Views: 0 Author: Site Editor Publish Time: 2026-07-14 Origin: Site
The current global energy market is facing three short-term hard core impacts, completely breaking the steady state of energy supply and exerting strong pressure on cross-border logistics systems. The Strait of Hormuz has repeatedly fallen into a navigation crisis due to the US Iran conflict, with ship traffic plummeting and the Middle East crude oil transportation capacity significantly reduced; The attack on Russian refining facilities and the ban on diesel exports have led to a sharp expansion of the global supply gap for refined oil products; At the same time, the extreme high temperatures in Europe and America during summer have given rise to rigid demand for electricity and oil, resulting in a tight balance pattern of supply contraction and demand increase in the energy market. The logistics of large and overweight engineering equipment such as rotary drilling rigs and pile drivers are highly dependent on the supply of crude oil and refined oil, as well as stable ocean shipping. Under the triple impact resonance, the transportation costs, route efficiency, and delivery stability of the industry are under comprehensive pressure, and the logistics operation risks have significantly increased.
As a core hub for global energy shipping, the restricted navigation in the Strait of Hormuz has triggered a chain logistics crisis, profoundly affecting the long-distance transportation of large engineering equipment. At present, the daily average number of navigable ships in the strait has dropped to single digits, far below the level of over a hundred before the conflict. Coupled with the continuous military confrontation between the United States and Iran, the uncertainty of regional shipping continues to rise. Rotary drilling rigs and pile drivers belong to overweight and oversized special goods, which can only be transported by semi submersible ships and heavy-duty special ships. The cost of fixed routes and diversion is extremely high, and they cannot flexibly avoid risks like ordinary goods. Frequent issues such as navigation stagnation, ship delays, and capacity shortages directly prolong the delivery cycle of equipment going abroad. At the same time, the soaring risk premium of shipping has pushed up the fuel surcharge and security costs of ocean transportation, significantly increasing the logistics expenses of cross-border trade of large engineering equipment.
The sharp decline in Russia's refined oil production capacity and export ban, coupled with the contraction of global refining capacity, have put diesel and gasoline supply in a tight situation, accurately impacting the entire logistics chain of large-scale equipment by land and sea. As a core global diesel exporting country, Russia's daily diesel shipments have significantly decreased, and the export ban has directly exacerbated the global diesel shortage. Prices of refined oil products have reached new highs in Europe and other regions. The long-distance land transportation of rotary drilling rigs and pile drivers relies on heavy-duty multi axle flatbed trucks, while ocean transportation relies on high energy consuming special ships, with diesel as its core power source. The shortage of refined oil supply has led to a sustained high rise in oil prices, further increasing the proportion of rigid fuel costs for large-scale logistics. Coupled with the low pressure on domestic fuel inventories in the United States, the difficulty of cost control for logistics companies has sharply increased, and the overall profit margin of the industry has been continuously compressed.
The rigid energy demand generated by extreme summer weather in the northern hemisphere further amplifies the pressure of supply-demand imbalance in the logistics of large-scale engineering equipment. The widespread high temperature weather in Europe has driven up the demand for electric refrigeration, resulting in a decrease in power generation efficiency and limited production capacity of power plants, indirectly squeezing the resources of the refined oil supply chain; The boom of self driving tours in the United States has driven fuel demand to a temporary high. Despite a significant increase in oil prices, market demand remains strong, and the balance of fuel supply and demand in the United States is extremely tight. Under the dual pressure of supply and demand, global fuel inventories are accelerating consumption, and prices of refined oil products are fluctuating more frequently. For the engineering logistics industry, real-time fluctuations in oil prices make it difficult to stabilize transportation quotes, and companies are unable to lock in costs in advance. Coupled with the normalization of downstream infrastructure equipment transportation demand, the logistics market is always in a tight balance state, and operational uncertainty has significantly increased.
The triple pattern of shrinking global refining capacity, hindered crude oil transportation, and strong terminal demand has led to a continuous decline in the logistics delivery efficiency of large-scale engineering equipment. According to data from the International Energy Agency, the global crude oil processing capacity of refineries has significantly decreased year-on-year, and the overall fuel supply capacity continues to weaken. The logistics industry's capacity allocation, ship scheduling, and land transportation scheduling have all been significantly affected. Rotary drilling rigs and pile drivers are often used in key infrastructure projects, with high requirements for transportation and delivery timeliness. However, the current fuel shortage has led to insufficient land transportation capacity in some areas, normalized delays in ocean going vessels, and frequent equipment delivery delays. At the same time, the continuous tension in the energy market has made logistics companies hesitant to blindly undertake long-distance cross-border large orders, and the market capacity allocation tends to be conservative.
The continuous global energy shock has forced the large-scale engineering equipment logistics industry to bid farewell to the extensive operation mode and accelerate transformation and upgrading. Faced with the current market situation of high oil prices, unstable shipping routes, and high costs, the industry is gradually abandoning the traditional long-distance single transportation mode and turning to cost reduction methods such as regional equipment reserves, nearby allocation, and bulk integrated transportation. At the same time, the competitiveness of top logistics enterprises with stable route resources, large-scale transportation capacity, and mature risk control systems continues to be highlighted, while small and medium-sized logistics enterprises are gradually being squeezed by the market due to insufficient risk resistance and weak cost control. Against the backdrop of short-term difficulty in recovering energy supply and demand, refined cost control, diversified transportation capacity layout, and risk prevention and control will become the core development direction of the large-scale engineering equipment logistics industry.
