市场最大的风险来了？以色列袭击伊朗最大天然气田，冲突扩大至油气设施

Core Insights - The recent Israeli airstrikes on Iranian oil facilities mark a significant escalation in the Middle East, potentially reshaping the energy landscape [1][2][5] - The attacks specifically targeted the South Pars gas field, which accounts for two-thirds of Iran's natural gas supply, leading to a production loss of 12 million cubic meters per day [2][5] - Analysts suggest that this "limited escalation" strategy by Israel aims to minimize international market impact, but its sustainability depends on Iran's response [5][6] Group 1: Impact on Iranian Energy Sector - The airstrikes have caused significant damage to Iran's energy infrastructure, particularly affecting the Fajr Jam gas processing plant, which processes fuel from major gas fields [2][5] - Iran's energy sector is already under strain, facing severe power outages that cost the economy approximately $250 million daily [5][6] - The situation may lead to increased volatility in oil futures, as evidenced by a 14% spike in U.S. crude oil prices following the attacks [2][5] Group 2: Broader Implications for Global Energy Supply - The attacks are reminiscent of the 2019 Abqaiq incident, which caused significant disruptions in global oil supply and price volatility [6] - As the third-largest oil producer in OPEC, Iran's energy infrastructure security is crucial for the stability of the global energy supply chain [6] - There are concerns that these strikes could signal the beginning of a larger energy conflict in the region, potentially affecting international markets [2][5][6]