中国交通运输：重新评估伊朗原油供应及霍尔木兹海峡中断的潜在影响-China Transportation_ Reassessing potential impact from Iranian oil supply and Hormuz strait disruption

2 March 2026 | 8:30AM HKT Equity Research CHINA TRANSPORTATION Reassessing potential impact from Iranian oil supply and Hormuz strait disruption On February 28, the US and Israel launched military operations against Iran's Islamic regime. Media have reported the closure of the Strait of Hormuz and that ships are avoiding the Hormuz strait. While the situation remains fluid, and implications dependent on the scale and duration of the conflict (see views from our Commodities team), for illustrative purposes, ...