中信建投：霍尔木兹海峡阻断推升油轮运价市场或将沿三阶段演进

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智通财经APP获悉，中信建投发布研报称，霍尔木兹海峡阻断将重塑全球油轮运输格局，短期货量下降的影响，会被供应链重构带来的运输需求提升与有效运力收缩抵消，成为推动VLCC等油轮运价上行的重要因素。需求端，亚洲原油需求转向更远区域，运距拉长带动整体运输需求上升；供给端，船舶周转效率降低和风险保费走高共同支撑运价。展望后市，市场获将分三阶段演进：初期市场波动；中期运力紧张带动运价走高；解封后补库需求集中...

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中信建投：霍尔木兹海峡阻断推升油轮运价 市场或将沿三阶段演进

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中信建投：霍尔木兹海峡阻断推升油轮运价市场或将沿三阶段演进