After December 5, EU countries will no longer buy Russian seaborne crude oil; after February 5 next year, EU countries will no longer buy Russian oil-refined products, including diesel. China has started to increase exports of oil refined products, some of which will be shipped to the EU, and India may also increase exports of EU refined products.

The change in oil trading patterns will absorb more ship capacity and generate strong investor interest in refined product tanker stocks. On Tuesday, two oil shipping stocks on the U.S. stock market hit new 52-week highs: Scorpion Tanker shares are up 302% and Ardmore Shipping is up 308% so far this year.

周二，天蝎座油轮报告了其历史上最好的表现。该公司第三季度净收入为2.662亿美元，一年前净330万美元。天蝎座油轮总裁Robert Bugbee这意味着这是创纪录的好处，第四季度的开局比第三季度好得多。

随着需求的复苏，柴油竞相购买，炼油厂与消费者目的地之间的距离更远，全球蒸馏油库存急剧下降，炼油厂运营率提高，供应增长有限， 多年来，成品油轮的现货运价创下新高。

对俄罗斯的制裁将进一步增加市场对成品油轮的需求。一些分析人士指出，由于俄罗斯成品油路线的改道，吨海上需求可能会增加6%，甚至不包括欧盟进口路线的增加。

天蝎油轮商务总监Lars Dencker Nielsen指出， 亚洲炼油厂正在提高出口能力，这将对吨海需求产生积极影响，预计11月份运量将大幅增加。

Bugbee市场运力已经很紧张，任何额外的吨海需都会产生很大的影响， 目前市场上船舶利用率已高于90%，需求增加会对运费结构产生指数级影响。

来源：FreightWaves