自俄烏沖突爆發(fā)以來,許多西方石油公司和貿(mào)易商、運(yùn)輸商、銀行都終止了與俄羅斯石油有關(guān)的交易。但美國有線電視新聞網(wǎng)(CNN)的最新報(bào)告顯示,對俄羅斯原油的需求可能正在恢復(fù),只是方式較為隱蔽。
運(yùn)輸石油和石油產(chǎn)品的俄羅斯油輪正在從跟蹤系統(tǒng)中消失。據(jù)海運(yùn)風(fēng)險(xiǎn)管理公司W(wǎng)indward對美國有線電視新聞網(wǎng)表示,俄羅斯船舶關(guān)閉應(yīng)答器至少兩個小時的情況,比俄烏沖突爆發(fā)前增加了600%。
關(guān)于英美等國對俄羅斯石油進(jìn)口實(shí)施的制裁,Windward公司的首席執(zhí)行官艾米·丹尼爾在接受美國有線電視新聞網(wǎng)采訪時說:“我們發(fā)現(xiàn)俄羅斯油輪為躲避制裁故意關(guān)閉信號傳輸?shù)念l率大幅增加?!彼a(bǔ)充道:“俄羅斯船舶開始隱藏其所在位置和出口信息。”
Windward的人工智能情報(bào)顯示,俄羅斯油輪在3月12日前后一周內(nèi)有33次“信號消失”活動,比2021年同期增加了236%。
美國政府將“信號消失”活動視為旨在規(guī)避制裁的欺騙性海洋運(yùn)輸行為。國際法規(guī)要求船舶始終打開信號應(yīng)答器,美國財(cái)政部(U.S. Treasury Department)曾經(jīng)在2020年5月向海運(yùn)業(yè)、能源和金屬行業(yè)發(fā)布的制裁告知書中表示,任何自動識別系統(tǒng)“操縱或破壞行為可能代表潛在違法活動或可能遭到制裁的活動?!?/p>
丹尼爾表示:“這些船舶希望從雷達(dá)上消失。從合規(guī)的角度,這種行為值得警惕?!?/p>
誰在購買俄羅斯石油?
能源研究公司Rystad Energy估計(jì),自俄烏沖突爆發(fā)以來的五周內(nèi),每天有120萬桶至150萬桶的俄羅斯出口原油消失不見。
Rystad Energy于本周在一篇報(bào)告中寫道,剩余俄羅斯出口原油的目的地“越來越神秘”,該公司估計(jì)共有約450萬桶原油已經(jīng)神秘消失。
分析師稱,中國和印度的煉油廠正在購買部分俄羅斯石油產(chǎn)品。據(jù)美國消費(fèi)者新聞與商業(yè)頻道(CNBC)報(bào)道,俄羅斯向新德里交付的石油數(shù)量“大幅增加”,中國也對交易價(jià)格更低的石油很感興趣。
雖然美國和英國都禁止進(jìn)口俄羅斯石油,但更加依賴俄羅斯能源的歐盟為避免爆發(fā)能源危機(jī),并未停止采購,只是計(jì)劃在明年將從俄羅斯進(jìn)口的天然氣減少三分之二。
俄羅斯的基準(zhǔn)原油烏拉爾原油的交易價(jià)格,比歐洲基準(zhǔn)原油布倫特原油低30美元/桶,這樣的價(jià)格很有吸引力。但盡管價(jià)格更低,但許多西方貿(mào)易商卻都在避免采購俄羅斯石油。一位銀行家之前曾經(jīng)對《金融時報(bào)》(Financial Times)說:“俄羅斯石油實(shí)際上已經(jīng)變成了有毒資產(chǎn)?!?/p>
標(biāo)準(zhǔn)普爾全球(S&P Global)表示,貿(mào)易商稱公眾的態(tài)度迫使許多西方公司停止采購俄羅斯石油,盡管價(jià)格相對較低。許多公司不希望被視為正在資助俄羅斯在烏克蘭的軍事行動。
咨詢公司Lipow Oil Associates的總裁安迪·利波告訴美國有線電視新聞網(wǎng):“這些船舶的信號之所以消失,是因?yàn)樗麄儞?dān)心開展俄羅斯業(yè)務(wù)可能在一段時間內(nèi)被列入黑名單,未來無法獲得更多業(yè)務(wù)?!?/p>
但隨著數(shù)百萬桶石油不斷消失,分析師預(yù)測,大幅增加的“信號消失”活動可能令想要避免公關(guān)危機(jī)的西方貿(mào)易商顏面盡失。(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
自俄烏沖突爆發(fā)以來,許多西方石油公司和貿(mào)易商、運(yùn)輸商、銀行都終止了與俄羅斯石油有關(guān)的交易。但美國有線電視新聞網(wǎng)(CNN)的最新報(bào)告顯示,對俄羅斯原油的需求可能正在恢復(fù),只是方式較為隱蔽。
運(yùn)輸石油和石油產(chǎn)品的俄羅斯油輪正在從跟蹤系統(tǒng)中消失。據(jù)海運(yùn)風(fēng)險(xiǎn)管理公司W(wǎng)indward對美國有線電視新聞網(wǎng)表示,俄羅斯船舶關(guān)閉應(yīng)答器至少兩個小時的情況,比俄烏沖突爆發(fā)前增加了600%。
關(guān)于英美等國對俄羅斯石油進(jìn)口實(shí)施的制裁,Windward公司的首席執(zhí)行官艾米·丹尼爾在接受美國有線電視新聞網(wǎng)采訪時說:“我們發(fā)現(xiàn)俄羅斯油輪為躲避制裁故意關(guān)閉信號傳輸?shù)念l率大幅增加?!彼a(bǔ)充道:“俄羅斯船舶開始隱藏其所在位置和出口信息?!?/p>
Windward的人工智能情報(bào)顯示,俄羅斯油輪在3月12日前后一周內(nèi)有33次“信號消失”活動,比2021年同期增加了236%。
美國政府將“信號消失”活動視為旨在規(guī)避制裁的欺騙性海洋運(yùn)輸行為。國際法規(guī)要求船舶始終打開信號應(yīng)答器,美國財(cái)政部(U.S. Treasury Department)曾經(jīng)在2020年5月向海運(yùn)業(yè)、能源和金屬行業(yè)發(fā)布的制裁告知書中表示,任何自動識別系統(tǒng)“操縱或破壞行為可能代表潛在違法活動或可能遭到制裁的活動。”
丹尼爾表示:“這些船舶希望從雷達(dá)上消失。從合規(guī)的角度,這種行為值得警惕。”
誰在購買俄羅斯石油?
能源研究公司Rystad Energy估計(jì),自俄烏沖突爆發(fā)以來的五周內(nèi),每天有120萬桶至150萬桶的俄羅斯出口原油消失不見。
Rystad Energy于本周在一篇報(bào)告中寫道,剩余俄羅斯出口原油的目的地“越來越神秘”,該公司估計(jì)共有約450萬桶原油已經(jīng)神秘消失。
分析師稱,中國和印度的煉油廠正在購買部分俄羅斯石油產(chǎn)品。據(jù)美國消費(fèi)者新聞與商業(yè)頻道(CNBC)報(bào)道,俄羅斯向新德里交付的石油數(shù)量“大幅增加”,中國也對交易價(jià)格更低的石油很感興趣。
雖然美國和英國都禁止進(jìn)口俄羅斯石油,但更加依賴俄羅斯能源的歐盟為避免爆發(fā)能源危機(jī),并未停止采購,只是計(jì)劃在明年將從俄羅斯進(jìn)口的天然氣減少三分之二。
俄羅斯的基準(zhǔn)原油烏拉爾原油的交易價(jià)格,比歐洲基準(zhǔn)原油布倫特原油低30美元/桶,這樣的價(jià)格很有吸引力。但盡管價(jià)格更低,但許多西方貿(mào)易商卻都在避免采購俄羅斯石油。一位銀行家之前曾經(jīng)對《金融時報(bào)》(Financial Times)說:“俄羅斯石油實(shí)際上已經(jīng)變成了有毒資產(chǎn)?!?/p>
標(biāo)準(zhǔn)普爾全球(S&P Global)表示,貿(mào)易商稱公眾的態(tài)度迫使許多西方公司停止采購俄羅斯石油,盡管價(jià)格相對較低。許多公司不希望被視為正在資助俄羅斯在烏克蘭的軍事行動。
咨詢公司Lipow Oil Associates的總裁安迪·利波告訴美國有線電視新聞網(wǎng):“這些船舶的信號之所以消失,是因?yàn)樗麄儞?dān)心開展俄羅斯業(yè)務(wù)可能在一段時間內(nèi)被列入黑名單,未來無法獲得更多業(yè)務(wù)?!?/p>
但隨著數(shù)百萬桶石油不斷消失,分析師預(yù)測,大幅增加的“信號消失”活動可能令想要避免公關(guān)危機(jī)的西方貿(mào)易商顏面盡失。(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
Since Russia invaded Ukraine, many Western oil companies as well as traders, shippers, and bankers have stayed away from Russian oil. But a new report by CNN indicates Russian crude may be seeing a resurgence in demand—in relative secret.
Russian tankers transporting oil and petroleum products have been disappearing from tracking systems. Dark activity, or when a ships’ transponders are turned off for at least a couple of hours, is up 600% compared to before the Ukraine War began, maritime risk management company Windward told CNN.
"We're seeing a spike in Russian tankers turning off transmissions deliberately to circumvent sanctions," Windward CEO Ami Daniel said in an interview with CNN, referring to oil import sanctions imposed by the U.S., U.K. and other countries. "The Russian fleet is starting to hide its whereabouts and its exports," he added.
During the week of Mar. 12, there was 33 occurrences of dark activity by Russian oil tankers, according to Windward A.I. intelligence—a 236% jump from the same week a year ago.
Dark activity is seen by the U.S. government as a deceptive shipping practice used to evade sanctions. International regulation requires ships to always keep their transponders switched on, and the U.S. Treasury Department said in a sanctions advisory note to the maritime industry, energy and metals sectors in May 2020, that any automatic identification system “manipulation and disruption may indicate potential illicit or sanctionable activities.”
"These vessels want to disappear from radar. From a compliance perspective, it's a red flag," Daniel said.
Who is buying the oil?
Energy research firm Rystad Energy estimated that 1.2 million to 1.5 million barrels per day of Russian crude oil exports vanished in the five weeks since the war against Ukraine began.
The destination of the remaining crude exports from Russia is "increasingly unknown," Rystad Energy wrote in a report this week, estimating in total around 4.5 million barrels of oil have mysteriously gone missing.
Analysts say that refineries in China and India are buying up some of the Russian oil products. According to CNBC, there has been a “significant uptick” in Russian oil deliveries to New Delhi, and China is also being lured by the oil traded at a deep discount.
And while the U.S. and U.K. have both banned the import of Russian oil, the EU, which is far more reliant on Russian energy, has kept up its buying—only planning to slash natural gas imports by two-thirds within the next year, to avoid an energy crisis.
Russian Urals, the benchmark for Russian crude oil, is trading at an alluring $30 a barrel discount to Brent, the European benchmark. But despite the cheap prices, many Western traders have avoided buying Russian oil. “Russia’s oil has effectively become toxic,” one banker previously told the FT.
According to S&P Global, traders said that public perception caused many Western firms to stop buying Russian oil, even at a relative cheap price. Many do not want to be seen as funding the invasion of Ukraine.
"The ships are going dark because they are afraid if they take on Russian business, they will be blacklisted for a period of time and unable to get future business," Andy Lipow, president of consulting firm Lipow Oil Associates, told CNN.
But as millions of barrels of oil keep going missing, analysts predict the spike in dark activity could be put down Western traders avoiding a PR crisis.