印度燃料需求正在恢复|石油_新浪财经

原标题：印度燃料需求正在恢复

　　中国石化新闻网讯据今日油价网站6月16日消息印度6月前两周的燃料需求猛增13%，这是自3月以来的首次月度增长，表明第二轮COVID最严重的影响已经见顶，消费正在反弹。

　　了解印度最大燃料零售商初步数据的消息人士周三对彭博社表示，本月迄今为止，全球第三大进口国使用最多的道路燃料柴油和汽油的销量都出现了反弹。

　　印度已经开始放宽一些限制，因为最近几周，每天发生的COVID病例不断减少，导致乘用车的流动性和使用率上升。

　　据彭博社估计，目前道路运输燃料销量仍低于去年水平。

　　印度需求的复苏给石油看涨者和欧佩克带来了希望，世界第三大原油进口国将开始看到未来石油消费的增长，最糟糕的情况可能已经过去。

　　几周前，印度的石油需求给全球原油消费前景蒙上了一层阴影，因为破坏性的第二轮COVID在3月份再次出现。印度经济复苏的不平衡和停滞是全球石油需求复苏的关键问题，这主要是因为人们不知道，为抗击这一流行病的蔓延而实施的局部封锁何时会结束，并提高对运输和经济活动的燃料需求。

　　然而，包括欧佩克和国际能源署（IEA）在内的所有分析师和机构，尽管受到印度的恐慌，但全球石油需求仍在强劲反弹，以至于石油交易公司的高管们都在谈论100美元的石油价格。

　　世界上一些最大的大宗商品交易集团本周表示，尽管石油可能不会进入新的超级周期，但由于需求强劲反弹和供应预期吃紧，油价仍有从目前水平上涨的空间。

　　王磊摘译自今日油价

　　原文如下：

　　India's Fuel Demand Is Recovering

　　India's fuel demand jumped by 13 percent in the first two weeks of June, for a first monthly rise since March, suggesting that the worst of the impact of the second COVID wave has peaked and consumption is rebounding.

　　Sales of diesel, the most used road fuel in the world's third-largest importer, and gasoline sales have rebounded so far this month, sources with knowledge of preliminary data from the biggest fuel retailers in India told Bloomberg on Wednesday.

　　India has started to ease some restrictions as daily COVID cases have been falling in recent weeks, leading to a rise in mobility and use of passenger vehicles. Road transportation fuel sales are still off last year's levels at this time, according to Bloomberg estimates.

　　Recovering demand in India is giving hope to the oil bulls, and to OPEC, that the third-biggest crude oil importer in the world will start to see growing consumption of oil going forward, and the worst may be behind it.

　　A few weeks ago, oil demand in India was clouding the outlook of global crude consumption since the devastating second COVID wave resurged in March. India's uneven—and stalled—recovery was the key source of concern about global oil demand recovery, mostly because of the unknowns about when localized lockdowns to fight the spread of the pandemic would end and lift fuel demand for transportation and economic activities.

　　However, all analysts and organizations, including OPEC and the International Energy Agency (IEA) continue to see a strong rebound in global oil demand despite the Indian scare, to the point of executives at oil trading houses talking about $100 oil.

　　Although oil may not be headed to a new supercycle, prices still have room to rise from current levels because of a strong demand rebound and expected tightness in supply, some of the world's largest commodity trading groups said this week.