Core Insights - The ongoing conflict between Israel and Iran has led to a significant increase in oil transportation costs in the Middle East, raising concerns about oil exports from the region [1][2] - The rental rates for supertankers transporting oil from the Middle East to East Asia surged nearly 60% in less than a week due to a lack of available vessels for exporters [1] - The situation has caused volatility in global oil markets, with oil prices experiencing substantial fluctuations following Israeli attacks on Iranian energy and nuclear infrastructure [1] Group 1: Oil Transportation Costs - The benchmark rate for a supertanker (TD3C route) capable of transporting 2 million barrels of crude oil from the Middle East to China increased from approximately 44 WS to 70-71 after the Israeli attacks [1] - Daily ship leasing costs approached $46,000, marking an increase of over $12,000 from the previous day, the largest rise since February of the previous year [2] Group 2: Forward Freight Agreements - Forward Freight Agreement (FFA) prices have risen, indicating a cautious outlook across the shipping industry, with TD3C route FFA prices reaching around $14.50 per ton, up from approximately $11 per ton prior to the Israeli attacks [2]
伊以冲突风险外溢 中东石油运费激增60%
智通财经网·2025-06-17 03:22