
儘管伊朗襲擊頻率創下衝突以來新高,荷姆茲海峽本月石油日運輸量仍突破1200萬桶。美軍護航及高額風險津貼維持了航運運力,但近期數據顯示供應鏈已出現受阻跡象,流量呈現波動。
AI-generated summary
荷姆茲海峽是全球重要的石油運輸通道,近期因地區衝突導致航運風險顯著上升。美軍持續在該地區進行護航行動以維護航行自由。
本月原油流量顯著上升,其中每日有超過900萬桶原油,是在美軍直接護航下順利通過。
儘管伊朗發動的襲擊數量急劇攀升,荷姆茲海峽本月的石油日運輸量仍突破1200萬桶,超越上月平均水準。
據《紐約郵報》報導,航運追蹤網站TankerTracker.com及海事分析公司Kpler數據顯示,儘管10月份已有26艘船隻在荷姆茲遇襲,成為衝突爆發以來襲擊最頻繁的時期,但海峽的石油流量自9月起不降反升。
美軍中央司令部指出,光是本週一單日就有約1900萬桶石油通過,並強調美軍會持續維護航行安全。航運業內人士透露,船員因承擔風險可獲得數萬美元的額外津貼,高昂利潤成為維持運力的主因。
然而,隨著伊朗近期發動多起嚴重襲擊,貿易供應鏈已出現受阻跡象。Kpler 統計顯示,上週四尚有近2300萬桶石油通過,但到了本週三已驟降至十分之一;最新6天平均每日僅剩不到460萬桶。
加上青年運動(Houthi)持續對沙烏地阿拉伯能源設施發動攻擊,曼德海峽的地緣政治風險居高不下,該海峽的轉運量則保持低迷,國際基準布蘭特原油(Brent)價格也維持在每桶104美元的高位。

As of October 17, the cumulative power received by the Yubei converter station of the ±800 kV Hami to Chongqing UHV DC transmission project exceeded 40 billion kilowatt hours. The project spans 2,260 kilometers and provides stable clean energy support for Chongqing’s power supply and industrial development.

The 2026 Greater Bay Area Science Forum Green Energy Industry Science and Technology Innovation Sub-forum and the Greater Bay Area Green Energy Conference were held in Yangjiang. The event brought together experts such as Nobel Prize winners and academicians to focus on green energy industry innovation, and held the signing of a number of major scientific and technological cooperation projects and the release of results, aiming to promote the green and low-carbon development of the Guangdong-Hong Kong-Macao Greater Bay Area.

An analysis by the U.S. think tank Institute for War Studies (ISW) pointed out that the surge in U.S. diesel prices was mainly due to Iran’s blockade of the Strait of Hormuz, rather than Ukraine’s attack on Russian refineries as Trump claimed. Data shows that diesel prices even fell slightly during the Ukrainian attack.
The 2027 National Examination Recruitment Brochure released by the National Civil Service Bureau shows that the Ministry of Ecology and Environment has newly established the Nuclear Power Construction Safety Supervision Department and the Nuclear Power Operation Safety Supervision Department. This institutional adjustment marks the completion of an important upgrade of my country's nuclear safety regulatory structure and is designed to respond to the safety regulatory challenges brought about by the substantial increase in the number of nuclear power units.

China National Petroleum Corporation announced that starting from next Monday (19th), the price of gasoline and diesel will remain unchanged at 31.2 yuan per liter of 92 unleaded gasoline. Since the Middle East war, the combined consumption of gasoline and diesel has increased by approximately 28.99 billion yuan.

In the first three quarters of this year, Jilin Province's new energy power generation reached 32.492 billion kilowatt hours, a year-on-year increase of 4.75%, accounting for 37.8% of the province's total power generation, an increase of 1.5 percentage points year-on-year. The installed capacity of new energy reaches 28.3049 million kilowatts, accounting for 51.44% of the province’s total installed capacity, ranking the largest power source in the province. Wind power installed capacity accounts for more than 70% of new energy installed capacity, and the new energy utilization rate reaches 92.7%. Jilin transmits clean electricity to North China through the "Jilin Electricity to Beijing" project, and develops green fuel industries such as green methanol and hydrogen ammonia alcohol in Taonan, Songyuan, Da'an and other places. The products have been exported to Belgium and other countries.