传沙特阿美与伊拉克SOMO在欧盟制裁后暂停向印度炼油商Nayara出售原油

Core Viewpoint - The European Union's sanctions against Nayara Energy have led to a halt in crude oil supplies from Saudi Aramco and Iraq's SOMO, resulting in Nayara relying solely on Russian oil imports [1][2]. Group 1: Supply Chain Impact - Following the EU sanctions in July, Nayara Energy's crude oil imports in August were entirely dependent on Russia, with no shipments received from Iraq or Saudi Arabia [1]. - Typically, Nayara would receive approximately 2 million barrels of Iraqi crude and 1 million barrels of Saudi crude monthly, but it received none in August [1]. - The last shipment of Basra crude from SOMO was delivered on July 29, and the last shipment of Saudi crude was on July 18, totaling 1 million barrels of Arab Light crude [2]. Group 2: Operational Challenges - Due to sanctions, Nayara is facing payment difficulties when procuring oil from SOMO, impacting its operations [1]. - Nayara's refinery, located in Vadinar, has a processing capacity of 400,000 barrels per day but is currently operating at only 70%-80% capacity due to challenges in selling refined products [2]. - Nayara's refining capacity accounts for approximately 8% of India's total refining capacity, which averages 5.2 million barrels per day [2]. Group 3: Management Changes - Nayara Energy's CEO resigned in July, and the company has appointed a new CEO from Azerbaijan's state oil company SOCAR [3].