摩根大通表示,该行举行专家电话会议讨论伊朗相关事件如何重塑油轮与天然气运输市场,逾90名投资者参与。该行报告指,会上重点包括:远期租船市场显示,即使现货运价趋缓,未来12个月油轮收益仍可能维持结构性高位;受安全因素影响,原定于波斯湾装货船只持续避开该区域,导致有效油轮船队供应趋紧;美国墨西哥湾等长途运输区域的替代原油运输需求可能显著增加;以及即使立即停火,由于船东、保险商及租船方需重建信心,...
Source Link摩根大通表示,该行举行专家电话会议讨论伊朗相关事件如何重塑油轮与天然气运输市场,逾90名投资者参与。该行报告指,会上重点包括:远期租船市场显示,即使现货运价趋缓,未来12个月油轮收益仍可能维持结构性高位;受安全因素影响,原定于波斯湾装货船只持续避开该区域,导致有效油轮船队供应趋紧;美国墨西哥湾等长途运输区域的替代原油运输需求可能显著增加;以及即使立即停火,由于船东、保险商及租船方需重建信心,...
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