根据阿布扎比能源会议（ADIPEC）组织方委托进行的研究，中东地区的能源行业高管们对自身行业的未来比其他地区的同行更为乐观。这证明了尽管霍尔木兹海峡的航运受到干扰，他们仍能够确保石油的稳定供应。
The News Middle East energy executives are more optimistic about their industry’s future than their peers elsewhere, a testament to their ability to keep oil flowing despite the disruption to the Strait of Hormuz, according to research commissioned by the organizers of ADIPEC, the Abu Dhabi energy conference.
据预测，未来十年全球对各种能源的需求将持续增长，这一趋势主要受到电气化进程和人工智能技术普及的推动。国际能源署估计，今年的能源投资将达到创纪录的3.4万亿美元：其中2.2万亿美元将用于清洁能源和电网建设，1.2万亿美元将用于石油、天然气和煤炭领域。在接受调查的1800多名决策者中，近三分之二的人认为未来五年内能源投资的增速将超过五分之一。
Global demand for energy from all sources is forecast to rise over the next decade, driven by electrification and AI adoption. The International Energy Agency estimates energy investment at a record $3.4 trillion this year: $2.2 trillion in clean energy and grids, and $1.2 trillion in oil, gas, and coal. Almost two-thirds of the more than 1,800 decision-makers surveyed expect the pace of capital deployment to increase by more than a fifth over the next five years.
对于那些能够将石油产品运出海湾地区的生产商来说，这种乐观的评估并不令人意外——毕竟美伊战争导致油价上涨，为他们带来了额外的利润。大多数受访者表示，全球能源系统已经成功通过了“50年来最大的压力测试”，其韧性远超预期；这得益于该系统能够迅速应对各种冲击、持续向客户供应能源，以及冲突发生前就已经实现了能源来源和运输路线的多元化。
The upbeat assessment isn’t surprising from producers who can get their product out of the Gulf amid higher prices from the US-Iran war. Most respondents said the energy system passed its biggest “stress test in 50 years” and proved more resilient than expected, thanks to quick adjustments to shocks, continued supply to customers, and the diversification of sources and routes before the conflict.
然而，来自亚洲消费国的三分之一的高管认为，全球能源系统的韧性低于预期。亚洲地区是全球石油和液化天然气供应的主要来源地，因此该地区对能源供应中断的敏感度最高。
But a third of executives from consuming countries in Asia — the most vulnerable to the disruptions — said the global energy system proved less resilient than expected. Know More ADIPEC, the world’s biggest energy exhibition organized by dmg events, comes at a moment of unprecedented upheaval for a region that supplies a fifth of the world’s oil and liquefied natural gas.
关于ADIPEC：作为全球最大的能源展会，它是在一个充满动荡的时期举办的。目前，该地区供应了全球五分之一的石油和液化天然气；此次能源供应中断迫使许多国家重新审视自身的能源安全战略。虽然许多政府可能会寻求提高能源自给率以应对未来的风险，但能源行业专家们更看重能源系统的互联互通性、能源来源的多元化以及基础设施的保护，认为这些因素比单纯的能源自给更为重要。
The disruption has pushed dozens of countries to rethink their energy security priorities. While many governments may pursue domestic self-reliance to avert future shocks, those in the industry are betting on a connected system, ranking renewables, source diversification, and infrastructure protection as bigger priorities than self-sufficiency.
调查显示，在人工智能问题上存在广泛共识，既将其视为未来需求的驱动力，也视为从井口到配电环节释放效率的途径。仅有 3% 的受访者预计来自 AI 的电力需求将低于预测；多数受访者认为，在未来十年，这项技术将比可再生能源创新更具影响力。
The survey showed broad consensus on artificial intelligence, both as a driver of future demand and as a way to unlock efficiencies from the wellhead to distribution. Just 3% of respondents expect electricity demand from AI to be lower than forecast; a majority see the technology as becoming more influential than innovations in renewable energy over the next decade.
AI 在石油生产中的应用已超越试点阶段：报告中一位高管表示，软件“按钻机所需的确切功率分配电力，并将未使用的能量储存起来以备后用。它将钻机的总功耗降低了 25% 至 30%。”
AI applications in oil production have moved beyond the pilot phase: One executive said in the report that software “distributes the power on the drilling rig in the exact amount required and stores the unused energy for later use. It reduces the total power consumption of the rig by 25 to 30%.”
国际能源署（IEA）署长法提赫·比罗尔称，霍尔木兹海峡封锁是世界面临的最大能源安全危机，他预计这将重塑投资，正如 1970 年代的石油冲击那样。亚洲正在重新思考对海湾能源的依赖。
Notable The Hormuz closure is the biggest energy security crisis the world has faced, according to IEA chief Fatih Birol, who expects it to reshape investment much as the 1970s oil shocks did Asia is rethinking its reliance on Gulf energy.
一位分析师对《财富》杂志表示，该地区正在从“准时制供应链”转向“以防万一供应链”。
The region is shifting “from just-in-time supply chains to just-in-case supply chains,” one analyst told Fortune