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"title": "阿曼湾成中东能源运输新焦点:绕开荷姆兹海峡仍难避战火风险",
"shortTitle": "阿曼湾成中东能源运输新焦点:绕开荷姆兹海峡仍难避战火风险",
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"description": "中东冲突持续升温之际,阿曼湾正成为波斯湾能源运输局势中的关键区域。原本被视为可以绕过荷姆兹海峡的部分替代港口与管线,如今也受到军事冲突与安全风险牵动。",
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"content": "<p>综合外电报导,中东冲突持续升温之际,阿曼湾正成为波斯湾能源运输局势中的关键区域。原本被视为可以绕过荷姆兹海峡的部分替代港口与管线,如今也受到军事冲突与安全风险牵动。近期沙乌地阿拉伯东西管线遭到攻击并暂停运作,更凸显波斯湾国家即使建立了避开荷姆兹海峡(Strait of Hormuz)的运输路线,仍难以完全摆脱区域冲突的影响。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6605001/l/ea04303a82da8374a8c694b8ac10323a.jpg\" alt=\"阿曼湾成中东能源运输新焦点:绕开荷姆兹海峡仍难避战火风险\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>其中,阿拉伯联合大公国(UAE)东部的富查伊拉港(Fujairah)尤其受到关注。富查伊拉位于阿曼湾、荷姆兹海峡以外,阿布达比原油管线(ADCOP)可将原油从阿布达比的哈卜善输送至富查伊拉,使部分原油出口不必经过荷姆兹海峡。然而,这类替代路线并不代表完全安全,因为富查伊拉及阿曼湾沿岸仍处于伊朗武器可能触及的范围内。</p>\n\n<p>近期局势更进一步显示,「绕过荷姆兹海峡」并不等于「避开风险」。荷姆兹海峡的航运受到严重干扰之际,阿曼湾沿岸的港口与船舶也面临无人机、飞弹及军事冲突外溢的风险。换言之,波斯湾国家正在寻找替代出口,但替代路线本身也可能成为冲突的目标。</p>\n\n<h6>沙国曾成功降低对荷姆兹海峡依赖</h6>\n\n<p>在波斯湾国家寻找替代路线的过程中,沙乌地阿拉伯是目前最具代表性案例。</p>\n\n<p>沙乌地阿拉伯可以透过东西管线(East-West Pipeline),将东部油田生产的原油输送至红海沿岸的延布港(Yanbu),从而避开荷姆兹海峡。这条管线长约1,200公里,每日运输能力约500万桶,长期被视为沙乌地阿拉伯最重要的荷姆兹海峡替代方案之一。</p>\n\n<p>德国之声此前指出,4月至5月期间,沙乌地阿拉伯波斯湾沿岸的货运量大幅下降,而红海方向的出口量则明显增加。这显示东西管线不只是紧急备援设施,也确实具备在荷姆兹海峡受阻时维持沙乌地原油出口的能力。</p>\n\n<p>然而,近期东西管线遭到攻击,迫使沙乌地阿拉伯暂停管线运作。这起事件凸显另一项问题:即使能源出口改走陆上管线,也不代表可以完全避开战争风险。</p>\n\n<h6>阿曼湾替代路线的矛盾</h6>\n\n<p>阿联酋的情况更能说明这个问题。</p>\n\n<p>阿布达比原油管线可将原油输送至富查伊拉,而富查伊拉以及邻近的科尔法坎(Khor Fakkan)拥有重要的深水港设施。由于两地位于阿曼湾,因此理论上可以让部分能源出口避开荷姆兹海峡。</p>\n\n<p>但富查伊拉距离伊朗仍然相对接近。《德国之声》指出,尽管这些港口位于荷姆兹海峡之外,仍可能受到无人机与飞弹威胁;冲突期间,富查伊拉港以及阿联酋东部沿岸附近作业的船舶都曾遭到攻击。</p>\n\n<p>因此,对波斯湾国家而言,阿曼湾并非单纯的「安全替代出口」。它一方面提供了避开荷姆兹海峡的地理优势,另一方面又因邻近伊朗而承受新的军事风险。</p>\n\n<p>最新事件使这项风险更加明显。沙乌地阿拉伯东西管线遭到攻击后,原本用来降低荷姆兹海峡风险的替代出口本身也陷入中断。这意味着,波斯湾能源运输面临的问题已经不只是「荷姆兹海峡能否恢复通航」,而是当主要航道与替代基础设施同时面临威胁时,波斯湾国家究竟还有多少真正可靠的出口能力。</p>\n\n<p>也正因如此,波斯湾国家开始更加重视多元化的能源运输网路。除了现有管线与港口之外,各国也在讨论新的管线、港口以及陆路运输方案,希望降低对单一海上通道的依赖。</p>\n\n<h6>替代方案仍有明显限制</h6>\n\n<p>德国之声指出,伊拉克与阿曼、约旦之间的新管线,以及绕行非洲好望角的海运路线,都被列为可能的替代方案,但这些计划需要庞大投资,而且可能需要数年才能完成。</p>\n\n<p>例如,经济学家Hassan Mansour估计,巴士拉—亚喀巴管线可能需要5至7年、耗资约80亿至100亿美元;巴士拉—阿曼管线则可能需要100亿至150亿美元。若油轮改道经过好望角,每趟航程也可能增加数十万美元的运输成本。</p>\n\n<p>因此,这些长期方案无法立即解决眼前的能源运输问题。</p>\n\n<h6>红海与曼德海峡又成为另一风险来源</h6>\n\n<p>此外,从波斯湾寻找替代路线,也可能只是把风险从一个海上瓶颈转移到另一个瓶颈。</p>\n\n<p>沙乌地阿拉伯利用东西管线将原油送往红海沿岸后,相关能源出口仍需要面对红海与曼德海峡的安全问题。胡塞武装近期在叶门红海沿岸的军事行动,使曼德海峡及周边航运再次受到关注。</p>\n\n<p>这也形成波斯湾能源运输目前最棘手的局面:荷姆兹海峡受到干扰,阿曼湾的替代港口面临安全风险,而红海与曼德海峡同样存在军事威胁。</p>\n\n<h6>波斯湾国家开始寻求外交「第二条路」</h6>\n\n<p>在能源运输路线受到多重威胁的情况下,波斯湾国家也开始寻找外交上的缓冲空间。</p>\n\n<p>最新消息显示,波斯湾合作理事会(GCC)国家与伊朗方面计划在阿曼举行会谈,讨论商业船舶经由荷姆兹海峡安全通行的安排。这场由阿曼推动的接触,也显示阿曼在当前危机中扮演的外交角色受到重视。</p>\n\n<p>而此前报导也指出,伊朗方面曾提出召集波斯湾及阿曼湾沿岸国家外长会议,并将建立商业航运安全通道列为讨论内容之一。波斯湾国家与伊朗之间的接触,反映出各国在军事与能源风险升高之际,也在寻找降低冲突成本的方式。</p>\n\n<h6>波斯湾能源运输正在重新布局</h6>\n\n<p>从沙乌地阿拉伯的东西管线,到阿联酋的富查伊拉港,再到红海、曼德海峡以及阿曼湾,当前波斯湾能源运输正在形成一个更加复杂的格局。</p>\n\n<p>沙乌地阿拉伯已证明,透过陆上管线可以在一定程度上降低对荷姆兹海峡的依赖;阿联酋也拥有通往阿曼湾的能源出口设施。但近期事件同样证明,替代路线的存在并不代表风险消失,而是可能将风险转移到新的港口、管线与航道。</p>\n\n<p>在目前的情况下,真正的挑战已不只是寻找另一条能避开荷姆兹海峡的路,而是建立一套能够在荷姆兹海峡、阿曼湾、红海及陆上能源基础设施同时承受压力时,仍维持一定运输能力的多层次网路。</p>\n\n<p>而这也使阿曼湾从原本的替代性航道,逐渐成为观察中东能源运输与区域安全局势的重要窗口。</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-8369.html\" title=\"Fed本周升不升息?华尔街愈来愈没把握 升息机率两周内窜至32%\">Fed本周升不升息?华尔街愈来愈没把握 升息机率两周内窜至32%</a></li>\n <li><a href=\"/new/mg/article-8579.html\" title=\"台积电Q2财报亮眼、资本支出大增 下一步怎么走?\">台积电Q2财报亮眼、资本支出大增 下一步怎么走?</a></li>\n <li><a href=\"/new/mg/article-7920.html\" title=\"Nike收回线上代理权 中国最大经销商股价一天崩跌24%\">Nike收回线上代理权 中国最大经销商股价一天崩跌24%</a></li>\n <li><a href=\"/new/mg/article-13415.html\" title=\"贝莱德、EQT斥资334亿美元收购AES,取得美国CFIUS批准\">贝莱德、EQT斥资334亿美元收购AES,取得美国CFIUS批准</a></li>\n <li><a href=\"/new/mg/article-15506.html\" title=\"AI需求旺!戴尔大涨12%获RBC看好 今年飙升近350%\">AI需求旺!戴尔大涨12%获RBC看好 今年飙升近350%</a></li>\n <li><a href=\"/new/mg/article-338.html\" title=\"零件几乎都涨!大摩:辉达Vera Rubin机架接近Blackwell两倍 记忆体成本暴冲435%夺下C位\">零件几乎都涨!大摩:辉达Vera Rubin机架接近Blackwell两倍 记忆体成本暴冲435%夺下C位</a></li>\n </ul>\n</div>",
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