据普氏能源资讯7月30日新加坡报道，市场参与者周一表示，印度6月份石脑油出口环比下滑43%，但7月份通过招标销售的石脑油数量更大，运费下降预示着近期可能出现反弹。

最新的政府数据显示，印度是亚洲主要的石脑油出口国，6月份出货量为521,364吨，较5月份的近两年高点916,605吨大幅下降。出口上一次增长是在2017年7月，达到916776吨。

根据数据显示，尽管6月份石脑油出口量环比下滑，但今年1月至6月的石脑油出口总量为435万吨，高于2018年上半年的400万吨。

根据标准普尔全球普氏(S&P Global Platts)的数据显示，因6月份印度炼油厂的平均总产能利用率为99%，低于去年同期的107.5%，因本月是几个厂的维修期。

由于信实产业出货量激增，印度5月石脑油出口量创下近两年来的新高，6月的维修紧随5月。由于贾姆纳加重整装置的维护，信实在5月份运输了至少38.5万公吨的石脑油 - 占从印度锡卡港出口总量的一半以上 。

随着炼油厂的维修工作基本完成，贸易商和航运业表示，印度石脑油出口已经走上复苏之路。

根据普氏迄今公布的公开招标数据，供应商已经出售了至少38.4万吨的石脑油供8月装船 - 超过6月份出口总量的一半。

国营巴拉特石油公司按离岸价为八月上旬、下旬提供两种中型石蜡石脑油货物。

市场消息人士称，印度炼油商准备在未来几周内进行更多现货招标。

近期运费下降也使从印度到北亚的石脑油出货更加有利可图。 普氏评估印度 - 日本MR油轮运费周五为年初至今的低点100万，从今年1月中旬最高点162.5万大幅下跌。

市场消息人士称，MR通常一次运载多达4万吨的货物，需要四周时间才能将石脑油从锡卡港运往日本，然后到达丽水，开启下一次航行。运价目前正因供应充足和需求疲软而受到拖累，从而降低了为最终用户交付石脑油的成本。

郝芬 译自 Platts

原文如下：

India's June naphtha exports slide 43% on month, but rapid rebound seen likely

India's naphtha exports slid 43% month on month in June, but a larger volume being offered via tender in July and a fall in freight costs point to a likely rebound in the near term, market participants said Monday.

The country, a key naphtha exporter in Asia, shipped 521,364 mt in June, down sharply from a near two-year high of 916,605 mt in May, latest government data showed. Exports were last higher at 916,776 mt in July 2017.

Despite the month-on-month slide in June, naphtha exports over January-June totaled 4.35 million mt, up from 4.0 million mt in H1 2018, the data showed.

The average overall capacity utilization rate at refineries in India stood at 99% in June, down from 107.5% a year earlier, due to turnarounds at several plants in the month, S&P Global Platts data showed.

The maintenance in June came on the heels of India's naphtha exports hitting a near two-year high in May amid a surge in volumes shipped by Reliance Industries. Reliance shipped at least 385,000 mt of naphtha in May -- more than half of India's total exports -- from Sikka due to maintenance at its Jamnagar reformer unit.

With the maintenance at refineries now largely completed, traders and shipping industry executives said India's naphtha exports were already on the path to recovery.

Suppliers have already sold at least 384,000 mt of naphtha for August loading -- more than half the total exported in June -- according to data collated by Platts from open tenders issued to date.

State-run Bharat Petroleum Corp Ltd. is offering two Medium Range-sized paraffinic naphtha cargoes for the first and third decades of August on an FOB basis.

Indian refiners were poised to issue more spot tenders in the next few weeks, market sources said.

A recent decline in freight rates has also made naphtha shipments from India to North Asia more lucrative. Platts assessed India-Japan MR tanker freight at w100 Friday, a year-to-date low, and down sharply from the year-to-date high of w162.5 hit in mid-January.

A MR typically carries up to 40,000 mt of cargo and take four weeks to deliver naphtha from Sikka to Japan and then reach Yeosu to open for its next voyage. Freight rates are currently being weighed down by ample supply and weak demand, reducing the delivered cost of naphtha for end-users, market sources said.