为维系LNG出口阿联酋ADNOC开启“暗行模式”：运输船关闭船讯强闯霍尔木兹海峡

智通财经05-07

智通财经APP获悉，为在冲突中继续通行霍尔木兹海峡，阿联酋阿布扎比国家石油公司(ADNOC)采取隐蔽油轮位置的方式，成功维持了少量液化天然气(LNG)的出口运输。通过船舶追踪数据分析，并结合知情人士消息获悉，自伊朗冲突爆发以来，至少两艘在ADNOC达斯岛工厂装载的LNG运输船在驶离霍尔木兹海峡时关闭了定位信号。卫星图像显示，尽管工厂附近没有船舶广播位置，码头仍有船只持续停靠。船舶数据还显示，另外...

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LNG运输船在抵达海峡东入口后也停止了信号传输。据一位知情人士透露，这些船只同样隐蔽航行轨迹，准备经霍尔木兹海峡进入波斯湾装载货物。由于美国与伊朗尚未达成和平协议，双方实际上对这条通常承担全球约五分之一LNG供应的水道实施了封锁，霍尔木兹海峡几乎处于关闭状态。船舶持续面临安全威胁，包括本周早些时候伊朗无人机在阿曼附近对一艘与ADNOC相关的油轮发动的袭击。针对相关事宜，ADNOC未回应置评请求。海峡关闭对LNG运输造成的冲击甚至超过了原油。截至目前，自2月底以来，已确认至少两艘与ADNOC相关的满载LNG运输船驶离波斯湾。虽然这初步表明运输可能逐步恢复，但与战前每天约三批次的水平仍相去甚远。ADNOC此举凸显出，随着冲突进入第三个月，且霍尔木兹海峡全面恢复通航尚无明确时间表，生产商正采取更具风险的策略将燃料运出该地区。这种策略使ADNOC得以维持其出口工厂的有限LNG生产。这与邻国卡塔尔形成鲜明对比。自2月底美国和以色列对伊朗发动打击导致海峡关闭以来，卡塔尔未再通过该水道运出任何LNG。在遭受伊朗袭击后，卡塔尔被迫于3月关闭其庞大的拉斯拉凡LNG出口工厂，并对已排期的客户运输宣布遭遇不可抗力。LNG船东和运营商是航运业中风险规避意愿最强的群体，在不发送信号的情况下穿越霍尔木兹海峡，标志着与过去惯例的彻底背离。例如，自2023年胡塞武装袭击升级以来，几乎所有LNG运输船都避开了红海航线。航运数据显示，ADNOC旗下的“Mraweh”号油轮在超过两周未发送定位信号后，周三被发现在印度尼西亚北部附近满载货物，下一目的地为日本。该船曾于4月19日空载出现在霍尔木兹海峡东入口附近闲置。而3月初从达斯岛装载货物的“Mubaraz”号，也在3月底停止发送信号，近一个月后重新出现在印度南端附近海域。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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为维系LNG出口 阿联酋ADNOC开启“暗行模式”：运输船关闭船讯强闯霍尔木兹海峡

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为维系LNG出口阿联酋ADNOC开启“暗行模式”：运输船关闭船讯强闯霍尔木兹海峡