據(jù)OilNOW網(wǎng)站12月27日消息 印度11月原油進口扭轉了下降趨勢,達到10個月來的最高水平,因為煉油商預計會出現(xiàn)更高的庫存,但分析師繼續(xù)密切關注冠狀病毒奧密克戎的發(fā)展情況,以了解其是否會影響未來幾個月的進口量。
隨著印度所有煉油廠的平均運行率上升到100%,煉油商正在加速原油采購,因為預計產(chǎn)品需求將持續(xù)增長,汽油等運輸燃料的需求已恢復到疫情前的水平。
印度石油規(guī)劃和分析部門的最新臨時數(shù)據(jù)顯示,11月印度共進口1837萬噸原油,即平均450萬桶/天,環(huán)比增長7.5%。
這扭轉了10月份進口的三個月低點。印度11月份的原油進口也同比增長0.5%。
中國和印度將在2022年恢復其作為增長引擎的第一線地位,但東南亞也將做出巨大貢獻,尤其是在疫苗接種率較高的國家。
1-11月,印度原油進口同比增長5.8%,達到1.918億噸,即420萬桶/天。
隨著經(jīng)濟活動增強和出口需求增加,印度國內需求強勁,預計2022年印度煉油廠運行量將增加37萬桶/天,達到520萬桶/天。
吳恒磊 編譯自 OilNOW
原文如下:
India crude imports hit highest level in 10 months
India’s crude imports in November reversed a declining trend to hit its highest level in 10 months as refiners build inventories in anticipation of higher runs, but analysts continued to keep a close eye on developments around the omicron variant of the coronavirus to see if it impacts inflows in the coming months.
As average run rates have risen to 100% across all Indian refineries, they are accelerating crude purchases on expectations of a sustained increase in demand for products, with demand for transport fuels such as gasoline having recovered to pre-pandemic levels.
India imported 18.37 million mt, or an average 4.5 million b/d of crude oil in November, up 7.5% month on month, latest provisional data from the country’s Petroleum Planning and Analysis Cell showed.
This reversed the three-month low for imports seen in October. India’s crude imports in November were also up 0.5% on the year.
“China and India will resume their front-line status in being the engines of growth in 2022, but Southeast Asia will also contribute substantially, especially in countries with high vaccination rates”.
Over January-November, India’s crude imports rose 5.8% year on year to 191.8 million mt, or 4.2 million b/d.
India’s refinery runs are expected to rise by 370,000 b/d to 5.2 million b/d in 2022 amid strong domestic demand as economic activity gains steam and export demand rises.
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