地面飞机“一种可能性”:全球燃料供应收紧,亚洲国家受冲击最严重
Grounding Planes 'A Distinct Possibility': Tightened Global Fuel Supply Hitting Asian Nations Hardest

原始链接: https://www.zerohedge.com/energy/grounding-planes-distinct-possibility-tightened-global-fuel-supply-hitting-asian-nations

全球能源市场正面临“严峻”局面,由于美国、以色列和伊朗之间冲突升级,对供应中断的担忧日益加剧。 担忧的中心在于石油和天然气流动可能中断,尤其是在霍尔木兹海峡,尽管有关与伊朗谈判的报告存在分歧。 亚洲已经感受到了最直接的影响。 越南航空公司和VietJet正在减少航班,因为喷气燃料短缺,越南正在实施燃油附加费。 菲律宾警告航班可能停飞,而泰国正面临柴油短缺,甚至影响到火化服务,并正在实施节能措施。 印度出现了对烹饪煤气的恐慌性购买,以及对生物质燃料的回归。 澳大利亚也正在应对广泛的燃料短缺,柴油和喷气燃料的储备已降至约30-38天。 高盛数据证实,流入亚洲炼油厂的石油流量正在放缓。 局势仍然高度不确定,促使各国政府为潜在的广泛燃料中断做好准备。

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原文

European Commission President Ursula von der Leyen has again warned of a "critical energy situation" as oil and gas markets convulse, underscoring growing fears of supply shocks, at a moment President Trump early this week claimed the Strait of Hormuz could "reopen very soon" if talks with Iran succeed - though Tehran has flatly denied any negotiations are underway as confusion reigns over the status of backchannel dialogue. 

Already one country says it is suffering a fuel shortage crisis, amid broader reports of some demand destruction problems coming in from various parts of the globe. Philippine President Ferdinand Marcos on Tuesday said there's a "distinct possibility" planes may be grounded due to a jet fuel shortage, connected to the war on Iran and de facto closure of the Strait of Hormuz.

"Several countries have already told our airlines they cannot fuel their aircraft, so they have to carry fuel there and back," he told Bloomberg News in an interview.

via Anadolu Agency

He additionally warned that long-haul flights could become "a much more serious problem" due to the fuel crisis and restrictions. He was specifically asked whether planes might inevitably be grounded, to which he responded: "We’re hoping not, but it’s a distinct possibility."

Now in its fourth week, the US-Israel-Iran war had already disrupted commercial flights across the Gulf and Mideast region, especially impacting key regional hubs of Dubai, Doha, Abu Dhabi, and Tel Aviv - due to the ongoing missile and drone danger in the skies. Another significant development reported by Bloomberg Tuesday:

Vietnam Airlines will temporarily suspend flights on some domestic routes as jet fuel shortages and rising fuel prices caused by the conflict in the Middle East start to impact the nation’s air travel.

The national flag carrier will cut around 23 flights per week from April 1 over tightened supplies of jet fuel, according to a statement from the Civil Aviation Authority of Vietnam. VietJet Aviation JSC is also reducing flights on some routes, according to schedules on its booking website.

But as far as oil and fuel flows disruptions, Asia in particular has been the first region to feel the supply crunch most acutely. Below is a round-up of some of the latest examples:

Flight surcharges: Some Asian countries, including Vietnam, say airlines are planning to role out fuel surcharges ​on ​international routes ⁠from early April.

Diesel shortages in ThailandThe abbot of Wat Saman Rattanaram in Chachoengsao province, about 50 miles east of Bangkok, warned that cremation services may have to be suspended. “In more than 50 years, I’ve never seen anything like this,” he said.

More drastic power-saving measures... Last week, the Thai government ordered civil servants to take the stairs rather than the lift, and it’s increased the air-conditioning temperature to 27C. It will tell government employees to wear short-sleeved shirts rather than suits.

Bangladesh electricity rationing:  Lectures at the country’s main universities have been cancelled until later this month as the government closed the campuses to save electricity.

India panic-buying gas supplies: India has been dealing with a squeeze in cooking gas supplies over the past few days, leading to panic-buying by domestic users.

Scrambling for cheap local alternativesThere are reports that suggest some regions in India are witnessing a spike in timber sales, while others see increased sales of cow dung cakes - both biomass fuels.

...and there are widespread images and examples of huge lines at gas pumps across various countries.

We also detailed earlier that hundreds of service stations across Australia have run out of fuel

Energy Minister Chris Bowen warned federal parliament on Monday that more than 109 gas stations in Victoria had run out of at least one grade of gas. He said 47 outlets in Queensland had no diesel, 32 had no regular unleaded, and 37 stations in New South Wales had completely run out of fuel.

The below data from Goldman Sachs charts an array of examples over the past couple weeks:

"The flow of oil to Asian refineries has slowed, and that has downward impacts on us," Bowen said, adding, "We're in an uncertain environment, so that's why we're doing all the preparatory work." 

Bowen warned that fuel supplies were at about 38 days for gasoline. He said only 30 days of diesel and jet fuel remained. There's the potential that the crisis could be coming to fuel pumps near you.

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