南华油品发运数据周报：原油贸易流向在潜移默化中变化中印两国原油到货量低于往年同期-20250919

Group 1: Report Summary - The BDTI crude oil freight rate index closed at 1147 points in the week from September 15th to 18th, up 4.65% week-on-week (with an expanding increase) and 29.16% year-on-year (with an expanding increase) [2]. - As of the week of September 12th, the shipping volume showed "one increase and three decreases." The US increased by 44.7%, Russia decreased by 11.72%, Saudi Arabia decreased by 10.7%, and the UAE decreased by 1.65% [2]. - As of September 17th, the number of crude oil tankers in the Red Sea/Aden Gulf region increased significantly [2]. - Last week, the US crude oil shipping volume continued to increase significantly week-on-week, driving up the demand for VLCC tankers, offsetting the negative impact of the week-on-week decline in the Middle East's crude oil shipping volume, and the BDTI freight rate index continued to rise [2]. - Important events to watch: Geopolitical conflicts and OPEC+ production increase expectations [2]. Group 2: BDTI Crude Oil Freight Rate Index Trend - As of September 18, 2025, the BDTI crude oil freight rate index closed at 1147 points, up 4.65% week-on-week and 29.16% year-on-year [2]. - From a seasonal perspective, the freight rate continued to rise this week, and the gap with the same period in 2024 widened [2]. Group 3: Tanker Voyage Distance - In the 35th week of 2025 (as of September 5th), except for the Aframax tankers whose voyage distance narrowed week-on-week, the voyage distances of VLCC and Suezmax tankers both lengthened week-on-week, with the VLCC tanker's voyage distance lengthening by more than 15% [5]. - From September 13th to 17th, 2025, the total tanker traffic in the Red Sea increased significantly. The average number of tanker passages in the Red Sea was 817, an increase of 61 from the previous week, including an increase of 3 in the number of crude oil tankers and 52 in the number of product tankers [6]. - In terms of the tanker passage in the Aden Gulf, the tanker traffic increased this week. The tanker traffic in the Aden Gulf was 145, an increase of 11 from the previous week, including an increase of 12 in the number of crude oil tankers and 7 in the number of product tankers [6]. Group 4: Tanker Capacity - As of September 12, 2025, 9434 tankers were dismantled, an increase of 4 week-on-week and 87 year-on-year; the number of effective vessels was 18364, an increase of 12 week-on-week and 465 year-on-year; the vessel delivery volume was 211, an increase of 2 week-on-week and 97 year-on-year; the vessel orders were 1325, an increase of 8 week-on-week and 41 year-on-year; the number of vessels under construction was 221, a decrease of 4 week-on-week and an increase of 73 year-on-year [8]. - As of September 13th, the port capacity of VLCC and Aframax tankers decreased week-on-week, while the capacity of Suezmax tankers increased significantly week-on-week. Specifically, the number of VLCC tankers docked was 2224, a decrease of 35 week-on-week; the number of Aframax tankers docked was 2908, a decrease of 46 week-on-week; the number of Suezmax tankers docked was 3069, a significant increase of 873 week-on-week [8]. Group 5: Crude Oil Shipping Data Tracking - As of September 12, 2025, except for the US where the crude oil shipping volume continued to increase week-on-week, the crude oil shipping volumes of Russia, Saudi Arabia, and the UAE continued to decrease week-on-week [11]. - In terms of shipping vessel types, the US crude oil shipping volume rebounded significantly week-on-week. The demand for VLCC and Aframax tankers continued to rebound significantly week-on-week [11]. - Russia's crude oil shipping volume decreased week-on-week. The demand for Aframax and Suezmax tankers decreased week-on-week [11]. - Saudi Arabia's crude oil shipping volume decreased week-on-week. Except for the rebound in the demand for VLCC tankers, the demand for Aframax and Suezmax tankers decreased significantly week-on-week [11]. - The UAE's crude oil shipping volume decreased week-on-week. The demand for Aframax and Suezmax tankers rebounded significantly week-on-week [12]. - From a seasonal perspective, the demand for Aframax tankers fluctuated the most this week, with the demand rebounding above the seasonal level [14]. - The total crude oil shipping volume of other countries such as Kuwait, Iraq, Iran, Algeria, and Nigeria increased slightly this week, mainly due to the week-on-week rebound in the crude oil shipping volumes of Kuwait and Iraq [28]. Group 6: Crude Oil Arrival - In the current week, the crude oil arrival volumes in China, India, and the Netherlands decreased week-on-week, falling to the lowest levels in previous years [29].