智通财经APP获悉，由于买家寻求替代受制裁的俄罗斯原油，且中东和美国生产商供应增加，一条基准 航线租用超大型油轮(VLCC)的成本飙升至逾五年来的最高水平。上周五，从中东运往中国的超大型油 轮(可运输多达 200 万桶)的基准运价涨至近 13.7 万美元/天，今年迄今涨幅达 576%。这是自 2020 年 4 月底以来的最高水平，且超过了两周前创下的上一个峰值。涵盖多条航线VLCC运价的更广泛指数也达 到了 11.64 万美元/天，创下五年来的新高。 杰富瑞分析师Omar Nokta在一份报告中指出，这还与美国和欧佩克+国家产量的增加相吻合，尤其是中 东产油国准备向买家提供更多原油。需求的转变已显而易见，上周有更多船期预订在 11 月下旬和 12 月，约有十几艘油轮被要求从中东运输原油，这反过来又推高了VLCC的收益。 费率上升也使整个油轮船队领域受益，小型船只的收益更高。Vortexa 首席货运分析师Ioannis Papadimitriou上周在一份报告中写道，苏伊士型油轮(载货量约为VLCC的一半)已进入中东，抢运通常由 VLCC运输的货物。 随着美国对俄罗斯石油公司(Rosneft PJSC)和卢克石 ...

Group 1 - A Russian oil tanker, the "Seahorse," was intercepted by a U.S. destroyer while en route to Venezuela, leading to a change in its course towards Cuba [1] - The tanker was originally scheduled to deliver fuel to Venezuela on November 13 but had to alter its route due to the U.S. military's intervention [1] - The U.S. destroyer "Stout" moved into the tanker’s path, prompting the vessel to attempt to approach Venezuela twice but ultimately being forced to retreat and currently remains in the Caribbean [1]

Core Insights - The Western Oil Pipeline, known as "Shanlan Line," has transported over 200 million tons of crude oil as of November 21, contributing significantly to the diversification of national energy supply and supporting economic and social development in the central and western regions of China [1]. Group 1 - The cumulative crude oil transportation of the Shanlan Line has exceeded 200 million tons [1]. - The operation of the pipeline plays a crucial role in ensuring the diversification of national energy supply [1]. - The pipeline supports the economic and social development of the central and western regions of China [1].

作者：顾煜、杨尚飞 新华社音视频部制作 记者从国家管网集团西部管道公司获悉，截至11月21日，西部原油管道（简称"鄯兰线"）累计输送原油 超2亿吨，为保障国家能源供应多元化、促进中西部地区经济社会发展提供有力支撑。 0:00 ...

格隆汇11月21日｜据油轮追踪数据显示，一艘受制裁的俄罗斯油轮"海马号"在驶向委内瑞拉途中，于11 月13日遭遇美国海军驱逐舰"斯托克代尔号"横切其航线，随后紧急掉头转向古巴方向。此后，"海马 号"曾两次试图重新接近委内瑞拉，但均中途折返，目前仍在加勒比海海域停滞不前。此次事件引发外 界猜测：美国是否正采取直接行动，以阻断俄罗斯向马杜罗政权提供能源支持。尽管美国南方司令部发 言人拒绝对军舰具体行动置评，但"斯托克代尔号"自9月下旬起已率十余艘舰艇部署于加勒比海，执行 特朗普政府针对该地区的"禁毒行动"。 ...

这个狭窄、脆弱的水域，不仅是全球能源供应的关键，还是中东地区政治博弈的核心，就在全球油气运 输的动脉上，发生了一起令国际社会震惊的事件：伊朗革命卫队扣押了一艘国际油轮，并将其引至伊朗 水域。 前言 最近，世界最重要的航运通道——霍尔木兹海峡，再度成为全球关注的焦点。 这一事件不仅让伊朗与美国的紧张局势进一步升温，也让全球市场为之一震，美国立刻做出强烈回应， 表示将不惜一切代价保护在该地区的航运安全。 这场危机究竟意味着什么？它将如何影响全球经济和中东地区的安全格局？接下来，我们就来一探究 竟。 伊朗扣押油轮：一场引发全球震动的行动 伊朗革命卫队最近在霍尔木兹海峡实施了军事行动，扣押了悬挂马绍尔群岛旗帜的油轮MV Talara，事 情的经过简直像是一场电影般的上演：一架伊朗军用直升机出现在这艘商船上。 武装人员迅速登船，控制了船只，并强行将油轮引到伊朗港口，这一举动迅速引发了美国的强烈反应， 华盛顿认为这是对国际法的公然挑战，直接威胁到全球航运安全。 为什么这件事如此严重？首先，霍尔木兹海峡是全球能源供应的一个关键节点，每天，有约20%的全球 石油和液化天然气经过这里，任何在这个地区发生的冲突，都会直接影响全球 ...

Core Insights - The article discusses the recent seizure of a tanker by the French Navy, which is part of Russia's "shadow fleet" that evades sanctions by frequently changing flags and names [1][3] - The European Union (EU) is responding to the challenges posed by this shadow fleet by implementing stricter measures and seeking unified enforcement among member states [5][7] Group 1: Shadow Fleet Overview - The "shadow fleet" concept emerged in 2022 after the EU imposed an oil embargo on Russia, leading to the creation of a fleet that primarily consists of older vessels lacking proper insurance [3] - Approximately 70% of Russian crude oil exports in 2023 relied on this shadow fleet, undermining the effectiveness of the EU's oil embargo [3] Group 2: EU's Response and Measures - The EU has increased sanctions against Russian-affiliated tankers, adding 189 vessels to the sanctions list, bringing the total to 342 by May 2025 [5] - The shadow fleet's size is estimated to be between 600 and 1,400 vessels, prompting discussions among EU member states for a coordinated response rather than isolated actions [5][7] Group 3: Unified Enforcement and Flag States - A key proposal is for EU member states to sign a declaration allowing Brussels to negotiate "pre-authorization boarding inspection agreements" with flag states [7] - The EU is focusing on "flag of convenience" countries like Panama, Liberia, and the Marshall Islands, which have lax registration processes, to enhance compliance with sanctions [7][9] Group 4: Economic Implications - If the EU successfully restricts the shadow fleet's operations, it could significantly reduce Russia's energy revenue, increasing economic pressure on the country [9] - The EU must balance its sanctions with its own energy security and economic stability, as disruptions in the global oil market could exacerbate inflation and living costs within EU member states [9][11] Group 5: Internal EU Dynamics - Diverging interests among EU member states complicate the implementation of sanctions, with some countries cautious about escalating measures due to their economic ties with Russia [11] - The cooperation of "flag of convenience" countries will be crucial, as they seek to maintain their registration income while not alienating the EU [11]

当地时间18日，一艘油轮在也门亚丁湾海域被不明飞行物击中后起火。 英国海上贸易行动办公室在社交媒体上发表声明说，已收到有关一艘船只在也门港口城市亚丁以东海域 被不明飞行物击中的信息。 （文章来源：央视新闻） 也门政府海岸警卫队一名消息人士称，这是一艘悬挂喀麦隆国旗的油轮，船上26名船员都已安全撤离。 这名消息人士说，"局势已得到控制，救援工作仍在继续"，相关调查已启动，以确定飞行物来源。 ...

Core Viewpoint - The successful commissioning of the Jieyang Unicom Pipeline Project marks a significant addition to the refined oil transportation infrastructure in South China, enhancing the region's energy supply stability and safety [1][3]. Group 1: Project Overview - The Jieyang Unicom Pipeline Project has been successfully put into operation, with refined oil resources injected into the Pearl River Delta Phase II refined oil pipeline [1]. - The project has a designed pipeline transportation capacity of 4.5 million tons per year, stretching approximately 41.2 kilometers from the first station at Jieyang to the Huilai oil station [1]. Group 2: Operational Benefits - The project allows for flexible adjustment of oil product output, helping to stabilize market supply and avoid production adjustments due to high inventory levels at refineries [3]. - The integration of this new pipeline with existing Pearl River Delta refined oil pipelines enhances the regional refined oil transportation system [3].

Core Viewpoint - Poland has officially signed a preliminary agreement to join NATO's oil pipeline system, aiming to connect its national fuel infrastructure to NATO's network [1] Investment and Project Details - The total investment for the project is approximately 20 billion zloty (around 39.6 billion RMB) [1] - The project will involve the construction of a 300-kilometer oil pipeline and supporting storage facilities [1] - The pipeline will extend from the Polish-German border to the strategic storage base of the Polish National Railway (PERN) near Bydgoszcz [1] - Additional fuel storage facilities will be constructed to support NATO forces [1]