极端周期,VLCC油运公司大赌局

21世纪经济报道
Dec 26, 2025

本周,全球油轮市场出现了罕见的一幕。  VLCC(超大型原油运输船)即期运价的核心指标——波罗的海TD3C期租等效指数周一暴跌20%至87,711美元/天。接近22000美元/天的跌幅也创下了自2020年5月“浮式储油崩盘”以来,最大单日跌幅。  五年前,突如其来的疫情导致全球炼化产能急剧萎缩。OPEC原油减产谈判暂以失败告终,美国Nymex原油期货近月合约出现了史上绝无仅有的-37.63美元/桶...

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