印度松绑天然气限令 力推海上勘探
霍尔木兹复航后印度松绑供气限制，加速海上勘探
7月4日，印度撤销了3月实施的天然气紧急供应条例，结束了对关键部门的强制性供气配额。随着美伊停火后霍尔木兹海峡液化天然气航运恢复，国产气与进口液化气的分配重新由市场主导。
危机源于2月底美以打击伊朗，全球两成液化天然气贸易的海上通道一度瘫痪。印度近六成液化天然气进口经此咽喉，卡塔尔等气源被迫援引不可抗力。政府随即启用《必需品法》，将供气优先导向城镇燃气与化肥业，同时限制石化与电厂用气。
除供气限制外，炼厂转产液化气与柴油大客户限售等配套措施也相继撤销。印度虽将原油进口来源扩展至41国，但天然气进口路径单一，脆弱性未消。条例修订后，原定的行业保障配额不再执行，管道运营商停止集中调度气源。
此番中断强化了加速自主勘探的政策共识。石油部宣布将招标26万平方公里未探明海域，重心在安达曼海盆地，并与道达尔、壳牌等协作深钻。国内产量现仅满足一成需求，而石油日消费量预计将突破600万桶。后续焦点是安达曼海初探井成果及年内招标进展。
| 印度及南亚媒体 | +0.30 | aligned |
|---|---|---|
| 中国媒体 | 0.00 | neutral |
| 阿拉伯海湾媒体 | 0.00 | neutral |
| 阿拉伯黎凡特—马格里布媒体 | −0.10 | neutral |
India successfully managed the crisis and now restores full operations.
Emphasizes continuity and government responsiveness, downplaying the impact of disruptions.
Does not mention the US-Iran conflict as the root cause of the crisis.
India, shaken by the war, aims for energy self-sufficiency.
Links the immediate event to structural transformation, projecting current vulnerabilities into a narrative of future strengthening.
Does not report that India has already lifted emergency restrictions, giving the impression of an ongoing crisis.
India adjusts policies to the new situation.
Simply describes facts, avoiding geopolitical evaluations or contexts.
Does not mention the geopolitical cause of the crisis or future implications.
India responds to an unprecedented supply crisis.
Focuses on the exceptional nature of the emergency and its resolution, but maintains a cautious tone.
Does not delve into India's long-term strategic measures.