东南部塔巴斯科州的一座在建设施，以及得克萨斯州休斯敦附近正在收购的另一座设施。即使位于美国边境，该工厂也被视为墨西哥炼油系统的一部分。

预计占墨西哥原油出口四分之一以上的亚洲炼油厂将首当其冲地受到出口削减的影响。减产将对韩国和印度的炼油厂造成最严重的冲击，而美国和欧洲的炼油厂预计减产幅度较小，因为墨国油放弃了早些时候从美国市场转向多元化的计划。

裘寅 编译自 钻机地带

原文如下：

Mexico to Stop Exporting Oil in 2023

Mexico plans to end crude oil exports in 2023 as part of a strategy by the government to reach self-sufficiency in the domestic fuels market.

Petroleos Mexicanos, the Mexican state-owned producer known as Pemex, will reduce crude oil exports to 435,000 barrels a day in 2022 before phasing out sales to clients abroad the following year, Chief Executive Officer Octavio Romero said during a press conference in Mexico City on Tuesday. 

The move is part of a drive by Lopez Obrador to expand Mexico’s domestic production of fuels instead of sending its oil abroad while it imports costly refined products, like gasoline and diesel. Mexico currently buys the bulk of the fuels it consumes from U.S. refineries.

If fulfilled, Pemex’s pledge will mark the withdrawal from the international oil market by one of it’s most prominent players of the past decades. At its peak in 2004, Pemex exported almost 1.9 million barrels a day to refineries from the Japan to India, and was a participant in meetings by the Organization of Petroleum Exporting Countries as observer.

Last month, the Mexican company sold abroad slightly more than one million daily barrels, according to Pemex data.

The export reduction will come as Pemex increases its domestic crude processing, which will reach 1.51 million barrels a day in 2022 and 2 million daily barrels in 2023, Romero said. The Mexican driller will plow all of its production into its six refineries, including a facility under construction in the southeastern state of Tabasco and another one being bought near Houston, Texas. This plant is considered part of Mexico’s refining system even if located across the U.S. border.  

Asian refineries, which account for more than a quarter of Mexican crude exports, are expected to bear the brunt of the export cuts. 

The reductions are expected to hit refiners in South Korea and India the hardest, with smaller cuts seen to buyers in the U.S. and Europe, as Pemex backtracks on earlier plans to diversify away from the U.S. market.

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