金吾财讯 | 据外媒报道，中东战争扰乱全球航运，美国对亚洲原油出口势将降至多年低点。交易员称，本月亚洲炼油商预订的11月交付美国原油量大致减半至2400万至2600万桶，若该节奏延续至10月底，将创下七年新低。波罗的海交易所数据显示，自2月底美伊冲突爆发，美国墨西哥湾沿岸至中国航线油轮运价上涨逾两倍，周四接近6000万美元，此前一度触及7960万美元纪录高点；当前原油价格约100美元/桶，而冲突前五年该航线平均运价不足800万美元。瓦莱罗能源（VLO）原油交易主管Randy Hawkins在财报电话会上表示，运费是当下石油市场核心关注点，美湾原油运往亚洲的实际运输成本达30至35美元/桶，峰值约为去年常规水平的7倍。他还提到，为规避霍尔木兹海峡风险，市场更多使用小型油轮在波斯湾装油，驶出海峡后再转运至阿曼湾待命的大型油轮，该模式也在影响全球油轮供给。
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