9天内全球油轮收入下降了68%

据海事新闻5月6日消息称，根据BIMCO的数据，近几周来，从中东海湾到中国的油轮收入大幅下降，大型油轮(VLCC)的收入在9天内下降了68%(从4月22日的222591美元/天下降到5月4日的71885美元/天)。同期，从中东海湾到美国海湾地区的VLCC日收益下降了近80%(从每天162433美元降至36249美元)。

4月底，随着5月1日欧佩克+减产970万桶/天，超常收益的窗口关闭，减少了市场上的石油泛滥。

油轮市场一直处在享有盈利的天堂，但自油价战争爆发以来，这只是一段借来的时间。随着石油供应冲击的减弱，前所未有的石油需求冲击的影响将开始显现，预计第二季度石油需求将减少2310万桶/天。

到2020年，浮动存储的增加将暂时减少市场容量，预计这不会带来一线希望，抵消需求下降和产能过剩的影响。只能寄希望于强劲的收益已经增强了油轮公司的现金储备，以应对未来危险的几个月。

曹海斌 摘译自 海事新闻

原文如下：

Crude Oil Tanker Earnings Drop 68% in Nine Days –BIMCO

Crude oil tanker earnings have come down sharply in recent weeks with very large crude carrier (VLCC) earnings from the Middle East Gulf to China dropping 68% in just nine days (from $222,591 per day on April 22 to $71,885 per day on May 4), according to BIMCO. In the same period, daily VLCC earnings from the Middle East Gulf to the U.S. Gulf have plunged nearly 80% (from $162,433 per day to $36,249).

The window of extraordinary earnings closed at the end of April with the OPEC+ oil production cuts of 9.7 million barrels per day (bpd) on May 1, reducing the flood of oil in the market.

The oil tanker market has enjoyed a paradise of profitability, but very much on borrowed time since the outbreak of the oil price war. As the oil supply shock abates, the effect of the unprecedented oil demand shock, estimated to be a drop of 23.1 million bpd in the second quarter, will set in.

The uptick in floating storage in 2020, temporarily removing capacity from the market, is not expected to provide a silver lining that can offset the faltering demand and overcapacity. One can only hope that the strong earnings have fortified the cash reserves of oil tanker companies for the treacherous months that lie ahead.