???? 據能源世界網3月26日新加坡報道，受蘇伊士運河(Suez Canal)堵塞的影響，本周成品油油輪的航運價格幾乎翻了一番，由于一艘巨型集裝箱船仍然夾在兩岸之間，幾艘船只被迫駛離這條重要的水道。
????這條連接歐洲和亞洲的狹窄通道的交通中斷，加深了航運公司面臨向消費者提供零售商品的中斷和延誤問題。
????據分析師預計，如果蘇伊士運河繼續關閉數周，對小型油輪和石油產品，尤其是石腦油和從歐洲出口到亞洲的燃料油的影響將更大。
????據Refinitiv的航運數據顯示，自周二以來，已有30多艘油輪在運河兩側等待通行。
????據航運經紀公司Braemar ACM Shipbroking表示，在地中海地區，Aframax和Suezmax油輪費率也率先做出反應，因為市場開始對該地區可用的越來越少的船只進行定價。
????Braemar ACM稱，至少有四艘可能從大西洋流域駛往蘇伊士的遠程油輪現在可能正在評估繞過好望角的通道。每艘LR-2油輪可以裝載大約7.5萬噸石油。其補充道，歐洲對大西洋流域原油需求的增加也將增加這些小型油輪的使用，并支持運費率。
????根據Refinitiv的數據顯示，從黑海俄羅斯段的圖阿普塞（Tuapse）港到法國南部的汽油和柴油等清潔產品的運輸成本從3月22日的每桶1.49美元增加到3月25日的2.58美元，增幅為73%。
????新加坡Fearnleys公司清潔油輪經紀商Anoop Jayaraj表示，截至周五早些時候，中東至日本（即TC1）的LR2型油輪的航運指數基準已攀升至137.5點，而上周為100點。
????同樣，同一條航線上被稱為TC5的遠程1號貨輪運價指數周五也從上周末的125點升至130點。Worldscale是一種用于計算運費的行業工具。
????據分析師稱，船運延遲對能源市場的影響可能會因原油和液化天然氣(LNG)需求處于淡季而減輕。
????據數據情報公司Kpler表示，這種流動的季節性意味著，我們不太可能看到將貨物運往東方的液化天然氣航運公司面臨壓力，因為更長、更便宜的Cape航線更受青睞。
????一家新加坡船舶經紀商表示，數艘液化天然氣油輪已改道，并補充稱，事故發生后，市場對液化天然氣船費率的看法更為樂觀。他補充道，一些預計卡塔爾液化天然氣供應會推遲的歐洲買家可能正在考慮其他選擇，比如在現貨市場購買。不過，分析師表示，由于液化天然氣需求正處于淡季，影響可能很小。
????雷斯塔（Rystad）能源公司天然氣和電力市場主管Carlos Torres Diaz周四在一份報告中表示，如果堵塞持續兩周，大約100萬噸液化天然氣可能會推遲交付到歐洲。他補充道，最壞的情況如果運河堵塞四周，這可能會使延遲交付的貨物增加一倍，達到200多萬噸。
????郝芬 譯自 能源世界網
????原文如下：
????Suez blockage sets shipping rates racing, oil and gas tankers diverted away
????Reeling from the blockage in the Suez Canal, shipping rates for oil product tankers have nearly doubled this week, and several vessels were diverted away from the vital waterway as a giant container ship remained wedged between both banks.
????The suspension of traffic through the narrow channel linking Europe and Asia has deepened problems for shipping lines that were already facing disruption and delays in supplying retail goods to consumers.
????Analysts expect a larger impact on smaller tankers and oil products, in particular naphtha and fuel oil exports from Europe to Asia, if the canal remained shut for weeks.
????More than 30 oil tankers have been waiting at either side of the canal to pass through since Tuesday, shipping data on Refinitiv showed.
????"Aframax and Suezmax rates in the Mediterranean have also reacted first as the market starts to price in fewer vessels being available in the region," shipbroker Braemar ACM Shipbroking said.
????At least four Long-Range 2 tankers that might have been headed towards Suez from the Atlantic basin are now likely to be evaluating a passage around the Cape of Good Hope, Braemar ACM said. Each LR-2 tanker can carry around 75,000 tonnes of oil.
????Rising demand for Atlantic Basin crude within Europe will also increase the use of these smaller tankers and support freight rates, it added.
????The cost of shipping clean products, such as gasoline and diesel, from the Russian port of Tuapse on the Black Sea to southern France increased from $1.49 per barrel on March 22 to $2.58 a barrel on March 25, a 73% increase, according to Refinitiv.
????The shipping index benchmark for LR2 vessels from the Middle East to Japan, also known as TC1, had climbed to 137.5 worldscale points as of early Friday, compared with 100 worldscale points last week, said Anoop Jayaraj, clean tanker broker at Fearnleys Singapore.
????Similarly, the index for freight rates for Long-Range 1 (LR1) vessels on the same route, known as TC5, stood at 130 worldscale points on Friday, up from 125 at the end of last week. Worldscale is an industry tool used to calculate freight rates.
????The impact of the shipping delays on energy markets is likely to be mitigated by demand for crude oil and liquefied natural gas (LNG) being in the low season, analysts said.
????"The seasonal nature of this flow means that we are unlikely to see pressure put on LNG shippers moving cargoes to the east as the longer and cheaper Cape routes are favoured," data intelligence firm Kpler said.
????Several LNG tankers have been diverted, one Singapore-based shipbroker said, adding that sentiment for LNG tanker rates are more positive following the incident.
????He added that some European buyers anticipating delays of LNG from Qatar may be considering other options such as buying in the spot market. Still, with demand for LNG being in the low season, the impact may be minimal, analysts said.
????If the blockage lasts for two weeks, about one million tonnes of LNG could be delayed for delivery to Europe, Rystad Energy's head of gas and power markets Carlos Torres Diaz said in a note on Thursday.
????This could double to more than two million tonnes of delayed cargo deliveries in a worst case scenario of the Canal being blocked for four weeks, he added.
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