石油贸易商抓住超低油价机会储存石油

据今日油价3月27日报道，路透社(Reuters)上周五援引航运消息报道称，世界上一些石油巨头贸易商希望抓住异常低的油价机会，因为WTI每桶低于22美元，布伦每桶28美元。

Vitol就是其中的一家贸易商-日前至少预订了五艘超大型油轮(Vlcc)，以便在海上储存石油。

Vitol去年的收入达到2250亿美元-其他未透露姓名的贸易员也希望利用较低的油价，现在生产或购买石油，储存石油，并在油价反弹后出售石油。油轮已被预订至少三个月。

Vitol周四在接受彭博电视台采访时预测，由于疫情影响，储油库装满，未来几周全球石油日需求量将减少1500万桶至2000万桶。

Rystad上周指出，在沙特迅速采取行动预订VLCC，以便按照承诺将其所有额外的石油推向市场之后，没有多少vlcc可以在3月和4月用来进行石油储存。同时，Rystad估计，陆上只有17亿桶原油和原油产品可用，这将在几个月内耗尽。

据《福布斯》本月初报道，由于超大型油轮供不应求，超级油轮的价格已上涨了约678％，而租赁率几乎每天都在上涨。过去两周的日租金创下了历史新高，为20万美元。

如今，托运人被迫在现货交易和长期租赁浮动存储交易之间做出选择。

郝芬 译自 今日油价

原文如下：

Here’s What Oil Traders Are Doing To Profit From Ultra-Low Oil Prices

Some of the world’s major oil traders are looking to take advantage of the abnormally low oil prices, Reuters reported on Friday, citing shipping sources, as WTI falls below $22 per barrel, and Brent sinks to sub $28 per barrel.

Traders—of which Vitol is one—have booked at least five very large crude carriers (VLCCs) over the past day, in order to store oil at sea. Vitol—whose 2019 revenues clocked in at $225 billion---and other unnamed traders hope to capitalize on the lower oil prices by producing or buying the oil now, storing it, and selling that oil later when oil prices rebound.

The tankers have been booked for at least three months.

Vitol predicted on Thursday in a Bloomberg TV interview that the world will see an oil demand loss of anywhere from 15 million bpd to 20 million bpd over the next few weeks due to the coronavirus pandemic as oil storage fills up.

And there aren’t many VLCCs up for grabs to store oil on either for March and April, Rystad pointed out last week, after Saudi Arabia moved quickly to book VLCCs to bring all its extra oil to market as promised. At the time, Rystad estimated that just 1.7 billion barrels of storage was available onshore for crude and crude products—and this will be maxed out in a few months.

With VLCCs in short supply, Supertanker prices have risen roughly 678%, Forbes reported earlier this month, with lease rates increasing on an almost daily basis. Daily rates have hit record highs over the last two weeks of $200,000.

Shippers are now forced to choose between spot trading and leasing out longer-term to trades for floating storage.