BP在马来西亚近海储存石油

据路透社9月10日报道，行业消息人士和Refinitiv Eikon的数据显示，石油巨头英国石油(BP)暂时租用了一艘超级油轮，以今年以来最低的速度在马来西亚近海储存原油。

在油轮费率大幅下跌后，石油巨头和贸易公司纷纷订船，而上述租约是最新一例。冠状病毒病例的复苏、恶劣天气和北半球夏季驾车季节的结束减缓了全球石油贸易和航运需求。

其中一位消息人士称，英国石油公司以每天20500美元的价格租赁了超大型原油运输船只，为期3个月，并有权以每天22000美元的价格再续签3个月。

Refinitiv Eikon数据显示，这艘油轮预计将于周四晚些时候抵达马来西亚半岛西海岸的Linggi港。

今年4月，超大型油轮6个月的日租船费率曾触及12万至13万美元的高点，原因是在第二季度油价和需求暴跌后，交易员纷纷囤积石油，以备日后销售。在第二和第三季度，超过10亿桶石油进入了储备。

这种被称为期货溢价的交易策略，依赖于即期和未来数月之间的巨大价差来弥补存储成本。

花旗(Citi)分析师在一份报告中表示:“最近租船用于仓储的诱惑，在很大程度上反映了运费的下降，而非超级期货溢价的回归。”

王佳晶 摘译自 路透社

原文如下：

BP books oil tanker for storage at lowest rate this year: sources, data

Oil major BP has provisionally chartered a supertanker to store crude oil off Malaysia at this year’s lowest rate yet, according to industry sources and data on Refinitiv Eikon.

The charter is the latest in a flurry of ship bookings made by oil majors and trading houses after tanker rates plunged. A resurgence in coronavirus cases, poor weather and the end of the northern hemisphere’s summer driving season have slowed global oil trade and shipping demand.

BP chartered very large crude carrier (VLCC) Gene at $20,500 per day for three months and has the option to extend another three months at $22,000 per day, one of the sources said.

The tanker is expected to arrive at Linggi port on the west coast of peninsular Malaysia later on Thursday, data on Refinitiv Eikon showed.

The daily rate for chartering VLCCs for six months hit a high of $120,000-$130,000 in April as traders rushed to store oil for later sales after a collapse in oil prices and demand in the second quarter. More than 1 billion barrels of oil entered storage over the second and third quarter.

The trading strategy, known as a contango play, relies on a wide spread between prompt and future months to cover storage costs.

“Much of the recent temptation to lease vessels for storage reflects more the decline in freight rates than a return to super contango,” Citi analysts said in a note.