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Back8月の原油輸入量が前年同月比3.6%増、中東依存から米国へシフト
8月の原油輸入量が前年同月比3.6%増、中東依存から米国へシフト
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朝日新聞1 hour agoBusiness2 min readJapanView translation

8月の原油輸入量が前年同月比3.6%増、中東依存から米国へシフト

Quick Look

財務省が発表した8月の貿易統計速報によると、原油の輸入量は前年同月より3.6%増の1159万キロリットルとなった。中東情勢の緊迫化により4月~6月は輸入量が減少したが、米国からの代替調達が増え、7月に続いて前年を上回る量を確保した。一方で、原油の調達コスト高止まりの影響で貿易収支は1兆1056億円の赤字となり、4カ月連続の赤字となった。中東からの輸入量は前年比30.9%減の725万キロリットルで、米国からの輸入量は前年比7倍超の365万キロリットルとなった。原油の輸入単価は1キロリットルあたり10万2687円と過去4番目の高水準で、コストの高止まりが課題となっている。

AI-generated summary

Why It Matters

中東情勢の緊迫化により、これまで原油輸入の9割超を中東に依存していた日本は、代替調達先として米国産原油へのシフトを進めている。

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財務省が16日に発表した8月の貿易統計(速報)で、原油の輸入量は前年同月より3.6%増の1159万キロリットルだった。中東情勢の緊迫化で4月~6月は輸入量が落ち込んだが、代替調達が増えて前年を上回る量を7月に引き続き確保した。

原油の調達コストが高止まりしている影響で、全体の輸出額から輸入額を差し引いた貿易収支は1兆1056億円の赤字となった。赤字は4カ月連続。

中東からの原油の輸入量は前年比30.9%減の725万キロリットルだった。ホルムズ海峡を通らないルートでの調達とみられる。主要な代替調達先は米国で、輸入量は前年比7倍超の365万キロリットルだった。中東情勢が緊迫化する前は、輸入の9割超を中東に頼っていたが、米国産の比率が急速に高まっている。原油の輸入単価は1キロリットルあたり10万2687円と過去4番目の高水準で、コストの高止まりが課題となっている。

What to Watch

AI outlook — possibilities, not facts

  • 米国産原油への依存度が今後も続く可能性が高い

    Likely · Within months

  • 貿易収支の赤字は短期的には続く見込み

    Likely · Within months

Open Questions

  • 米国産原油への依存度が今後さらに高まるかどうか
  • 調達コストの高止まりがいつまで続くか
  • 中東情勢が緩和した場合の調達先の見直し方針

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This article was originally published by 朝日新聞.

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