国际油轮运输市场:高位波动

International Tanker Market Overview:Fluctuate at High Level

2月,油轮市场高位波动。原油轮市场,中国春节过后炼厂复工,能源进口活跃度提高,亚洲航线运价带动市场行情上涨。月中,土耳其地震,杰伊汉港口短期关闭,哈萨克斯坦等里海国家石油出口受阻,小型油轮运价下跌。月末,美国通胀减弱趋势缓慢且不均衡,美联储鹰派观点再次居于上峰,市场担忧美国继续加息会抑制原油需求,运价有所回落,月末企稳。1月,欧佩克原油产量2888万桶/日,环比减少0.3%,同比增长2.8%;印度原油进口量470万桶/日,环比上升1.7%,同比上升3.6%,创6个月新高。成品油轮市场,欧盟对俄石油制品禁令生效,货流转向,各船型运价接续上涨。

In February,the tanker market fluctuated at a high level.As for the crude sector,refineries resumed work after the Chinese Spring Festival,energy and import activities increased.The freight rates of Asian routes drove the market up.In mid-February,the earthquake in Türkiye caused the short-term closure of Ceyhan Port,blocking the oil export of Kazakhstan and other Caspian countries,thus dragging down the freight rates of small tankers.In the month end,the weakening trend of inflation in the U.S.was slow and unbalanced.The Hawkish views of the Federal Reserve Bank dominated the upper hand.The market was worried that the continued hike of interest rates of the U.S.would curb the demand for crude oil.Freight rates fell and stabilised at the end of February.In January,OPEC crude output was 28.88 mb/d,down 0.3%MoM but up 2.8%YoY.India's crude import was 4.7 mb/d,up 1.7%MoM and 3.6%YoY,reaching a six-month high.As for the product sector,the EU's ban on Russian oil products came into effect,causing cargo flow to shift directions and freight rates of all segments to rise continuously.