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印度BPCL预计11月俄罗斯原油采购量将下降India's BPCL expects Russian crude purchases to fall in November

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印度印度石油公司(BPCL)一位高管周一表示,由于运费上涨和报价缺乏吸引力,使得中东原油更具经济性,该公司预计11月俄罗斯原油采购量将下降。

BPCL财务主管Vetsa Ramakrishna Gupta在公司季度业绩发布后的分析师会议上表示,11月俄罗斯原油采购量将减少,因为与俄罗斯原油相比,中东原油在商业上更具可行性。

India's Bharat Petroleum Corp Ltd expects Russian crude purchases to fall in November as higher freight costs and unattractive offers make Middle Eastern grades more economical, a company executive said on Monday.

Gupta称,由于运费较高,11月俄罗斯货源“显著减少”。在7月至9月季度,俄罗斯原油约占BPCL原油采购结构的37%。

BPCL表示,与第一季度相比,来自中东的供应有所增加,并预计10月和11月该地区的供应量将进一步增加。船只追踪数据显示,印度9月中东原油进口激增,恢复到俄乌冲突前水平,而其炼厂在与中国的激烈竞争中削减了俄罗斯原油采购。

By Sethuraman N R Russian volumes in November would be lower because Middle Eastern grades are more commercially viable compared to Russian grades, Vetsa Ramakrishna Gupta, BPCL's head of finance, told analysts after the company's quarterly earnings.

不过,BPCL表示,12月交货俄罗斯原油的溢价已从10月的每桶12至13美元收窄至约1至2美元。

BPCL还警告称,因计划对孟买炼厂部分装置进行为期30天的停工检修,以及对科钦炼厂部分装置进行为期30至40天的大修,第三季度和第四季度炼厂开工率可能会有所放缓。

该公司还表示,计划在其拟建的安得拉邦炼油及石化项目中稀释至少30%的股份。

Russian cargoes were "significantly reduced" for November because of higher freight costs, Gupta said In the July-to-September quarter, Russian crude was about 37% of BPCL's crude sourcing mix BPCL said supplies from the Middle East had increased compared with the first quarter and that it expected higher volumes from the region in October and November 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 However, premiums for Russian crude have narrowed to about $1-$2 a barrel for December cargoes from $12-$13 a barrel in October, BPCL said BPCL also warned refinery runs may moderate in the third quarter and fourth quarter as it undertakes a planned 30-day shutdown of some units at its Mumbai refinery and a 30-to-40-day maintenance turnaround involving some units at Kochi refinery The company also said it plans to dilute at least a 30% stake in its proposed Andhra Pradesh refinery and petrochemicals project

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