中东地区（伊朗除外）的原油出口已于9月末恢复至战争前的水平。1日均出口量达到1950万至2250万桶，超过战前平均的约1800万桶。1尽管荷姆兹海峡继续遭受针对船只的攻击，出口商通过开辟替代航线和海上换油等方式有效绕过了该通道的风险。1
战争初期荷姆兹海峡的威胁曾造成严重冲击。1在海峡关闭后的10天内，非伊朗原油出口下降了72%。1但随后出口商迅速调整运输策略，目前约40%的原油已经改由非荷姆兹海峡路线运出，相比战前的17%大幅增加。1沙特阿拉伯和阿联酋等主要出口国也增加了替代路线的出口量。1
海上换油成为另一项关键的规避措施。18月份超过70%的原油在阿曼湾进行了海上换油操作。1尽管最近数周报告至少发生了7起船只受袭事件，包括10月1日油轮Kazimah III遭未知射弹击中，但船员安全疏散，出口供应链的韧性依然保持。1
Oil exports from the Middle East, excluding Iran, have rebounded to pre-conflict levels by the end of September, reaching between 19.5 and 22.5 million barrels per day 1. This recovery surpasses the pre-war average of approximately 18 million barrels daily 1, despite ongoing threats to shipping traffic in the Strait of Hormuz. Exporters have successfully circumvented the strategic waterway through alternative routes and ship-to-ship transfers, with approximately 40 percent of crude oil now bypassing the strait, compared to just 17 percent before the conflict 1.
The initial impact of the war was severe, with non-Iranian crude exports plummeting by 72 percent within ten days following the closure of the Strait of Hormuz 1. Major producers Saudi Arabia and the United Arab Emirates have expanded their use of alternative export pathways to maintain supply levels 1. In August, more than 70 percent of crude underwent mid-ocean transfers in the Gulf of Oman 1.
Shipping security remains a concern in the region. At least seven vessel incidents have been reported in recent weeks 1, including an October 1 incident in which the tanker Kazimah III was struck by an unidentified projectile, leading to the safe evacuation of its crew 1.
评论
还没有评论，欢迎留下第一条。