财通证券：原油需求合规转化预期增强地缘风险激增推升船东议价权

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智通财经APP获悉，财通证券发布研报称，自2026年2月28日美以联手空袭伊朗以来，已导致伊朗国内政治发生重大变化，参考委内瑞拉政权过渡情况，伊朗原油或从节奏上超预期回归合规市场。目前VLCCTD3C现货运价已超20万美元/天，VLCC一年期期租运价接近12万美元/天，在美以空袭伊朗地缘风险激增背景下，或再度提升长锦运力控盘议价权，看好运价中枢上移。当前在地缘变局+合规趋严+长锦控盘等多重利好催化...

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财通证券：原油需求合规转化预期增强 地缘风险激增推升船东议价权

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财通证券：原油需求合规转化预期增强地缘风险激增推升船东议价权