FT中文网精选：伊朗扼住了世界的咽喉

Core Viewpoint - The geopolitical crisis has prompted a restructuring of supply chains, fundamentally weakening the monopoly of Middle Eastern resource countries in the core chemical materials sector [5]. Group 1 - The military actions by the US and Israel against Iran have significantly disrupted the global energy and chemical supply chain [6]. - Iran's response to these actions includes asymmetric tactics, such as the potential blockade of the Strait of Hormuz, which is crucial for global oil and gas exports [6]. - The Strait of Hormuz, despite its narrowest point being only 29 nautical miles, is vital as it facilitates the passage of approximately 20 million barrels of oil and petroleum products daily, accounting for 25% of global maritime oil trade and 20% of global daily consumption [6]. Group 2 - The blockade of the Strait of Hormuz could eliminate around 20% of global LNG supply, equating to approximately 10.8 billion cubic feet per day, as major exporters like Qatar and the UAE heavily rely on this route for their LNG exports [6].