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霍尔木兹海峡航运回升,油价下跌Oil drops as Hormuz traffic rebounds

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最新数据显示,中东原油出口量已超越战前水平,油价因此下跌,但由于针对穿越霍尔木兹海峡油轮的攻击增加,这种缓解可能只是暂时的。根据研究公司Kpler汇编的数据,销售量的增长伴随着七国集团(G7)释放能源储备,以遏制飙升的柴油价格。

Oil prices fell as new data showed crude exports from the Middle East surpassed prewar levels, though any respite may be short-lived as attacks on tankers traversing the Strait of Hormuz increased. The rise in sales, according to data compiled by research firm Kpler, came alongside G7 nations releasing energy stockpiles in a bid to tame surging diesel prices.

此外,驶出霍尔木兹海峡的液化天然气货物量也达到了战争爆发以来的最高水平。这一回升主要归功于美国的海军保护计划以及对伊朗雷达站的打击,但德黑兰增加了对霍尔木兹海峡附近船只的打击次数,威胁着能源贸易的复苏。美国自由欧洲电台/美国之音(RFE/RL)指出:“伊朗在霍尔木兹海峡的筹码正在减弱,但并未消失。”—— Prashant Rao

Separately, liquefied natural gas cargoes exiting Hormuz also reached their highest level since the war erupted. The rebound has largely been due to a US naval protection program and strikes against Iranian radar sites, but Tehran has upped the number of strikes on vessels near Hormuz, threatening any energy trade resurgence. “Iran’s Hormuz leverage is fading,” RFE/RL noted, “but it isn’t gone.”— Prashant Rao