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石油大逃亡!伊朗日均狂运233万桶原油,中伊铁路改写能源规则
Sou Hu Cai Jing·2025-06-28 12:23

Group 1 - Iran is exporting oil at a record pace, averaging 2.33 million barrels per day, which is a historical high [1][9] - The oil transportation strategy includes a "run after loading" tactic, where tankers quickly depart after loading oil to avoid missile attacks [3] - Iran has established a "ghost transportation network" with 28 Chinese VLCC tankers rerouting to Oman Bay, effectively evading US military surveillance [1][3] Group 2 - Iran is now conducting oil transactions in RMB instead of USD, with nearly half of its oil sales settled in RMB, which strengthens its economic ties with China [5] - The "friendship price" offered by Iran is 8%-12% lower than international market prices, making it attractive for Chinese buyers [5] - China has invested significantly in Iran's energy sector, including a $30 billion stake in the Rainbow Oilfield and an additional $16 billion in natural gas projects [5] Group 3 - 90% of Iran's oil exports depend on the Kharg Island, making it vulnerable; any attack on this location could lead to economic collapse [7] - The land transportation routes for oil are extremely challenging due to geographical obstacles, making it difficult to establish direct connections to China [7] - Iran's domestic issues include a youth unemployment rate exceeding 27%, highlighting the economic strain despite its oil export activities [9]