节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
美国与印度新贸易协议将重塑全球能源贸易格局，印度原油进口结构面临结构性调整，计划逐步降低对俄罗斯原油的依赖并增加委内瑞拉原油采购规模。据消息人士披露，信实工业公司已自维多集团采购200万桶委内瑞拉原油，为其一年来首次恢复对委油的进口。美国于政策框架下，向维多、托克及雪佛龙等企业颁发出口许可，推动委油通过上述渠道实现国际市场流动。此前，美国墨西哥湾沿岸炼油厂产能受限导致委油出现滞销压力，或对其出口价格形成压制，影响美国本土扩大委油进口的政策目标，而印度进口委油或缓解这一供需矛盾。
贸易数据显示，信实工业采购的4月交割委油价格较洲际交易所（ICE）基准原油低6.5-7美元/桶。对比历史报价，墨西哥湾沿岸委内瑞拉重质原油报价较布伦特原油折扣约9.5..
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