美国对委制裁触发油轮“抢船潮” 全球原油运费普涨

Core Insights - The global oil tanker freight rates are experiencing a significant surge due to increased control by the U.S. over Venezuelan oil flows, which were previously managed by an aging "shadow fleet" [1] - Shipowners are deploying compliant tankers near the U.S. Gulf of Mexico in anticipation of increased demand, leading to a substantial rise in freight rates for routes to China [1] Group 1: Freight Rate Increases - Daily earnings for routes from the Middle East to China have nearly tripled this year, reaching approximately $114,000 [4] - Freight rates from the U.S. Gulf of Mexico to China have increased by 73% [4] - Vessels traveling from the Caribbean to the U.S. Gulf of Mexico have also seen earnings jump, reaching around $82,800, a near two-year high [4] Group 2: Notable Vessel Movements - A rare occurrence involved an empty tanker, the "Megan Glory," initiating a 45-day journey from the Middle East to the Americas, indicating shifting shipping patterns [4] - The "Megan Glory" had initially planned to remain in the region but later decided to head to the U.S. Gulf of Mexico for further instructions [4] - The "Al Riqqa" tanker achieved a record high for the year with a Worldscale points index of 140, planning to transport Kuwaiti crude oil to Singapore [4]