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CNN 国际新闻
📌 标题:•AnalysisAnalysisThe Iran war’s big oil mystery: No one seems to want itTwo dominant forces balance the global oil market: supply and demand. The Iran war has broken both – one perhaps beyond repair.
📅 发布时间:Updated Jul 21, 2026, 6:00 AM ET
📝 英文原文:
Two dominant forces balance the global oil market: supply and demand. The Iran war has broken both — one perhaps beyond repair.Supply remains a complete mess. A historic crude glut turned into the worst-ever supply shock before another flood of oil entered the market in June. Now, an intensifying war has again closed off significant access to Persian Gulf oil, reinjecting chaos into the market.Demand is somehow even more difficult to comprehend.The world has adapted to the supply shock during five months of war, learning how to cope without using as much oil as it had before the conflict. Hundreds of millions of barrels of oil finally escaped the Strait of Hormuz last month, only to find few willing buyers. Some Middle Eastern crude had to be heavily discounted before it found any takers.The reasons why the world is turning up its nose at oil are complex.The solution is far more complicated.Demand’s big slumpIn the three brief weeks that the Strait of Hormuz (mostly) reopened, something unexpected happened: More than 200 million barrels of oil locked inside the Persian Gulf quickly flooded out, but buyers just kind of shrugged their shoulders.Qatar Energy and the United Arab Emirates’ Adnoc were forced to discount their oil by between $6 and $9 a barrel before finding Southeast Asian buyers, according to Homayoun Falakshahi, head of crude oil analysis at Kpler, which tracks maritime traffic and oil flows.Motorists drive past an ADNOC Gas a subsidiary of the Abu Dhabi National Oil Company facility in Abu Dhabi on March 3, 2026.Ryan Lim/AFP/Getty ImagesMore than 18 million barrels of non-Iranian oil that left the Strait of Hormuz currently remain on tankers outside the Persian Gulf awaiting a buyer — more than 2.5 times pre-war levels, Falakshahi said.Iran has had even less luck selling oil than its neighbors. Iran got 70 million barrels of oil out of the strait in the weeks following its memorandum of understanding with the United States. Despite a temporary sanction
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🇨🇳 中文翻译:
平衡全球石油市场的两种主导力量:供给和需求。伊朗战争破坏了这两方面——其中一项可能无法修复。供应仍然一团糟。在六月份另一波石油涌入市场之前,历史性的原油供应过剩变成了有史以来最严重的供应冲击。现在,愈演愈烈的战争再次切断了波斯湾石油的重要通道,给市场带来了混乱。需求在某种程度上更加难以理解。世界已经适应了金融危机期间的供应冲击。
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