贸易商争相储存石油致超级油轮价格再次飙升

据今日油价3月30日报道，船舶经纪人告诉路透社称，超级油轮价格本月第二次飙升，因为全球供应日益过剩，使得越来越多的贸易商和公司指望租船在海上储存石油，并在晚些时候出售，以从市场结构中获利。

此外，沙特承诺最早在本周开始向市场注入石油，这也正在推动超大型油轮（VLCC）的运费上涨。

本月初，沙特与俄罗斯的油价战使得超级油轮的价格飙升，因为航运市场认为即将到来的石油供应泛滥将导致超级油轮的供应紧缩。

油轮价格飞涨的另一个原因是，随着石油市场结构转向期货交易，贸易员和石油巨头的贸易部门都希望租用油轮进行浮式存储。在这种市场形势下，近月价格低于未来数月的价格，这表明原油供过于求，使为未来销售而储藏的石油变得有利可图。

最近几天，随着世界各地的石油需求下降，期货溢价进一步扩大，贸易商正争先恐后地在海上储存，以从目前低油价中获利。

大规模的供应过剩和沙特供应激增，使从中东到中国的航线的超级油轮价格周一跃升到每天18万美元。船舶经纪公司的消息人士告诉路透社，这比上周中旬的日租金9万美元的价格高出一倍，而上周五的日租金为12.5万美元。

新加坡船舶经纪公司BRS Baxi的董事总经理Ashok Sharma告诉路透社，目前，几乎所有现货交易都具有浮动存储空间，这是唯一赚钱的方法。

郝芬 译自 今日油价

原文如下：

Supertanker Rates Explode As Traders Race To Store Oil

Supertanker rates are surging again, for a second time this month, as a growing global glut is making more traders and companies look to charter carriers to store oil at sea and sell at a later date to profit from the market structure, shipbrokers tell Reuters.

In addition, the Saudi pledge to start flooding the market with oil as early as this week is also driving up freight rates for very large crude carriers (VLCCs).

Earlier this month, the Saudi-Russian oil price war sent supertanker rates surging as the shipping market felt that there would be a supertanker supply crunch in the coming oil supply deluge.

The other reason for sky-high tanker rates was that traders and the trading arms of oil majors are looking to charter tankers for floating storage as the oil market structure has flipped to contango. This is the market situation in which front-month prices are lower than prices in future months, pointing to a crude oil oversupply and making storing oil for future sales profitable.

The contango has further widened in recent days as oil demand everywhere in the world flops, and traders are scrambling to secure storage at sea to profit from the current low oil prices.

The run on supertankers during the massive glut and the Saudi supply surge sent supertanker rates for the route from the Middle East to China jumping to $180,000 a day on Monday. That’s double from the $90,000 a day rate in the middle of last week, and up from the $125,000 a day rate on Friday, sources at shipbrokers told Reuters.

“Almost all the spot [tanker] deals right now have floating storage tied into them - that’s the only way to make money. ,” Ashok Sharma, managing director of Singapore-based shipbroker BRS Baxi, told Reuters.