VLCC市场缘何创10年最强涨势

中国远洋海运e刊
Jan 13

超大型油轮(VLCC)市场迎来了多年未见的强劲行情,日收益突破10万美元大关,且这一强劲动能贯穿2025年第三、第四季度。2025年大部分时间,VLCC运费水平与2024年基本持平。然而,入秋后市场走势陡然逆转。直接原因是海上原油及凝析油库存激增,同时吨海里需求大幅上涨。由于更多石油需要运输更远距离且在海上停留更长时间,船舶需求发生决定性转变,导致供需关系趋紧,从而将运费推至近期高位。然而,更值得...

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