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| 2020-12-18 来源： 中国石化新闻网 |
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石化新闻 |
中国石化新闻网讯 据ICIS网站12月15日消息 本周，亚洲化学品油轮运费讨论继续在窄幅波动，与集装箱航运市场的强烈看涨情绪大不相同。 市场人士表示，只要船舶供应状况不同，液态油轮和集装箱船市场之间的这种不同定价趋势将在一段时间内占据主导地位。 市场消息人士称，本周，船主要求25美元/吨左右的价格，以便在韩国和中国中部之间运送3000吨大小的液体化学品油轮，租船日期为2020年12月下半月以及2021年1月初。 一位航运经纪人表示，尽管这一周上涨了1美元/吨，但这仅仅是为了支付运营成本的季节性增长，而不是任何结构性市场需求拉动的结果。 许多油轮未得到最佳利用，吨位空间被视为充裕，从而限制了费率变动的上行潜力。 事实上，船主们早先的预期是，他们可能利用第三季度强劲的地区经济复苏来推高利率，但这一预期已一落千丈，短期内可能也不会实现。 ICIS数据显示，自8月以来，往返韩国至中国中部航线的3000吨级船舶的运价大多在23-25美元/吨的区间内波动。 这与集装箱航运市场相去甚远，在货船舱位和集装箱货箱严重短缺的情况下，集装箱运价在同一时期翻了几番。 对于一些依赖集装箱运输的石化产品，如聚合物和树脂，较高的集装箱货运成本因素也影响了其各自的现货市场状况。 例如，9月至11月，由于韩国制造商难以将集装箱运费的大幅上涨转移到客户身上，原产于东北亚的邻苯二甲酸酐（PA）的进口价格飙升了60%以上。 市场人士表示，集装箱的短缺也使得亚洲聚氯乙烯（PVC）的价格和货物供应量比平时更加低迷。 一位业内人士承认，由于集装箱船供应状况可能不会这么快好转，集装箱货运的牛市行情可能会持续更长时间，并补充称，这将进一步加剧集装箱和液体油轮之间的差异。 王磊 摘译自 ICIS 原文如下： Asian chemcial freight market stable, while container shipping rates soar Asian chemical tanker freight discussions continued to fluctuate within a narrow band this week, much unlike the strongly bullish sentiment seen in container shipping market. As long as vessel supply condition differs, such divergent pricing trends between the liquid tanker and container ship markets will likely prevail for some time more, market players said. This week, shipowners are asking for around $25/tonne to move 3,000/tonne-sized liquid chemical tankers between Korea and mid-China, for H2 December/early January 2021 laycan dates, market sources said. Although this is up to $1/tonne higher on-week, “this was only for defraying seasonal increases in operational costs, and hardly the outcome of any structural market demand pull,” a shipping broker said. Many tankers are not optimally utilised and tonnage space is deemed abundant, limiting in turn upside potential in rate movements. In fact, shipowners’ earlier anticipations that they could leverage on strong Q3 recovery in regional economy to push rates higher “have fallen flat and may not materialise anytime soon either,” the same broker said. ICIS data shows that the freight rates for 3,000 tonne-sized vessels plying the Korea-to-mid China route had mostly fluctuated within the $23-25/tonne band since August. This is a far cry from the container shipping market, where rates have “jumped multi-folds in the same period,” the same broker highlighted, amid a severe shortage of both vessel space and container boxes. For some petrochemical products reliant on container shipping, such as polymers and resins, the high container freight cost factor have also weighed in on their respective spot market conditions. For instance, import prices of northeast Asia-origin phthalic anhydride (PA) to India have surged more than 60% between September and November, as Korean makers struggled to transfer sharp increases in container freight costs to customers. Shortage of shipping containers is also keeping Asian prices and cargo availability of polyvinyl chloride (PVC) more muted than usual, market players said. As the container ship supply situation may not improve so soon, “the bullish streak in container freight will likely run for longer,” an industry source conceded, adding that this will sharpen the differences between container and liquid tanker even more. |
