
伊朗革命衛隊證實一艘載運兩百萬桶原油的超級油輪在荷姆茲海峽關閉導航系統後觸水雷爆炸起火,數小時後另一艘油輪遭不明發射物擊中。多艘商船連續遇襲,航運受阻,國際戰爭風險保險費率預料將劇烈震盪,全球能源供應鏈中斷風險升高。
AI-generated summary
荷姆茲海峽是全球重要原油運輸動脈,承載約兩成海運原油流量。近期因地緣政治緊張,該海域商船遭襲事件頻繁,航運安全備受關注。
荷姆茲海峽周邊海域攻擊事件頻傳,圖為3月間懸掛泰國國旗的散裝貨輪船「Mayuree Naree」航經荷姆茲海峽時遭伊朗攻擊。(歐新社資料照)
全球原油運輸動脈荷姆茲海峽局勢急遽升溫。據《路透》引述伊朗官方媒體報導,伊朗伊斯蘭革命衛隊(IRGC)10日晚間證實,一艘具備兩百萬桶原油運載能力的「超級油輪」(Supertanker),在關閉船載導航定位系統試圖經由未授權航道離開海峽時,觸發水雷引發劇烈爆炸起火,黑煙與大火在沿海陸地清晰可見。
《路透》報導,伊朗革命衛隊在聲明中指出,該艘油輪在企圖穿越這處戰略水道前,刻意關閉了自動識別系統(AIS)與衛星定位設備,並冒險駛入已被劃定為高風險的未授權航線,最終在水雷爆炸後引發猛烈火勢。
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伊朗軍方在首波通告中,並未公布該油輪的具體船名、船籍登記與傷亡人數,僅強調其為具備兩百萬桶運載力的超大型油輪;伊朗軍方同時語氣強硬提出警告,宣稱「任何忽視荷姆茲海峽規則的船隻,下場就是恐怖大火」。
多艘商船連續遇襲航運受阻
這起水雷引爆事件發生數小時後,波斯灣周邊再度傳出攻擊。英國海事貿易行動辦公室(UKMTO)11日清晨發布緊急安全通報,一艘出港油輪在荷姆茲海峽航行時,左舷遭不明發射物擊中起火,所幸船員目前全數回報安全,起火受損程度與環境衝擊仍在調查評估中;英國海軍隨後透過無線電廣播,緊急呼籲行經該海域的所有商船提高戒備。
在此波海峽衝突升溫之際,區域軍事對抗同步白熱化。《美聯社》報導,美國中央司令部(CENTCOM)近期針對違反封鎖禁令與涉嫌支援軍事行動的船隻執行精準打擊。海事安全機構指出,光是本月以來,荷姆茲海峽及周邊水域已有超過十艘商船或油輪通報遭遇無人機、火箭或水雷襲擊,多處阿聯大公國外海錨地的船隻更接獲無線電緊急廣播,要求立即撤離泊位。
荷姆茲海峽承載全球約兩成的海運原油流量。隨著超級油輪觸雷大火與連續襲擊事件爆發,國際航運市場的戰爭風險保險費率預料將面臨新一輪劇烈震盪,原油供應鏈的中斷風險再度推升全球能源市場的高度戒備。
AI outlook — possibilities, not facts
國際航運市場的戰爭風險保險費率將在未來一週內上調
Likely · Within days
布倫特原油價格將在未來兩週內上漲
Possible · Within weeks

Japanese Representative Keiji Furuya led a 27-member delegation from the "Japan-Taiwan Friendship Parliamentarians Alliance" to hold a press conference in Taiwan on October 11. He affirmed the "city on a hill" discussion in Qingqing's Day speech and believed that it showed the awareness of protecting peace and stability across the Taiwan Strait and the Indo-Pacific. He also called on Taiwan and Japan to strengthen defense cooperation and drone technology exchanges. He also revealed that the alliance is negotiating with AIT to promote cultural exchanges between the US, Japan and Taiwan military bands.

Jenny Town, director of 38 North, stated that denuclearization of North Korea is increasingly improbable and the US should shift focus to arms limitations and crisis talks, citing Pyongyang's 2017 ICBM test as a pivotal moment that altered threat perception and allied confidence in US extended deterrence.

U.S. President Trump reached a diesel deal with Russia in order to stabilize domestic oil prices, and publicly criticized Ukrainian President Zelensky for opposing the agreement, saying that Ukraine should change its president. The move was praised by Russia, but triggered a strong backlash from the UK and the EU. The EU proposed the largest sanctions package since the start of the war between Russia and Ukraine, and the British Prime Minister also expressed support for Zelensky.

During the 115th Annual Voyage Training and Coast Guard Diplomacy Mission, the Coast Guard's Chiayi and Penghu embarked on a joint maritime patrol in Taipei on the 9th. On the 10th, they arrived at Proana Island, 200 nautical miles southwest of Palau Colo State. They broke through the 5th parallel of north latitude and reached 4°38' north latitude and 131°58' east longitude, setting a record for the southernmost coast patrol cruise. Palau officials accompanied the ship on patrol and thanked Taiwan for its cooperation. The two sides signed a maritime patrol cooperation agreement in 2019 to continue to deepen their partnership.

After the Taiwan Coast Guard's Chiayi and Penghu ships arrived in Palau, they boarded the ships with Palau maritime security officials to jointly perform patrol missions in the exclusive economic zone. They sailed to Proana Island and broke through the 5th parallel north latitude, setting a record for the southernmost coast guard ship. Both sides emphasized that this operation deepened maritime cooperation and maintained security and order in the Pacific.

Riyadh International Airport was attacked on the 10th, killing 12 people and injuring 309 people. All flights were diverted. U.S. Secretary of State Rubio strongly condemned the attack and confirmed that one American citizen was killed. The Houthis have not admitted responsibility, but the Saudi-led coalition has labeled their actions a war crime.