据油价网12月19日消息称，印度是全球能源需求增长的最大推动力之一，长期以来一直是价格预测的主要因素。由于印度的经济增长速度甚至可能更快，印度一直是石油和天然气价格看涨的主要来源。这种情况可能即将改变。全球央行遏制通胀的努力集中在加息上，即使加息有损害经济增长的风险。发达国家已经在承受这种货币政策的后果。现在，它正在蔓延到发展中国家，特别是印度。
路透社John Kemp在最近的一篇专栏中指出，印度正在经历收紧货币政策的影响，因为更高的利率导致贸易流量减弱，他说这可能会导致次大陆的能源需求减弱。
Kemp写道，今年早些时候印度的发电量激增，1月至11月期间石油消费量创下2.01亿吨的历史新高。
曹海斌 编译自 油价网
原文如下：
India’s Oil And Gas Demand Could Disappoint In 2023
India is one of the biggest drivers of global energy demand growth and has long been a leading element in price forecasts. With an economy growing, perhaps even faster, India has been the source of much oil and gas price bullishness. This may be about to change. The global central bank drive to rein in inflation has focused on interest rate hikes even if they risk damaging economic growth. The developed world is already suffering the consequences of this monetary policy. Now, it’s spreading to the developing world and India specifically.
Reuters John Kemp noted in a recent column that India is experiencing the effects of tightening monetary policies as higher interest rates lead to weaker trade flows, which he says would likely lead to weaker energy demand on the subcontinent.
India’s electricity generation surged earlier this year, and oil consumption hit a record high of 201 million tons between January and November, Kemp wrote.
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