據今日油價3月27日報道,路透社(Reuters)上周五援引航運消息報道稱,世界上一些石油巨頭貿易商希望抓住異常低的油價機會,因為WTI每桶低于22美元,布倫每桶28美元。
Vitol就是其中的一家貿易商-日前至少預訂了五艘超大型油輪(Vlcc),以便在海上儲存石油。
Vitol去年的收入達到2250億美元-其他未透露姓名的貿易員也希望利用較低的油價,現在生產或購買石油,儲存石油,并在油價反彈后出售石油。油輪已被預訂至少三個月。
Vitol周四在接受彭博電視臺采訪時預測,由于疫情影響,儲油庫裝滿,未來幾周全球石油日需求量將減少1500萬桶至2000萬桶。
Rystad上周指出,在沙特迅速采取行動預訂VLCC,以便按照承諾將其所有額外的石油推向市場之后,沒有多少vlcc可以在3月和4月用來進行石油儲存。同時,Rystad估計,陸上只有17億桶原油和原油產品可用,這將在幾個月內耗盡。
據《福布斯》本月初報道,由于超大型油輪供不應求,超級油輪的價格已上漲了約678%,而租賃率幾乎每天都在上漲。過去兩周的日租金創下了歷史新高,為20萬美元。
如今,托運人被迫在現貨交易和長期租賃浮動存儲交易之間做出選擇。
郝芬 譯自 今日油價
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.
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