
苏伊士运河、霍尔木兹海峡和黑海的中断使北极航线更具吸引力。俄罗斯通过北方海路(NSR)在2026年的石油出口量已超过去年同期近50%,数据显示,自7月航运季开始至10月中旬,已有约2000万桶石油运往亚洲,贸易商如是说。
Disruptions in Suez Canal, Strait of Hormuz and Black Sea make icy route more attractive Russia's oil exports through its Northern Sea Route (NSR) in 2026 have already exceeded last year's by nearly 50 per cent, with some 20 million barrels shipped to Asia from the start of navigation in July to mid-October, traders said and data showed.
北方海路通过冰封的北极水域将俄罗斯西部港口与亚洲市场连接起来,通常被视为更危险且成本更高的航线。然而,今年由于苏伊士运河、霍尔木兹海峡和黑海地区航线的中断,该航线变得更具吸引力,贸易商表示。
The NSR links Russia's western ports with Asian markets through icy Arctic waters and is considered a more dangerous and expensive route. This year, however, it became more attractive as a result of disruptions to routes in the Suez Canal, the Strait of Hormuz and the Black Sea area, traders said.
由于伊朗和乌克兰战争推高通胀,使亚洲炼油商难以获得美国原油,油轮运费飙升至历史高位,促使他们转向中东和拉美寻求替代供应。
Tanker freight rates have soared to record highs as wars with Iran and in Ukraine have stoked inflation and put U.S. crude oil out of reach for Asian refiners, driving them to seek alternatives from the Middle East and Latin America.
贸易商表示,这使得北方海路(需要破冰船协助)的高额通行费相比通过红海前往亚洲的常规航线而言,成本更低。
This made high tariffs for ships using the NSR, which requires assistance from an icebreaker, less costly compared with the usual route to Asia through the Red Sea, traders said.
对控制北方海路的俄罗斯而言,这条航线代表了一条安全的替代方案,以取代欧洲水域——今年俄罗斯油轮在那里经常被扣留。
For Russia, which controls the NSR, it represents a secure alternative to European waters, where tankers with its oil have been regularly arrested this year.
贸易商的初步估计显示,通过北极航线出口的俄罗斯石油量预计在航运季结束前还将增加500万至1000万桶。
The volume of Russian oil exported through the Arctic route is expected to rise by another five to 10 million barrels by the end of the navigation period, traders' preliminary estimates show.
俄罗斯在上一个航运季共出口了1300万桶石油。俄罗斯主要石油公司之一的 Gazprom Neft 首席执行官亚历山大·迪尤科夫周五在莫斯科向记者表示,该公司今年将通过北方海路增加约35%的石油运输量,相比2025年。
Russia shipped 13 million barrels during the last navigation season. Gazprom Neft, one of Russia's major oil companies, will increase its shipments via the NSR by some 35 per cent this year compared with 2025, its CEO Alexander Dyukov told journalists on Friday in Moscow.
俄罗斯还通过北方海路向亚洲输送大量液化天然气(LNG)以及其他货物。北方海路的LNG供应也预计在今年北极LNG船运启动后增加。
Russia also supplies significant volumes of liquid natural gas (LNG) to Asia via the NSR as well as other goods. LNG supply via the NSR is also expected to rise this year after the launch of Arctic LNG shipments.
普京总统在9月份的符拉迪沃斯托克经济论坛上表示,俄罗斯预计到本世纪末,北方海路的货运周转量将翻倍,达到每年7000万吨。
President Vladimir Putin told an economic forum in Vladivostok in September that Russia expects cargo turnover via the NSR to double to 70 million tonnes annually by the end of the decade.
俄罗斯石油公司(Rosneft)位于俄罗斯北部的巨型新油气项目“东方石油”(Vostok Oil)上个月刚刚投产,目前已经在推动北方海路运输量增长方面发挥作用。
Rosneft's giant new oil project in the north of Russia, Vostok Oil, which opened last month, is already contributing to the rising volumes using the NSR.