据油价网4月23日消息：全球第三大石油进口国印度的燃料需求正在暴跌，因为每天新增的新冠肺炎病例导致限制收紧，并可能放缓市场和欧佩克+预期的全球石油需求复苏。
印度连续第二天报告了自疫情开始以来全球冠状病毒感染病例单日最高增长。
本月，随着感染病例激增，印度最大的几个城市再次被封锁。交通限制也损害了消耗大量燃料的卡车运输业。
炼油商和燃料零售商的官员称，印度本月对柴油和汽油的总需求将比3月份下降20%。
印度对所有主要燃料(柴油、汽油、航空燃料和液化石油气)的需求与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％。
随着越来越多的城市和州实行封锁或各种形式的宵禁，需求下降的趋势将在4月下旬进一步恶化。
据说印度炼油厂已经开始降低石油加工率。有官员称，目前尚有足够的成品油库存，因此大多数产品尚未降价。如果孟买和新德里的封锁延续到5月，下个月炼油厂可能不得不削减10%的产量。
IHS Markit海运与贸易部流动性大宗商品首席分析师Fotios Katsoulas表示，印度4月份的原油进口目前保持稳定，符合季节性规律，但疫情复苏可能会在未来几周抑制印度的原油采购。
印度炼油厂认为，如果4月底前情况没有好转则需要调整运营。
冯娟 摘译自 油价网
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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