印度石油需求正緩慢恢復(fù)正常

據(jù)7月3日Rigzone報(bào)道，在減緩限制措施兩個(gè)月后，全球增長最快的石油市場正呈現(xiàn)出不均衡的復(fù)蘇狀態(tài)。

俄羅斯石油部援引三大國有零售商的銷售情況稱，今年6月零售量較2019年水平上升了88%，而4月份在全球最大的禁售期間，零售量還不到2019年的一半。但柴油和汽油這兩種通常最暢銷的燃料和國家經(jīng)濟(jì)健康狀況的指標(biāo)卻落后于這一水平，而烹飪用燃?xì)獾匿N量則大幅飆升。

印度石油部在一份聲明中表示，6月份的數(shù)據(jù)是在印度經(jīng)濟(jì)逐漸獲得動力的背景下公布的，因?yàn)榉潘闪朔怄i限制，經(jīng)濟(jì)活動開始復(fù)蘇，正在慢慢回到正軌。這些數(shù)字是國有煉油商和零售商印度石油公司(Indian oil Corp.)、巴拉特石油公司(Bharat Petroleum Corp.)和印度斯坦石油公司(Hindustan Petroleum Corp.)的銷售額，這三家公司控制著印度約90%的石油燃料市場。

液化石油氣的激增提振了燃料總銷量。液化石油氣用于烹飪，隨著人們在家呆的時(shí)間增多，其消耗量也有所增加。

了解這些公司情況的官員表示，6月份柴油銷量為550萬噸，較5月份增長20%，但仍較上年同期下降17%。汽油價(jià)格也從5月份開始反彈，但遠(yuǎn)低于2019年的水平。盡管國內(nèi)旅行已經(jīng)恢復(fù)，但國際航班仍然受到限制，航空燃油銷量仍比去年低67%。

政府在7月1日的聲明中表示，這三家國有企業(yè)旗下煉油廠的原油產(chǎn)量目前約為85%，高于4月初55%的低位。

鄒勤 摘譯自 Rigzone

原文如下：

India Oil Demand Limps Toward Normalcy

The world’s fastest-growing oil market is showing an uneven recovery two months after easing demand-destroying virus-control measures.

Provisional fuel sales in June had climbed within 88% of 2019 levels from less than half in April in the midst of the world’s biggest lockdown, the oil ministry said citing sales of the three major state-owned retailers. But diesel and petrol, typically the two most-sold fuels and proxies for the nation’s economic health, lagged that mark, while sales of cooking gas surged.

The June data “comes in the backdrop of Indian economy gradually getting momentum with the ease of lockdown restrictions and revival of economic activities that are slowly getting back on track,” the oil ministry said in a statement. The figures represent sales by three state-owned oil refiners and retailers Indian Oil Corp., Bharat Petroleum Corp. and Hindustan Petroleum Corp., which together control about 90% of the country’s petroleum fuels market.

Total fuel sales were propped up by a surge in liquid petroleum gases, which are used for cooking and have seen increased consumption as people spend more time at home.

Sales of diesel, the country’s most-consumed fuel, were at 5.5 million tons in June, up 20% from May but still down 17% from a year ago, according to officials with direct knowledge of the companies’ activities, who asked not to be identified because the data wasn’t public.

Petrol also rebounded from May but was well below 2019 levels, while aviation fuel sales are still 67% below last year’s figures as international flights remain restricted, even as domestic travel has resumed.

Crude throughput at refineries owned by the three state-owned firms are currently at about 85%, up from as low as 55% in early-April, according to the government statement dated July 1.

Oil Minister Dharmendra Pradhan said last week that he expects fuel demand in the third-biggest oil consumer to return to normal by the end of September. His projection was more bullish than those by the International Energy Agency and the Organization of Petroleum Exporting Countries, which don’t see India’s fuel demand at normal levels until the end of this year.

India’s rebound has remained far behind that of its neighbor China, where demand bounced back swiftly after the nation made early progress in containing the spread of coronavirus and pledged an injection of liquidity into markets.