美国空袭后哈尔克岛原油出口量曝光 天然气燃除量激增暗示储运瓶颈

投资观察
13 hours ago

根据船舶追踪公司Kpler的数据,在遭遇美国空袭后,伊朗哈尔克岛这个能源基础设施枢纽的原油出口在中断两天后,于周日恢复。Kpler表示,上周日与周一期间该岛共输出约380万桶原油。

美国总统特朗普此前宣称空袭中避开了石油设施,但警告若伊朗不开放霍尔木兹海峡这一关键石油运输水道,将重新评估该决定。战事爆发以来伊朗持续出口原油,截至上周运输量仍保持稳定。

然而有迹象表明原油正积压在哈尔克岛的基础设施中。卫星数据公司Capterio指出,近日该岛天然气燃除量急剧上升。原油中溶解的天然气会逐渐分离,当无处安置这些气体时便会进行燃除。Capterio首席执行官马克·戴维斯分析称,燃除量增加意味着随着出口放缓,原油正在不断囤积。

(本文为华尔街日报实时报道内容节选,完整直播流可通过搜索代码P/WSJL获取)

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