貿(mào)易商爭(zhēng)相儲(chǔ)存石油致超級(jí)油輪價(jià)格再次飆升

據(jù)今日油價(jià)3月30日?qǐng)?bào)道，船舶經(jīng)紀(jì)人告訴路透社稱(chēng)，超級(jí)油輪價(jià)格本月第二次飆升，因?yàn)槿蚬?yīng)日益過(guò)剩，使得越來(lái)越多的貿(mào)易商和公司指望租船在海上儲(chǔ)存石油，并在晚些時(shí)候出售，以從市場(chǎng)結(jié)構(gòu)中獲利。

此外，沙特承諾最早在本周開(kāi)始向市場(chǎng)注入石油，這也正在推動(dòng)超大型油輪（VLCC）的運(yùn)費(fèi)上漲。

本月初，沙特與俄羅斯的油價(jià)戰(zhàn)使得超級(jí)油輪的價(jià)格飆升，因?yàn)楹竭\(yùn)市場(chǎng)認(rèn)為即將到來(lái)的石油供應(yīng)泛濫將導(dǎo)致超級(jí)油輪的供應(yīng)緊縮。

油輪價(jià)格飛漲的另一個(gè)原因是，隨著石油市場(chǎng)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(mén)都希望租用油輪進(jìn)行浮式存儲(chǔ)。在這種市場(chǎng)形勢(shì)下，近月價(jià)格低于未來(lái)數(shù)月的價(jià)格，這表明原油供過(guò)于求，使為未來(lái)銷(xiāo)售而儲(chǔ)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(jià)進(jìn)一步擴(kuò)大，貿(mào)易商正爭(zhēng)先恐后地在海上儲(chǔ)存，以從目前低油價(jià)中獲利。

大規(guī)模的供應(yīng)過(guò)剩和沙特供應(yīng)激增，使從中東到中國(guó)的航線(xiàn)的超級(jí)油輪價(jià)格周一躍升到每天18萬(wàn)美元。船舶經(jīng)紀(jì)公司的消息人士告訴路透社，這比上周中旬的日租金9萬(wàn)美元的價(jià)格高出一倍，而上周五的日租金為12.5萬(wàn)美元。

新加坡船舶經(jīng)紀(jì)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(dòng)存儲(chǔ)空間，這是唯一賺錢(qián)的方法。

郝芬 譯自 今日油價(jià)

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.