印度在2025年推动全球石油需求增长,成为原油的最大进口国,而稳定的价格使燃料税得以提高,能源贸易得以扩大。 India drove global oil demand growth in 2025, becoming the top importer of crude, while stable prices enabled higher fuel taxes and expanded energy trade.

2025年,印度成为全球石油需求增长的主要驱动力,超过了中国和东南亚的总和,因为经济扩张和基础设施项目促进了消费。 In 2025, India became the primary driver of global oil demand growth, surpassing China and Southeast Asia combined, as economic expansion and infrastructure projects fueled consumption. 尽管全球清洁能源出现延误,地缘政治局势紧张,石油需求仍然强劲,将高峰需求推向2030年代。 Despite global clean energy delays and geopolitical tensions, oil demand remained strong, pushing peak demand into the 2030s. 印度继续进口大量俄罗斯原油——占其供应量的三分之一以上——直到11月底,当时制裁量减少到每天不到100万桶,促使炼油厂转向非核准来源。 India continued importing significant Russian crude—over a third of its supply—until late November, when sanctions reduced volumes to under 1 million barrels per day, prompting refiners to shift to non-sanctioned sources. 美国增加了对印度的原油出口,而LNG和LPG贸易也扩大了。 The U.S. increased crude exports to India, and LNG and LPG trade expanded. 提高上游产出, 同时提高能力, 巩固印度作为全球炼油中心的作用。 Domestic reforms and partnerships like ONGC’s with BP aimed to boost upstream output, while refining capacity grew, solidifying India’s role as a global refining hub. 由于管道网络扩大,天然气使用量有所增加。 Natural gas use rose due to expanded pipeline networks. 石油价格稳定在每桶60-70美元,到12月降至59-60美元,得到非欧佩克供应、有节制的欧佩克+产出以及浮动储存量的增加的支持。 Oil prices stayed stable at $60–$70 per barrel, easing to $59–60 by December, supported by non-OPEC supply, disciplined OPEC+ output, and increased floating storage. 这一稳定使印度得以提高燃料税而不增加零售价格,从而增加政府收入。 This stability allowed India to raise fuel taxes without increasing retail prices, boosting government revenue.