Core Insights - The recent Israeli airstrikes on Iranian oil facilities mark a significant escalation in the Middle East, potentially reshaping the energy landscape [1][2][5] - The attacks specifically targeted the South Pars gas field, which accounts for two-thirds of Iran's natural gas supply, leading to a production loss of 12 million cubic meters per day [2][5] - Analysts suggest that this "limited escalation" strategy by Israel aims to minimize international market impact, but its sustainability depends on Iran's response [5][6] Group 1: Impact on Iranian Energy Sector - The airstrikes have caused significant damage to Iran's energy infrastructure, particularly affecting the Fajr Jam gas processing plant, which processes fuel from major gas fields [2][5] - Iran's energy sector is already under strain, facing severe power outages that cost the economy approximately $250 million daily [5][6] - The situation may lead to increased volatility in oil futures, as evidenced by a 14% spike in U.S. crude oil prices following the attacks [2][5] Group 2: Broader Implications for Global Energy Supply - The attacks are reminiscent of the 2019 Abqaiq incident, which caused significant disruptions in global oil supply and price volatility [6] - As the third-largest oil producer in OPEC, Iran's energy infrastructure security is crucial for the stability of the global energy supply chain [6] - There are concerns that these strikes could signal the beginning of a larger energy conflict in the region, potentially affecting international markets [2][5][6]

埃及政府：（以色列大肆袭击伊朗、天然气田停供之际）暂停向某些行业供应天然气。 ...

印度石油部长Hardeep Puri：印度未来数月都有合适的能源供应（储备）。 ...

智通财经6月13日电，以色列能源部表示已下令暂时关闭该国最大的天然气田利维坦(Leviathan)。此前 以色列对伊朗发起袭击，后者承诺将进行报复。在地缘政治紧张局势迅速升温后，以色列能源部已要求 Energean Plc暂停天然气生产。据了解，该天然气田生产受阻可能会影响地区供应，特别是对埃及，夏 季高温使这个北非国家的天然气需求在上升。如果以色列天然气供应长期受限，可能会迫使埃及采购液 化天然气，这将使全球市场进一步收紧。欧洲天然气价格一度上涨6.6%。 以色列暂时关闭该国最大天然气田 地区供应或受阻 ...

以色列能源部长：以色列临时关闭利维坦天然气田。 ...

金十数据6月13日讯，国际油价出现多年来最大单日百分比涨幅，反映出人们担心中东冲突扩大可能导 致严重的能源供应中断。布伦特原油价格一度上涨4.3%，至72.4美元/桶。WTI原油价格一度上涨5%， 至71.4美元/桶。据路透社报道，这是自2022年3月（俄乌冲突全面爆发一个月后）以来各基准合约最大 的单日涨幅。金融服务公司Pepperstone的研究策略师Ahmad Assiri写道，布伦特原油价格的飙升既说明 了"迫在眉睫的供应担忧，也说明了一种越来越强烈的感觉，即负面新闻可能会延长局势升级的时间， 不像之前的以色列-伊朗冲突那样。" 国际油价出现多年来最大单日涨幅 ...

韩国将在中东局势紧张之际密切监控能源供应，韩国将在市场剧烈波动时采取相应措施。（彭博） ...

市场消息：韩国方面将密切监测能源供应，以应对中东局势紧张。 ...

智通财经APP获悉，欧洲天然气价格结束了连续三天的下跌趋势，因为异常高温天气开始席卷整个欧洲 大陆，这可能会促使家庭增加空调的使用量以应对高温。周三，欧洲基准期货价格涨幅高达2.5%。根 据 Atmospheric G2 的数据，未来两周欧洲各地的气温将持续高于平均水平，制冷需求将飙升至自 2022 年 7 月以来的最高水平。在伦敦，气温将达到热浪阈值，超过30摄氏度。 随着夏季高温高峰的临近，欧洲和亚洲的天然气市场面临着全球有限燃料供应紧张的局面。花旗分析师 在一份报告中指出，亚洲部分地区的情况尚无定论，其中中国东部地区可能气温较为温和，而日本和韩 国的气温则可能高于正常水平。 此外，本周其他能源供应方面又出现了新的风险。法国电力公司发现有迹象表明，"应力腐蚀"裂缝可能 再次影响到其在不到三年前已修复过的某座核反应堆的管道。这家法国电力巨头不得不在 2022 年和 2023 年暂停部分核电站的运行，以修复管道裂缝，这导致能源价格飙升，因为维修工作恰逢俄罗斯对 欧洲大陆的天然气供应减少之际。 截至发稿，荷兰天然气TTF当月期货(欧洲天然气基准价格)上涨 2.4%，达到每兆瓦时 35.48 欧元。 亚洲通常会与 ...

Core Viewpoint - The article highlights the significant impact of Trump's tariff policies on U.S. crude oil exports to China, which have dropped to zero, marking the largest decline since 2020, with exports decreasing by over 4% [1][3]. Group 1: U.S.-China Oil Trade Dynamics - China has not imported any crude oil from the U.S. for two consecutive months, indicating a major shift in trade relations influenced by tariff policies [1][3]. - The cessation of U.S. crude oil imports by China is a direct response to high tariffs imposed by the Trump administration, which has led China to seek alternative energy sources [1][5]. - Despite a temporary reconciliation between the U.S. and China, concerns over the unpredictability of U.S. policies have led China to avoid reliance on U.S. oil [3][10]. Group 2: Strategic Energy Independence - China is actively working to reduce its dependence on U.S. energy supplies, seeking to expand energy trade with other countries, particularly in the Middle East and Russia [5][8]. - The halt in U.S. LNG imports by China, which began earlier in the year, reflects a broader strategy to mitigate risks associated with U.S. energy pressure [5][7]. - China's proactive measures to secure energy supplies demonstrate its preparedness against potential U.S. energy sanctions, as evidenced by its historical avoidance of U.S. LNG imports during Trump's first term [5][7]. Group 3: U.S. Energy Supply Threats - The U.S. has threatened to cut off oil supplies to China, which imports a significant volume of crude oil daily, but these threats have been countered by Russia's willingness to supply oil to China [8][10]. - The unpredictability of U.S. trade policies, including recent sanctions against Chinese companies, raises concerns about the reliability of U.S. energy as a trade partner [10].