India's Iran oil purchases to fade ahead of US sanctions

在美国实施制裁前，印度从伊朗的石油采购将逐渐减少

NEW DELHI: Indian refiners will cut their monthly crude loadings from Iran for September and October by nearly half from earlier this year as New Delhi works to win waivers on the oil export sanctions Washington plans to reimpose on Tehran in November.

新德里：华盛顿计划在11月重启对德黑兰实施制裁，在新德里方面正在努力争取豁免之际，印度炼油商将把9月和10月从伊朗进口的原油数量较今年早些时候减少近一半。

India's loadings from Iran for this month and next will drop to less than 12 million barrels each, after purchases over April-August had been boosted in anticipation of the reductions.

9月和10月印度从伊朗进口的石油将降至不足1200万桶，由于此前已经预计到进口将减少，4月至8月的购买量有所增加。

The United States is renewing sanctions on Iran after withdrawing from a nuclear deal forged in 2015 between Tehran and world powers. Washington reimposed some of the financial sanctions from August 6, while those affecting Iran's petroleum sector will come into force from November. 4.

美国退出2015年德黑兰与世界大国达成的核协议后，正在延长对伊朗的制裁。华盛顿从8月6日起重新实施了部分金融制裁，而影响伊朗石油行业的制裁将从11月4日起生效。

India, Iran's No 2 oil client behind top buyer , does not recognise the reimposed US sanctions, but wng a waiver from the restrictions is a must for New Delhi to protect its wider exposure to the US financial system.

作为伊朗仅次于的第二大石油客户，印度不认可美国重启制裁，但对新德里来说，要保护其在美国金融体系中更广泛的敞口，赢得豁免是必要的。

India's oil ministry in June told refiners to prepare for a "drastic reduction or zero" imports from Iran from November.

今年6月，印度石油部告知炼油商，从去年11月开始，印度将“大幅削减或零进口”伊朗石油。

"Some refiners have either already exhausted or front-loaded their term contract to a large extent, which allows them the flexbility to go to zero if required, or until clarity on the waivers emerge," Amrita Sen, chief oil analyst at Energy Aspect, told Reuters.

Energy Aspect公司首席石油分析师Amrita Sen向路透表示:"一些炼油商已经在很大程度上提前履行了定期合约，这使得它们在必要时可以灵活地将合约降至零，或直至豁免条款变得明确为止。"

Washington will consider waivers for Iranian oil buyers such as India but they must eventually halt crude imports from Tehran, US Secretary of State Mike Pompeo said last week in New Delhi after a meeting of high level officials.

美国国务卿迈克•蓬佩奥上周在新德里与印度高级官员会晤后表示，美国政府将考虑给予印度等伊朗石油买家豁免，但他们最终必须停止从德黑兰进口原油。

The Indian government, already facing a backlash over a falling rupee and record high fuel prices, does not want to halt the oil imports from Iran as the Islamic republic offers a discount on oil sales to India.

印度政府已经面临卢比贬值和创纪录高油价的反弹，不想停止从伊朗进口石油，因为伊朗向印度提供了折扣。

Government sources said India made this point clear in last week's meetings with USofficials and remains engaged with Washington to work out waivers on its oil purchases from Iran.

政府消息人士表示，印度在上周与美国官员的会晤中明确表示了这一点，并将继续与华盛顿就其从伊朗购买石油一事接洽。

"We have a special relationship with both the US and with Iran, and we are seeing how to balance this all, and also to balance out the interest of the refiners and end-consumers," said one of the government officials.

一名政府官员表示：“我们与美国和伊朗都有着特殊的关系，我们正在考虑如何平衡这一切，以及如何平衡炼油商和终端消费者的利益。”

But if Washington adopts a tough line, India would have no other choice than to end imports from Iran, they said.

但他们表示，如果华盛顿采取强硬立场，印度将别无选择，只能停止从伊朗进口。

Cutting imports nearly in half

将石油进口削减近一半

India lifted about 658,000 barrel of oil per day (bpd) from Iran in April-August, according to data obtained from trade sources by Reuters, and the cuts projected for September and October would drop the daily average over those two months by about 45 per cent to 360,000-370,000 bpd.

路透社从贸易来源获得的数据显示，今年4月至8月，印度每天从伊朗进口约65.8万桶原油，预计9月和10月的日平均进口量将减少45%，降至36万至37万桶。

Indian oil refiners have already given the October loading plans to the National Iranian Oil Co (NIOC), sources familiar with the loading schedule said.

消息人士称，印度炼油商已经向伊朗国家石油公司(NIOC)提交了10月份的装载计划。

Top refiner Indian Oil Corp wants to lift 6 million barrels each in September and October, while Mangalore Refinery and Petrochemicals would load 3 million barrels each for those two months, the sources said.

印度最大炼油商印度石油公司希望在9月和10月分别进口600万桶，而格洛尔炼化公司在这两个月将分别进口300万桶。

IOC would also lift 1 million barrel for its subsidiary Chennai Petroleum Corp in October, they said.

印度石油公司下属钦奈石油公司将在10月份进口100万桶。

Bharat Petroleum Corp would lift 1 million barrels in September and skip purchases in October, a company source said on Tuesday.

巴拉特石油公司将在9月进口100万桶，10月则不采购。

Bharat Petroleum has already drawn more than its fixed volumes - the amount it is obligated to purchase - that were contracted for 2018/19, its chairman said on Tuesday.

巴拉特石油公司董事长周二表示，该公司已经缩减了必须购买的原油数量，这些原油的合约期为2018 - 19年。

Nayara Energy, part owned by Russian oil giant Rosneft, plans to lift 1 million barrels each in September and October, the sources said. But the refiner began reducing its oil imports from Iran in June and aims to completely halt purchases from November.

消息人士称，纳亚拉能源计划在9月和10月分别进口100万桶。但这家炼油商从6月开始减少从伊朗的石油进口，并计划从11月起完全停止购买。

Hindustan Petroleum, Reliance Industries and HPCL Mittal Energy (HMEL) have no plans to buy from Iran in September and October, they said.

印度斯坦石油、信实工业和米塔尔能源(HMEL)在9月和10月没有计划从伊朗购买石油。

India refiners - excluding Reliance and HMEL, which do not have term contracts with Iran - will together lift about 73 per cent of their fixed contract volumes from Iran by end-October, the loading data showed.

装载数据显示，截至10月底，印度炼油商(不包括信实和HMEL)将总计从伊朗撤回约73%的固定合约。

IOC, Nayara and MRPL did not respond to Reuters' emails seeking comments.

印度石油公司、纳亚拉和MRPL没有回复路透寻求置评的电子邮件。

印度时报读者评论：

来源：三泰虎 http://www.santaihu.com/46068.html  译者：Jessica.Wu

Sainath Kalpathy

Same USA sanctioned Iran...MMS govt showed resolve n guts n kept procuring. 56 weak kneed USA living present pm bows down. What a shame..

同样是面对美国制裁伊朗，缅甸政府表现出了持续采购的决心和勇气。美国却让咱们现任总理屈服，真是遗憾……

Sainath Kalpathy

Why is modi govt in its knees in frintbof USA ? No guts

为什么莫迪政府要屈服于美国?没骨气

Biranchi Narayan Acharya

India should think about it''s national interest & act accordingly.

印度应该考虑到自己的国家利益，并采取相应的行动。