
一 | 由于海湾冲突导致供应紧张,印度对俄罗斯石油的采购量达到历史最高水平,使印度更难摆脱对俄罗斯的石油依赖。

二 | 据贸易咨询公司Kpler首席分析师Sumit Ritolia表示,6月和7月期间,印度每天进口超过260万桶俄罗斯石油,占印度原油进口总量的一半以上,较2月份每日100万桶的低点成倍上涨。 去年,印度因美国总统特朗普的指责而在对俄罗斯石油的进口上稍加克制。然而,随着美伊之间和平协议始终未能达成,霍尔木兹海峡的石油出口问题正促使印度重新转向俄罗斯寻求石油供应。 Akshay Kumar’s next collaboration with director Anees Bazmee is shaping up to be a reunion on multiple fronts. After weeks of speculation around the casting, HT City has learnt that Vidya Balan has been roped in as one of the leading ladies in the upcoming film. The project marks Akshay and Bazmee’s reunion after 14 years, following their last collaboration in Thank You, which was released in 2011. According to sources close to the development, Vidya’s name emerged early during discussions, and the decision was unanimously welcomed by the team. “Akshay and Vidya share effortless chemistry as actors, something audiences have loved in films like Heyy Babyy (2007), Bhool Bhulaiyaa (2007) and Mission Mangal. Off screen too, they share a warm equation, which made this an easy yes for everyone involved,” the source revealed. The film is said to feature two prominent female characters, with Vidya Balan playing one of the leads. Details about the second leading lady and the storyline are being kept under wraps. Insiders are suggesting that the narrative has been designed to balance humour, emotion, and strong character arcs. This is an area both Bazmee and Akshay are known to excel in. This project will also mark Akshay and Vidya’s first on-screen collaboration in six years, after the 2019 hit Mission Mangal. Their pairing has long been popular with audiences. Their popularity skyrocketed after the cult success of Bhool Bhulaiyaa. This makes their reunion one of the most anticipated aspects of the film. Meanwhile, Akshay Kumar’s professional slate remains packed. The actor is currently busy with multiple projects, including Welcome To The Jungle, Haiwaan and Bhooth Bhangla. All these projects are progressing at full pace. Bhooth Bangla and Haiwaan will mark Akshay Kumar’s reunion with Priyadarshan for the 6th and 7th film respectively. Also Read: Akshay Kumar Says THIS About Akshaye Khanna’s Performance in Dhurandhar。 为缓解海湾危机带来的影响,特朗普已批准豁免规定,允许其购买俄罗斯石油。 依赖进口 目前印度超过90%的原油和天然气需求依赖进口,海湾地区持续六个月的冲突也暴露了这个国家在能源安全方面的脆弱性。

三 | 本月,印度总理纳伦德拉·莫迪在独立日讲话中将能源安全称为“当务之急”,并强调“我们必须全力支持替代能源”。 根据印度政府下属智库Niti Aayo的数据,化石燃料仍是该国能源供应的关键,其中煤炭占比近60%,石油占28%,而核燃料仅占1.6%。 转型需要时间 尽管印度已推出一系列举措以实现能源结构多元化,包括向私营企业开放核能领域,并要求国内炼油厂提高烹饪用气产量,但这一转型需要时间。 新德里智库CEEW工业可持续发展团队负责人Hemant Mallya指出,“你不能一夜之间改变整个体系。” Mallya在6月的一份报告中就曾指出,在煤炭、石油和天然气领域,印度面临因进口依赖、供应商集中、储存能力有限、基础设施瓶颈以及直接暴露于全球价格波动而叠加的多重风险,这些压力“同时影响着家庭、工业、政府财政和通货膨胀”。 莫迪总理在国情咨文中提到“促进能源高效利用”,并表示在其12年执政期间,获得管道天然气供应的城市数量从70个增加到700个,惠及1750万户家庭。 然而,这与超过3.3亿户依赖液化石油气(LPG)作为主要烹饪燃料的家庭仍形成鲜明对比。战争爆发后不久,印度炼油厂将液化石油气产量从此前约3.6万吨/天提升至每日超过5万吨。 积累储备 作为其能源安全的长期思考的一部分,印度还更加专注于储备的积累。政府本月告诉立法者,该国战略储备中可储存533万吨石油,并可储存相当于74天进口量的原油和石油产品。它还在探索将部分储备存放在阿联酋等选项。 能源经济与金融分析研究所南亚区主任Vibhuti Garg指出,“虽然印度拥有战略石油储备,但印度并未维持液化石油气或液化天然气储备那么长时间,恐慌更多源于液化石油气消费。” 贸易咨询公司Kpler的Ritolia表示,伊朗战争“凸显了印度眼前的挑战,既是多元化原油供应和运输路线,也在于彻底远离石油”。

四 | 但他也补充道,尽管推动多元化,“鉴于印度的经济和需求增长,石油很可能长期仍是能源结构中的重要组成部分,即使其份额逐渐变化。”
(文章来源:财联社)。
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