据能源世界网3月26日新加坡报道，受苏伊士运河(Suez Canal)堵塞的影响，本周成品油油轮的航运价格几乎翻了一番，由于一艘巨型集装箱船仍然夹在两岸之间，几艘船只被迫驶离这条重要的水道。
这条连接欧洲和亚洲的狭窄通道的交通中断，加深了航运公司面临向消费者提供零售商品的中断和延误问题。
据分析师预计，如果苏伊士运河继续关闭数周，对小型油轮和石油产品，尤其是石脑油和从欧洲出口到亚洲的燃料油的影响将更大。
据Refinitiv的航运数据显示，自周二以来，已有30多艘油轮在运河两侧等待通行。
据航运经纪公司Braemar ACM Shipbroking表示，在地中海地区，Aframax和Suezmax油轮费率也率先做出反应，因为市场开始对该地区可用的越来越少的船只进行定价。
Braemar ACM称，至少有四艘可能从大西洋流域驶往苏伊士的远程油轮现在可能正在评估绕过好望角的通道。每艘LR-2油轮可以装载大约7.5万吨石油。其补充道，欧洲对大西洋流域原油需求的增加也将增加这些小型油轮的使用，并支持运费率。
根据Refinitiv的数据显示，从黑海俄罗斯段的图阿普塞（Tuapse）港到法国南部的汽油和柴油等清洁产品的运输成本从3月22日的每桶1.49美元增加到3月25日的2.58美元，增幅为73%。
新加坡Fearnleys公司清洁油轮经纪商Anoop Jayaraj表示，截至周五早些时候，中东至日本（即TC1）的LR2型油轮的航运指数基准已攀升至137.5点，而上周为100点。
同样，同一条航线上被称为TC5的远程1号货轮运价指数周五也从上周末的125点升至130点。Worldscale是一种用于计算运费的行业工具。
据分析师称，船运延迟对能源市场的影响可能会因原油和液化天然气(LNG)需求处于淡季而减轻。
据数据情报公司Kpler表示，这种流动的季节性意味着，我们不太可能看到将货物运往东方的液化天然气航运公司面临压力，因为更长、更便宜的Cape航线更受青睐。
一家新加坡船舶经纪商表示，数艘液化天然气油轮已改道，并补充称，事故发生后，市场对液化天然气船费率的看法更为乐观。他补充道，一些预计卡塔尔液化天然气供应会推迟的欧洲买家可能正在考虑其他选择，比如在现货市场购买。不过，分析师表示，由于液化天然气需求正处于淡季，影响可能很小。
雷斯塔（Rystad）能源公司天然气和电力市场主管Carlos Torres Diaz周四在一份报告中表示，如果堵塞持续两周，大约100万吨液化天然气可能会推迟交付到欧洲。他补充道，最坏的情况如果运河堵塞四周，这可能会使延迟交付的货物增加一倍，达到200多万吨。
郝芬 译自 能源世界网
原文如下：
Suez blockage sets shipping rates racing, oil and gas tankers diverted away
Reeling from the blockage in the Suez Canal, shipping rates for oil product tankers have nearly doubled this week, and several vessels were diverted away from the vital waterway as a giant container ship remained wedged between both banks.
The suspension of traffic through the narrow channel linking Europe and Asia has deepened problems for shipping lines that were already facing disruption and delays in supplying retail goods to consumers.
Analysts expect a larger impact on smaller tankers and oil products, in particular naphtha and fuel oil exports from Europe to Asia, if the canal remained shut for weeks.
More than 30 oil tankers have been waiting at either side of the canal to pass through since Tuesday, shipping data on Refinitiv showed.
"Aframax and Suezmax rates in the Mediterranean have also reacted first as the market starts to price in fewer vessels being available in the region," shipbroker Braemar ACM Shipbroking said.
At least four Long-Range 2 tankers that might have been headed towards Suez from the Atlantic basin are now likely to be evaluating a passage around the Cape of Good Hope, Braemar ACM said. Each LR-2 tanker can carry around 75,000 tonnes of oil.
Rising demand for Atlantic Basin crude within Europe will also increase the use of these smaller tankers and support freight rates, it added.
The cost of shipping clean products, such as gasoline and diesel, from the Russian port of Tuapse on the Black Sea to southern France increased from $1.49 per barrel on March 22 to $2.58 a barrel on March 25, a 73% increase, according to Refinitiv.
The shipping index benchmark for LR2 vessels from the Middle East to Japan, also known as TC1, had climbed to 137.5 worldscale points as of early Friday, compared with 100 worldscale points last week, said Anoop Jayaraj, clean tanker broker at Fearnleys Singapore.
Similarly, the index for freight rates for Long-Range 1 (LR1) vessels on the same route, known as TC5, stood at 130 worldscale points on Friday, up from 125 at the end of last week. Worldscale is an industry tool used to calculate freight rates.
The impact of the shipping delays on energy markets is likely to be mitigated by demand for crude oil and liquefied natural gas (LNG) being in the low season, analysts said.
"The seasonal nature of this flow means that we are unlikely to see pressure put on LNG shippers moving cargoes to the east as the longer and cheaper Cape routes are favoured," data intelligence firm Kpler said.
Several LNG tankers have been diverted, one Singapore-based shipbroker said, adding that sentiment for LNG tanker rates are more positive following the incident.
He added that some European buyers anticipating delays of LNG from Qatar may be considering other options such as buying in the spot market. Still, with demand for LNG being in the low season, the impact may be minimal, analysts said.
If the blockage lasts for two weeks, about one million tonnes of LNG could be delayed for delivery to Europe, Rystad Energy's head of gas and power markets Carlos Torres Diaz said in a note on Thursday.
This could double to more than two million tonnes of delayed cargo deliveries in a worst case scenario of the Canal being blocked for four weeks, he added.
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