dbg

日本海事新聞ニュース Japan Maritime Daily Feb 05, 2026 (Thu)

BIMCO Analysis: India’s Shift from Russian Oil to Middle East to Reshape Tanker Demand

　On February 3, BIMCO (Baltic and International Maritime Council) released a report on India’s impor ・・・ %E3%80%80On+February+3%2C+BIMCO+%28Baltic+and+International+Maritime+Council%29+released+a+report+on+%3Cb%3EIndia%3C%2Fb%3E%E2%80%99s+imports+of+Russian+crude+oil+following+the+trade+negotiation+agreement+between+the+United+States+and+%3Cb%3EIndia%3C%2Fb%3E.+%E2%80%9CIt+is+becoming+increasingly+likely+that+%3Cb%3EIndia%3C%2Fb%3E+will+make+significant+cuts+to+its+purchases+of+Russian+crude+oil%2C%E2%80%9C+said+chief+analyst+Niels+Rasmussen.+%3Cb%3EIndia%3C%2Fb%3E%E2%80%99s+shift+from+Russian+crude+oil+to+imports+from+the+Middle+East+could+have+a+significant+impact+on+demand+for+crude+oil+tankers+not+engaged+in+sanctioned+trade%2C+the+report+said.+%3Cbr%3E%E3%80%80On+February+2%2C+the+United+States+and+%3Cb%3EIndia%3C%2Fb%3E+reached+a+trade+agreement+under+which+the+additional+tariffs+imposed+by+the+United+States+on+imports+from+%3Cb%3EIndia%3C%2Fb%3E+will+be+reduced+from+50%25+to+18%25.+%3Cb%3EIndia%3C%2Fb%3E+is+said+to+be+suspending+crude+oil+purchases+from+Russia.+%3Cbr%3E%E3%80%80According+to+BIMCO%2C+33%25+of+%3Cb%3EIndia%3C%2Fb%3E%E2%80%99s+crude+oil+imports+via+sea+transport+in+2025+came+from+Russia.+This+accounts+for+25%25+of+Russia%E2%80%99s+seaborne+crude+oil+exports.+%3Cbr%3E%E3%80%80However%2C+in+the+first+five+weeks+of+2026%2C+Russian+crude+oil+exports+to+%3Cb%3EIndia%3C%2Fb%3E+fell+34%25+compared+to+the+same+period+last+year.+%E2%80%9CThis+may+be+due+to+restrictions+imposed+by+the+European+Union+on+the+purchase+of+Russian+crude+oil+and+petroleum+products%2C%E2%80%9C+Rasmussen+said.+%3Cbr%3E%E3%80%80%E2%80%9CWhile+it+is+too+early+to+conclude+that+crude+oil+trade+between+Russia+and+%3Cb%3EIndia%3C%2Fb%3E+will+come+to+a+complete+halt%2C+the+combination+of+EU+restrictions+and+the+US-%3Cb%3EIndia%3C%2Fb%3E+agreement+could+significantly+reduce+trade+volumes%2C%E2%80%9C+BIMCO+said.+%3Cbr%3E%E3%80%80%E2%80%9CRussian+crude+oil+exports+are+unlikely+to+fall+by+the+same+percentage+as+the+country+tries+to+find+new+export+destinations+to+replace+%3Cb%3EIndia%3C%2Fb%3E%2C%E2%80%9C+Rasmussen+said.+%3Cbr%3E%E3%80%80Before+Russia%E2%80%99s+invasion+of+Ukraine%2C+two-thirds+of+%3Cb%3EIndia%3C%2Fb%3E%E2%80%99s+crude+oil+and+petroleum+product+imports+came+from+the+Middle+East.+This+ratio+decreased+to+45%25+in+2025.+Therefore%2C+if+imports+from+Russia+decrease%2C+it+is+likely+that+the+shift+will+be+made+to+imports+from+the+Middle+East.+%3Cbr%3E%3Cbr%3E%3Cbr%3E%3Cbr%3EDisclaimer%3A+The+English+translations+provided+through+this+service+are+the+result+of+translations+made+by+The+Japan+Maritime+Daily+or+automatically+and+mechanically+translated+by+The+Japan+Maritime+Daily+using+an+automated+translation+system+provided+by+a+third+party+after+certain+processing+of+the+Japanese+content+licensed+by+the+third+party.+In+terms+of+the+English+translation%2C+The+Japan+Maritime+Daily+and+MarineNet+Co.%2C+Ltd.+make+no+warranty+or+burden+of+any+kind%2C+express+or+implied%2C+including+its+accuracy%2C+reliability%2C+validity+or+fitness+for+a+particular+purpose.+MarineNet+Users+should+fully+understand+that+this+service+uses+an+automated+translation+system+that+automatically+and+mechanically+recognizes+and+analyzes+information+and+produces+results.+The+users+should+understand+the+above+conditions+before+using+this+service.%3Cbr%3E%3Cbr%3E%E5%85%8D%E8%B2%AC%E4%BA%8B%E9%A0%85%EF%BC%9A%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E4%BB%8B%E3%81%97%E3%81%A6%E6%8F%90%E4%BE%9B%E3%81%95%E3%82%8C%E3%82%8B%E8%8B%B1%E8%A8%B3%E3%81%AF%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%BD%9C%E6%88%90%E3%81%99%E3%82%8B%E3%81%8B%E3%80%81%E5%8F%88%E3%81%AF%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8B%E3%82%89%E4%BD%BF%E7%94%A8%E8%A8%B1%E8%AB%BE%E3%82%92%E5%8F%97%E3%81%91%E3%81%9F%E6%97%A5%E6%9C%AC%E8%AA%9E%E3%81%AE%E3%82%B3%E3%83%B3%E3%83%86%E3%83%B3%E3%83%84%E3%82%92%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%81%8C%E4%B8%80%E5%AE%9A%E3%81%AE%E5%87%A6%E7%90%86%E3%82%92%E8%A1%8C%E3%81%A3%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E7%AC%AC%E4%B8%89%E8%80%85%E3%81%8C%E6%8F%90%E4%BE%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E5%88%A9%E7%94%A8%E3%81%97%E3%81%A6%E8%87%AA%E5%8B%95%E7%9A%84%E3%83%BB%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E7%BF%BB%E8%A8%B3%E3%81%97%E3%81%9F%E7%B5%90%E6%9E%9C%E3%81%A7%E3%81%82%E3%82%8A%E3%80%81%E6%97%A5%E6%9C%AC%E6%B5%B7%E4%BA%8B%E6%96%B0%E8%81%9E%E3%80%81%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%81%AF%E3%80%81%E5%BD%93%E8%A9%B2%E8%8B%B1%E8%A8%B3%E3%81%AB%E9%96%A2%E3%81%97%E3%81%A6%E3%80%81%E3%81%9D%E3%81%AE%E6%AD%A3%E7%A2%BA%E6%80%A7%E3%80%81%E4%BF%A1%E9%A0%BC%E6%80%A7%E3%80%81%E5%A6%A5%E5%BD%93%E6%80%A7%E5%8F%8A%E3%81%B3%E7%89%B9%E5%AE%9A%E7%9B%AE%E7%9A%84%E3%81%B8%E3%81%AE%E9%81%A9%E5%90%88%E6%80%A7%E3%82%92%E5%90%AB%E3%82%81%E3%80%81%E6%98%8E%E7%A4%BA%E5%8F%88%E3%81%AF%E9%BB%99%E7%A4%BA%E3%81%AB%E3%82%82%E3%80%81%E3%81%84%E3%81%8B%E3%81%AA%E3%82%8B%E4%BF%9D%E8%A8%BC%E3%82%82%E3%81%97%E3%81%BE%E3%81%9B%E3%82%93%E3%80%82%E3%83%9E%E3%83%AA%E3%83%B3%E3%83%8D%E3%83%83%E3%83%88%E3%83%A6%E3%83%BC%E3%82%B6%E3%83%BC%E3%81%AF%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%8C%E3%80%81%E8%87%AA%E5%8B%95%E7%9A%84%E3%81%8B%E3%81%A4%E6%A9%9F%E6%A2%B0%E7%9A%84%E3%81%AB%E6%83%85%E5%A0%B1%E3%82%92%E8%AA%8D%E8%AD%98%E3%83%BB%E5%88%86%E6%9E%90%E3%81%97%E3%81%A6%E7%B5%90%E6%9E%9C%E3%82%92%E5%87%BA%E5%8A%9B%E3%81%99%E3%82%8B%E8%87%AA%E5%8B%95%E7%BF%BB%E8%A8%B3%E3%82%B7%E3%82%B9%E3%83%86%E3%83%A0%E3%82%92%E4%BD%BF%E7%94%A8%E3%81%97%E3%81%9F%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%81%A7%E3%81%82%E3%82%8B%E3%81%93%E3%81%A8%E3%82%92%E5%8D%81%E5%88%86%E3%81%AB%E7%90%86%E8%A7%A3%E3%81%97%E3%81%9F%E4%B8%8A%E3%81%A7%E3%80%81%E3%81%93%E3%81%AE%E3%82%B5%E3%83%BC%E3%83%93%E3%82%B9%E3%82%92%E5%88%A9%E7%94%A8%E3%81%99%E3%82%8B%E3%82%82%E3%81%AE%E3%81%A8%E3%81%97%E3%81%BE%E3%81%99%E3%80%82%3Cbr%3E

この記事を印刷する
Print
インド、ロシア産原油輸入削減へ。BIMCO分析
2026/02/05(木)
日本海事新聞 JMD


関連記事ニュース Related news

デバッグエリア

　～　
title_ja=　 title_en=　

↑