<p>印度的信实工业表示，由于美国制裁迫使该公司避免与莫斯科的交易，它将停止在其巨大的贾姆纳加尔石油炼油厂加工俄罗斯石油，彭博社报道。</p>
<p>该炼油厂以出口为主的部分在周四接收了最后一批俄罗斯原油，该公司在声明中表示，部分在美国对俄罗斯两大石油公司实施制裁之前购买的原油将在该设施的另一部分卸货。</p>
<p>从周五开始，俄罗斯四大主要生产商——占该国对印度出口的 80%——受到制裁，使得交易对手面临二次制裁的风险。</p>
<p>信实在贾姆纳加尔的工厂每天可以处理超过 140 万桶原油，并向国内市场和海外供应产品。</p>
<p>彭博社的一位消息人士表示，特朗普对俄罗斯石油的制裁可能最终奏效，疏远了其最大的客户，信实目前并未购买俄罗斯石油，也尚未决定是否会恢复购买。</p>
<p>上个月，特朗普政府宣布对俄罗斯石油巨头卢克石油和俄罗斯石油公司实施制裁，这意味着俄罗斯的部分石油流量由被列入黑名单的公司运输。本周，洲际交易所表示，不允许来自接收俄罗斯原油的港口的炼油厂生产的柴油用于 1 月 ICE 柴油期货合约的结算过程。</p>
<p>正如彭博社所指出的，与这两家公司结束交易的最后期限定于周五到期，这给继续从莫斯科购买原油的公司和国家施加了压力。尽管印度炼油商在最近几周已预订了替代货物的船只，导致油轮运费飙升，但制裁对油价的影响相对温和，表明市场上并没有太大的恐慌。</p>
<p>另外，彭博社报道，<strong>根据 Kpler 的数据，至少 770 万桶俄罗斯旗舰乌拉尔原油装载在 11 艘油轮上（完整名单见下文），与这两家受制裁的生产商有关，预计将在美国限制生效后抵达印度海岸。</strong> 这引发了关于原油是否能够顺利卸货的问题，因为最后期限即将到来。</p>
<p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/russian%20tankers.jpg/query-aXRvaz1uYXdUMHkwOA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/russian%20tankers.jpg/query-aXRvaz1uYXdUMHkwOA"/></p>
<p>大多数油轮正驶向贾姆纳加尔炼油厂或与俄罗斯石油公司相关的纳亚拉能源的瓦迪纳尔港。交货日期从 11 月底到 12 月初。如果船只未能在 11 月 21 日之前抵达，它们可能会在印度海岸附近停滞，考虑下一步行动，包括向其他油轮进行船对船转运或改道至新目的地，如马来西亚水域或更远的中国。</p>
<p>目前尚不清楚其他印度公司是否在周五的最后期限后寻求美国的任何豁免，以继续从俄罗斯石油公司或卢克石油购买部分原油。11 月初，匈牙利获得了采购俄罗斯石油和天然气的豁免，美国也延长了对部分卢克石油交易的豁免。</p>
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<p>印度的信实工业公司将停止在其贾姆纳加尔炼油厂加工俄罗斯石油，原因是美国的制裁。该炼油厂在周四收到了最后一批俄罗斯原油。制裁影响了四家主要的俄罗斯生产商，影响了 80% 的俄罗斯对印度的石油出口。信实的贾姆纳加尔工厂每天加工超过 140 万桶原油。对油价的影响较为温和，目前尚不清楚其他印度公司是否寻求豁免以继续购买俄罗斯石油</p>

<p>India's Reliance Industries said it would stop processing Russian oil at part of its giant Jamnagar oil refinery as US sanctions force the company to shy away from dealings with Moscow, Bloomberg reported.</p>
<div class="lb-trans"><p>印度的信实工业表示，由于美国制裁迫使该公司避免与莫斯科的交易，它将停止在其巨大的贾姆纳加尔石油炼油厂加工俄罗斯石油，彭博社报道。</p>
</div><p>The export-focused part of the refinery took its last shipment of Russian crude on Thursday, the company said in statement adding that some purchases bought before the US put sanctions on Russia’s two largest oil companies would discharge at another part of the facility.</p>
<div class="lb-trans"><p>该炼油厂以出口为主的部分在周四接收了最后一批俄罗斯原油，该公司在声明中表示，部分在美国对俄罗斯两大石油公司实施制裁之前购买的原油将在该设施的另一部分卸货。</p>
</div><p>Starting Friday, four of Russia’s top producers - accounting for as much as 80% of the country’s exports to India - are under sanction, leaving counterparties at risk of secondary sanctions.</p>
<div class="lb-trans"><p>从周五开始，俄罗斯四大主要生产商——占该国对印度出口的 80%——受到制裁，使得交易对手面临二次制裁的风险。</p>
</div><p>Reliance’s plant at Jamnagar can process more than 1.4 million barrels a day of crude and in turn supply products to both the domestic market and overseas.</p>
<div class="lb-trans"><p>信实在贾姆纳加尔的工厂每天可以处理超过 140 万桶原油，并向国内市场和海外供应产品。</p>
</div><p>In a sign that Trump's sanctions on Russian oil may finally be working by alienting its largest clients, a Bloomberg source said that Reliance isn’t currently buying Russian oil and hasn’t taken a view yet on whether it will resume doing so.</p>
<div class="lb-trans"><p>彭博社的一位消息人士表示，特朗普对俄罗斯石油的制裁可能最终奏效，疏远了其最大的客户，信实目前并未购买俄罗斯石油，也尚未决定是否会恢复购买。</p>
</div><p>Last month, the Trump admin announced sanctions on Russian oil giants, Lukoil and Rosneft, meaning a swath of Russia’s flows are pumped by blacklisted firms. This week Intercontinental Exchange Inc. said that it would not allow diesel from refineries served by ports that receive Russian crude to be used in the settlement process for January ICE gasoil futures contracts.</p>
<div class="lb-trans"><p>上个月，特朗普政府宣布对俄罗斯石油巨头卢克石油和俄罗斯石油公司实施制裁，这意味着俄罗斯的部分石油流量由被列入黑名单的公司运输。本周，洲际交易所表示，不允许来自接收俄罗斯原油的港口的炼油厂生产的柴油用于 1 月 ICE 柴油期货合约的结算过程。</p>
</div><p>As Bloomberg notes, a deadline to wind down deals with the two firms is set to pass on Friday, putting pressure on the companies and countries that had continued to buy barrels from Moscow. And while Indian refiners have been booking ships for alternative cargoes over recent weeks, sending tanker rates soaring, the impact on oil prices of the sanctions has been relatively muted, suggesting there’s little panic in the market.</p>
<div class="lb-trans"><p>正如彭博社所指出的，与这两家公司结束交易的最后期限定于周五到期，这给继续从莫斯科购买原油的公司和国家施加了压力。尽管印度炼油商在最近几周已预订了替代货物的船只，导致油轮运费飙升，但制裁对油价的影响相对温和，表明市场上并没有太大的恐慌。</p>
</div><p>Separately, Bloomberg reports that <strong>at least 7.7 million barrels of Russia’s flagship Urals crude loaded on 11 tankers (full list below), linked to the two sanctioned producers are set to reach India’s shores after the US restrictions take effect today,</strong> according to data from Kpler. That raises questions on whether the crude will be able to discharge smoothly, given the deadline.</p>
<div class="lb-trans"><p>另外，彭博社报道，<strong>根据 Kpler 的数据，至少 770 万桶俄罗斯旗舰乌拉尔原油装载在 11 艘油轮上（完整名单见下文），与这两家受制裁的生产商有关，预计将在美国限制生效后抵达印度海岸。</strong> 这引发了关于原油是否能够顺利卸货的问题，因为最后期限即将到来。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://assets.zerohedge.com/s3fs-public/inline-images/russian tankers.jpg/query-aXRvaz1uYXdUMHkwOA" alt="" original-src="https://assets.zerohedge.com/s3fs-public/inline-images/russian%20tankers.jpg?itok=nawT0y08"/></p>
<p>Most of the tankers are heading either to the Jamnagar refinery or to Rosneft-linked Nayara Energy’s Vadinar port. Delivery dates range from the end of November and into December. Should the ships fail to arrive by Nov. 21, they could idle off India’s shores while they consider their next moves, which can include ship-to-ship transfers to other tankers and diversions to new destinations such as the waters off Malaysia or even further to China.</p>
<div class="lb-trans"><p>大多数油轮正驶向贾姆纳加尔炼油厂或与俄罗斯石油公司相关的纳亚拉能源的瓦迪纳尔港。交货日期从 11 月底到 12 月初。如果船只未能在 11 月 21 日之前抵达，它们可能会在印度海岸附近停滞，考虑下一步行动，包括向其他油轮进行船对船转运或改道至新目的地，如马来西亚水域或更远的中国。</p>
</div><p>It remains unclear if other Indian companies have sought any exemptions from the US to continue buying some crude parcels from Rosneft or Lukoil after the Friday deadline. Earlier in November, Hungary won an exemption on procurement of Russian oil and gas and the US has also extended a waiver for some Lukoil transactions.</p>
<div class="lb-trans"><p>目前尚不清楚其他印度公司是否在周五的最后期限后寻求美国的任何豁免，以继续从俄罗斯石油公司或卢克石油购买部分原油。11 月初，匈牙利获得了采购俄罗斯石油和天然气的豁免，美国也延长了对部分卢克石油交易的豁免。</p>
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印度的信实工业将在贾姆纳加尔巨型炼油厂停止加工俄罗斯石油