Group 1 - The core viewpoint is that President Trump has indicated that the U.S. Navy will escort tankers through the Strait of Hormuz if necessary, but this has raised doubts among industry experts regarding the military's capability to undertake such a task [2][3] - The U.S. Navy reportedly has a limited number of ships available for escort, with only up to 12 vessels deployable in the Middle East, some of which are already engaged in military actions against Iran [5] - The Strait of Hormuz is a critical global chokepoint, with approximately 20% of the world's oil transportation passing through it, and Qatar's liquefied natural gas exports, which account for about 20% of global supply, also rely on this route [6] Group 2 - Following military strikes by the U.S. and Israel against Iran, several oil tankers have been damaged, leading to a backlog of vessels and prompting shipping and insurance companies to reassess regional risks, resulting in increased insurance premiums and reduced coverage [6] - The measures proposed by Trump are expected to be insufficient for ensuring safe passage for all vessels, with analysts predicting that only a limited number of ships will be able to transit the Strait of Hormuz safely [5]
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中国能源报·2026-03-04 06:04