2026年,由于能源安全需要,机动车辆需求略有增长,而油轮市场面临供应过剩和监管延迟造成的波动。 MPV demand grows modestly in 2026 amid energy security needs, while tanker markets face volatility from supply gluts and delayed regulations.

由于能源安全和绿色过渡需求,预计2026年的MPV市场会略有增长,由项目承运公司领导,而General Cargo则面临集装箱竞争和车队供过于求的持续压力。 The MPV market in 2026 is expected to see modest growth, led by Project Carriers due to energy security and green transition demand, while General Cargo faces ongoing pressure from container competition and fleet oversupply. 全球国内生产总值2.7%的增长支持了需求,但地缘政治紧张和苏伊士路线恢复延迟阻碍了全面复苏。 Global GDP growth of 2.7% supports demand, but geopolitical tensions and delayed Suez route recovery hinder full recovery. 车队的增长率为3.5%,超过体积增长,监管转移推动采用替代燃料 -- -- 订货簿中新建筑的12.5%是低碳的。 Fleet growth of 3.5% exceeds volume growth, with regulatory shifts pushing adoption of alternative fuels—12.5% of newbuilds in the orderbook are low-carbon. 与此同时,2025年,油轮新建筑订单急剧下降,因为海事组织 " 净零框架 " 被推迟的不确定性,但交付量激增,提高了平均船队使用年限。 Meanwhile, tanker newbuilding orders dropped sharply in 2025 amid uncertainty over the delayed IMO Net-Zero Framework, yet deliveries surged, raising average fleet age. 在供应增加和需求减少的驱动下,全球石油过剩提高了原油油轮的使用率和运费率,而低产油轮在价格稳定方面起着主导作用。 A global oil glut, driven by increased supply and reduced demand, boosted crude tanker utilization and freight rates, with VLCCs leading in pricing stability. 红海贸易在停火后于2025年底恢复,缓解了一些航运压力。 Red Sea trade revived in late 2025 after a ceasefire, easing some shipping pressures.