據(jù)油價(jià)網(wǎng)12月19日消息稱，印度是全球能源需求增長的最大推動力之一，長期以來一直是價(jià)格預(yù)測的主要因素。由于印度的經(jīng)濟(jì)增長速度甚至可能更快，印度一直是石油和天然氣價(jià)格看漲的主要來源。這種情況可能即將改變。全球央行遏制通脹的努力集中在加息上，即使加息有損害經(jīng)濟(jì)增長的風(fēng)險(xiǎn)。發(fā)達(dá)國家已經(jīng)在承受這種貨幣政策的后果。現(xiàn)在，它正在蔓延到發(fā)展中國家，特別是印度。

路透社John Kemp在最近的一篇專欄中指出，印度正在經(jīng)歷收緊貨幣政策的影響，因?yàn)楦叩睦蕦?dǎo)致貿(mào)易流量減弱，他說這可能會導(dǎo)致次大陸的能源需求減弱。

Kemp寫道，今年早些時(shí)候印度的發(fā)電量激增，1月至11月期間石油消費(fèi)量創(chuàng)下2.01億噸的歷史新高。

曹海斌 編譯自 油價(jià)網(wǎng)

原文如下：

India’s Oil And Gas Demand Could Disappoint In 2023

India is one of the biggest drivers of global energy demand growth and has long been a leading element in price forecasts. With an economy growing, perhaps even faster, India has been the source of much oil and gas price bullishness. This may be about to change. The global central bank drive to rein in inflation has focused on interest rate hikes even if they risk damaging economic growth. The developed world is already suffering the consequences of this monetary policy. Now, it’s spreading to the developing world and India specifically.

Reuters John Kemp noted in a recent column that India is experiencing the effects of tightening monetary policies as higher interest rates lead to weaker trade flows, which he says would likely lead to weaker energy demand on the subcontinent.

India’s electricity generation surged earlier this year, and oil consumption hit a record high of 201 million tons between January and November, Kemp wrote.