據(jù)油價(jià)網(wǎng)5月29日消息稱，路透社專欄專家援引數(shù)據(jù)服務(wù)提供商路孚特的數(shù)據(jù)報(bào)道稱，隨著亞洲大國(guó)和印度煉油廠維修季結(jié)束，本月亞洲原油進(jìn)口預(yù)計(jì)將環(huán)比增長(zhǎng)8.6%。

此前，4月份亞洲原油進(jìn)口量下降，總量降至七個(gè)月來(lái)的最低水平。這些數(shù)字引發(fā)了人們對(duì)石油需求前景的擔(dān)憂，因?yàn)閬喼薜慕?jīng)濟(jì)指標(biāo)也表明，疫情后的復(fù)蘇不如預(yù)期順利。

然而，下降的最大原因似乎是煉油廠維護(hù)，這是基于本月預(yù)計(jì)的強(qiáng)勁反彈，當(dāng)時(shí)路孚特估計(jì)亞洲石油進(jìn)口總額將達(dá)到2773萬(wàn)桶/日。

具體而言，這家數(shù)據(jù)服務(wù)提供商預(yù)計(jì)，從產(chǎn)能大國(guó)的進(jìn)口量預(yù)計(jì)將從上個(gè)月的174萬(wàn)桶/日增加到200萬(wàn)桶/日。

印度從第二大供應(yīng)國(guó)沙特阿拉伯的進(jìn)口量從4月份的69萬(wàn)桶/日降至57萬(wàn)桶/日，印度的第三大供應(yīng)國(guó)伊拉克的進(jìn)口量也是如此。

然而，這種威脅到底有多嚴(yán)重尚待觀察，因?yàn)楸M管歐盟推行了綠色政策，但仍沒(méi)有太多替代燃料供應(yīng)商來(lái)供應(yīng)歐盟仍在消耗的燃料。

梁金燕 譯自 油價(jià)網(wǎng)

原文如下：

Asian Oil imports Set For A Rebound In May

Crude oil imports into Asia this month are expected to rise by 8.6% on the month as refineries in the big country and India exit maintenance season, Reuters’ Clyde Russell reported today, citing data from Refinitiv.

The rebound follows a decline in Asian crude imports in April when the total dropped to the lowest in seven months. The numbers sparked concern about the outlook for oil demand as Asian economic indicators also suggested a less smooth than expected post-pandemic recovery.

Yet it seems the biggest reason for the decline was refinery maintenance, based on the strong rebound expected for this month when Refinitiv estimates total Asian imports would hit 27.73 million barrels of oil daily.

imports from Saudi Arabia, the subcontinent’s second-largest supplier are seen falling to 570,000 bpd from 690,000 bpd in April, and so are imports from Iraq—India’s number-three supplier.

Meanwhile, Reuters’ Russell notes that India’s future fuel exports may be under threat as EU officials get uncomfortable that the fuels EU countries buy from India are probably produced from crude.

Just how serious this threat is, however, is yet to be seen because there are not a lot of alternative suppliers of the amounts of fuel the EU still consumes despite its green push.