歐佩克維持減產(chǎn) 巨型油輪每天損失近7000美元

據(jù)3月10日彭博社報(bào)道，由于運(yùn)載燃料的船只太多，基準(zhǔn)的中東至亞洲航線(xiàn)上超級(jí)油輪的損失周二進(jìn)一步擴(kuò)大至每天6779美元。對(duì)于油輪船主來(lái)說(shuō)，日子一天比一天艱難。這是至2017年以來(lái)最低的收益，實(shí)際上，這意味著船主將會(huì)補(bǔ)貼在這條路線(xiàn)上的石油運(yùn)輸。

油輪運(yùn)輸費(fèi)率受到一系列因素的影響。首先，歐佩克正在扣留接近歷史最高水平的石油儲(chǔ)備，并在上周將這一策略延長(zhǎng)至4月份，令市場(chǎng)大感意外。

此外，船舶供應(yīng)也出現(xiàn)了過(guò)剩，而海上儲(chǔ)存的大量原油的運(yùn)銷(xiāo)更是加劇了這一問(wèn)題。在去年的大部分時(shí)間里，這樣的交易量使油輪遠(yuǎn)離了市場(chǎng)，并推動(dòng)日收益飆升。

包括Espen Fjermestad在內(nèi)的Fearnley證券分析師在一份報(bào)告中寫(xiě)道：“歐佩克延長(zhǎng)減產(chǎn)的決定肯定對(duì)短期市場(chǎng)沒(méi)有任何好處，因?yàn)楫a(chǎn)量將繼續(xù)低迷?！?/span>

盡管如此，業(yè)主接受無(wú)利可圖的貨物還是有道理的。油輪從雇傭他們的公司那里獲得所謂的許可。因此，如果一艘船長(zhǎng)時(shí)間沒(méi)有租船，這些許可就會(huì)受到威脅。

馮于榮 摘譯自 彭博社

原文如下：

Giant Oil Tankers Are Losing Almost $7,000 a Day Amid OPEC Cuts

Times are getting tougher by the day for oil tanker owners.

With too many vessels to haul fuel, losses for supertankers on a benchmark Middle East-to-Asia route deepened to $6,779 a day on Tuesday. That’s the weakest earnings since at least 2017 and effectively means vessel owners would be subsidizing the transport of oil on that route.

Tanker rates have been hit by a host of factors. Firstly, the Organization of Petroleum Exporting Countries and its allies are withholding near-record amounts of oil, and surprised the market last week by extending that strategy into April. There’s also an oversupply of ships, which has been compounded by the unwinding of volumes of crude stored at ?sea. For much of last year, those volumes kept tankers off the market, and sent daily earnings soaring.

“The decision from OPEC to extend the production cuts certainly did not do the short-term market any favors as volumes will continue to underwhelm,” Fearnley Securities analysts including Espen Fjermestad wrote in a report.

Still, there’s logic to owners taking unprofitable cargoes. Oil tankers receive so-called approvals from the companies that hire them. So if a ship spends a long time without being chartered, those approvals can be jeopardized.