埃尼集团(E)：地缘冲突扰动能源格局油价上行风险持续升温

金吾财讯

Jul 13

金吾财讯 | 埃尼集团(E)首席执行官克劳迪奥·德斯卡尔齐在媒体采访中表示，中东持续的地缘冲突，存在推动2027年初油价突破当前运行区间的可能性，进而抬升全球通胀水平、压制整体能源消费需求。当前国际原油价格稳定运行在每桶80至100美元区间，区间稳定性主要依托各国战略石油储备投放，以此对冲地缘冲突带来的供应中断风险。相关托底手段不具备长期可持续性，全球各国石油储备规模有限，难以长期抵消供给端扰动。

行业数据显示，年内伊朗相关冲突爆发后，全球石油库存去化速度明显加快，此前市场日均库存消耗为380万桶，5月日均去库规模升至460万桶，供需偏紧格局持续加剧。针对当前能源市场的结构性风险，企业高管提出优化能源安全结构的相关建议，主张各国拓宽能源供应来源、丰富能源运输通道，降低对单一区域、关键海上航运要道的依赖，通过对接非洲、拉丁美洲、东南亚能源生产国，搭建多元化能源供给体系。

本轮能源市场波动，叠加AI技术普及、数据中心基建扩张带来的全球电力需求增量，进一步加大了政企端稳定能源供给的压力。从企业经营布局来看，埃尼集团在地缘风险集中的中东区域业务布局较少，上游油气生产资源主要集中于非洲与拉丁美洲区域，区域布局结构一定程度规避了中东冲突带来的直接经营冲击。

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