据能源世界网4月25日乔治敦/新德里报道,据一位圭亚那官员表示,作为世界第三大原油消费国和进口国的印度,已经与圭亚那政府接洽,商讨购买该南美国家石油的长期协议。
据圭亚那自然资源部长巴克拉特(Vickram Bharrat)称,印度已表示有意购买圭亚那政府有权购买的100万桶原油货物中的一批,以便在其炼油厂进行原油测试。如果原油兼容,双方可以就长期协议展开谈判。
在过去的七年中,印度的石油需求增长了25%,比其他任何国家都要多。印度官员已经承诺利用该国作为主要采购国的地位作为“武器”,努力保持低油价。
印度政府已经在原油市场上施展其日益增长的影响力。其发自内心地反对欧佩克及其盟国,被称作欧佩克+组织延长减产的决定,这一决定推高了油价。其还在寻求从最大产油国沙特阿拉伯以外,实现购买多样化。
据消息人士告诉路透社,国有炼油商计划5月份从沙特购买的石油比正常情况下减少36%,该国目前正试图用圭亚那等新产油国取代沙特的供应。
印度私营炼油商HPCL-Mittal能源公司本月从圭亚那购买了首批货物,但双方的谈判是在政府间的基础上进行的。
一位不愿透露姓名的知情人士表示,印度愿意根据双方协议,将圭亚那的原油份额作为其全球原油来源多样化的一部分。该人士称,双方仍在就定价进行谈判,并补充称,这些原油将由印度国有炼油厂加工。
巴拉特表示,定价是圭亚那在任何潜在交易中“最重要”的因素。
在埃克森美孚公司(Exxon Mobil Corp.)领导的一个财团于2019年底开始在Stabroek近海区块生产轻质原油后,圭亚那已成为世界最新的能源热点。
但圭亚那既没有国内炼油企业,也没有国有石油公司,因此只能依靠赫斯(Hess Corp)和荷兰皇家壳牌(Royal Dutch Shell PLC)等私营企业来推销其现货市场份额。政府已经重新开始寻找一个长期的合作伙伴来推销他们的市场份额,但是还没有选定一家公司。
巴拉特表示,政府计划“很快”重新开始寻找营销公司。他表示,无法保证政府的下一批货物将运往印度。政府的下一批货物原定于6月发货,但由于机械问题导致生产水平下降,可能会被推迟。
郝芬 译自 能源世界网
原文如下:
India in talks with Guyana for long-term crude supply - minister
India, the world's third-largest crude consumer and importer, has approached Guyana's government about a possible long-term deal to buy the South American country's oil, a Guyanese official said.
India has expressed interest in buying one of the 1 million-barrel cargoes Guyana's government is entitled to in order to test the crude in its refineries, according to Guyana's Natural Resources Minister Vickram Bharrat. If the crude is compatible, the parties could begin talks on a long-term arrangement.
India's oil demand has risen by 25% in the last seven years, more than any other country, and officials there have pledged to use the country's position as a leading purchaser as a "weapon" in an effort to keep prices low.
New Delhi is already exercising its growing clout in the crude market. It viscerally opposed a decision by the Organization of the Petroleum Exporting Countries and its allies, known as OPEC+, to extend production cuts that have lifted the price of oil, and is seeking to diversify its purchases away from top producer Saudi Arabia.
State refiners plan to buy 36% less oil from Saudi Arabia in May than normal, sources told Reuters, and the country is now attempting to swap out Saudi supply with new origins like Guyana.
Private Indian refiner HPCL-Mittal Energy Ltd purchased India's first-ever cargo from Guyana this month, but the talks have taken place on a government-to-government basis.
"India is interested in taking Guyana's share of its crude, based on mutual agreements, as part of its crude source diversification across the world," said one source with knowledge of the talks, who spoke on the condition of anonymity.
The two parties are still negotiating pricing, said the person, adding that the crude would be processed by state-owned refineries in India.
Bharrat said pricing was the "most important" factor for Guyana in any potential deal.
"First and foremost is us getting the best price for our crude," he told Reuters in a telephone interview.
Guyana has become the world's newest energy hotspot after a consortium led by Exxon Mobil Corp began to produce light crude at the offshore Stabroek block in late 2019.
But with no domestic refining nor state oil company, Guyana has relied on private companies like Hess Corp and Royal Dutch Shell PLC to market its share on a spot basis. The government has relaunched a search for a long-term partner to market its share, but has not yet selected a firm.
Bharrat said the government planned to re-launch the search for a marketing firm "soon." He said there was no guarantee the government's next cargo - which he said is due in June but may be delayed due to mechanical issues that have reduced production levels - would go to India.
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