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Argus分析稱,中東衝突導致歐洲和大西洋原油油輪運費跌至戰前水準。

-- 根據阿格斯(Argus)週二發布的分析報告,持續不斷的中東衝突導致原油油輪無法進入波斯灣,增加了大西洋和歐洲市場的船舶供應,並將油輪運費拉低至戰前水平。 阿格斯數據顯示,由於油輪供應充足,黑海至地中海航線的蘇伊士型油輪運費在兩天內下跌了50%,近期跌至每噸27.69美元。該航線運費在3月下旬曾飆升至每噸57.19美元,而戰爭爆發前一天僅為每噸24.08美元。 儘管對大西洋盆地原油(例如CPC混合原油和BTC混合原油)的需求強勁,但開往亞洲的油輪運費仍然較低。 阿格斯表示,從美國墨西哥灣沿岸和圭亞那開往歐洲的蘇伊士型油輪運費已跌至戰爭爆發以來的最低水準。 類似的趨勢也出現在超大型原油運輸船市場。根據新聞機構報道,一位租船人以戰爭爆發以來的最低價格預訂了一艘從美國墨西哥灣沿岸裝載原油的船舶。 歐洲阿芙拉型原油運輸船的運價也出現下滑,可能是為了與蘇伊士型原油的運價競爭。儘管地中海煉油商的需求增加,轉而使用利比亞原油以取代因霍爾木茲海峽關閉而損失的伊拉克原油,但歐洲阿芙拉型原油的運價仍下跌。

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