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北京时间·🕒 发布 07-30 18:37:26时区推断·⟳ 抓取 07-30 18:41:52·⚡ 决策 08-01 00:27:52 +1d05h·88.1 天前
胡塞封锁后两艘运往印度的沙特原油油轮关闭AIS穿越红海
这是红海航运安全与原油物流背景事件，未披露印度炼厂成本、供应中断或利润影响的可量化增量。
📄 原文Reuters↗ 原文
Two tankers carrying Saudi crude for Indian refiners have exited the Red Sea through the Bab el-Mandeb Strait by sailin…
不做 Indian Oil Corp（IOC.IN）
红海航运安全背景，未披露供应中断、运费成本或利润影响，无法形成公司级可交易edge。
不做 Mangalore Refinery and Petrochemicals（MRPL.IN）
相关油轮预计仍抵达印度，事件对公司短期盈利方向和量级不清，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-30 · 扩散 medium · price-in 风险 medium ↗
关键理由
- 这是红海航运安全与原油物流背景事件，未披露印度炼厂成本、供应中断或利润影响的可量化增量。
- 报道核心是两艘船为安全关闭AIS且仍在驶往印度，未形成对印度石油公司或MRPL的明确短周期同向交易催化。
主要风险
- 若后续出现实际延误、保费/运费大幅上升或印度炼厂采购中断，需由新信号重新研判。
原文全文
展开原文 · 2,164 字
Two tankers carrying Saudi crude for Indian refiners have exited the Red Sea through the Bab el-Mandeb Strait by sailing "dark" after Yemen's Iran-aligned Houthis announced a blockade on Saudi shipments, two sources with direct knowledge of the matter said.
The Suezmax tanker Amazon, chartered by Indian Oil Corp (IOC.NS), loaded 1 million barrels of oil and Aframax Rodos lifted 700,000 barrels of crude for Mangalore Refinery and Petrochemicals Ltd (MRPL.NS) at Saudi Arabia's Yanbu port around July 20 and briefly turned north towards the Suez Canal.
However, the Amazon and Rodos then switched off their Automatic Identification System transponders around July 22, preventing public tracking of their moves, and headed south to exit the Red Sea through the Bab el-Mandeb Strait, the sources said.
The tankers are the first evidence of vessels carrying Saudi crude for India going dark by turning off their transponders, which the sources said is normal practice in war zone areas, since the blockade began.
"The owner had shut the transponders on the vessels for safety purposes, and the vessels are now heading to India," one of the sources told Reuters.
The Rodos is expected to arrive at India's Mangalore port on August 1, while the Amazon is scheduled to reach Chennai in early August, both sources said.
Both vessels are managed by Greece-based Dynacom Tankers. Dynacom had no immediate comment when contacted by Reuters.
India's foreign ministry, Indian Oil and MRPL did not respond to emails seeking comment.
The vessels switched off their transponders after two other Dynacom ships, Malta-flagged Panamax-sized tanker Kavomaleas and Liberian-flagged VLCC Acheloos, were hit by projectiles.
Indian refiners have switched to cargoes from the Middle East on a delivered basis since the Houthi attacks on several Saudi tankers. MRPL said in its latest tender it will only buy oil shipped on routes avoiding the Red Sea and Strait of Hormuz.
It was not immediately clear if the Indian government talked to the Houthis or Iranian authorities to gain safe passage for the vessels after refiners in India approached it for help.
The Suezmax tanker Amazon, chartered by Indian Oil Corp (IOC.NS), loaded 1 million barrels of oil and Aframax Rodos lifted 700,000 barrels of crude for Mangalore Refinery and Petrochemicals Ltd (MRPL.NS) at Saudi Arabia's Yanbu port around July 20 and briefly turned north towards the Suez Canal.
However, the Amazon and Rodos then switched off their Automatic Identification System transponders around July 22, preventing public tracking of their moves, and headed south to exit the Red Sea through the Bab el-Mandeb Strait, the sources said.
The tankers are the first evidence of vessels carrying Saudi crude for India going dark by turning off their transponders, which the sources said is normal practice in war zone areas, since the blockade began.
"The owner had shut the transponders on the vessels for safety purposes, and the vessels are now heading to India," one of the sources told Reuters.
The Rodos is expected to arrive at India's Mangalore port on August 1, while the Amazon is scheduled to reach Chennai in early August, both sources said.
Both vessels are managed by Greece-based Dynacom Tankers. Dynacom had no immediate comment when contacted by Reuters.
India's foreign ministry, Indian Oil and MRPL did not respond to emails seeking comment.
The vessels switched off their transponders after two other Dynacom ships, Malta-flagged Panamax-sized tanker Kavomaleas and Liberian-flagged VLCC Acheloos, were hit by projectiles.
Indian refiners have switched to cargoes from the Middle East on a delivered basis since the Houthi attacks on several Saudi tankers. MRPL said in its latest tender it will only buy oil shipped on routes avoiding the Red Sea and Strait of Hormuz.
It was not immediately clear if the Indian government talked to the Houthis or Iranian authorities to gain safe passage for the vessels after refiners in India approached it for help.
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