
船舶追踪数据显示,印度9月中东原油进口激增,恢复至战前水平,而其炼厂因与中国竞争激烈而削减了俄罗斯原油采购。
India's imports of Middle Eastern crude oil surged in September, returning to pre-war levels, while its refiners cut back purchases of Russian oil amid stiff competition with China, ship tracking data showed.
随着中东产油国和贸易商加大通过霍尔木兹海峡的发货量,缓解了伊朗战争导致的供应紧张,炼厂抢购现货货源。
Refiners snapped up spot cargoes as Middle Eastern producers and traders cranked up shipments through the Strait of Hormuz, easing supply constraints caused by the Iran war.
作为全球第三大原油进口国,印度在战争爆发初期曾增加俄罗斯原油进口,以弥补中东供应减少的缺口。
The world's third-biggest oil importer initially raised Russian crude imports to compensate for reduced Middle Eastern supplies at the onset of the war.
数据显示,印度9月来自中东的原油进口跃升至约280万桶/日,为2月以来最高,高于8月的32%,海湾石油约占总进口量的54%。
India's crude imports from the Middle East jumped in September to about 2.8 million barrels per day, the highest since February, up from 32% in August, the data showed. Gulf oil accounted for about 54% of overall imports.
相比之下,俄罗斯原油进口环比下降约14%至约180万桶/日,其在印度石油采购中的份额从46.6%降至33.5%。
In contrast, Russian oil imports fell about 14% on month to about 1.8 million bpd in September, with its share of India's oil purchases declining to 33.5% from 46.6%, the data showed.
一位印度炼厂消息人士称,随着俄罗斯原油到岸成本目前与部分中东油种(主要是伊拉克原油)相当,印度炼厂采购俄罗斯原油在未来几个月可能保持低迷。
Russian oil purchases by Indian refiners are likely to remain subdued in the coming months as the landed cost of Russian oil is now comparable to that of some Middle Eastern grades, mainly Iraqi oil, said an Indian refining source.
该人士表示,随着中东供应投放市场,俄罗斯原油相对于布伦特原油的溢价已从近几个月的10美元以上收窄至每桶1至2美元。
Premiums on Russian oil have narrowed to $1-$2 per barrel against Brent from over $10 in recent months as Middle Eastern supplies hit markets, the source said.
该人士补充称,炼厂倾向于最大化采购打折的中东原油,因为航程更短,且部分产油国已下调售价以抵消飙升的运费。“谁给我们更好的价格,我们就买谁的,”该人士说。
Refiners would prefer to maximise purchases of discounted Middle Eastern crude because voyage times are shorter and some producers have cut selling prices to offset soaring freight costs, the source added. "We will buy from whoever offers us better prices," said this source.
数据显示,印度9月总进口量环比增长20%至约533万桶/日。
India's overall imports in September rose 20% month-on-month to around 5.33 million bpd, the data showed.
数据显示,俄罗斯仍是印度最大石油供应国,阿联酋和伊拉克分列二、三位。
Russia remained India's largest oil supplier, followed by the United Arab Emirates and Iraq, the data showed.
数据显示,印度上月伊拉克原油进口升至约83万桶/日,8月为17.1万桶/日。
The South Asian nation's imports of Iraqi oil last month rose to about 830,000 bpd from 171,000 bpd in August, the data showed.