中东紧张局势引爆航运市场 油轮运价单日飙涨12%创逾两年新高

Group 1 - The core viewpoint of the articles highlights the escalating tensions in the Middle East following U.S. military strikes on Iran, leading to a significant increase in tanker freight rates and heightened security risks for shipping in the region [1][4] - The Baltic Exchange reported that the benchmark freight rate for very large crude carriers (VLCCs) transporting 2 million barrels of oil from the Middle East to China surged by 12% to approximately $76,000 per day, marking the highest level since March 2023 [1] - Since Israel's missile strikes on Iran, freight costs have more than doubled, with the transportation cost per barrel of oil increasing by about $1.4, prompting shipowners to demand higher risk premiums for passage through the Strait of Hormuz [1] Group 2 - Forward freight agreements for VLCCs on routes from the Middle East to East Asia have shown an upward trend, with June contracts quoted at 100 WS points, although specific transaction prices remain unclear [4] - The Joint Maritime Information Center issued a safety warning indicating a significant increase in shipping threat risks due to escalating regional conflicts and uncertainties involving the Iranian government and non-state actors [4] - Recent reports suggest that U.S. President Trump announced a "comprehensive and complete ceasefire" agreement between Israel and Iran, indicating a potential end to the 12-day conflict, although no official statements have been made by either party [4]