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四月 9, 2026

Doha 4:29 上午

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picture of Qatar Energy's operating facilities on March 3, 2026, in Ras Laffan Industrial City, Qatar.

Analysis

美伊停火后，海湾地区的能源生产能以多快的速度恢复？

停火协议可能会为失去的石油和液化天然气供应重新流入全球市场铺平道路，但要将海湾地区的能源生产恢复到正常水平，可能需要数月甚至更长时间。

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

AirAsia aircraft with two engines landing on Kota Kinabalu International airport runway, Kota Kinabalu Sabah, Malaysia, March 4, 2017.

尽管伊朗战争给航空业增长计划蒙上阴影，但亚航仍坚持以巴林为枢纽的计划。

这家低成本航空公司的承诺虽然取决于冲突的演变，但在大多数全球航空公司缩减航线、推迟航班开通和更改航线以避开中东之际，它显得格外突出。

Exhaust emits from the engine of a passenger jet as it prepares for take off at Heathrow Airport on March 30, 2006, in London, England.

航空燃油短缺暴露了欧洲对中东供应的依赖

非洲大陆的立法者们已被告知要“及时做好准备，以应对该地区能源供应可能出现的长期中断”。

A trilateral meeting was held today in Jeddah, bringing together His Royal Highness Prince Mohammed bin Salman bin Abdulaziz Al Saud, Crown Prince and Prime Minister King Abdullah II ibn Al Hussein of the Hashemite Kingdom of Jordan, and Amir of the State of Qatar Sheikh Tamim bin Hamad Al Thani, in Jeddah, Saudi Arabia, on March 20, 2026.

沙特阿拉伯、约旦和卡塔尔将在伊朗战争期间深化安全关系：你需要了解什么

随着伊朗袭击事件的持续，海湾国家和约旦正在加强合作。

Latest News

在全球供应紧张的情况下，卡塔尔能源公司在美国一个大型项目中开始生产液化天然气。

Golden Pass

Analysis

伊朗战争促成了土耳其与海湾国家的防御联盟，但并未促成两国结盟。

United Arab Emirates army helicopters fly from the Burj al Arab hotel (R) toward Burj Khalifa, Dubai, Jan. 16, 2026.

Barin Kayaoglu

由 Barin Kayaoglu

In Ankara, reporting on geopolitics and national security

总部位于卡塔尔的半岛电视台评论员停止在社交媒体上活动：你需要了解什么

This picture taken on August 11, 2025, shows the headquarters of the Qatari state-funded news television network Al Jazeera in the capital Doha. (Photo by Karim JAAFAR / AFP) (Photo by KARIM JAAFAR/AFP via Getty Images)

Analysis

伊朗对卡塔尔天然气田的袭击将如何影响未来数年的液化天然气市场？

A picture of Qatar Energy's operating facilities on March 3, 2026 in Ras Laffan Industrial City, Qatar.

Samuel Wendel

由 Samuel Wendel

In Washington, DC, reporting on regional business and tech

In this aerial view, Storage tanks at Grain LNG importation terminal, operated by National Grid Plc sit near the River Medway in the Thames Estuary on March 12, 2026, in Isle of Grain, England.

墨西哥湾天然气供应中断导致欧洲天然气价格飙升 35% 后，会对欧洲天然气市场造成多大影响？

周四，欧洲天然气基准期货价格上涨高达 35%，达到每兆瓦时 68 欧元（78.09 美元）以上。

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。