节点:上游(原材料/资源端)位置:上游情绪:利空参考度:6/10
本周,干散货航运运价出现大幅下挫,跌幅约达25% 。在必和必拓集团对中国铁矿石运输引发争议的背景下,原本就受季节性需求低迷影响的市场,面临更大压力。
据波罗的海交易所数据,周四好望角型散货船即期运价下跌6% ,延续本周初下滑态势。作为全球干散货航运市场核心基准的5TC运价指数,上次处于当前水平还是在8月末。
此次运价下滑源于彭博新闻社周二报道,中国国有铁矿石采购企业中国矿产资源集团有限公司下达临时指令,暂停从全球最大矿业公司必和必拓新采购以美元计价的海运铁矿石。
恰逢中国“黄金周”假期,市场本就处于季节性淡季,这一举措加剧市场疲软情绪。消息发布次日,运价下跌12.5% ,创下6月26日以来最大单日跌幅。
船舶经纪公司瑟尔斯通航运驻新加坡航运分析师伦农·林谈及运价下跌时表示,市场一片惨淡,中国市场因黄金周休市,必和必拓事件更是雪上加霜。
好望角型船市场对铁矿石市场波动高度敏感。尽管长期Ÿ..
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