霍尔木兹海峡会被关闭吗？伊以冲突愈演愈烈，石油大佬齐发警告

Core Viewpoint - The ongoing conflict between Israel and Iran poses significant risks to global energy supply and prices, with industry leaders warning of potential severe consequences for critical energy infrastructure [1][4][10]. Group 1: Current Situation - The Israel-Iran conflict has escalated, entering its sixth day with ongoing military strikes and mutual attacks [2]. - Recent attacks have targeted oil and gas facilities, but critical energy infrastructure and crude oil flow have not yet been significantly affected [3]. Group 2: Industry Concerns - Executives from major oil companies, including Shell and Total, express deep concerns about the safety of their employees and the potential impact on oil facilities due to the conflict [5][6][7]. - Shell's CEO highlighted the uncertainty and geopolitical turmoil affecting the global energy system, emphasizing the need for careful management in the coming days [4]. Group 3: Supply and Price Implications - ExxonMobil's CEO stated that the global oil market has sufficient supply to withstand any disruptions from Iranian exports, which amount to approximately 1.6 million barrels per day, less than 2% of global demand [8]. - However, if export infrastructure or shipping through the Strait of Hormuz is affected, it could lead to significant price increases, potentially reaching $100 per barrel [8][9]. Group 4: Strategic Importance of the Strait of Hormuz - The Strait of Hormuz is a critical chokepoint for global oil transport, with an average of 20% of global oil consumption passing through it, equating to about 21 million barrels per day [13]. - Any disruption in this waterway could lead to soaring energy prices and severe supply delays [14]. Group 5: Shipping Industry Response - Global shipping companies are beginning to avoid the Strait of Hormuz due to the escalating conflict, with reports indicating a decrease in the number of vessels passing through [15]. - The threat of conflict has raised concerns within the shipping industry, prompting some companies to alter their routes [15].