???????????????2026????????
??????????????????????????????
???????????????????????????????????????" passing fee $5000"????????????????????????????"????"?????——??????????????????
????????????????????????????????PGMIC????????????????????"???????"??????????——?????????????????????
$200?????????????????"??"??????????????????????????????????????????VLCC???????????????????????????????????——???????????????????
??????????
????????????
7?29????????????????????????
??????Energos Winter?FSRU——????????????? floating ?????????????????GasLog Salem?LNG?????????fires were reported, crew evacuated, no casualties.
?????????????
???????????????????????????????????????????????——??????????????????????????????????????" plausible deniability"??????????????????????"????"??
??? Energos Winter?Apollo??????????????????????????????????????——???????????????????????????????????????????????????????????????????????????
???????????????????????????"???"????????????????????????????????????????????????????——?????????????????LNG??——??????????????
??$3000??????????$10???????????????
“??”????????????????????????????????????
???????
????????????????????????
Reuters?????????7??????????????????????"?????"????????????????????????????
???????????????????????????????????????????????
????????????????????????????????????????????????????????????????????????????????"???"????????????
??????????????????
?????????????????????????????????????????????? raise war-risk premiums?????????????????
????????????????????RCL?7?24??????????????TS Chennai????-?????????????????" cargo-handling, storage, diversion, transshipment, inland transport, port charges, detention, demurrage and other related costs would be passed to cargo interests." ????????????
??????????????????
?????????
???? tanker?????????
Scorpio Tankers?????Q2??????$3.875????$8.47????????$7350????$1.59??????????
???MR????TCE??$27,000/?????????LR2?????$77,700/??????????????????????????
?Scorpio?????????????????????????"????"????
Drewry?????????????????20-23%?????20???????????????????????????????????????????——??? sanctioned ??????????????
36%?????????21%?VLCC???18%???????????"????"???????????????????????????????????????????
??????????????
2028??178????????????2026??5??????178?????2025???????????????????????????????????????????????????????——???????????????——???????????
Drewry???????2028?????????????2026-2027????????????????20??????????2028?????????????????
???????????????2028?????
??????????????
????????????????????????????????
??NGO Transport & Environment????????????69???????????3? operational?1? confirmed investment???65???" pending FID"????15?????3??? operational?10??????2???FID?
69??? vs 15???——???????4???????????????
Martin Crawford-Brunt?Lookout Maritime??????????????" Neste H1???€5.51???€20.6?????e-fuels????????" Neste?????????????????——??????????????????????????
T&E???????????????????????????????????????????" It is a question of keeping pace, ensuring supply and investing in future energy sources rather than switching one dependency for another."
????????????????????????????????????
???????
??????????????????Adenac????????LPG??
????2025?10?????2026?4?????????????????LPG?+??????????????????????????Christos Triantafyllidis????StealthGas???
??????????????"?????????"——???????2-5????????????????"????"?????????"?????"?????
?????????22?????27?????????——???????????????????????????????22????????????????
Adenac??????????????????????????????????????????????
???????
???????????????2026?????????????????????????
????????????????????????????????????????——????????——??????????????????????????????????????????????????????
???????????????????????????????????????????"??"?????????????
????????????????????????????"??"??????"???"??????????????——?????????
??????????????????????
?????????????????????????????????????????????????????
—— ??WSL 2026-07-31