Фрахт резко подорожал на Черном и Балтийском море
Стоимость перевозки наливных грузов из портов Черного и Балтийского морей танкерами различного типоразмера существенно выросла после начала Россией специальной военной операции в четверг.
Стоимость транспортировки Юралс партиями по 135 тыс. т и 80 тыс. т из портов Черного моря в Средиземноморье в этот день составила 100 и 150 пунктов по Международной фрахтовой шкале Worldscale (WS), или $9,54/т и $14,31/т, тогда как еще накануне такие перевозки оценивалась в WS72,50 ($6,92/т) и WS115 ($10,97/т).
«Грузовые операции в Черном море в четверг продолжались. Из-за сложной ситуации лишь некоторые судовладельцы сейчас соглашаются на направление своих танкеров в черноморские порты — и только c повышенной ставкой фрахта, а многие — вовсе не соглашаются», — прокомментировал ситуацию один из брокеров.
Фрахт судов для перевозки партий светлых нефтепродуктов по 30 тыс. т из портов Черного моря в Средиземноморье к 24 февраля увеличился до WS200 ($19,24/т) с WS150 ($14,43/т) — днем ранее. Участники рынка ожидают сохранения крайней неопределенности на фрахтовом рынке Черного моря в ближайшее время, и многие из них по возможности переносят даты погрузки. «Ни объемов, ни судов в регионе Черного моря почти нет. Те компании, которые сейчас грузятся, выполняют раннее заключенные контракты», — отметил один из участников рынка.
Стоимость аренды танкеров для транспортировки нефти и нефтепродуктов из Балтийского моря в Северо-Западную Европу (СЗЕ) также значительно возросла в последние дни. Судовладельцы, которые соглашаются на грузовые работы в российских портах Балтийского моря, сдают свои суда в аренду по высоким ставкам из-за санкционных рисков, сообщили участники рынка.
Так, стоимость морской транспортировки партий Юралс по 100 тыс. т из Приморска в СЗЕ в четверг выросла сразу на WS200 по сравнению с предыдущим днем, до WS300 — максимального уровня с 27 декабря 2006 г., по данным Argus. Перевозка партий по 30 тыс. т светлых нефтепродуктов из Балтийского моря в СЗЕ возросла до WS180 ($27,59/т) с WS140 ($21,46/т) — днем ранее.
Участники рынка отмечают также высокие цены на бункерное топливо в портах Черного и Балтийского моря, что увеличивает расходы судовладельцев. Бункерный мазут с содержанием серы до 0,5% (VLSFO) и судовое маловязкое топливо (MGO) с содержанием серы до 0,1% в четверг стоили $630/т и $787,50/т (dob Новороссийск), тогда как в еще начале года — $547,50/т и $687,50/т (dob Новороссийск) соответственно, по данным Argus.
На Балтике VLSFO и бункерное топливо ECA с содержанием серы до 0,1% подорожали до $622,50/т и $692,50/т (dob Санкт-Петербург) с $550/т и $592,50/т (dob Санкт-Петербург) в начале года соответственно. Цена на MGO с содержанием серы до 0,1% за аналогичный период увеличилась на $120/т, до $785/т (dob Санкт-Петербург), по данным Argus.
Больше ценовой информации и аналитических материалов о рынке транспортировки нефти и нефтепродуктов — в ежемесячном отчете «Argus Нефтетранспорт».
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