在一些油轮船东和管理公司因以色列与伊朗冲突的风险而暂停提供船只后，中东航线的石油运输费飙 升，加剧了人们对该地区石油出口的担忧。据船舶经纪商和租船商称，从中东航行至东亚的超级油轮的 主要租金在不到一周的时间内上涨了近60%，因为一直试图预订船只的出口商几乎没有收到报价。 中东风险导致油轮运费激增 随着敌对行动加剧，油轮船东正在密切关注霍尔木兹海峡的航行情况。霍尔木兹海峡是连接波斯湾和印 度洋的重要航道。虽然目前还没有发现船只改道的迹象，但船东们对在海湾地区开辟新航线的计划持保 留态度，这为运费上涨和潜在的航运中断埋下了伏笔。 船舶经纪商表示，一艘能够将200万桶原油从中东运往中国的超级油轮(TD3C航线)的基准运价，已从上 周四以色列袭击伊朗之前的约44 WS(Worldscale，世界油船费率表)跃升至70-71。 根据波罗的海交易所的数据，周一船舶租赁成本按日计算接近4.6万美元，较上一交易日上涨逾1.2万美 元，创下自去年2月以来的最大涨幅。 远期运费协议(FFA)——一种允许买家锁定未来运费的衍生品——价格上涨，表明整个航运业都保持谨 慎。周一，TD3C路线的FFA价格一度升至每吨14.50美元左右， ...

Group 1 - The geopolitical tensions between Iran and Israel are escalating, impacting maritime navigation in the region, particularly in the Strait of Hormuz [1] - Israeli airstrikes targeted two oil refineries in Iran's Bushehr province, causing significant disruptions [1] - Over 900 vessels in the Strait of Hormuz and the Persian Gulf have experienced severe navigation signal anomalies since last Friday, complicating maritime operations [1][2] Group 2 - The Strait of Hormuz is a critical maritime route, with over 25% of global oil trade passing through it, making it vital for the global economy [2] - The Joint Maritime Information Center (JMIC) reported extreme signal interference originating from Iran's Bandar Abbas port, although no immediate risk of closure for the Strait of Hormuz was indicated [2] - Specific vessels, such as the "Front Tyne" and "Elandra Willow," exhibited irregular navigation patterns, raising concerns about maritime safety [3][4] Group 3 - Following the Israeli airstrikes, concerns about Iran potentially blocking the Strait of Hormuz have increased, leading some shipowners to halt operations in the Persian Gulf [4] - Forward freight agreements for oil transport from the Middle East to Asia rose by approximately 12% last Friday, reflecting market anxiety [4] - Analysts believe that while Iran may use signal interference as a tactic, the likelihood of a complete blockade of the Strait remains low due to Iran's reliance on oil export revenues [4]