美国制裁风险上升,印度石油买家或削减俄罗斯原油采购

环球市场播报
Sep 22

  在美国制裁风险上升背景下,印度石油采购方或将削减俄罗斯原油船货。参与相关讨论的知情人士称,新德里方面短期内可能将俄罗斯原油进口占本国原油总进口量的比例限制在20%至30%,以此摆脱俄罗斯海运原油最大买家身份;因相关讨论尚未公开,知情人士要求匿名。

  随着美国新制裁法案生效,购买俄罗斯原油的国家面临惩罚性关税的风险抬升。正在敲定11月原油船货的印度炼油商计划减少俄油采购,并积极寻找替代货源。

  印度是全球第三大原油进口国,近几个月,其俄罗斯原油进口占比一度超过一半。

  Kpler数据显示,印度9月俄罗斯原油进口量预计约190万桶/日,占总进口量35%以上,为4月以来最低。

  替代俄罗斯原油供应存在不小难度:俄罗斯原油供应量远超委内瑞拉、伊朗,其他替代油种价格更高。印度官员仍在与美方持续磋商。

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