According to Everbright's research reports, as the macro economy improves in 2025, China's crude oil demand is expected to contribute some incremental growth, and OPEC+ is about to enter an expansionary production cycle, so the demand for oil transportation in 2025 is still expected to grow. Due to the low volume of new contracts for crude oil tankers signed from 2020 to 2022 and the relatively slow capacity growth in 2024, along with the serious aging of the VLCC fleet, as the scrapping cycle approaches, expectations are that the scrapping of crude oil tankers will gradually offset the new capacity in the long term. Clarksons estimates in December 2024 that the supply-demand gap for crude oil tankers in 2025 will be -1.1% and -1.9% for VLCCs. After the sanctions take effect, the capacity exit for crude oil tankers is expected to accelerate, and the certainty of tight supply and demand in oil transportation is expected to further strengthen, with freight rates likely to continue to rise.

- Latest
- Detail
光大证券:油运供需紧张确定性有望进一步增强,继续看好油运景气度提升
Everbright: The tight supply and demand in oil transportation is expected to further strengthen, remaining bullish on the improvement of oil shipping prosperity.
The translation is provided by third-party software.
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Got it
Risk Disclaimer
The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
Got it
Write a comment
0 0 0
LikeLoveLaughing CryRespectEmmSadAngry
Tap to Select a Mood
- 分享到weixin
- 分享到qq
- 分享到facebook
- 分享到twitter
- 分享到微博
- 粘贴板
Use the share button in your browser
to share the page with your friends
Tap here to share
No comments yet. Write one.
Related Stocks Related Stocks
Symbol Mini Chart Price
Log In for the Full List
Latest
12:21
The USA has imposed sanctions on the Chief Prosecutor of the International Criminal Court.
12:18
Hangzhou collected 1.53 billion yuan from three residential land transactions.
12:15
Citi: SUNNY OPTICAL's net profit forecast for the second half of last year meets expectations, with a "Buy" rating and a Target Price of 77 Hong Kong dollars.
SUNNY OPTICAL+0.17%
Investment Course

Choose stocks based on financial reports
Quickly master financial season learning guidelines
When the financial season comes, company stock prices are the most likely to rise and fall, and many excellent investors will see the financial season as a good
How to view Tesla's performance in January 2025? Pay attention to these four key points.
It's earnings season for US stocks again. The performance of giant companies not only affects their own stock prices but also influences the overall trend of th
In 【2024.11】, surged more than 0.04 million times, achieving the title of stock god Buffett! How do you view Berkshire's performance?
When it comes to legendary figures in the investment world, the name of Warren Buffett, the helm of Berkshire Hathaway, is definitely unavoidable. $Berkshire Ha
Statement
This page is machine-translated. Futubull tries to improve but does not guarantee the accuracy and reliability of the translation, and will not be liable for any loss or damage caused by any inaccuracy or omission of the translation.