海工服务业面临下行压力

Maritime services sector set for more heavy downward pressure

世界石油价格已持续低迷了12个月,海工行业遭受了严重打击,尽管油轮运输业持续旺盛,然而,由于大批新船明年下水,使得油轮运输业旺盛的持续性变得不确定。无论如何,燃料价格大幅下降近40%,无疑有助于航运业的整体健康。

Better times in the tanker industry look set to continue, with US oil demand up 370,000 barrels per day year-on-year in the first quarter of 2015. However, swathes of new tonnage coming on to the water next year could put a dampener on proceedings. It is a good time to take stock of the impact on the maritime world of an oil market depressed now for 12 months.A massive decline in bunker prices — almost 40% — has certainly helped the overall health of the shipping industry.Clearly, the offshore sector has been badly hit but cheaper oil has helped provide positive ballast for tankers.In the meantime, the better times in the tanker industry look set to continue this year, although next year will see a big increase in the amount of new tonnage coming into the market.Drewry believes only major growth in oil demand from Asia and a recovery in US imports can underpin the tanker market post-2016.