印度對(duì)沙特石油的需求減少

據(jù)4月6日彭博社報(bào)道，隨著新冠肺炎疫情復(fù)蘇，印度的需求將會(huì)下降，而兩國(guó)之間的關(guān)系因油價(jià)而惡化，印度的國(guó)有煉油商正尋求減少?gòu)纳程匕⒗?gòu)買原油。

這個(gè)世界第三大石油進(jìn)口國(guó)的加工商已經(jīng)尋求減少?gòu)纳程刭?gòu)買原油的數(shù)量。據(jù)這些煉油商負(fù)責(zé)采購(gòu)原油的人士稱，這些煉油商已尋求將5月供應(yīng)量減少約三分之一的月均采購(gòu)量。

4月5日，印度石油公司和其他三家加工商向沙特阿美公司發(fā)出了他們的請(qǐng)求，也就是所謂的提名，這些因公司政策而不愿透露姓名的人士表示。沙特阿美預(yù)計(jì)將在未來(lái)幾天通知客戶他們的分配情況。

近幾個(gè)月來(lái)，印度已成為沙特在油價(jià)和歐佩克+產(chǎn)出政策上的強(qiáng)硬立場(chǎng)的公開批評(píng)者，日益加劇的緊張局勢(shì)促使該國(guó)尋找替代原油來(lái)源。沙特阿拉伯國(guó)家石油公司上周提高了所有運(yùn)往亞洲的石油的銷售價(jià)格，盡管石油輸出國(guó)組織已達(dá)成協(xié)議，將逐步向市場(chǎng)恢復(fù)更多的供應(yīng)。

隨著新冠肺炎繼續(xù)以驚人的速度增長(zhǎng)，印度的能源需求預(yù)計(jì)將減弱，導(dǎo)致地方政府考慮部分封鎖和安全距離措施。知情人士說，一些煉油廠還計(jì)劃關(guān)閉工廠進(jìn)行維修工作，從而降低印度未來(lái)幾個(gè)月的石油需求。

印度感染人數(shù)創(chuàng)歷史新高，促使孟買在四月份實(shí)施了限制措施。他們說，他們表示，未來(lái)6個(gè)月石油產(chǎn)品用量可能縮減多達(dá)20%，此外季風(fēng)的季節(jié)性影響也會(huì)減少燃料需求。

政府?dāng)?shù)據(jù)顯示，去年印度進(jìn)口的石油中約有86%來(lái)自歐佩克+成員國(guó)，19%來(lái)自沙特阿拉伯。印度政府已敦促加工商實(shí)現(xiàn)供應(yīng)商多元化，導(dǎo)致煉油商從中東以外地區(qū)搶購(gòu)更多貨物。

馮于榮 摘譯自 彭博社

原文如下：

India Seeks Less Saudi Oil as Virus Resurgence Dents Demand

State-run refiners in India are looking to buy less crude from Saudi Arabia as demand in the Asian nation is poised to dip amid a resurgence of Covid-19, and relations between the two countries sour over prices.

Processors in the world’s no. 3 oil importer have sought to reduce May supplies by about one-third of their average monthly purchases, according to people handling the procurement of crude at these refiners.

Indian Oil Corp. and three other processors sent their requests, also known as nominations, to Saudi Aramco on April 5, said the people who asked not to be named due to company policy. Aramco is expected to inform customers of their allocations in the coming days.

India has become a vocal critic of the kingdom’s hawkish stance on oil prices and OPEC+ output policy in recent months, with mounting tensions prompting the country to seek alternative sources of crude. Saudi Aramco last week raised selling prices for all Asia-bound shipments despite an agreement by OPEC+ to gradually return more supplies to the market.

Energy demand in India is expected to weaken as Covid-19 infections continue to rise at an alarming rate, leading local governments to consider partial lockdowns and safe-distancing measures. Some refiners also have plans to shut their plants for maintenance work, thereby lowering India’s oil requirements in the coming months, the people said.

See also: India Hits Record Infections Spurring Mumbai Curbs Through April

Petroleum product usage could shrink by as much as 20% over the next six months, they said, on top of the seasonal effect of the monsoon reducing fuel demand.

About 86% of Indian oil imports last year were from OPEC+ members, with 19% coming from Saudi Arabia, according to government data. New Delhi has urged its processors to diversify suppliers, leading to refiners snapping up more cargoes from outside the Middle East.