2025年,由于供过于求、亚洲需求疲软以及中美贸易紧张,全球LNG航运率创历史新低。 Global LNG shipping rates hit record lows in 2025 due to oversupply, weak Asian demand, and U.S.-China trade tensions.

2025年,由于供过于求、亚洲需求疲软以及中美贸易紧张,全球LNG航运率创历史新低,年同比货运率下降48%和35%。 Global LNG shipping rates hit record lows in 2025 due to oversupply, weak Asian demand, and U.S.-China trade tensions, with freight rates dropping 48% and 35% year-on-year. 尽管欧洲进口增加,全球供应增加,但随着中国削减美国LNG和原油进口,俄罗斯管道天然气扩大,而且没有新的LNG承运人订单,需求压力持续存在。 Despite higher European imports and global supply growth, demand pressures persisted as China cut U.S. LNG and crude imports, expanded Russian pipeline gas, and saw no new LNG carrier orders. 季节性冬季暴涨短暂提高了费率,但专家称其为临时性的。 A seasonal winter surge briefly lifted rates, but experts called it temporary. 地缘政治的转变,包括制裁和“达克舰队”改变了贸易流动,而拆解激增和闲置的船只翻了一番。 Geopolitical shifts, including sanctions and a “dark fleet,” altered trade flows, while scrapping surged and idled vessels doubled. 在航运市场,在长途航线上,VLCC和油轮价格急剧下降,但短期贸易表现出了复原力。 In shipping markets, VLCC and tanker rates fell sharply on long-haul routes, though short-haul trades showed resilience. 与此同时,中国的石油需求预计将在电动汽车和可再生能源的驱动下到2030年达到顶峰,而全球需求可能会在2040年左右达到峰值。 Meanwhile, China’s oil demand is projected to peak by 2030, driven by electric vehicles and renewables, while global demand may peak around 2040. 运往美国西海岸的集装箱费率因拥堵、延误货运和引起供应链关切而上升。 Container rates to the U.S. West Coast rose due to congestion, delaying shipments and raising supply chain concerns.