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沙特阿拉伯原油出口量创下伊朗战争爆发以来最高水平,尽管管道中断Saudi Arabia crude oil exports hit highest level since Iran war began despite pipeline outage

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根据贸易情报公司Kpler的数据,尽管沙特阿拉伯与伊朗支持的武装分子之间的战斗急剧升级,但沙特本月的原油出口量仍大幅飙升。

Saudi Arabia's crude oil exports have surged this month despite a sharp escalation in fighting with Iran-backed militants, according to data from the trade intelligence firm Kpler.

利雅得9月每天出口600万桶,创下约七个月前伊朗战争爆发以来的最高水平。这个王国的原油运输量已恢复至2025年的月均水平。

Riyadh is exporting 6 million barrels per day in September, the highest level since the Iran war began about seven months ago. The kingdom's crude shipments have recovered to the monthly average of 2025.

本月,沙特的东西输油管道在遭受到从伊拉克发动的无人机袭击并受损后被迫关闭,但沙特仍设法提高了出口量。9月原油出口量较8月的每日340万桶飙升近80%。

The Saudis have managed to ramp up exports even after they closed the critical East-West oil pipeline this month due to damage it sustained in a drone attack launched from Iraq. Shipments in September have surged nearly 80% over the 3.4 million bpd of crude exported in August.

伊朗战争期间,这条管道一直是石油市场的重要“泄压阀”。在伊朗袭击过往船只之际,它使沙特得以绕开霍尔木兹海峡。利雅得将东部产油区的出口原油经由这条管道转运至延布红海终端。

The pipeline has acted as a crucial relief valve for the oil market during the Iran war. It allowed the Saudis to bypass the Strait of Hormuz as Iran attacked tankers transiting those waters. Riyadh shifted exports from its oil producing regions in the East through the pipeline to the Red Sea terminal of Yanbu.

管道关闭后,布伦特原油价格一度飙升至每桶近110美元,但随着投资者越来越相信停运造成的影响小于最初的担忧,油价已回落。

Brent crude oil jumped to nearly $110 per barrel after the pipeline shut, but prices have pulled back as investor confidence grows that the outage has been less disruptive than originally feared.

美国军方沿阿曼海岸开辟了一条航道后,沙特将原油出口重新改道经霍尔木兹海峡运输。几个月来,其他海湾国家也一直依赖这条航线,但鉴于伊朗持续袭击过往海峡的油轮,航行仍然危险。

The Saudis have redirected crude oil exports back through Hormuz as the U.S. military has carved out a shipping lane along Oman's coast. The other Gulf states have relied on this route for months now, though the journey remains dangerous as Iran continues to attack tankers transiting the strait.

Kpler商品研究主管马特·史密斯表示:“中东湾出口量回升是管道停运的结果,但鉴于过境船只增加,这也可能表明人们对使用霍尔木兹海峡的信心有所增强。”

"The ramp-up from the Mideast Gulf is a consequence of the pipeline outage, but it likely also signals a greater confidence in using the Strait of Hormuz given rising traffic," said Matt Smith, director of commodity research at Kpler.

Kpler数据显示,周三经霍尔木兹海峡运输的石油出口量七日均值达到每日1320万桶,而在伊朗战争扰乱运输之前,该数字约为每日1700万桶。

Oil exports through Hormuz reached a seven-day average of 13.2 million bpd on Wednesday, compared to around 17 million bpd before the Iran war disrupted traffic, according Kpler data.

据行业消息人士向路透社透露,这条东西向输油管道已于本周早些时候恢复运行,但目前输油量仍处于较低水平,目前正在逐步增加中。沙特阿拉伯方面尚未正式确认该管道已经重新投入使用。

Industry sources told Reuters that the East-West pipeline restarted at low volumes earlier this week and is now ramping up. Saudi Arabia has not publicly confirmed that the pipeline has restarted.

不过,沙特阿美(Saudi Aramco)首席执行官阿明·纳赛尔(Amin Nasser)周四在接受日本《日经新闻》(Nikkei)采访时表示,石油基础设施的“临时中断”通常只会持续几天,而不会持续数周或数月。纳赛尔拒绝提供关于该输油管道的最新运行状况的详细信息。

But Saudi Aramco CEO Amin Nasser told the Japanese newspaper Nikkei on Thursday that "temporary interruptions" to oil infrastructure last "usually for days, not weeks or months ... on every occasion." Nasser declined to give a specific update on the pipeline.

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