
印度亿万富翁穆克什·安巴尼(Mukesh Ambani)旗下的印度津恩斯塔特工业(Reliance Industries),正参与美国总统唐纳德·特朗普提出的历史性美国炼油厂项目投资,现已成为美国之外最大的委内瑞拉原油买家。
Indian billionaire Mukesh Ambani's Reliance Industries, which is investing in a historic U.S. oil refinery project proposed by President Donald Trump, has now emerged as the biggest buyer of Venezuelan crude outside the U.S.
特朗普一直敦促印度购买更多的委内瑞拉石油,但根据与CNBC共享的Kpler数据显示,尽管国有石油公司正在进行机会性采购,但印度津恩斯塔特工业一直是主要买家。数据显示,在美国之外,印度是这些供应的主要目的地,印度津恩斯塔特公司购买了其中大部分原油。
Trump has been pushing India to buy more Venezuelan oil, but while state-owned oil companies are making opportunistic purchases, Reliance has been the primary buyer, according to Kpler data shared with CNBC. It shows that outside the U.S., India is the biggest destination for these supplies, with Reliance purchasing the bulk of that crude.
Kpler的首席研究分析师苏米特·里托利亚(Sumit Ritolia)告诉CNBC:“印度津恩斯塔特的贾姆纳格尔复杂设施一直是印度进口委内瑞拉原油的主要目的地,我们预计它将继续保持主要买家的地位。”
"Reliance's Jamnagar complex has been the main destination for Venezuelan crude in India, and we expect it to remain the primary buyer," Sumit Ritolia, lead research analyst at Kpler, told CNBC.
数据显示,9月份印度进口了25.7万桶/天的委内瑞拉原油,其中76%归印度津恩斯塔特工业所有。印度津恩斯塔特表示,贾姆纳格尔炼厂是世界上“最大且最复杂的单一炼厂”,原油加工能力达到140万桶/天。
In September, India imported 257,000 barrels per day of Venezuelan crude, of which 76% went to Reliance Industries, data showed. The Jamnagar refinery is the world's "largest and most complex single-site refinery" with crude processing capacity of 1.4 million barrels per day, according to Reliance.
里托利亚表示,委内瑞拉的重质和特重质原油相对难以加工,且并不适合印度整个炼油体系,但贾姆纳格尔复杂设施特别适合这些品种的原油。
Venezuelan heavy and extra-heavy grades of crude are relatively difficult barrels to process and are not universally suitable across India's refining system, Ritola said, adding that the Jamnagar complex is particularly well configured for these barrels.
3月份,特朗普曾宣布,美国将在50年来首次建造炼油厂,投资方为印度的印度津恩斯塔特工业。总统还感谢印度津恩斯塔特为这笔“巨大的投资”。
In March, Trump had announced that the U.S. will build its first refinery in 50 years with investment from India's Reliance Industries. The president had thanked Reliance for this "tremendous investment."
尽管印度津恩斯塔特尚未确认投资规模,但特朗普在Truth Social上发文称:“这是一笔历史性的3000亿美元交易——美国历史上最大的交易。”印度津恩斯塔特是印度市值最高的公司,市值超过1690亿美元。
While Reliance has not confirmed the size of investment, Trump in a Truth Social post had said that "THIS IS A HISTORIC $300 BILLION DOLLAR DEAL — THE BIGGEST IN U.S. HISTORY." Reliance is the most valued company in India, with a market capitalization of more than $169 billion.
印安石油公司对委内瑞拉的购买正值印度从俄罗斯采购石油招致美国愠怒之时,美国国会已授予特朗普对从莫斯科购买能源的国家课征高达100%的关税的权力。
Reliance's Venezuelan purchases come at a time when India's procurement of Russian oil has drawn the ire of the U.S., where lawmakers have given Trump the power to impose up to 100% tariffs on countries buying energy from Moscow.
尽管面临越来越大的压力从美国购买更多能源并减少对俄罗斯石油的依赖,印度政府坚称其决定是出于确保本国人民能源安全的需要。
Despite mounting pressure to buy more energy from the U.S. and cut its dependence on Russian oil, the Indian government has insisted that its decisions are driven by the need to ensure energy security for its people.
里托利亚表示,9月从俄罗斯到印度的石油供应量与6月和7月的异常高位相比有所"回落",但这主要是由于北京与新德里之间竞争加剧,而非关税威胁所致。
While oil supplies in September from Russia to India have "moderated" from exceptionally high levels in June and July, that is largely driven by the stronger competition between Beijing and New Delhi and not the threat of tariffs, Ritolia said.
根据克普勒数据,印度是俄罗斯原油的最大目的地,在9月接收了182万桶/天的供应,远超中国的149万桶/天,这远超过委内瑞拉的购买量。
India is the largest destination for Russian crude, securing a supply of 1.82 million barrels per day in September versus China's 1.49 mbd, according to Kpler data, much more than Venezuelan purchases.
里托利亚表示,10月将有35万桶/天的委内瑞拉原油供应将抵达印度,尽管由于航程远远,其中一些可能会在11月抵达。
For October, 350,000 barrels per day of crude supplies from Venezuela are bound for India, though some of these could land in November because of the long voyage time, Ritolia said.