印度柴油出口激增将于明年冲击全球市场，随着新炼能投产，将为从美国到欧洲等渴求燃料的市场带来急需供应。
A surge in Indian diesel exports is set to hit global markets next year as new refining capacity comes online, bringing much-needed supply to fuel-starved markets from the US to Europe.
印度石油部长哈迪普·辛格·普里周二表示，国有炼油企业将通过一座新炼厂和现有工厂的扩建，新增至少1500万吨年柴油生产能力。
State-owned refiners will add at least 15 million tons of annual diesel-making capacity through a new refinery and expansions at existing plants, India’s Oil Minister Hardeep Singh Puri said on Tuesday.
“我们将处于既为自己炼油、也为世界炼油的有利局面，”普里在果阿举行的行业会议间隙对记者说。
“We’ll be in the happy situation of not only refining for ourselves but for the world,” Puri told reporters on the sidelines of an industry conference in Goa.
中东和俄乌战争扰乱了原油和燃料流向，收紧了全球供应，推高了今年价格。俄罗斯在其炼厂和港口遭袭后，为保障国内供应，于7月暂停柴油出口，导致柴油供应尤为紧张。短缺将美国柴油价格推至纪录高位，促使华盛顿考虑出口限制，随后特朗普总统与俄罗斯总统普京达成协议，向全球市场释放更多燃料。
The Middle East and Russia-Ukraine wars have disrupted crude and fuel flows, tightening global supplies and driving up prices this year. Diesel has been particularly squeezed after Russia halted exports in July to protect domestic supplies following attacks on its refineries and ports. The crunch sent US diesel prices to a record, prompting Washington to consider export curbs before President Donald Trump struck a deal with Russian President Vladimir Putin to release more fuel into global markets.
动荡为印度创造了机遇，印度本已是全球最大柴油供应国之一，柴油是驱动农场、工厂和重型运输的主力燃料。据Kpler数据，印度今年超越俄罗斯，成为全球第二大柴油出口国。高盛集团预计供应将持续紧张至2027年，炼厂扩建可能进一步巩固印度在全球燃料市场的份额。
The turmoil has created an opportunity for India, already one of the world’s biggest suppliers of diesel, the workhorse fuel that powers farms, factories and heavy transport. The South Asian nation overtook Russia this year to become the world’s second-biggest diesel exporter, according to Kpler data. The refinery expansions could further strengthen India’s global fuel markets share as Goldman Sachs Group Inc. expects supplies to remain tight through 2027.
印度石油公司董事长阿尔温德·辛格·萨赫尼表示，作为该国最大炼油商，印度石油公司预计明年起每年将多生产多达900万吨柴油，此前完成的扩建将在三座炼厂新增逾1700万吨原油加工能力。
Indian Oil Corp., the country’s largest refiner, expects to produce as much as 9 million tons more diesel annually from next year after completing expansions that will add more than 17 million tons of crude-processing capacity across three refineries, Chairman Arvinder Singh Sahney said.
印度斯坦石油公司董事长维卡斯·考沙尔表示，随着该公司位于拉贾斯坦邦的新炼厂（年产能900万吨）逐步达到满负荷生产，公司将新增约400万吨柴油产量。印度石油有限公司旗下的努马利加尔炼油有限公司将把柴油产量提升至约300万吨。与此同时，印度石油公司董事长桑杰·坎纳表示，预计从2028年起将新增150万吨柴油产量。
Hindustan Petroleum Corp. will add about 4 million tons of diesel output as its new 9 million-ton-a-year Rajasthan refinery ramps up to full capacity, Chairman Vikas Kaushal said. Oil India Ltd.’s unit Numaligarh Refinery Ltd. will boost production of the fuel to about 3 million tons. Meanwhile, Bharat Petroleum Corp. expects to add 1.5 million tons from 2028, Chairman Sanjay Khanna said.
根据石油部数据，在4月开始的本财年上半年，印度炼油厂生产了5900万吨柴油，而国内消费量约为4600万吨。石油部长普里表示，印度的整体炼油产能将从目前的约2.67亿吨/年提升至3亿吨/年，并在未来几年内达到4亿吨/年。
In the first half of the financial year that began in April, Indian refiners produced 59 million tons of the fuel while domestic consumption was about 46 million tons, according to oil ministry data. Overall refining capacity in the country is set to climb to 300 million tons a year from about 267 million tons currently, before reaching 400 million tons in a few years, Puri said.
XAnalysts创始人、首席执行官兼首席石油分析师穆克什·萨德夫表示：“印度的炼油规模将成为其战略优势。”
“India’s scale of refining will become its strategic advantage,” Mukesh Sahdev, founder, CEO, and chief oil analyst at XAnalysts said.