???? 據(jù)能源經(jīng)濟(jì)3月8日消息稱，一家頂級(jí)液化天然氣油輪公司表示，液化天然氣(LNG)船舶的盈利將受到補(bǔ)充庫存需求的提振，此前寒冷的天氣推動(dòng)了供應(yīng)的緊張和創(chuàng)紀(jì)錄的高運(yùn)費(fèi)。
????今年1月歐洲和亞洲以及上月北美的寒流增加了供暖需求，促使幾個(gè)市場(chǎng)的價(jià)格飆升，同時(shí)庫存下降。
????GasLog Partners首席執(zhí)行官Paul Wogan對(duì)路透表示：“由于亞洲和歐洲的北半球冬季都很冷，你需要補(bǔ)充庫存。所以，我們認(rèn)為這將增運(yùn)英里。”
????噸英里是航運(yùn)需求的一個(gè)指標(biāo)，衡量的是運(yùn)輸貨物量乘以距離。
????航運(yùn)消息人士估計(jì)，1月份液化天然氣船費(fèi)率創(chuàng)下了超過32萬美元/天的歷史新高，其中一些租船合同的成交價(jià)格約為35萬美元/天。
????波羅的海交易所的數(shù)據(jù)顯示，部分航線的平均日收入已降至2萬美元左右。
????Wogan說，盡管到2021年將有更多的油輪交付，但運(yùn)費(fèi)可能會(huì)“比去年每天高出5000美元左右”。
????他說:“我們認(rèn)為今年的液化天然氣運(yùn)輸量將比去年增加約2,000萬噸。”他還補(bǔ)充說，大部分新增產(chǎn)量將來自美國生產(chǎn)商。
????經(jīng)紀(jì)商EA Gibson基于AIS船舶跟蹤的數(shù)據(jù)顯示，今年已經(jīng)交付了14艘液化天然氣船，另有44艘計(jì)劃在2021年下水，這將使現(xiàn)有的593艘液化天然氣船增加。
????Gaslog的董事長(zhǎng)Peter Livanos上周表示，該交易將允許“獲得目前在公開股票市場(chǎng)缺乏的增長(zhǎng)型資本”。
????朱佳妮 摘譯自 能源經(jīng)濟(jì)
????原文如下：
????LNG shipping market primed for growth after scramble for supply
????Liquefied natural gas (LNG) ships are set to receive an earnings boost from restocking demand after colder conditions drove a scramble for supplies and record high freight rates, a top LNG tanker player said.
????A cold snap in Europe and Asia in January and in North America last month increased heating demand, prompting prices to jump in several markets, while inventories fell.
????"You need to replenish stocks because of the cold northern hemisphere winter in both Asia and in Europe. So, we think this is going to add to tonne miles," GasLog Partners chief executive Paul Wogan told Reuters.
????Tonne miles are an indicator of shipping demand, measuring transported cargo volume multiplied by distance.
????LNG tanker rates in January hit record highs of over $320,000 a day, with some charters concluded at around $350,000 a day, estimates from shipping sources showed.
????Average earnings have fallen to around $20,000 a day on some routes, Baltic Exchange data showed.
????Wogan said despite more tankers being delivered in 2021, rates could be "somewhere between $5,000 a day better than they were at last year".
????"We think there's going to be about 20 million tonnes more LNG moved this year than last year," he said, adding that much of the additional production would come from U.S. producers.
????Data from broker EA Gibson, based on AIS ship tracking, showed 14 LNG vessels had already been delivered this year with a further 44 scheduled to hit the water in 2021, which will add to the existing LNG fleet of 593 tankers.
????Gaslog Ltd's chairman Peter Livanos said last week the deal would allow "for access to growth capital currently absent in the public equity markets".
