据9月25日Oil Monster消息：印度炼油厂加工的原油较上年同期下降26.4％，为四个月以来最高水平，原因是由于病例激增阻碍了工业和运输活动，燃料需求仍然低迷。
周四公布的政府数据显示，上个月印度炼油商每天加工382万桶原油，相当于1615万吨，较7月下降8.7%。
8月原油吞吐量创下自4月以来最大的同比降幅，而4月降幅为2003年以来最大。
炼油利润的疲软和燃料消耗的下滑促使炼油商削减原油加工量并降低产量。
由于冠状病毒感染的激增继续抑制经济活动和运输，燃料需求出现自上月4月以来的最大月度降幅。
巴克莱大宗商品研究公司在一份报告中表示：“由于病毒在印度的传播基本没有减弱，我们已经降低了对印度消费复苏速度的预期。”
数据显示，印度炼油商8月产能约占总产能的76.1%，7月为83.3%。
印度最大炼油商印度石油公司(IOC)的直属工厂产能为66.7％。该公司预计，当地汽油和汽油需求将在2021财年上半年恢复到疫情前水平，并试图扩大其石化产能以抵消较弱的燃料炼制利润。
信实集团拥有世界上最大的炼油综合企业，其工厂的运营能力约为75.8%。
冯娟 摘译自 Oil Monster
原文如下：
India’s August Crude Processing Drops as Raging Virus Cases Dim Demand
Crude oil processed by Indian refiners slipped 26.4% from a year ago in August, the most in four months, as fuel demand remained subdued Indian refiners processed 3.82 million barrels per day (bpd) or 16.15 million tonnes of crude last month, 8.7% lower than in July, government data released Crude oil throughput in August recorded its largest year-on-year contraction since April, when it posted its steepest decline since 2003.
Weaker refining margins and a slide in fuel consumption have prompted refiners to cut crude processing and lower output.
Fuel demand posted its biggest monthly decline since April last month, as a surge in coronavirus infections continued to throttle economic activity and transportation. [O/INDIA2]
India has been consistently reporting the world’s highest daily tallies of infections and its 5.7 million coronavirus cases “We have pared back our expectations for the pace of consumption recovery in India due to a largely unabated spread of the virus there,” Barclays Commodities Research said in a note earlier this week.
“Virus trends in India have been the most concerning recently, but government restrictions have been slowly easing even there... recovery is likely to be much slower compared to the initial rebound and will likely come through in waves.”
Indian refiners operated at about 76.1% of their overall capacity in August compared to 83.3% in July, the data showed.
Top refiner Indian Oil Corp (IOC) operated its directly owned plants at 66.7% capacity, as per the data.
The refiner expects local gasoline and gasoil demand to reach pre-pandemic levels in the first half of fiscal 2021 and sought to expand its petrochemical capacity to off-set weaker fuel refining margins.
Reliance, owner of the world’s biggest refining complex, operated its plants at about 75.8% capacity.