霍尔木兹海峡的吸引力已经不如几个月前那般炽热。根据谷歌搜索量来看,全球对该水道的关注度在四月达到顶峰,彼时石油通过该水道的流量几近枯竭,所有人都在疯狂探寻为何油价突然冲破每桶100美元的大关。到了八月,伊朗在重新开放海峡问题上不肯松口、坚持强硬立场,关注度再度攀升。
然而,近几周来,跟踪时事的观察者们正逐渐熟悉新的地缘命脉。随着霍尔木兹海峡的石油流量逐步恢复,目光已转向西方——沙特阿拉伯试图为部分石油出口另辟蹊径,却因此暴露出新的脆弱环节。与伊朗结盟的胡塞武装正将目标对准从沙特红海港口流出的原油运输线。紧接着,在近数日,来自伊拉克的无人机袭击迫使沙特关闭了关键的东-西输油管道,这直接引爆了油价的最近一轮飙升。
在这片变幻莫测的中东版图上,旧有的枢纽虽已趋于平静,但新的焦点正以迅雷不及掩耳之势登场。红海、管道、无人机——每一个看似细微的变量,都可能在能源市场上激起滔天巨浪。
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