GRAPHIC-まっただ中に 衝突/不一致s with Trump, Latam oil sales 落ちる to U.S. at three-10年間 low

By Collin Eaton and Marianna Parraga

HOUSTON/MEXICO CITY, June 7 (Reuters) - The Trump 行政's 衝突/不一致s with Mexico could その上の squeeze U.S. 輸入するs of 批判的な 激しい 天然のまま oil from Latin America, which have fallen to their lowest in nearly three 10年間s に引き続いて 許可/制裁s on Venezuela, U.S. 政府 and Refinitiv Eikon data shows.

The 拒絶する/低下するs could より悪くする if U.S.-Mexico 会談 on 抑制(する)ing immmigrant 国境 crossings fail, and U.S. 大統領 Donald Trump 徴収するs 5% 関税s on Mexican goods beginning Monday, 仲買人s said.

Oil 精油業者s 世界的な have struggled to 安全な・保証する 激しい 天然のまま 供給(する)s に引き続いて U.S. 許可/制裁s on Venezuela and Iran and 生産(高) 削減(する)s by the Organization of the 石油 輸出(する)ing Countries (石油輸出国機構).

The 部隊d 明言する/公表するs relies on 激しい 天然のまま to blend with はしけ U.S. oils to produce ガソリン and other 燃料s, and Venezuela and Mexico have 伝統的に been の中で the biggest 供給者s of that oil to the 部隊d 明言する/公表するs.

関税s would 追加する 上向き 圧力 to Latin American 激しい 天然のまま prices that have already 押し進めるd U.S. 精油業者s to 捜し出す oil from more distant 供給者s in West Africa, 仲買人s and 分析家s said.

U.S. 輸入するs of Latin American 天然のまま fell to 1.4 million バーレル/樽s per day (bpd) in March, the lowest since December 1990, によれば the most 最近の data from the U.S. Energy (警察などへの)密告,告訴(状) 行政.

The 傾向 continued through May, によれば U.S. Customs and Refinitiv Eikon data, which shows U.S. 輸入するs from Latin America's main 供給者s dropped to 1.15 million bpd.

Together, U.S. 天然のまま 輸入するs from Mexico and Venezuela were at their lowest in at least a 10年間 at a 連合させるd 700,000 bpd in the February-May period, に引き続いて 許可/制裁s on 明言する/公表する-run Petroleos de Venezuela (PDVSA). In May, after several months of 拒絶する/低下する, 全体にわたる Latin American 輸出(する)s 世界的な 回復するd a little bit to 4.2 million bpd, from 4.1 million in April.

Mexican 天然のまま 生産/産物 has been f alling for a 10年間 and a half. The new 政府 of Andres Manuel Lopez Obrador, 用心深い of Mexico's 依存 on U.S. ガソリン, is 押し進めるing 明言する/公表する-run Pemex to 精製する more of the country's 天然のまま oil, instead of 輸出(する)ing most of it.

In May, U.S. 輸入するs of Mexican 天然のまま fell 16% from April to 606,000 bpd as 需要・要求する for 激しい 天然のまま 世界的な is 上げるing the price of Mexico's Maya grade and other Latin American 天然のままs, 仲買人s said. But the rising prices have created more 適切な時期s for more バーレル/樽s to go Asia.

"It makes sense for Mexico to send more to Asia, given 不足s there," said Sandy Fielden, an 分析家 at Morningstar. "精油業者s will 支払う/賃金 more for 激しい 天然のまま. Mexico will get better prices as a result."

MAYA HEAVY TO ASIA

Last month, four large 大型船s carrying Mexico's 激しい Maya 天然のまま 出発/死d for Asia: Two to India and two to South Korea, Eikon data shows. The 連合させるd 貨物s held 6.9 million バーレル/樽s, up from 5.2 million バーレル/樽s shipped in April.

U.S. 精油業者s have 警告するd the Trump 行政 that 関税s would make Mexican 天然のまま 輸入するs いっそう少なく 競争の激しい, 上げる 燃料 costs, and squeeze 精油業者s' 利益(をあげる) 利ざやs.

"簡単に put, it will 増加する the cost of 激しい 天然のまま coming into the U.S.," a 仲買人 said.

Several of the largest importers of Mexican 激しい 天然のまま also relied on Venezuelan 供給(する) before 許可/制裁s. 精油所s owned by Valero Energy Corp and Chevron Corp were の中で the 正規の/正選手 買い手s of both Mexican and Venezuelan grades, によれば U.S. Energy Department 人物/姿/数字s.

The 部隊d 明言する/公表するs did not 輸入する any Venezuelan 天然のまま in May, によれば Eikon. U.S. 許可/制裁s on Venezuela's 明言する/公表する-run PDVSA bit deeper into the nation's 輸入するs of Venezuela 天然のまま, which fell to 無 last month, after the last 合法的な 貨物s were 発射する/解雇するd in April, the data showed.

One Latin American country offsetting the 減少(する) from Mexico and Venezuela was Brazil, which in May 配達するd 185,400 bpd into the 部隊d 明言する/公表するs, up from a mere 14,800 bpd in April, Eikon data shows.

(報告(する)/憶測ing by Collin Eaton in Houston and Marianna Parraga in Mexico City)

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