印度石油需求正缓慢恢复正常

据7月3日Rigzone报道，在减缓限制措施两个月后，全球增长最快的石油市场正呈现出不均衡的复苏状态。

俄罗斯石油部援引三大国有零售商的销售情况称，今年6月零售量较2019年水平上升了88%，而4月份在全球最大的禁售期间，零售量还不到2019年的一半。但柴油和汽油这两种通常最畅销的燃料和国家经济健康状况的指标却落后于这一水平，而烹饪用燃气的销量则大幅飙升。

印度石油部在一份声明中表示，6月份的数据是在印度经济逐渐获得动力的背景下公布的，因为放松了封锁限制，经济活动开始复苏，正在慢慢回到正轨。这些数字是国有炼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.)的销售额，这三家公司控制着印度约90%的石油燃料市场。

液化石油气的激增提振了燃料总销量。液化石油气用于烹饪，随着人们在家呆的时间增多，其消耗量也有所增加。

了解这些公司情况的官员表示，6月份柴油销量为550万吨，较5月份增长20%，但仍较上年同期下降17%。汽油价格也从5月份开始反弹，但远低于2019年的水平。尽管国内旅行已经恢复，但国际航班仍然受到限制，航空燃油销量仍比去年低67%。

政府在7月1日的声明中表示，这三家国有企业旗下炼油厂的原油产量目前约为85%，高于4月初55%的低位。

邹勤 摘译自 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.