???? 據(jù)能源世界網(wǎng)3月26日新加坡報(bào)道，受蘇伊士運(yùn)河(Suez Canal)堵塞的影響，本周成品油油輪的航運(yùn)價(jià)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(yùn)公司面臨向消費(fèi)者提供零售商品的中斷和延誤問題。

????據(jù)分析師預(yù)計(jì)，如果蘇伊士運(yùn)河繼續(xù)關(guān)閉數(shù)周，對(duì)小型油輪和石油產(chǎn)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(jù)Refinitiv的航運(yùn)數(shù)據(jù)顯示，自周二以來(lái)，已有30多艘油輪在運(yùn)河兩側(cè)等待通行。

????據(jù)航運(yùn)經(jīng)紀(jì)公司Braemar ACM Shipbroking表示，在地中海地區(qū)，Aframax和Suezmax油輪費(fèi)率也率先做出反應(yīng)，因?yàn)槭袌?chǎng)開始對(duì)該地區(qū)可用的越來(lái)越少的船只進(jìn)行定價(jià)。

????Braemar ACM稱，至少有四艘可能從大西洋流域駛往蘇伊士的遠(yuǎn)程油輪現(xiàn)在可能正在評(píng)估繞過好望角的通道。每艘LR-2油輪可以裝載大約7.5萬(wàn)噸石油。其補(bǔ)充道，歐洲對(duì)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(yùn)費(fèi)率。

????根據(jù)Refinitiv的數(shù)據(jù)顯示，從黑海俄羅斯段的圖阿普塞（Tuapse）港到法國(guó)南部的汽油和柴油等清潔產(chǎn)品的運(yùn)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(jīng)紀(jì)商Anoop Jayaraj表示，截至周五早些時(shí)候，中東至日本（即TC1）的LR2型油輪的航運(yùn)指數(shù)基準(zhǔn)已攀升至137.5點(diǎn)，而上周為100點(diǎn)。

????同樣，同一條航線上被稱為TC5的遠(yuǎn)程1號(hào)貨輪運(yùn)價(jià)指數(shù)周五也從上周末的125點(diǎn)升至130點(diǎn)。Worldscale是一種用于計(jì)算運(yùn)費(fèi)的行業(yè)工具。

????據(jù)分析師稱，船運(yùn)延遲對(duì)能源市場(chǎng)的影響可能會(huì)因原油和液化天然氣(LNG)需求處于淡季而減輕。

????據(jù)數(shù)據(jù)情報(bào)公司Kpler表示，這種流動(dòng)的季節(jié)性意味著，我們不太可能看到將貨物運(yùn)往東方的液化天然氣航運(yùn)公司面臨壓力，因?yàn)楦L(zhǎng)、更便宜的Cape航線更受青睞。

????一家新加坡船舶經(jīng)紀(jì)商表示，數(shù)艘液化天然氣油輪已改道，并補(bǔ)充稱，事故發(fā)生后，市場(chǎng)對(duì)液化天然氣船費(fèi)率的看法更為樂觀。他補(bǔ)充道，一些預(yù)計(jì)卡塔爾液化天然氣供應(yīng)會(huì)推遲的歐洲買家可能正在考慮其他選擇，比如在現(xiàn)貨市場(chǎng)購(gòu)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(chǎng)主管Carlos Torres Diaz周四在一份報(bào)告中表示，如果堵塞持續(xù)兩周，大約100萬(wàn)噸液化天然氣可能會(huì)推遲交付到歐洲。他補(bǔ)充道，最壞的情況如果運(yùn)河堵塞四周，這可能會(huì)使延遲交付的貨物增加一倍，達(dá)到200多萬(wàn)噸。

????郝芬 譯自 能源世界網(wǎng)

????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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