20250916-国投期货-_2025年8月石脑油船期月报_1页_691kb

Summary of Stone Oil Shipping Report (June-August 2025)

• Report Overview: This document analyzes shipping statistics for benzene transports from key regions to China, published on September 16, 2025, by Guotou Futures Research Institute.
• Key Findings:
  • August 2025 arrivals totaled 39,306,500 metric tons of benzene, a monthly decrease of 21.83% compared to July 2025. Northeast Asia accounted for the highest share at 35,102,000 tons.
  • Imports increased primarily from the Middle East (40.06% share, up slightly) and Northeast Asia, while supplies from North America, South Asia, and other regions saw reductions.
  • Cumulative data from January-August 2025 shows negative year-on-year changes for Russia (-32.17%) and North America (-35.07%), contrasting with increases in other regions.
  • Trend Analysis: Graphs indicate significant declines in Russian shipments over recent years but slight increases in Middle Eastern outputs, with fluctuating American volumes.
• Disconnected Changes: Regional supply shifts highlight broader market dynamics, requiring cautious interpretation given reference to external news sources.
• Disclaimer Note: This report provides general market insights but is for informational purposes only, subject to revision or updates without notice, and no liability is assumed for investment decisions based on its contents.