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霍尔木兹海峡局势紧张致石油运输成本创历史新高Oil Shipping Costs Reach Dizzying New Highs on Hormuz Snarls

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随着霍尔木兹海峡的石油流量增加,油价上涨Oil Prices Rise as Flows Through Hormuz Increase

租用超级油轮运输石油的成本已升至新高度,这显著增加了石油供应链的负担。

The price of hiring supertankers to transport oil surged to a fresh high, adding huge costs to the petroleum supply chain.

据伦敦波罗的海交易所周三发布的数据,目前租用一艘超大型油轮将美国原油运往亚洲需花费7700万美元。而2025年的平均运输成本仅为920万美元。

It now costs $77 million to hire a very large crude carrier to move US oil to Asia, according to data from the Baltic Exchange in London on Wednesday. The average in 2025 was $9.2 million.

虽然当前原油期货价格维持在每桶100美元左右,但该价格通常仅反映出口地的原油等级。以200万桶原油的运输量计算,上述运费意味着每桶原油的运输成本增加了约38.50美元。在部分地区,如西非,卖家不得不降低出口价格以吸引买家。

While headline oil futures are trading at around the $100-a-barrel mark, those futures are typically based on grades at the point of export. For a 2 million barrel cargo, the freight price implies an additional delivery cost of about $38.50 a barrel. In some markets, like West Africa, sellers are being forced to discount their cargoes at the point of export.

伊朗局势动荡引发了油轮市场的混乱,彻底改变了中东地区的石油出口模式,并大幅延长了运输周期。尽管近几周该地区石油运输量有所回升,但整体贸易环境较战前更为复杂,运输时间进一步拉长,可投入运输的船队数量也显著减少。

The Iran war has brought chaos to the tanker market, redrawing how oil leaves the Middle East and adding huge amounts of time to the process. While the region’s flows have been rebounding in recent weeks, the trade is far more complicated than it was before the Iran war, adding to delivery times and effectively slashing fleet supply.