---
title: "Understanding the Market | COSCO SHIPPING Energy rose nearly 5% as VLCC freight rates have recently surged, and the oil shipping supply-demand pattern is expected to continue improving"
description: "COSCO SHIPPING Energy's stock price rose nearly 5%, up 4.92% as of the time of writing, at HKD 9.59, with a trading volume of HKD 319 million. Recently, VLCC freight rates have surged, with the Clarks"
type: "news"
locale: "en"
url: "https://longbridge.com/en/news/258024779.md"
published_at: "2025-09-19T06:32:03.000Z"
---

# Understanding the Market | COSCO SHIPPING Energy rose nearly 5% as VLCC freight rates have recently surged, and the oil shipping supply-demand pattern is expected to continue improving

> COSCO SHIPPING Energy's stock price rose nearly 5%, up 4.92% as of the time of writing, at HKD 9.59, with a trading volume of HKD 319 million. Recently, VLCC freight rates have surged, with the Clarksons VLCC-TCE index reaching USD 78,000, an increase of 39% week-on-week. Analysts believe that oil shipping demand is influenced by increased crude oil production and sanctions from Europe and the United States, and the supply-demand pattern is expected to continue improving. It is anticipated that tanker freight rates will further rebound, with each increase of USD 10,000/day in VLCC-TCE bringing a marginal benefit of HKD 952 million to the company, and investors are advised to pay attention

According to Zhitong Finance APP, COSCO SHIPPING Energy (01138) rose nearly 5%, as of the time of writing, it increased by 4.92%, trading at HKD 9.59, with a transaction volume of HKD 319 million.

In terms of news, recently, VLCC freight rates have surged. On September 12, the Clarkson VLCC-TCE index was USD 78,000, a week-on-week increase of 39%. Dongguan Securities analysis believes that the recent rise in oil shipping freight rates is stimulated by the increase in crude oil production and the decline in oil prices, as well as the dual impact of increased sanctions from Europe and the United States boosting the demand for compliant oil tankers. In the long term, global crude oil prices are expected to decline further under the background of the United States and OPEC+ entering a production increase cycle, continuously stimulating oil shipping demand. Currently, the overall age of the tanker fleet is relatively high, and if the U.S. and Europe intensify sanctions on the gray market, it may lead to the clearance of old vessel capacity and reduce industry supply. The supply-demand pattern in the oil shipping industry is expected to continue to improve.

Recently, Industrial Securities pointed out that from the perspective of transportation demand, the operating rate of major refineries in China has recovered somewhat, and OPEC+ has continued to increase production since April, with oil prices generally maintaining a downward trend, leading to a potential recovery in oil shipping demand. On the supply side, the aging of the tanker fleet continues, and organizations such as the EU and IMO are establishing a more stringent carbon tax system for ships. Additionally, since 2025, the U.S. has been continuously intensifying sanctions against Russia and Iran, facing further clearance on the supply side of tankers. With supply tightening and demand warming, tanker freight rates are expected to rise further; according to the company's promotional materials, for every increase of USD 10,000/day in VLCC-TCE, the company is expected to gain a marginal benefit of HKD 952 million, suggesting that investors continue to pay attention

### Related Stocks

- [600026.CN - COSCO SHIPPING Energy](https://longbridge.com/en/quote/600026.CN.md)
- [01138.HK - COSCO SHIP ENGY](https://longbridge.com/en/quote/01138.HK.md)

## Related News & Research

| Title | Description | URL |
|-------|-------------|-----|
| 伊朗國家石油公司稱，印度扣押的三艘船隻與伊朗無關 | 伊朗國家石油公司表示，被印度扣押的三艘船隻與伊朗無關 | [Link](https://longbridge.com/en/news/276072255.md) |
| 美國在東太平洋襲擊了一艘涉嫌運毒的船隻，導致 3 人死亡 | 美國軍方在東太平洋對一艘涉嫌販毒的船隻進行了打擊，導致三人死亡，南方司令部對此進行了報道。此次行動是 “南方矛” 行動的一部分，旨在打擊毒品販運。自該行動啓動以來，至少已有 138 人在類似的打擊中遇難。在此次最新行動中，沒有美國軍人受傷 | [Link](https://longbridge.com/en/news/276499153.md) |
| SEAMEC 有限公司宣佈，船隻 “SEAMEC Diamond” 將於2026年2月18日起從 ONGC 合同中退租 | Seamec Ltd：SEAMEC LTD - 船隻 “SEAMEC DIAMOND” 自 ONGC 合同中解除租賃，生效日期為 2026 年 2 月 18 日 | [Link](https://longbridge.com/en/news/276192437.md) |
| 美國軍方表示，在東太平洋和加勒比海的三次獨立行動中，擊斃了 11 名男子 | 華盛頓，2 月 17 日（路透社）- 美國南方司令部週二表示，他們在東太平洋和加勒比海對船隻進行了三次打擊，造成 11 人死亡。根據美國軍方的説法，第一次打擊造成四人死亡，第二次打擊又有四人遇難，最後一次打擊則導致三人死亡。“情報確認這些船 | [Link](https://longbridge.com/en/news/276148391.md) |
| 美國軍方在經歷自 1 月以來的平靜後，炸燬了 3 艘涉嫌販毒的船隻，導致 11 人死亡 | 美國軍方在一段自一月以來的平靜後，恢復了對涉嫌販毒船隻的打擊，導致 11 人死亡。這些行動由美國南方司令部實施，針對的是在東太平洋和加勒比海從事毒品販運的船隻。五角大樓強調，這些船隻由指定的恐怖組織運營。儘管軍方採取了行動，但持續的 “禁毒 | [Link](https://longbridge.com/en/news/276185438.md) |

---

> **Disclaimer**: This article is for reference only and does not constitute any investment advice.