澳大利亚油气巨头伍德赛德能源成中东冲突最大赢家

澳大利亚最大石油天然气生产商伍德赛德能源因中东局势动荡而获利丰厚。1伊朗对卡塔尔液化天然气枢纽的导弹袭击中断了霍尔木兹海峡的油轮运输，导致全球液化天然气供应受阻。1受此影响，全球液化天然气价格大幅上扬，亚洲买家转向澳大利亚寻求替代供应。1伍德赛德能源首席执行官利兹·韦斯科特表示："收入增加，价格上升。"1该公司三个月内收入跃升近30%，达到60亿澳元。1

卡塔尔液化天然气产量占全球供应的20%，已被完全制约。1作为全球第三大液化天然气供应国，仅次于卡塔尔，澳大利亚由此受益。1澳大利亚联邦政府随之上调了液化天然气出口收入预测，从原先的47亿澳元上调至65亿澳元。1

这一收入增长也引发了政治争议。1联邦石油天然气税制度成为关注焦点，气候组织和议员推动将税率提高至25%。1

Woodside Energy, Australia's largest oil and gas producer, has capitalized on Middle East tensions to become one of the country's biggest beneficiaries from the Iran conflict. The company's quarterly revenue surged nearly 30 percent to 60 billion Australian dollars 1, driven by disruptions to global liquefied natural gas supply stemming from Iranian missile attacks on Qatari LNG infrastructure that blocked tanker traffic through the Strait of Hormuz 1. With Qatar accounting for 20 percent of global LNG supply now constrained, Asian buyers have pivoted toward Australian alternatives, pushing international prices higher 1.

The surge in demand has prompted Australia's federal government to significantly revise its LNG export revenue forecasts upward from 47 billion Australian dollars to 65 billion Australian dollars 1. Woodside's Chief Executive Liz Westcott attributed the company's performance to market conditions, stating "revenues are up, prices are up" 1. As the world's third-largest LNG supplier after Qatar, Australia is positioned to capture sustained demand from the market disruption 1. The conflict erupted on February 28 1, setting the stage for Australia's energy sector to strengthen its global market position during an extended period of Middle East supply uncertainty.