资深行业分析师费金指出，中东地区的地缘政治冲突正在对全球液化天然气市场产生深远影响。由于主要生产国出口受限及航运路线受阻，市场供需失衡状况预计将持续到2025年。
当前局势导致液化天然气运输成本显著上升，多个进口国正积极寻求替代供应来源。亚洲和欧洲买家纷纷转向美国Cheniere Energy等供应商，推动大西洋盆地液化天然气价格持续走高。
业内观察人士表示，这场冲突不仅改变了传统贸易流向，还促使各国重新评估能源安全战略。液化天然气现货价格可能维持高位震荡格局，直至新的供应项目投产或地缘政治紧张局势出现缓和。
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