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六月 23, 2026

Doha 2:46 下午

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Qatar's Energy Minister and CEO of QatarEnergy Saad Sherida al-Kaabi speaks during a press conference in Doha on June 22, 2026.

Explainer

卡塔尔爆炸事件凸显重启海湾能源流动的挑战

这场致命的爆炸标志着海湾地区在经历了由美以伊战争造成的历史性能源供应冲击后，为恢复石油和天然气生产所做的努力，迎来了一次早期考验。

A picture taken on June 5, 2017, shows a man walking past the Qatar National Bank branch in the Saudi capital Riyadh.

卡塔尔国家银行：海湾地区投资将转向国内，用于重建战后基础设施

卡塔尔国家银行企业及机构银行业务主管查尔斯-埃马纽埃尔·德·博雷加德表示，霍尔木兹海峡关闭后，海湾国家需要重建其物流能力。

Aluminum from Dubai sits in the BMW Landshut factory on Oct. 25, 2024 in Ergolding, Germany.

Analysis

随着霍尔木兹海峡危机加速转变，海湾铝业寻求全球交易。

受美以伊战争的影响，海湾地区的铝出口商正寻求全球交易，这场战争已将铝价推至6月初的多年高位。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

Vessels are seen anchored in the Strait of Hormuz, off the port city of Khasab on Oman's northern Musandam Peninsula, on May 17, 2026.

Analysis

霍尔木兹海峡危机扰乱海湾航运，土耳其力推伊拉克和叙利亚贸易路线。

土耳其正利用霍尔木兹危机来推动以伊拉克和叙利亚为基地的海湾-欧洲走廊，但专家表示，这些路线仍然成本过高、建设不足且政治上脆弱，无法与海上航运相抗衡。

Barin Kayaoglu

由 Barin Kayaoglu

In Ankara, reporting on geopolitics and national security

Latest News

Analysis

海湾危机重塑能源市场，专家警告：新常态即将到来

Philippe LOPEZ / AFP via Getty Images

Analysis

港口和基础设施：阿联酋拥抱叙利亚新经济秩序

Syrian President Ahmed al-Sharaa arrives to attend the second day of the first Syrian-Emirati (United Arab Emirates) Investment Forum, at the People's Palace in Damascus on May 12, 2026. (Photo by LOUAI BESHARA / AFP via Getty Images)

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

为什么阿联酋退出欧佩克的决定对卡特尔组织而言是一次重大转变

MUMEN KHATIB/AFP via Getty Images

United Arab Emirates

国际能源署发布严峻的天然气供应预测，与此同时，原油价格周涨幅达15%。

A liquefied natural gas (LNG) tanker is moored at a LNG berth in Kawasaki, Kanagawa, prefecture April 8, 2026.

The city skyline is pictued in Dubai on March 11, 2026. The oil-rich Gulf has borne the brunt of Iran's attacks in response to US-Israeli strikes that sparked the Middle East war, with Tehran targeting US assets but also civilian infrastructure. (Photo by Giuseppe CACACE / AFP via Getty Images)

Analysis

伊朗战争考验海湾地区的交易能力，外国投资者正在评估风险

科威特一项价值数十亿美元的输油管道出售案，成为海湾地区交易机制受到美以伊战争冲击的早期迹象之一。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

The city skyline is pictured in Dubai on March 11, 2026.

Analysis

战争持续不断，市场还能对海湾地区的韧性抱有多久的信心？

专家表示，霍尔木兹海峡长期关闭以及对海湾能源基础设施的持续攻击可能会导致整个地区的信用状况恶化。

由 Jack Dutton

In Bristol, reporting on regional business, climate change, AI, tech

Aluminum ingots in the Aluminium Dunkerque plant of the American Industrial Partner group on Jan. 13, 2022, in Loon-Plage, near Dunkirk, France.

伊朗战争重创海湾地区铝出口，全球近10%的供应面临风险

海湾地区是铝生产的重要中心，供应全球约 8% 至 9% 的产量，与战争相关的干扰现在势必会对工业供应链产生连锁反应。

Young wheat shoots emerge from moist soil in farmland near Zakho, Iraqi Kurdistan region, Dec. 19, 2025.

伊朗战争冲击化肥供应，惠誉警告称价格可能上涨约25%。

由于霍尔木兹海峡关闭，粮食价格上涨和供应减少，引发了全球以及中东地区的粮食安全担忧。

An Emirates Airbus A380 passenger aircraft prepares for landing at Dubai International Airport in Dubai on March 8, 2026.

航空公司逐步恢复中东航班，海湾地区航班仍大量停飞。

据航班数据公司 Cirium 的数据显示，自 2 月 28 日战争爆发以来，往返中东的 78500 个预定航班中，已有超过 43000 个航班被取消。

United Arab Emirates

In this photo illustration, a smartphone displays the crude oil price in USD after markets in the UK opened on March 9, 2026, in London, England.

在伊朗战争持续之际，油价逼近每桶120美元，七国集团启动战略储备。

这是近四年来油价首次突破每桶100美元，原因是中东能源丰富的主要产油国在冲突中削减了产量。

Yasin AKGUL / AFP via Getty Images

Analysis

卡塔尔天然气危机加剧中东能源风险，伊朗战争仍在持续

霍尔木兹海峡能源运输中断不出所料地威胁到原油价格，但真正令市场震惊的是天然气供应。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

Sam / Middle East Images / AFP via Getty Images

Analysis

霍尔木兹海峡风险导致能源输送中断，但伊朗目前仍在输送石油。

虽然全世界的注意力都集中在海湾石油出口面临的威胁和油价飙升上，但不断升级的冲突也暴露了德黑兰自身石油工业的一个关键脆弱性。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

Kazuhiro NOGI / AFP via Getty Images

美伊战争引发全球股市震荡，阿联酋股市即将恢复交易

A food delivery bike drive close to a plume of smoke rising from the Zayed Port following a reported Iranian strike in Abu Dhabi on March 1, 2026. Iran's retaliatory missile and drone campaign in the Gulf has killed three people and wounded 58 in the United Arab Emirates since it began, Emirati authorities said on March 1, the day after the US and Israel launched a nationwaide attack on Iran killing its supreme leader. (Photo by Ryan Lim / AFP via Getty Images)

Analysis

从石油到数据中心，美伊战争导致中东关键基础设施瘫痪

尽管长期以来人们一直预期霍尔木兹海峡的航运会因与伊朗的地区战争而中断，但德黑兰正在扩大攻击目标范围——其他重要的能源资产也可能成为攻击目标。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

Prime Minister Muhammad Shehbaz Sharif is being received by Minister of State for Foreign Affairs of State of Qatar Muhammad bin Abdulaziz Al-Khulaifi at King Hammad International Airport, as he arrives in Qatar on two day official visit, on Feb. 23, 2026.

在卡塔尔，巴基斯坦谢里夫寻求加强贸易联系，吸引外国资本。

这个南亚国家正努力从严重的经济危机中复苏，并寻求吸引国际投资。

Brendan SMIALOWSKI / AFP via Getty Images

国际足联是如何参与到特朗普的加沙重建计划中的？

国际足联周四签署了一项协议，这标志着该全球足球协会在战后对中东地区进行了迄今为止最重大的干预。