據(jù)ICIS-MRC網(wǎng)站8月2日莫斯科報(bào)道，路透社報(bào)道稱，根據(jù)印度政府?dāng)?shù)據(jù)顯示，面對(duì)第二波冠狀病毒，由于煉油廠削減加工，印度6月份的原油進(jìn)口降至8個(gè)月來(lái)的最低水平。

　　根據(jù)石油規(guī)劃和分析小組（ PP AC ）網(wǎng)站上的數(shù)據(jù)顯示，印度6月原油進(jìn)口量同比增長(zhǎng)16.3%，至1590萬(wàn)噸，但較5月下降7.8%。

　　據(jù)Refinitiv 分析師Ehsan Ul Haq 稱在4-5月新冠病例增加后，煉油廠減少了運(yùn)行，這可能是導(dǎo)致進(jìn)口減少的原因之一。他補(bǔ)充道，國(guó)家的疫苗計(jì)劃是未來(lái)需求的關(guān)鍵。如果不發(fā)生另一波行情，今年第四季度需求將明顯回升。

　　印度的冠狀病毒感染病例數(shù)為3148萬(wàn)例，僅次于美國(guó)，居世界第二位。6月份石油產(chǎn)品進(jìn)口較上月增長(zhǎng)11%，至351萬(wàn)噸，而成品油出口下滑約4%，至551萬(wàn)噸。柴油出口較上月下降3.8%，汽油出口下降14 %。

　　由于印度擁有過剩的煉油產(chǎn)能，其進(jìn)口和出口成品油。兩名政府消息人士對(duì)路透表示，作為全球第三大石油進(jìn)口國(guó)和消費(fèi)國(guó)，印度已決定將其目前一半的戰(zhàn)略石油儲(chǔ)備商業(yè)化，因?yàn)樵搰?guó)希望加強(qiáng)私人參與新的儲(chǔ)油設(shè)施建設(shè)。

　　根據(jù)上周數(shù)據(jù)顯示，印度煉油商 6 月原油吞吐量較前月幾乎沒有變化，前月曾跌至數(shù)月低點(diǎn)。雷斯塔能源(Rystad Energy)石油市場(chǎng)團(tuán)隊(duì)的Julie Torgersrud預(yù)計(jì)，繼第二季度下降后，第三季度印度煉油廠的原油加工量將增加20萬(wàn)桶/天。然而，我們?nèi)灶A(yù)計(jì)印度今年的煉油廠日均產(chǎn)量將比疫情前的平均水平低近30萬(wàn)桶，因?yàn)楹娇杖剂匣厥盏臏笥绊懥水a(chǎn)量。

　　郝芬 譯自 ICIS-MRC

　　原文如下:

　　India June crude imports dropped to their lowest level in eight months as virus dampens demand

　　India’s crude oil imports in June dropped to their lowest level in eight months as refiners cut down processing in the face of a tumultuous second wave of the coronavirus, government data showed, said Reuters.

　　Crude oil imports rose in June by 16.3% to 15.90 million tonnes from a year earlier, but dropped 7.8% from May, data on the website of the Petroleum Planning and Analysis Cell (PPAC) showed. “Refiners reduced runs after the COVID-19 cases increased in April-May, which might have contributed to lower imports,” said Refinitiv analyst Ehsan Ul Haq, adding that the nation’s vaccine programme is the key to future demand. “If we don’t see another wave, demand will recover significantly in the fourth quarter of this year."

　　India’s coronavirus caseload of 31.48 million infections is the world’s second-highest behind the United States. Oil product imports rose 11% to 3.51 million tonnes from the previous month, while refined products exports slipped about 4% to 5.51 million tonnes in June. Diesel shipments were down 3.8% from the preceding month, while petrol exports slipped 14%.

　　India imports and exports refined fuels as it holds surplus refining capacity. The world’s third-biggest oil importer and consumer, India has decided to commercialise half of its current strategic petroleum reserves as the nation looks to enhance private participation in the building of new storage facilities, two government sources told Reuters.

　　Indian refiners’ crude throughput in June was little changed from the previous month when it fell to multi-month lows, data showed last week. Julie Torgersrud from Rystad Energy’s Oil Market team expects crude processing by Indian refiners to grow by 200,000 barrels per day (bpd) in third quarter following a drop in second quarter. “However, we still expect India’s refinery runs in 2021 to average nearly 300,000 bpd below pre-pandemic levels as the lag in jet fuel recovery keeps runs in check."

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