高盛就霍尔木兹海峡局势发出预警:多国面临局部油荒风险

GateNews

Gate News 消息,4 月 6 日,高盛分析指出,尽管全球石油并未枯竭,但有越来越多的迹象表明压力正不断传导,在最坏情况下,局部的油荒和价格飙升势必愈演愈烈。根据高盛报告,这场断供风波的直接冲击在亚洲表现得最为明显,因为该地区有几个国家极度依赖从波斯湾(全球重要石油运输通道霍尔木兹海峡所在区域)进口成品油。

尽管如此,高盛并未直接将这场风波定性为"结构性供应危机"。像日本这样的大型经济体手里依旧握着丰厚的战略储备,更有底气来抵御这场风暴。高盛认为,更广泛的市场依然可以通过重定向贸易路线和消耗库存来保持一定的灵活性。高盛认为世界暂时还没有陷入石油枯竭的绝境,至少目前还没有。但如果霍尔木兹海峡的断供风暴旷日持久,局部的油荒和价格飙升势必会愈演愈烈,特别是在那些最重度依赖进口的地区。

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