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若美国放松对运输俄罗斯、伊朗、委内瑞拉石油的所谓影子船队制裁,全球原油海运运费与合规成本可能下降,进而影响国际油价与航运运价。中国是主要原油进口国,油价与运价波动会传导至国内炼化、航运及能源相关板块。
正文
The Trump administration is considering easing sanctions on so-called shadow fleet vessels that have transported oil and petroleum products from countries including Russia, Iran and Venezuela, in an effort to reduce record-high global freight rates, a US official said. More here: https://t.co/JAgcc6fKf2
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