“换旗”大逃亡!17艘影子油轮突挂俄罗斯国旗,特朗普会拦吗?
Jin Shi Shu Ju·2026-01-07 06:18

Core Insights - The article discusses the increasing trend of oil tankers changing their registration to Russian flags to seek protection from U.S. sanctions, particularly in relation to Venezuelan oil shipments [1][2][3] Group 1: Shadow Fleet Dynamics - A significant number of tankers are now registering under Russian flags, with 17 vessels reported to have changed flags in recent weeks [1] - Over 40 vessels from the shadow fleet have registered under Russian flags since June of the previous year, indicating a growing trend [3] - The shadow fleet is described as highly flexible, with vessels previously engaged in Venezuelan trade likely to pivot towards Iranian or Russian markets [3] Group 2: U.S. Sanctions and Responses - U.S. actions, including the seizure of vessels carrying sanctioned Venezuelan oil, are accelerating the trend of flag changes to Russian registration [1][2] - Major U.S. oil companies, including Chevron, ConocoPhillips, and ExxonMobil, are reportedly planning to meet with the Trump administration regarding investments in Venezuela's energy sector [1] - The article highlights the uncertainty surrounding the protection that Russia is willing to provide to these vessels engaged in sanctioned trade [2][4] Group 3: Operational Challenges and Risks - Some vessels that have switched to Russian flags remain stranded in Venezuela, indicating operational challenges [3] - The article notes that many of the vessels changing flags are doing so while empty, suggesting they are seeking protection ahead of future loading operations [4] - There is a lack of evidence that many of these vessels have insurance, raising concerns about potential environmental liabilities in case of accidents [4]