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知情人士:受伊朗战争影响,印度石油公司将在年度协议下削减中东石油进口Indian Oil to trim Middle East oil imports under annual deals amid Iran war

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2025年3月4日,在印度新德里的一处加油站外,一只鸟从印度石油公司(Indian Oil)的标志旁飞过。路透社/阿努什里·法德纳维斯(Anushree Fadnavis)A bird flies next to a logo of Indian Oil outside a fuel station in New Delhi, India, March 4, 2025. REUTERS/Anushree Fadnavis

一名知情人士表示,由于伊朗战争给该地区的供应带来了不确定性,印度石油公司(IOC)计划在2027/28年度削减其在年度协议下的中东石油采购量。

Oil Corp (IOC) (IOC.NS) plans to cut its Middle Eastern oil purchases under annual deals in 2027/28 as the Iran war has created uncertainty for supplies from the region, a source familiar with the matter said.

由于地理位置接近,印度炼油厂传统上依赖中东满足其一半以上的年度原油供应,尤其是较重的高硫原油。

Indian refiners traditionally relied on the Middle East for more than half of their annual crude supplies, particularly heavier, high-sulphur grades, because of the region's proximity.

作为该国最大的炼油企业,印度石油公司原本计划在截至2027年3月的财政年度中,根据离岸价(FOB)的年度协议,从中东生产商那里采购约47%的原油进口量。

IOC, the country's top refiner, had planned to source about 47% of its crude imports from Middle Eastern producers under annual deals on a free-on-board (FOB) basis in the financial year ending March 2027.

该知情人士称,这家国营炼油企业将“略微”减少明年在与海湾生产商的年度协议下购买的原油数量。由于事态敏感,该人士拒绝透露姓名。

The state-run refiner will "slightly" reduce the volume of crude it buys under annual deals with Gulf producers next year, the source said, declining to be identified because of the sensitivity of the matter.

随着伊朗战争进入第八个月,该地区原油供应中断,已迫使亚洲炼油厂暂停了部分年度协议下的采购。

Disruptions to oil supplies from the region, as the Iran war enters its eighth month, have forced Asian refiners to suspend purchases under some annual deals.

对途经霍尔木兹海峡船只的袭击也限制了航运能力,并推动运费升至接近历史高点的水平。

Attacks on vessels transiting the Strait of Hormuz have also constrained shipping availability and driven freight rates to near-record highs.

炼油厂转而进行现货采购,一些生产商以到岸价提供原油并承担部分高昂的运费以吸引买家。

Refiners have instead turned to spot purchases, with some producers offering crude on a delivered basis and absorbing part of the elevated freight costs to attract buyers.

不过,知情人士表示,在最近几个月,包括印度石油公司在内的几家印度炼油厂购买了以离岸价出售、且较迪拜基准价格有折扣的伊拉克石油。

However, in recent months, some Indian refiners, including IOC, bought Iraqi oil sold at a discount to the Dubai benchmark on a free on board basis, the source said.

印度炼油厂最初增加了对俄罗斯石油的采购,以弥补中东供应的减少。

Indian refiners initially increased purchases of Russian oil to compensate for reduced Middle Eastern supplies.

然而,随着通过霍尔木兹海峡的供应增加,且中东生产商提供原油和运费折扣以留住印度市场,未来几个月俄罗斯石油进口可能会放缓。印度石油公司在7月发布了一项招标,意在收购至少两艘超大型气体运输船的股份。然而,自发布招标以来,一艘10年车龄(注:原文vessel指船只,此处应为船龄)的船只成本几乎翻了一番,达到约1.5亿美元,该炼油厂已暂停了授予该招标的计划。

However, Russian oil imports could ease in the coming months as more supplies become available through the Strait of Hormuz and Middle Eastern producers offer discounts on crude and freight to retain market Indian Oil in July issued a tender to buy a stake in at least two very large gas carriers. The refiner has, however, paused the plan to award the tender as costs have almost doubled to about $150 million for a 10-year-old vessel since it floated the tender.

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