据ICIS-MRC网站8月2日莫斯科报道，路透社报道称，根据印度政府数据显示，面对第二波冠状病毒，由于炼油厂削减加工，印度6月份的原油进口降至8个月来的最低水平。
根据石油规划和分析小组（ PP AC ）网站上的数据显示，印度6月原油进口量同比增长16.3%，至1590万吨，但较5月下降7.8%。
据Refinitiv 分析师Ehsan Ul Haq 称在4-5月新冠病例增加后，炼油厂减少了运行，这可能是导致进口减少的原因之一。他补充道，国家的疫苗计划是未来需求的关键。如果不发生另一波行情，今年第四季度需求将明显回升。
印度的冠状病毒感染病例数为3148万例，仅次于美国，居世界第二位。6月份石油产品进口较上月增长11%，至351万吨，而成品油出口下滑约4%，至551万吨。柴油出口较上月下降3.8%，汽油出口下降14 %。
由于印度拥有过剩的炼油产能，其进口和出口成品油。两名政府消息人士对路透表示，作为全球第三大石油进口国和消费国，印度已决定将其目前一半的战略石油储备商业化，因为该国希望加强私人参与新的储油设施建设。
根据上周数据显示，印度炼油商 6 月原油吞吐量较前月几乎没有变化，前月曾跌至数月低点。雷斯塔能源(Rystad Energy)石油市场团队的Julie Torgersrud预计，继第二季度下降后，第三季度印度炼油厂的原油加工量将增加20万桶/天。然而，我们仍预计印度今年的炼油厂日均产量将比疫情前的平均水平低近30万桶，因为航空燃料回收的滞后影响了产量。
郝芬 译自 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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