卡塔尔液化天然气冲击：供应受挫及不可抗力风险
据路透社报道，卡塔尔能源公司（QatarEnergy）首席执行官确认，关键设施遭受重大损坏，导致该国约17%的液化天然气出口停产，约为每年1280万吨，停产时间可能长达三到五年。这不是短期中断，而是对全球供应的结构性打击。
其影响是立竿见影的：对意大利、比利时、韩国和中国的长期合同可能面临不可抗力条款，买家可能被迫重新进入现货市场。
与此同时，凝析油、液化石油气及其他副产品的产量下降，凸显了冲击的更广泛规模，预计每年收入损失约为200亿美元。
BÀI VIẾT PHỔ BIẾN
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