Russia sanctions should increase product tanker demand even further. Doyle cited estimates that ton-miles (demand measured as volume multiplied by distance) could increase 6% as a result of Russian products cargoes rerouting from the EU — and that doesn’t even account for EU replacement cargoes traveling longer distances.
对俄罗斯的制裁将进一步增加成品油轮的需求。STNG的行政发展部负责人James Doyle引用了一个估算数据，由于俄罗斯产品的货物从欧盟改道，吨英里（需求量以体积乘以距离计算）可能会增加6%，而这甚至不包括欧盟替代货物的长途运输。
$中远海能(SH600026)$ $招商南油(SH601975)$ $Scorpio Tankers(STNG)$
越看越淡定。