中国石化新闻网讯 据4月26日Oil Now报道，周一，油价下跌超过1%，原因是人们担心印度新冠肺炎病例激增将削弱这个世界第三大石油进口国的燃料需求，同时投资者在欧佩克+计划从5月起增加产量之前调整了仓位。
格林威治时间6点53分，布伦特原油价格下跌72美分，至每桶65.39美元，跌幅1.1%，而上周五上涨了1.1%。美国西德克萨斯中质原油(WTI)期货价格下跌67美分，至每桶61.47美元，跌幅1.1%，而上周五上涨1.2%。
要知道，两种基准原油均下跌了约1%。大宗商品经纪商Fujitomi Co.的首席分析师Kazuhiko Saito表示:“市场情绪受到影响，原因是市场担心一些国家，尤其是印度的新冠肺炎病例激增，将削减燃料需求。”
周一，印度新冠肺炎感染人数连续第五天创下历史新高，该国医疗系统已不堪重负，英国、德国和美国等国家承诺提供紧急医疗援助，以帮助其应对危机。
据咨询公司FGE估计，印度4月汽油日需求量将减少10万桶，5月将减少逾17万桶。而印度3月汽油总销量接近74.7万桶/天。
FGE称，印度的柴油需求约为175万桶/天，约占印度成品油销售的40%，4月份可能会减少22万桶/天，5月份可能再减少40万桶/天。
在世界第四大石油进口国日本，东京、大阪和其他两个县周日开始进入第三次紧急状态，影响到近四分之一的人口。日本正在努力应对病例激增的局面。
Kazuhiko Saito表示："投资者最近一直在将资金从石油市场转移到粮食市场，因为玉米和其他谷物价格波动性更大。"
芝加哥玉米、小麦和大豆上周触及多年高位，因市场担心寒冷天气会对美国的农作物造成损害，且市场预期未来将更多地使用农产品来生产生物燃料。
Market Risk Advisory合伙人Naohiro Niimura表示："由于石油市场的波动，以及欧佩克+将从5月开始增加供应，布伦特原油价格可能跌至每桶60美元左右。”
王佳晶 摘译自 Oil Now
原文如下：
Oil falls more than 1% on fears India’s COVID-19 surge will curtail demand
Oil prices fell more than 1% on Monday on fears that surging COVID-19 cases in India will dent fuel demand in the world’s third-biggest oil importer and as investors adjusted positions ahead of a planned increase in OPEC+ output from May.
Brent crude fell 72 cents, or 1.1%, to $65.39 a barrel by 0653 GMT, following a 1.1% rise on Friday. U.S. West Texas Intermediate (WTI) crude futures were down 67 cents, or 1.1%, at $61.47 a barrel, after rising 1.2% on Friday.
Both benchmark crudes fell about 1% last week.
“Market sentiment was dented on worries that surging number of COVID-19 cases in some countries, especially in India, will slash fuel demand,” Kazuhiko Saito, chief analyst at commodities broker Fujitomi Co.
India’s new coronavirus infections hit a record peak for a fifth day on Monday as countries including Britain, Germany and the United States pledged to send urgent medical aid to help battle the crisis overwhelming its hospitals.
An estimate from consultancy FGE is for gasoline demand in India to slip by 100,000 barrels per day (bpd) in April and by more than 170,000 bpd in May. India’s total gasoline sales came to nearly 747,000 bpd in March.
Diesel demand, which at about 1.75 million bpd accounts for about 40% of refined fuel sales in India, may slump by 220,000 bpd in April and by another 400,000 bpd in May, FGE says.
In Japan, the world’s fourth-largest oil buyer, a third state of emergency in Tokyo, Osaka and two other prefectures began on Sunday, affecting nearly a quarter of the population as the country attempts to combat a surge in cases.
“Investors, including speculators, have been shifting funds from oil markets to grain markets recently as volatility has been much higher in prices of corn and other grains,” Fujitomi’s Saito said.
Chicago corn, wheat and soybeans hit multi-year highs last week amid concerns over cold weather damage to crops across the U.S. grain belt, along with expectations for more use of agricultural products for biofuels.
“There were technical adjustments as the oil markets’ rally has been overdone and as the OPEC+ is set to add supply from May,” said Naohiro Niimura, a partner at Market Risk Advisory, adding Brent could head down to around $60 a barrel.
