卡塔尔主权财富基金并未放缓交易，一位高管表示，尽管伊朗战争导致该国上半年财政收入锐减42%。
Qatar’s sovereign wealth fund isn’t slowing its dealmaking, a senior executive said, even as the Iran war gutted the state’s revenue by 42% in the first half of the year.
战争“并未影响我们的进展”，卡塔尔投资局（QIA）基金主管莫辛·皮尔扎达对《国会山报》表示。“我们继续投资，我们继续部署。”“我们显然非常清楚，我们为卡塔尔州管理盈余财富，而这主要来源于液化天然气出口，”皮尔扎达说。
The war “hasn’t impacted our progress,” Mohsin Pirzada, head of funds at Qatar Investment Authority, told Semafor. “We continue to invest, we continue to deploy.”“We’re obviously very mindful that we manage the surplus wealth for the state of Qatar, and that is largely derived by LNG exports,” Pirzada said.
该主权基金一直保持活跃投资者身份，其基金部门今年已部署数十亿美元。上个月，QIA宣布与摩根大通建立200亿美元投资伙伴关系，此前就在伊朗战争爆发前夕，刚与高盛达成250亿美元协议。
The sovereign fund has remained an active investor, with its funds division deploying billions of dollars already this year. QIA announced a $20 billion investment partnership with JPMorgan last month, following a $25 billion agreement with Goldman Sachs just before the Iran war began.
尽管目前没有新的基金交易“在雷达上”，皮尔扎达表示，QIA“将与摩根大通或高盛等机构或管理人建立若干战略平台安排”，重点放在那些与基金有长期合作关系的公司上。战争爆发前，QIA曾表示计划在未来十年仅在美国投资5000亿美元。该基金曾预计规模将近乎翻倍，受益于到2030年液化天然气（LNG）产能扩张85%。但该气田扩张计划如今被推迟——伊朗对拉斯拉法恩综合体的袭击导致其现有产能约17%被切断。卡塔尔经济预计今年将收缩15.6%，政府可能出现赤字。
While no new fund deals are “on the radar” now, Pirzada said, QIA “will have a handful of strategic platform arrangements with managers or institutions like JPMorgan, or like Goldman Sachs,” focused on firms that the fund has had long-standing relationships with.”Before the war, QIA said it planned to invest $500 billion in the US alone over the next decade. The fund had expected to nearly double in size, boosted by an 85% expansion of its liquefied natural gas (LNG) output by 2030. That gas expansion has now been delayed — an Iranian attack on the Ras Laffan complex knocked out about 17% of its existing capacity. Qatar’s economy is expected to contract 15.6% this year, and the government will likely post a deficit.
QIA资产规模约为5800亿美元，是华尔街公司和美国科技公司的重要支持者。其投资意愿与海湾邻国相仿：除了沙特阿拉伯的公共投资基金外，其他所有主权基金都有望迎来有史以来最活跃的交易年之一，据基金追踪机构GlobalSWF报道。
QIA, with around $580 billion in assets, is a significant backer of Wall Street firms and US technology. Its appetite mirrors that of its Gulf peers: with the exception of Saudi Arabia’s Public Investment Fund, all are on track for one of their most active years of dealmaking ever, according to fund tracker GlobalSWF.
卡塔尔是美国与伊朗战争中受影响最严重的海湾国家之一。与一些邻国不同，卡塔尔没有可以绕过霍尔木兹海峡的出口通道，因此一直不愿让那些易燃且运输成本更高的液化天然气（LNG）运输船通过该海峡。
Qatar has been one of the most impacted Gulf countries by the US-Iran war. Unlike some of its neighbors, it has no export routes that bypass the Strait of Hormuz, and has been reluctant to move LNG tankers — which are more flammable and expensive than crude carriers — through the strait.
尽管面临诸多挑战，卡塔尔经济仍显示出复苏的迹象。卡塔尔能源公司（QatarEnergy）首席执行官萨阿德·阿尔-卡比（Saad al-Kaabi）上个月表示，该公司的扩建项目预计将于2027年上半年开始投产。与此同时，位于德克萨斯州的一座液化天然气出口设施（该设施由卡塔尔能源公司与埃克森美孚（ExxonMobil）共同拥有）已于4月首次出口了液化天然气产品。
Despite the disruptions, there are signs of recovery. QatarEnergy Chief Executive Saad al-Kaabi said last month that the expansion project is expected to begin production in the first half of 2027. Meanwhile, an LNG export facility in Texas, majority owned by QatarEnergy in a joint venture with ExxonMobil, shipped its first cargoes in April.