據ICIS-MRC網站8月2日莫斯科報道，路透社報道稱，根據印度政府數據顯示，面對第二波冠狀病毒，由于煉油廠削減加工，印度6月份的原油進口降至8個月來的最低水平。

　　根據石油規劃和分析小組（ PP AC ）網站上的數據顯示，印度6月原油進口量同比增長16.3%，至1590萬噸，但較5月下降7.8%。

　　據Refinitiv 分析師Ehsan Ul Haq 稱在4-5月新冠病例增加后，煉油廠減少了運行，這可能是導致進口減少的原因之一。他補充道，國家的疫苗計劃是未來需求的關鍵。如果不發生另一波行情，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為3148萬例，僅次于美國，居世界第二位。6月份石油產品進口較上月增長11%，至351萬噸，而成品油出口下滑約4%，至551萬噸。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能，其進口和出口成品油。兩名政府消息人士對路透表示，作為全球第三大石油進口國和消費國，印度已決定將其目前一半的戰略石油儲備商業化，因為該國希望加強私人參與新的儲油設施建設。

　　根據上周數據顯示，印度煉油商 6 月原油吞吐量較前月幾乎沒有變化，前月曾跌至數月低點。雷斯塔能源(Rystad Energy)石油市場團隊的Julie Torgersrud預計，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20萬桶/天。然而，我們仍預計印度今年的煉油廠日均產量將比疫情前的平均水平低近30萬桶，因為航空燃料回收的滯后影響了產量。

　　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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