2025年有记录的油轮订单在强劲的费率和供应紧缺的驱动下,引起对未来供过于求的担心。 Record tanker orders in 2025, driven by strong rates and tight supply, raise fears of future oversupply.

2025年强劲的货运率促使油轮订单激增,目前全球订单占现有船队的15-16%(高于历史平均水平),而供应紧缺、石油需求(尤其是来自中国的石油需求)坚韧不拔、执行制裁和现金流高等因素都助长了这种情况。 Strong freight rates in 2025 have driven a surge in tanker orders, with the global orderbook now at 15–16% of the existing fleet—above historical averages—fueled by tight supply, resilient oil demand (especially from China), sanctions enforcement, and high cash flows. 对VLCCs、Aframax、LR2和Suezmax船只的命令急剧上升,特别是在2022年之后,尽管2025年的订单略有放缓。 Orders for VLCCs, Aframax, LR2, and Suezmax vessels rose sharply, particularly after 2022, though 2025 ordering has slowed slightly. 尽管分期付款计划降低了前期风险,但如果长期石油需求增长仍然有限,对潜在供过于求的担忧就会增加,在该部门周期性的周期性下,对未来市场衰退的警示。 Despite installment payment plans reducing upfront risk, concerns grow over potential oversupply if long-term oil demand growth remains limited, warning of future market downturns amid the sector’s cyclical nature.