超大型油轮正争相驶向中东,以利用霍尔木兹海峡石油运费飙升的机会获利,进一步加剧全球船舶短缺并推高运价。尽管针对船只的袭击

智通财经
Oct 08
超大型油轮正争相驶向中东,以利用霍尔木兹海峡石油运费飙升的机会获利,进一步加剧全球船舶短缺并推高运价。尽管针对船只的袭击仍在持续,但近几周,经由该海峡运输的原油量已回升至接近战前水平。然而,航运面临的风险导致油轮运费大幅上涨,从海湾地区向东亚运输石油的成本已超过冲突前的6倍。航运数据提供商Signal Ocean数据显示,全球约850艘超大型原油运输船(VLCC)中,目前超过40%要么位于波斯湾,要么处于距离波斯湾仅数日航程的范围内。运费分析师Georgios Sakellariou表示:“近几个月是原油油轮行业有史以来表现最好的时期。主要问题在于霍尔木兹海峡外的船对船转运系统效率低下,这极大地消耗了当地及其他地区的船舶运力。”波斯湾至东亚航程约需三周。目前评估的超大型油轮运费周三达到近140万美元/天的历史高位。与战前相比飙升近540%,同期布伦特原油价格涨幅约为40%。

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