據今日油價網站6月16日消息 印度6月前兩周的燃料需求猛增13%，這是自3月以來的首次月度增長，表明第二輪COVID最嚴重的影響已經見頂，消費正在反彈。

　　了解印度最大燃料零售商初步數據的消息人士周三對彭博社表示，本月迄今為止，全球第三大進口國使用最多的道路燃料柴油和汽油的銷量都出現了反彈。

　　印度已經開始放寬一些限制，因為最近幾周，每天發生的COVID病例不斷減少，導致乘用車的流動性和使用率上升。

　　據彭博社估計，目前道路運輸燃料銷量仍低于去年水平。

　　印度需求的復蘇給石油看漲者和歐佩克帶來了希望，世界第三大原油進口國將開始看到未來石油消費的增長，最糟糕的情況可能已經過去。

　　幾周前，印度的石油需求給全球原油消費前景蒙上了一層陰影，因為破壞性的第二輪COVID在3月份再次出現。印度經濟復蘇的不平衡和停滯是全球石油需求復蘇的關鍵問題，這主要是因為人們不知道，為抗擊這一流行病的蔓延而實施的局部封鎖何時會結束，并提高對運輸和經濟活動的燃料需求。

　　然而，包括歐佩克和國際能源署（IEA）在內的所有分析師和機構，盡管受到印度的恐慌，但全球石油需求仍在強勁反彈，以至于石油交易公司的高管們都在談論100美元的石油價格。

　　世界上一些最大的大宗商品交易集團本周表示，盡管石油可能不會進入新的超級周期，但由于需求強勁反彈和供應預期吃緊，油價仍有從目前水平上漲的空間。

　　王磊 摘譯自 今日油價

　　原文如下：

　　India's Fuel Demand Is Recovering

　　India's fuel demand jumped by 13 percent in the first two weeks of June, for a first monthly rise since March, suggesting that the worst of the impact of the second COVID wave has peaked and consumption is rebounding.

　　Sales of diesel, the most used road fuel in the world's third-largest importer, and gasoline sales have rebounded so far this month, sources with knowledge of preliminary data from the biggest fuel retailers in India told Bloomberg on Wednesday.

　　India has started to ease some restrictions as daily COVID cases have been falling in recent weeks, leading to a rise in mobility and use of passenger vehicles. Road transportation fuel sales are still off last year's levels at this time, according to Bloomberg estimates.

　　Recovering demand in India is giving hope to the oil bulls, and to OPEC, that the third-biggest crude oil importer in the world will start to see growing consumption of oil going forward, and the worst may be behind it.

　　A few weeks ago, oil demand in India was clouding the outlook of global crude consumption since the devastating second COVID wave resurged in March. India's uneven—and stalled—recovery was the key source of concern about global oil demand recovery, mostly because of the unknowns about when localized lockdowns to fight the spread of the pandemic would end and lift fuel demand for transportation and economic activities.

　　However, all analysts and organizations, including OPEC and the International Energy Agency (IEA) continue to see a strong rebound in global oil demand despite the Indian scare, to the point of executives at oil trading houses talking about $100 oil.

　　Although oil may not be headed to a new supercycle, prices still have room to rise from current levels because of a strong demand rebound and expected tightness in supply, some of the world's largest commodity trading groups said this week.

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