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中东战争引发全球经济震荡

随着美以对伊朗的打击升级为区域性冲突，全球市场在航运中断的背景下，正努力应对能源供应的脆弱性。

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    • 霍尔木兹海峡——位于伊朗、阿拉伯联合酋长国和阿曼之间——是全球能源贸易的关键咽喉。
    • 霍尔木兹海峡——位于伊朗、阿拉伯联合酋长国和阿曼之间——是全球能源贸易的关键咽喉。 插图：路透社

    Andrew Hammond

    Published Tue, Mar 3, 2026 · 10:06 AM

    本文由AI辅助翻译

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    距离20世纪70年代初中东爆发重大能源冲击已过去半个世纪，那次危机结束了全球石油工业约25年的不间断增长。这场危机不仅动摇了大型能源公司，更引发了撼动全球经济的重大冲击。

    50年后的今天，与20世纪70年代的相似之处再次浮现。尽管欧佩克+（Opec+）国家上周末宣布将从4月起每日增产超过20.6万桶，但当前危机可能会产生超越中东、波及亚洲等地区的重大经济和政治影响。

    Wood Mackenzie高级副总裁Alan Gelder断言，最接近的历史类比是20世纪70年代初，阿拉伯产油国为回应美国在赎罪日战争中对以色列的支持而实施的石油禁运。该事件导致油价在不到一年的时间里飙升了近四倍。

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