美国7月重新对伊朗船运实施海上封锁，导致伊朗原油供应大幅下降1。中国9月从伊朗进口的原油量比去年同期几乎减半，降至每天59万桶，创下自2023年1月以来的最低水准1。
为弥补伊朗原油缺口，中国的独立炼厂已调整采购策略，转向伊拉克和卡塔尔采购1。据交易员透露，炼厂至少购入1200万桶来自两国的原油，交货期为10月和11月1。其中一位交易员估计，总采购量可能达到1500万至2000万桶之间1。此外，中国买家在8月下旬至9月上旬期间，还购入超过2000万桶来自西非、加拿大和哥伦比亚的原油1。
Chinese independent refineries have pivoted toward purchasing crude oil from Iraq and Qatar to compensate for a sharp decline in Iranian imports following new U.S. maritime restrictions.1 In September, China's crude oil imports from Iran fell to approximately 590,000 barrels per day, representing a near 50 percent drop compared to the same period last year and marking the lowest level since January 2023.1 The decline was triggered by the United States' reinstatement of maritime blockade measures against Iranian shipping in July.1
To address the supply gap, Chinese refiners have secured at least 12 million barrels of Iraqi and Qatari crude for delivery in October and November, according to traders involved in the transactions.1 One trader estimated total procurement could reach between 15 million and 20 million barrels across both sources.1 Additionally, Chinese buyers acquired over 20 million barrels of crude from West African, Canadian, and Colombian suppliers between late August and early September.1
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