据美国油价网2022年5月6日报道，根据美国货运数据和分析提供商FreightWaves发布的统计数据，由于美国柴油价格飙升以及需求飙升，美国出口继续大幅增长，成品油运输船的运营表现现在超过了原油运输船，原油运输船的运营仍低于盈亏平衡点。
虽然原油运输船在黑海、波罗的海和地中海等从军事冲突影响的地区受益，但总体而言，“由于欧佩克无法满足报价等，原油市场一直在平衡新的更长贸易路线。”FreightWaves援引美国投行Evercore ISI的乔恩·夏贝尔的话如是说。
虽然夏贝尔认为原油运输船的表现“最终”会赶上来，但目前，主要还是运输成品油的成品油运输船。
贸易风（Tradewinds）援引奥斯陆证券公司Clarksons Platou Securities分析师的话称，今年迄今为止，油轮股票估值上涨了近50%，运费从第一季度到第二季度翻了一番。
根据劳氏船级社的数据，2021年至2023年间，成品油运输船的运输量预计将以年平均9.5%的速度增长。
据Tradewinds报道，由于欧洲需求激增，LR2型油轮的运费每日上涨了17000美元，而MR型油轮的运费在4月中旬已经上涨了60%，达到了56000美元/天。
据英国大型综合船舶服务公司Clarksons Platou报道，现代建造的MR型油轮在现货市场的日收益约为49800美元，是去年平均价格的四倍多，盈亏平衡价格为1.8万美元。
然而，成品油运输船公司的收益还没有赶上这一强劲表现，但第二季度的业绩可能会告诉我们一个截然不同的故事。
总部位于百慕大的阿德莫尔航运公司周三公布，其第一季度亏损700万美元或每股23美分，但仍超过华尔街预期，营收为6340万美元，几乎是美国著名投研机构Zacks调查的3360万美元的两倍。
李峻 编译自 美国油价网
原文如下：
Oil Product Tankers Outperform Crude Tankers
As U.S. diesel prices soar, U.S. exports continue to rise significantly on skyrocketing demand, refined oil product tankers are now outperforming crude tankers, which continue to operate below their break even point, according to FreightWaves.
While crude oil tankers are benefiting in regions affected by the war, such as the Black Sea, the Baltic Sea and the Mediterranean, overall, “the crude markets have been balancing new longer trade routes with the inability of OPEC to meet quotes” FreightWaves cited Evercore ISI’s Jon Chappell as saying.
While Chappell thinks that crude tankers will “eventually” catch up, right now, it’s all about product tankers hauling refined oil.
TradeWinds cites analysts at Clarksons Platou Securities as saying that tanker stock valuations have risen by nearly 50% so far this year, with freight rates doubling from Q1 to Q2.
According to Lloyd’s List, refined oil products tanker transport is expected to grow at an average rate of 9.5% between 2021 and 2023.
LR2 product tanker rates have reportedly jumped $17,000 per day on soaring European demand, according to Tradewinds, while MR tankers were already seeing 60% jumps in rates to as much as $56,000 per day in mid-April.
According to Clarksons Platou, modern-built MRs are now bringing in about $49,800 per day in the spot market–more than four times last year’s average rate, noting that the break even rate is $18,000, Freight Waves reported.
Earnings for product tanker companies have not yet necessarily caught up with this overperformance, however, but Q2 results could tell a much different story.
Bermuda-based Ardmore Shipping Corp. (ASC) on Wednesday reported a loss of $7 million (23 cents per share) in its first quarter, but still beat Wall Street expectations with revenue of $63.4 million–nearly double the Zacks survey of $33.6 million.
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