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伊朗威脅封鎖霍爾木茲海峽,已在全球市場引發震盪,因為對供應中斷的擔憂,油價已經上漲。該海峽是關鍵的瓶頸,掌控著全球近20%的石油流量,任何封鎖都可能對世界經濟產生嚴重影響。
*主要影響:*
- _油價飆升_:布倫特原油已突破每桶80美元,若封鎖持續,可能升至100美元
- _全球供應鏈中斷_:全球20%的石油和20%的液化天然氣(LNG)出口面臨風險
- _地區影響_:中國、印度、日本等亞洲經濟體面臨重大能源安全風險
- _替代路線有限_:沙特阿拉伯和阿聯酋的管道提供部分替代方案,但不足以彌補全面封鎖
美國已提出護送油輪並提供保險,但局勢仍然不穩。