预计9月份俄罗斯石油对印度的运输量将显著增加 – 德国商业银行
彭博社数据显示,俄罗斯对印度的石油出口较上周下降近40%,降至每天略超过80万桶,为2022年10月以来的最低水平,除非有向上的修正,德国商业银行商品分析师卡斯滕·弗里奇(Carsten Fritsch)指出。

彭博社数据显示,俄罗斯对印度的石油出口较上周下降近40%,降至每天略超过80万桶,为2022年10月以来的最低水平,除非有向上的修正,德国商业银行商品分析师卡斯滕·弗里奇(Carsten Fritsch)指出。

俄罗斯仍可能能够出口更多原油

“然而,交易员预计俄罗斯对印度的石油交付将在9月份增加,因为生产商可能会降低价格以销售由于炼油厂停工而增加的供应。根据三位交易来源的说法,印度炼油厂的采购预计将比8月份增加10-20%或15万-30万桶每天。”

“周三生效的美国惩罚性关税因此未能达到预期效果。然而,考虑到乌克兰无人机袭击对俄罗斯能源基础设施造成的损害,俄罗斯是否能够实际出口更多原油仍有待观察。”

“根据熟悉此事的消息来源,乌斯季-卢加(Ust-Luga)受损石油港的修复工作可能需要几个月。由于管道系统受损,预计9月份港口的装载能力仅有一半可用。”

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