貿(mào)易商爭相儲存石油致超級油輪價格再次飆升

據(jù)今日油價3月30日報道，船舶經(jīng)紀人告訴路透社稱，超級油輪價格本月第二次飆升，因為全球供應日益過剩，使得越來越多的貿(mào)易商和公司指望租船在海上儲存石油，并在晚些時候出售，以從市場結(jié)構(gòu)中獲利。

此外，沙特承諾最早在本周開始向市場注入石油，這也正在推動超大型油輪（VLCC）的運費上漲。

本月初，沙特與俄羅斯的油價戰(zhàn)使得超級油輪的價格飆升，因為航運市場認為即將到來的石油供應泛濫將導致超級油輪的供應緊縮。

油輪價格飛漲的另一個原因是，隨著石油市場結(jié)構(gòu)轉(zhuǎn)向期貨交易，貿(mào)易員和石油巨頭的貿(mào)易部門都希望租用油輪進行浮式存儲。在這種市場形勢下，近月價格低于未來數(shù)月的價格，這表明原油供過于求，使為未來銷售而儲藏的石油變得有利可圖。

最近幾天，隨著世界各地的石油需求下降，期貨溢價進一步擴大，貿(mào)易商正爭先恐后地在海上儲存，以從目前低油價中獲利。

大規(guī)模的供應過剩和沙特供應激增，使從中東到中國的航線的超級油輪價格周一躍升到每天18萬美元。船舶經(jīng)紀公司的消息人士告訴路透社，這比上周中旬的日租金9萬美元的價格高出一倍，而上周五的日租金為12.5萬美元。

新加坡船舶經(jīng)紀公司BRS Baxi的董事總經(jīng)理Ashok Sharma告訴路透社，目前，幾乎所有現(xiàn)貨交易都具有浮動存儲空間，這是唯一賺錢的方法。

郝芬 譯自 今日油價

原文如下：

Supertanker Rates Explode As Traders Race To Store Oil

Supertanker rates are surging again, for a second time this month, as a growing global glut is making more traders and companies look to charter carriers to store oil at sea and sell at a later date to profit from the market structure, shipbrokers tell Reuters.

In addition, the Saudi pledge to start flooding the market with oil as early as this week is also driving up freight rates for very large crude carriers (VLCCs).

Earlier this month, the Saudi-Russian oil price war sent supertanker rates surging as the shipping market felt that there would be a supertanker supply crunch in the coming oil supply deluge.

The other reason for sky-high tanker rates was that traders and the trading arms of oil majors are looking to charter tankers for floating storage as the oil market structure has flipped to contango. This is the market situation in which front-month prices are lower than prices in future months, pointing to a crude oil oversupply and making storing oil for future sales profitable.

The contango has further widened in recent days as oil demand everywhere in the world flops, and traders are scrambling to secure storage at sea to profit from the current low oil prices.

The run on supertankers during the massive glut and the Saudi supply surge sent supertanker rates for the route from the Middle East to China jumping to $180,000 a day on Monday. That’s double from the $90,000 a day rate in the middle of last week, and up from the $125,000 a day rate on Friday, sources at shipbrokers told Reuters.

“Almost all the spot [tanker] deals right now have floating storage tied into them - that’s the only way to make money. ,” Ashok Sharma, managing director of Singapore-based shipbroker BRS Baxi, told Reuters.