據油價網4月23日消息：全球第三大石油進口國印度的燃料需求正在暴跌，因為每天新增的新冠肺炎病例導致限制收緊，并可能放緩市場和歐佩克+預期的全球石油需求復蘇。

　　印度連續第二天報告了自疫情開始以來全球冠狀病毒感染病例單日最高增長。

　　本月，隨著感染病例激增，印度最大的幾個城市再次被封鎖。交通限制也損害了消耗大量燃料的卡車運輸業。

　　煉油商和燃料零售商的官員稱，印度本月對柴油和汽油的總需求將比3月份下降20%。

　　印度對所有主要燃料(柴油、汽油、航空燃料和液化石油氣)的需求與3月同期相比，4月上半月均有所下降。其中，柴油需求下降3％，汽油消耗量下降5％。

　　隨著越來越多的城市和州實行封鎖或各種形式的宵禁，需求下降的趨勢將在4月下旬進一步惡化。

　　據說印度煉油廠已經開始降低石油加工率。有官員稱，目前尚有足夠的成品油庫存，因此大多數產品尚未降價。如果孟買和新德里的封鎖延續到5月，下個月煉油廠可能不得不削減10%的產量。

　　IHS Markit海運與貿易部流動性大宗商品首席分析師Fotios Katsoulas表示，印度4月份的原油進口目前保持穩定，符合季節性規律，但疫情復蘇可能會在未來幾周抑制印度的原油采購。

　　印度煉油廠認為，如果4月底前情況沒有好轉則需要調整運營。

　　馮娟 摘譯自 油價網

　　原文如下：

　　Record COVID Cases In India Could Threaten Global Oil Demand

　　Demand for fuel in the world’s third-largest oil importer, India, is crashing amid record new daily COVID cases that lead to tightening restrictions and could slow the global oil demand recovery that the market and OPEC+ were expecting.

　　For the second day in a row, India reported on Friday the highest single-day increase in COVID cases anywhere in the world since the pandemic started.

　　The biggest cities in India are on lockdown again this month, when the surge in infections started to overwhelm hospitals. The mobility restrictions are also hurting the trucking business, which consumes a lot of fuel.

　　India’s combined demand for diesel, the most used fuel in the country, and for gasoline is set to plunge by as much as 20 percent this month compared to March, officials from refiners and fuel retailers told Bloomberg.

　　India’s demand for all major fuels—diesel, gasoline, jet fuel, and liquefied petroleum gas (LPG)—dropped in the first half of April compared to the same period in March, officials told PTI this week. Demand for diesel fell by 3 percent in the first half of April from the first half of March, while gasoline consumption declined by 5 percent, the officials told PTI.

　　The trend of declining demand is set to worsen in the second half of April as more cities and states are now on lockdown or various forms of curfews.

　　Indian refiners are said to have started to cut oil processing rates. There is enough storage for the refined products, for now, so most are not cutting rates yet, officials told Argus. However, if the lockdowns in Mumbai and New Delhi extend into May, refiners may have to cut runs by 10 percent next month, industry officials told Argus.

　　Industrial activities have already slowed in some states, while driving in major cities, a key contributor to India’s fuel demand, has dropped sharply, Senthil Kumaran, head of South Asia oil at industry consultant FGE, told Bloomberg.

　　India’s crude oil imports are holding steady in line with seasonal norms so far in April, but the COVID resurgence could temper India’s crude oil purchases in the coming weeks, Fotios Katsoulas, Liquid Bulk Principal Analyst, Maritime & Trade at IHS Markit, said on Friday.

　　Indian oil refiners “will need to adjust operations if the situation does not improve by the end of April,” Katsoulas added.

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