美伊冲突风险叠加“有人垄断1/3运力”,全球油轮费率飙升创六年新高

华尔街见闻
Feb 26

全球超大型原油运输船(VLCC)市场正经历六年来最剧烈的费率冲击。战争风险溢价与史无前例的船队兼并浪潮双重叠加,将运费推至历史高位,并开始向实物原油价格和整个油轮市场传导。 2月25日,据彭博报道,沙特国家航运公司Bahri近期租用五艘VLCC,日租金高达20万美元,为波罗的海交易所记录的六年最高水平,其中一艘DHT Jaguar的成交价更达每日20.8万美元。 与此同时,Polymarket数据...

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