沙特阿拉伯出现了一个对全球石油供应的新威胁,一条关键的输油管道在遭到袭击后可能在数周内基本停运,而胡塞武装的推进则威胁着另一条因中东地区更广泛冲突而本已紧张的主要航运通道。东西输油管道是一条长1200公里的线路,连接沙特阿拉伯位于海湾沿岸的石油产区和红海港口延布,在一次无人机袭击后被关闭,利雅得方面将此次袭击归咎于伊朗支持的民兵组织。
据美联社援引的两名地区官员称,维修工作可能需要三到五周时间,不过在维修期间,该管道可能仍会部分运行。
此次中断可能对全球石油供应造成又一次重大打击,而当前霍尔木兹海峡的航运已因美国与伊朗之间的战争受到严重干扰。沙特出口通道面临长达数周的中断据该通讯社报道,如果管道持续关闭,沙特阿拉伯储存在红海港口延布的石油仅够维持大约五到七天的出口。此后,全球多达4%的石油供应可能面临风险,这将使霍尔木兹海峡周边中断已影响的每日数百万桶石油供应雪上加霜。沙特According to , sources estimate that repairs could take three to five weeks, particularly because a major pumping facility was damaged. One official told that the pipeline could continue to operate partially during repairs, although it remains unclear how much oil could still flow through it.The scale of the potential disruption is significant. According to Rystad Energy, the pipeline had been carrying a weekly average of between 2.6 million and 4 million barrels of crude a day since late August.因此,全面停产将使市场上损失相当可观的供应量。
布伦特原油价格触及109美元,睿咨得能源(Rystad)表示,这一价格走势"是一个明确信号,表明市场正日益将供应大幅损失纳入定价考量"。胡塞武装推进关闭又一条石油运输路线管道危机爆发之际,胡塞武装正沿着也门红海沿岸大举推进。
这些受伊朗支持的叛军已占领具有战略意义的大哈尼什岛和小哈尼什岛,巩固了其在曼德海峡周边的地位。这些岛屿位于这条狭窄海上通道以北约160公里处。该通道是连接红海与外洋的关键航线,也是沙特阿拉伯向亚洲市场出口的重要走廊。
胡塞武装此前已占领港口城市穆哈以及位于曼德海峡之中的迈温岛。
他们最近的行动使该组织对第二个重要海上咽喉要道掌握了更大的主动权,而与此同时,阿拉伯半岛另一侧的霍尔木兹海峡仍处于严重受阻状态。胡塞武装还占领了位于红海入口处的战略要地丕林岛。该组织日益将沙特石油基础设施和航运作为打击目标,使利雅得向国际买家输送原油的能力面临更大压力。其结果是沙特阿拉伯受到的挤压日益加剧。在经由霍尔木兹海峡的航运受到干扰后,沙特越来越依赖东西输油管道来绕开But with the pipeline now offline and Houthi forces expanding their presence around the Red Sea, alternative export routes are becoming more difficult and expensive.DIPLOMACY STUMBLES AS HORMUZ TALKS ARE POSTPONEDThe pressure on energy markets has been accompanied by a setback on the diplomatic front.Oman postponed a meeting scheduled for Monday between Iran and Gulf Arab states that was expected to discuss arrangements for shipping through the Strait of Hormuz. Oman's Foreign Minister Sayyid Badr Albusaidi said the meeting had been postponed "in the interests of consensus".Iranian officials had said they planned to attend the gathering and present an agreement with Oman concerning shipping routes through Hormuz.但此次推迟引发了新的疑虑:双方能否达成缓解航运危机的安排。伊朗希望其对该海峡的控制得到承认,包括向使用这一水道的船只收取费用的权力,但这一要求遭到华盛顿的拒绝。伊朗外交部长阿巴斯·阿拉格齐还告诉总部位于伦敦的《新阿拉伯报》,在美国满足其要求之前,德黑兰不会重新开放该海峡。与此同时,通过霍尔木兹海峡的交通量仍大幅减少。初步船舶追踪数据显示,上周末大宗商品运输船的通行量已降至每天个位数,远低于10天平均值14艘。这些数据不包括可能已关闭追踪系统以避免被探测到的船只。—— 完发布者:Satyam Singh 发布时间:2026年9月14日 05:58 IST