印度自卡塔尔进口液化天然气量创近八个月新高

10月，印度从卡塔尔进口的液化天然气（LNG）总量大幅回升至约44万吨，创下近八个月以来的最高纪录 1。这一数据较9月全月的进口量激增近370% 1。随着进口量的恢复，卡塔尔重新成为印度仅次于美国的第二大液化天然气供应国 1。

此前受西亚地区冲突影响，经霍尔木兹海峡的运输受阻 1。在2026年3月至9月期间，印度从卡塔尔进口的LNG月均数量仅维持在约7万吨的低位，远低于2025年月均约95万吨的水平 1。为弥补供应缺口，印度转向美国、阿曼和尼日利亚等国采购，这三国合计占该时期印度LNG进口总量的比重升至约68% 1。今年2月底冲突爆发前，印度进口LNG中近六成需取道霍尔木兹海峡 1。近期，得益于卡塔尔增加LNG运输量以及航运安全措施的调整，印度逐步恢复了通过霍尔木兹海峡获取天然气的渠道 1。

India’s liquefied natural gas (LNG) imports from Qatar surged to their highest level in nearly eight months in October, reaching approximately 440,000 tonnes as of October 25 1. This volume represents a nearly 370% increase compared to the total imported in September 1. Consequently, Qatar has reclaimed its position as India’s second-largest LNG supplier, trailing only the United States 1.

The sharp recovery follows a period of significantly reduced trade caused by conflicts in West Asia that disrupted transportation through the Strait of Hormuz. Prior to the outbreak of these tensions at the end of February this year, nearly 60% of India’s LNG imports relied on routes passing through the strait 1. From March to September, monthly imports from Qatar averaged just around 70,000 tonnes, a stark decline from the average of approximately 950,000 tonnes per month recorded in 2025 1. To compensate for the shortfall during this disruption, India shifted its sourcing focus, with the United States, Oman, and Nigeria collectively accounting for about 68% of the country’s total LNG imports between March and September 1. Recent adjustments in shipping security measures and increased transport volumes from Qatar have facilitated the restoration of supply flows 1.