俄罗斯海上原油库存快速萎缩

投资观察
10 hours ago

战事爆发前,俄罗斯原油曾大量积压于海上油轮,并常以大幅折价抛售。但随着伊朗冲突收紧非制裁原油供应,这一局面迅速逆转。

船舶追踪数据提供商Kpler分析师估算,在"史诗狂怒"行动启动前,约有1.35亿桶俄罗斯原油滞留海上。截至上周五,该数字已降至1.21亿桶,显示亚洲买家正快速吸纳俄油并转运至岸上。

尽管难以精确统计已售出规模,但Kpler资深原油分析师纳文·达斯指出,本月日均至少有400万桶俄油在港口完成卸货。

上周五美国临时允许各国采购已装船的俄罗斯原油。此前美国已向印度——俄罗斯原油最大买家之一——发放采购俄油的豁免许可。

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