美国对俄罗斯石油公司的制裁使2025年10月超级油轮价格达到多年最高水平,其驱动因素是贸易中断和供应紧张。 U.S. sanctions on Russian oil firms sent supertanker rates to multi-year highs in October 2025, driven by disrupted trade and tight supply.

2025年10月中旬,美国对俄罗斯石油巨头Rosneft和Lukoil的制裁扰乱了全球原油贸易,促使印度和中国的精炼厂寻找替代供应品,致使超级油轮货运费率飙升到多年最高点。 Supertanker freight rates surged to multi-year highs in mid-October 2025 as U.S. sanctions on Russian oil giants Rosneft and Lukoil disrupted global crude trade, prompting refiners in India and China to seek alternative supplies. 中东至中国超级油轮线路的费率上升16%,VLCC每天收入超过80 000美元。 The Middle East to China supertanker route saw rates jump 16%, with VLCCs earning over $80,000 per day. 在俄罗斯、伊朗和委内瑞拉石油制裁的推动下,红海的航运延误旷日持久,美国、巴西和加拿大产量强劲,每天原油运输量创下历史新纪录,达131万桶。 A record 1.31 million barrels per day of crude were in transit, driven by sanctions on Russian, Iranian, and Venezuelan oil, prolonged Red Sea shipping delays, and strong output from the U.S., Brazil, and Canada. 油轮船队萎缩和新建筑订单低,加剧了供应限制,增加了航运公司的收入,同时增加了炼油厂和消费者的成本。 A shrinking tanker fleet and low newbuild orders have worsened supply constraints, boosting earnings for shipping companies while increasing costs for refiners and consumers.