-- 周五,全球领导人对霍尔木兹海峡的重新开放反应谨慎,他们欢迎这一进展,但同时在持续的安全和地缘政治担忧下,寻求确保永久、安全的航行。 联合国秘书长安东尼奥·古特雷斯称此举是“朝着正确方向迈出的一步”,同时强调需要全面恢复航行权利和自由。 古特雷斯表示:“联合国的立场依然明确:我们需要全面恢复霍尔木兹海峡的国际航行权利和自由,并得到各方的尊重。” 周五,在巴黎举行的一次会议上,欧洲领导人也表达了类似的观点。此次会议由法国总统埃马纽埃尔·马克龙和英国首相基尔·斯塔默共同主持,约有50个国家参加了会议,讨论了组建一个潜在的多国特派团以保障航运安全的计划。 马克龙表示,应仔细评估事态发展,并指出通行仍然取决于伊朗的协调以及美国持续的封锁。斯塔默则表示,重新开放必须不仅仅是一项短期协议。 “这必须是一个持久有效的解决方案,不能收取通行费或限制航道,”斯塔默说。 欧盟委员会主席乌尔苏拉·冯德莱恩表示,欧盟将通过共享卫星数据和加强海上安全行动来支持相关努力,而德国则表示愿意为保障航行自由做出贡献。 “霍尔木兹海峡传来好消息。然而,航道必须保持永久、可靠和安全。在这方面,我们与巴黎的伙伴们立场一致,”德国总理弗里德里希·默茨说。 国际海事组织表示,正在核实重新开放是否符合既定的安全和航行标准。“航行自由原则不容谈判,”国际海事组织秘书长阿塞尼奥·多明格斯说。 尽管船舶交通的恢复缓解了人们对供应中断的担忧,但分析人士表示,停火的持久性和安全航行的清晰度将决定能源市场是趋于稳定还是面临新的波动。 麦格理资本全球战略主管维克托·什韦茨表示:“以色列和黎巴嫩之间的停火使得霍尔木兹海峡的开放成为可能。然而,这只能算作一项临时且脆弱的协议。” 伊朗周五表示,在以色列和黎巴嫩达成停火协议后,已重新开放霍尔木兹海峡,允许商业航运通行。这给全球能源市场带来了一丝喘息之机,但由于美国封锁仍在持续,不确定性依然存在。 德黑兰方面表示,在停火期间,这条战略水道对商业船舶“完全开放”,船舶可沿其港口和海事组织协调的航线航行。 据报道,近日有五艘空油轮抵达伊朗在阿拉伯湾的港口,并开始装载原油,这标志着霍尔木兹海峡重新开放后,海上活动开始复苏。 周五,克普勒表示,包括与阿布扎比国家石油公司(ADNOC)在达斯岛附近开展的液化天然气(LNG)项目相关的早期船舶活动,表明海上活动正在谨慎地恢复。 然而,该分析公司表示,航线选择、货物装载和安全风险仍然不明朗,市场参与者正在密切关注货运量能否持续恢复。
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