全球半数液化天然气运输船被困波斯湾 运费单日暴涨超一倍

投资观察
Mar 12

船舶经纪商数据显示,受亚洲需求激增影响,目前至少有20艘液化天然气运输船被困于波斯湾——这一数量相当于全球可用船队的半数,导致日租金价格急剧飙升。

雅典天然气运输公司Gaslog首席运营官科斯塔斯·卡拉萨诺斯表示:"局势十分严峻,无论冲突何时结束,都将对市场产生持久影响。"该公司旗下运营34艘天然气运输船。

全球约20%的液化天然气出口源自海湾地区。然而现阶段,仅有少数船舶能够通过霍尔木兹海峡,且卡塔尔能源公司等企业的生产设施遭袭后已陷入停产。

船舶经纪商指出,被困波斯湾的20艘船舶占当前全球可租用液化天然气船队的近半数,日租金已从伊朗冲突爆发前的9.8万美元以下飙升至20万美元以上。

能源交易商预计,液化天然气价格将在下周初迎来上涨,延续本周亚欧市场已达40%的涨幅。卡拉萨诺斯预测:"液化天然气运输受到的影响将持续至冲突结束后数月。"

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