9天內(nèi)全球油輪收入下降了68%

據(jù)海事新聞5月6日消息稱，根據(jù)BIMCO的數(shù)據(jù)，近幾周來，從中東海灣到中國的油輪收入大幅下降，大型油輪(VLCC)的收入在9天內(nèi)下降了68%(從4月22日的222591美元/天下降到5月4日的71885美元/天)。同期，從中東海灣到美國海灣地區(qū)的VLCC日收益下降了近80%(從每天162433美元降至36249美元)。

4月底，隨著5月1日歐佩克+減產(chǎn)970萬桶/天，超常收益的窗口關(guān)閉，減少了市場上的石油泛濫。

油輪市場一直處在享有盈利的天堂，但自油價戰(zhàn)爭爆發(fā)以來，這只是一段借來的時間。隨著石油供應(yīng)沖擊的減弱，前所未有的石油需求沖擊的影響將開始顯現(xiàn)，預(yù)計第二季度石油需求將減少2310萬桶/天。

到2020年，浮動存儲的增加將暫時減少市場容量，預(yù)計這不會帶來一線希望，抵消需求下降和產(chǎn)能過剩的影響。只能寄希望于強(qiáng)勁的收益已經(jīng)增強(qiáng)了油輪公司的現(xiàn)金儲備，以應(yīng)對未來危險的幾個月。

曹海斌 摘譯自 海事新聞

原文如下：

Crude Oil Tanker Earnings Drop 68% in Nine Days –BIMCO

Crude oil tanker earnings have come down sharply in recent weeks with very large crude carrier (VLCC) earnings from the Middle East Gulf to China dropping 68% in just nine days (from $222,591 per day on April 22 to $71,885 per day on May 4), according to BIMCO. In the same period, daily VLCC earnings from the Middle East Gulf to the U.S. Gulf have plunged nearly 80% (from $162,433 per day to $36,249).

The window of extraordinary earnings closed at the end of April with the OPEC+ oil production cuts of 9.7 million barrels per day (bpd) on May 1, reducing the flood of oil in the market.

The oil tanker market has enjoyed a paradise of profitability, but very much on borrowed time since the outbreak of the oil price war. As the oil supply shock abates, the effect of the unprecedented oil demand shock, estimated to be a drop of 23.1 million bpd in the second quarter, will set in.

The uptick in floating storage in 2020, temporarily removing capacity from the market, is not expected to provide a silver lining that can offset the faltering demand and overcapacity. One can only hope that the strong earnings have fortified the cash reserves of oil tanker companies for the treacherous months that lie ahead.