沙特阿美发出严峻警告,油市复苏或推迟至2027年

Odaily星球日报讯 霍尔木兹海峡持续受阻之际,全球能源供应的紧张程度进一步加剧。沙特阿美在最新财报沟通中发出强烈警示,指出当前冲击规模已达到前所未有的水平。
首席执行官阿敏·纳赛尔(Amin Nasser)在周一会议上表示,一旦这一关键航道持续关闭,全球每周可能减少约 1 亿桶原油供应。自本轮冲突爆发以来,累计缺口已达约 10 亿桶。尽管部分损失通过战略石油储备释放以及替代运输路径得到一定缓冲,但纳赛尔强调:“我们正面临全球有史以来规模最大的能源供应冲击。”
这一冲击的影响正在向更长周期延伸。霍尔木兹海峡原本承担着全球约五分之一的油气运输任务,若恢复时间继续推迟数周,市场供需关系的修复可能被迫延后至 2027 年。由此带来的扰动,已不再局限于短期波动,而是对全球供应体系构成持续性压力。(金十)
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