Abstract
In 2024,the overall freight rate of the oil tanker market will show a clear trend of fluctuations.The average daily income and time charter rates for each type of oil tanker continue to remain high,with the oil tanker freight rate continuing to fluctuate sharply.Looking ahead to 2025,despite various signals such as geopolitical events,the start of OPEC+expansion plans,non-OPEC+countries seizing the share of oil exports,Iranian and Venezuelan oil exports,and old ship improvement and elimination,which are favorable to the tanker transportation market,challenges remain.Trump's policy is one of the most important variables affecting the tanker shipping market in 2025;other factors such as long-term routes in the Atlantic region and the gradual shift of OPEC+from delaying production increases to actual production expansion will affect oil tanker freight rates or follow the policy trends of oil-producing countries.Additionally,the increase in long-haul exports from non-OPEC+countries(the United States,Brazil,Canada,Guyana,etc.)will also impact the tanker shipping market.If China's crude oil import demand is less than expected,the crude oil tanker market freight rate will also face pressure in 2025.In summary,the freight rate is expected to fluctuate and be neutral in 2025.
NETL
NSTL
万方数据