据OilNOW网站12月27日消息 印度11月原油进口扭转了下降趋势,达到10个月来的最高水平,因为炼油商预计会出现更高的库存,但分析师继续密切关注冠状病毒奥密克戎的发展情况,以了解其是否会影响未来几个月的进口量。
随着印度所有炼油厂的平均运行率上升到100%,炼油商正在加速原油采购,因为预计产品需求将持续增长,汽油等运输燃料的需求已恢复到疫情前的水平。
印度石油规划和分析部门的最新临时数据显示,11月印度共进口1837万吨原油,即平均450万桶/天,环比增长7.5%。
这扭转了10月份进口的三个月低点。印度11月份的原油进口也同比增长0.5%。
中国和印度将在2022年恢复其作为增长引擎的第一线地位,但东南亚也将做出巨大贡献,尤其是在疫苗接种率较高的国家。
1-11月,印度原油进口同比增长5.8%,达到1.918亿吨,即420万桶/天。
随着经济活动增强和出口需求增加,印度国内需求强劲,预计2022年印度炼油厂运行量将增加37万桶/天,达到520万桶/天。
吴恒磊 编译自 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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