中远海能(01138)股价上涨超过5%。截至发稿时，该股上涨5.42%，报11.09港元，成交额达2.43亿港元。
美国能源部长赖特在迈阿密的一次能源会议上阐述了特朗普政府的设想方案，即美国将无限期控制委内瑞拉石油的流通、销售及其相关收入。赖特在会上表示：“我们不会像现在这样封锁石油，而是会让市场自由流动，让石油流入美国炼油厂和世界各地，从而带来更好的石油供应。”
国金证券认为，这一举措将促使原油从黑船市场转向合规市场，利好合规市场需求，并拉长油运运距。
国泰海通证券指出，过去一周，假期后中东和美湾地区的货盘逐步增加。有船东加大租船力度以提高供给控制力，同时因对后市预期乐观而放缓报价，导致中东-中国航线VLCC的TCE快速回升至近6万美元。
该行提示，短期运价受众多因素影响，建议关注运价中枢趋势，把握淡季市场分歧与布局时机。该行预计油运行业景气度有望继续超预期上行，全球原油增产将继续驱动油运需求超预期增长，而油轮加速老龄化与影子船队制裁将保障合规运力供给的刚性持续。地缘政治局势可能提供意外利好。
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