霍尔木兹海峡实况：连续7天“近乎停滞”，过去24小时只有伊朗船只通过

Core Viewpoint - The article discusses the significant disruption in maritime trade through the Strait of Hormuz, primarily affecting oil shipments, due to security threats and the resulting operational changes by shipping companies [1][2][18]. Group 1: Maritime Trade Disruption - The Strait of Hormuz has experienced a near-total halt in commercial shipping, with only one Iranian-related cargo ship leaving the Persian Gulf in the past 24 hours, and no vessels entering from the Oman Gulf [1][2]. - The ongoing missile and drone attacks targeting commercial vessels have led to a critical risk perception among shipowners, causing most to avoid the waterway [2][18]. - Approximately 1,000 vessels, valued at around $25 billion, are currently trapped in the Gulf and surrounding waters, with many awaiting further developments [2]. Group 2: Alternative Shipping Routes - Saudi Arabia is shifting its crude oil exports to the Red Sea route, with a record number of supertankers loaded from the Yanbu and Al Muajjiz terminals in the first week of March [8]. - If Saudi Arabia maintains this loading pace, the average monthly export could reach approximately 2.3 million barrels per day, a 50% increase compared to any month since late 2016 [8]. - However, the alternative route faces uncertainties regarding its long-term operational capacity and the concentration of Saudi oil buyers in Asia, which limits the effectiveness of this route [9][10]. Group 3: Supply Chain Impact - The blockade in the Strait of Hormuz is causing a ripple effect along the energy supply chain, leading to oil storage tanks accumulating and some refineries reducing output [17]. - Iraq has already cut oil production, with Kuwait and the UAE following suit, resulting in only nine supertankers remaining available in the Persian Gulf [17]. - The Strait of Hormuz is crucial for global oil trade, accounting for about 20% of the world's oil flow, and its disruption poses significant risks to the global energy market [18].