一艘搁浅集装箱货轮可能会打断全球贸易,但是专家认为这不太可能在短期内提高燃油价格。埃及时间周二,巨型集装箱货轮,Ever Given,像一条对角线一样斜着阻挡住了运河。它挡住了在世界上最繁忙的航运线路上来往的船流。
大约12%的国际贸易商品会通过运河,一些分析师担心阻塞会造成供应链中断和一定可能的价格上涨。”如果要花好几天才能疏通,就会增加海运成本和货物短缺” 资本经济学的分析师Gabriella Dickens说。“Ever Given号的搁浅发生在一个不能再糟糕的时间,从亚洲到地中海的海运费用从去年11月中旬以来增加了3倍。海运能力挣扎着跟上迅速增加的需求。”尽管人们期望搁浅货船在几天内被拖走,但是接受抢救任务的荷兰公司的CEO表示解救这艘货船可能需要几周。随着目前运河停止接受新船只进入,海运公司可能选择让货船绕道南非,但这么做会推迟到货时间和增加成本。
“去年四月给货轮加油的价格降到了每吨250美元,这仅仅是今年年初价格的三分之一,那时候许多航运公司舍得在花钱通过苏伊士运河。每艘普通体积的集装箱货轮要支付32万美元。” 路透社专栏作家Ed Cropley提到。“而Ever Given号的情况让航运运营商们十分头痛。加油价格已经涨回到500美元一吨,绕道好望角要多花一周时间,如果一艘船一天消耗100吨燃油,这一周要用掉的燃油价值高达35万美元。”空运和海运的货运成本同时上升,加上一些重要货物的短缺,比如电脑芯片,已经产生了恐慌。我们会经历快速上涨的生产商价格和消费价格,速度之快,多年未见。不仅是商店里的商品的成本增加,还有通胀的恐慌已经在金融市场里掀起了波澜。
燃油价格可能上升,但不是因为苏伊士运河阻塞。
尽管由集装箱货轮输送的产品的价格会受阻塞影响,一名澳洲本地分析师认为澳大利亚油价不太可能继续上升。联邦银行资深经济学家Ryan Felsman告诉澳广新闻,目前不足的需求比供应收影响的风险更让人担忧。”因为欧洲和印度的疫情爆发和封锁产生的忧虑,超过了苏伊士运河供应问题引起的烦恼。” 这已经在布伦特原油价格这样的标尺上体现出来。当油价在本周因为苏伊士阻塞出现几次反弹的时候,它已经处于一个月来的低价位。每次反弹都伴随着快速回跌。布伦特原油现价是61.95美元一桶。
他告诉澳广新闻,悉尼和墨尔本正处于汽油零售打折周期里的低位,这两个城市普通无铅汽油的价格分别在1.35澳元一升和1.34澳元一升左右。随着复活节在下周末的到来,Felsman先生强调悉尼和墨尔本的驾驶者会很快发现油价会跳涨到1.7澳元一升。一些布里斯班的驾驶者最近几天正在经历这样的价格,它处于零售价格周期的顶端。
Felsman先生认为当零售周期重新开始的时候也是复活节到来之际,布里斯班汽油价格会下跌。“短期内零售周期比苏伊士运河更容易影响汽油价格”他解释道。大多数澳洲燃油产品来自新加坡,而新加坡的原油来自中东,因此不需要经过苏伊士运河。Felsman先生说,如果会有变化的话,澳大利亚人应该会在接下来几周看到更便宜的油价,因为新加坡石油精炼产品的价格已经从过去13个月里的高峰跌下来了。
https://www.abc.net.au/news/2021 ... ol-prices/100030246
评论
船名是 Evergreen , 还是 Ever Given !
俺是懵了!
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Evergreen公司下面的Ever Given船
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波斯湾来澳洲,不需要经苏伊士的
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这只船是日本制造的,
在巴拿马注册的,
船东是台湾人,
船长是印度人 !
网上的阴谋论很多!
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谢谢分享!
稍后补分
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四国会议成员,美、日、澳、印
澳洲使唤不动台湾,幕后黑手就昭然若揭了
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有人担心, 咖啡价格要上涨! 油价要上涨!
Suez Canal blockage could lead to global shortages of oil, coffee if Ever Given stays stuck
Countries around the world are on the verge of losing key goods if the massive container ship The Ever Given stays lodged in the banks of the Suez Canal.
An attempt to refloat the megaship blocking the Egyptian canal failed yesterday, the vessel’s managers said, as companies continue to re-route services away from the vital shipping lane around Africa.
The MV Ever Given, which is longer than four football fields, has been wedged diagonally across the entire canal since Tuesday, shutting the waterway in both directions.
“Another attempt to refloat the vessel earlier today... was not successful,” the Singapore-based Bernhard Schulte Shipmanagement (BSM) said in a statement.
The blockage has caused a huge traffic jam for more than 200 ships at either end of the 193km long canal and major delays in the delivery of oil and other products.
According to Bloomberg, much of Europe could soon be without coffee as container ships carting the robusta coffee - the type used in Nescafe and Moccona - stay waiting.
“For traders, they are going to scramble to supply their clients in Europe,” Jan Luhmann, the founder of JL Coffee Consulting, told the publication.
“Resolving this is going to take a few days if we are lucky, but even so, a lot of damage has already been done.”
Raphaelle Hemmerlin, the head of logistics at Swiss coffee trader Sucafina SA, said the industry was on the verge of collapse.
“Can roasters support two to three weeks of delays? Probably not,” she said.
“I don’t think they have the buffer stock that they normally have.”
Impact of Suez Canal traffic jam
Around $10 billion worth of goods moves through the Suez Canal every day with the blockage triggering export and import panic around the globe.
BSM said “the focus is now on dredging to remove sand and mud from around the port side of the vessel’s bow”.
It said Smit Salvage, a Dutch firm that has worked on some of the most famous wrecks of recent years, confirmed there would be “two additional tugs” arriving by tomorrow to assist.
There had been “no reports of pollution or cargo damage and initial investigations rule out any mechanical or engine failure as a cause of the grounding”, BSM said.
Crews had been seen working through the night, using a large dredging machine under floodlights.
But the vessel with gross tonnage of 219,000 and deadweight of 199,000 has yet to budge, forcing global shipping giant Maersk and Germany’s Hapag-Lloyd to look into re-routing around the southern tip of Africa.
That is likely to cost several hundred thousand dollars in extra fuel, raising shipping costs by 15-20 per cent, according to Plamen Natzkoff, an expert at VesselsValue.
评论
汽油价格上涨有利于电动车。
全世界电动车以及电池的主要产地是中国。
贾庆林曾经会见台湾长荣集团总裁张荣发。
剩下的还用我说么??
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中国的电动车,市场份额最大的还是世界首富的公司
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不会吧,特斯拉在北京街头也不多。特斯拉不算是电动车队列,和汽油车一起抽签。
其他城市有人会买这个?
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中国制造Model 3全年销量为137459辆,登顶2020年中国新能源汽车销量冠军
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The vessel EVER GIVEN (IMO: 9811000, MMSI 353136000) is a Container Ship built in 2018 (3 years old) and currently sailing under the flag of Panama.
EVER GIVEN photo
PORT CALLS
Current AIS Destination Estimated Time of Arrival
Rotterdam Mar 31, 02:00
Port Arrival (UTC) In Port
As Suways (Suez) Anch. Mar 22, 22:12 4d 4h
Tanjung Pelepas Mar 12, 07:49 18h 1m
Yantian Mar 7, 21:49 1d 4h
Taipei Mar 5, 21:36 23h 38m
Ningbo Mar 4, 04:04 1h 8m
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现在本地油价太高!
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这船短时间内搞不走,没有巨型港口,货柜很难下来,就算要下 如果下的左右不均,船会倾覆,现在全世界就看荷兰公司怎么搞,靠着默罕默德们和几艘小拖船恐怕是遥遥无期了
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澳洲没啥影响
欧洲石油,天然气可能要短缺,华尔街日报说可能堵上几周
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印度人船长交规没学好,在不准Uturn 的地方作UTurn。
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如果普通汽油1.7澳元一升,希望98号不会超过1.9澳元一升。
打算在复活节前加满一次。
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长荣在向世界传达一个信息,我们就是横!
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船上的豆腐怎么办??
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做成臭豆腐价格更高
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