节点：下游（终端消费/应用）位置：下游情绪：利空参考度：4/10
印度能源进口策略调整与美印贸易关系
印度正通过增加从美国的能源进口，以削减对美贸易顺差，此乃美印贸易谈判中特朗普政府的关键诉求。据央视新闻等媒体报道，当地时间17日上午，印度石油和天然气部部长哈迪普·辛格·普里发文称，印度国有石油公司与美国签署“历史性首次”采购协议，自美国墨西哥湾沿岸每年进口约220万吨液化石油气，协议至2026年。
普里指出，这是印度市场首个美国液化石油气结构化采购合同，采购量约占印度年进口量10% 。这标志印度从美国规模化进口液化石油气开端，此前其从美国进口量极少。野村证券分析师Bineet Banka认为，此举旨在实现液化石油气采购来源多元化，同时缩减对美贸易顺差。
Banka指出，印度每年液化ǟ..000 – 2100万吨，10% 来自美国意味着进口额增加10亿美元，但相较400亿美元贸易顺差，增加额不算多。今年8月美国对印度商品征收50% 高额关税，两国关系紧张，部分关税针对贸易失衡与印度进口俄石油。
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Does this increase in LPG imports from the US really contribute significantly to reducing the trade surplus? Given that the additional import value is only about $1 billion compared to a $40 – billion trade surplus. Also, with India still importing a high level of Russian oil, will the US really be …