欧洲“可能只剩下6周的喷气燃料”
Europe has "maybe 6 weeks of jet fuel left"

原始链接: https://apnews.com/article/iran-war-europe-jet-fuel-flight-cancellations-birol-6e67fafd493861b3858de5548aa77703

## 全球能源危机:迫在眉睫的威胁 国际能源署(IEA)称,世界正面临“有史以来最大”的能源危机,其根源在于石油和天然气供应中断——特别是通过霍尔木兹海峡的供应。IEA执行主任法提赫·比罗尔警告说,这将导致严重的经济后果,包括燃料、天然气和电力价格飙升,对发展中国家造成不成比例的影响。 欧洲尤其脆弱,可能只剩下六周的喷气燃料储备。如果霍尔木兹海峡没有重新开放,这可能导致航班“很快”取消。虽然航空公司目前报告没有立即短缺,但成本已经在上升,迫使一些航空公司削减航线。 除了燃料之外,该地区超过80个能源设施受损——其中三分之一严重受损——意味着恢复冲突前的生产水平可能需要长达两年时间。比罗尔警告说,允许伊朗对通过霍尔木兹海峡的航行收取费用,可能会为其他重要水道树立危险的先例。 这场危机威胁着将较弱的经济体推向衰退,并凸显了地缘政治因素对全球能源安全的危险影响,可能在未来几年重塑能源格局。

## 欧洲航空燃料供应 – 摘要 一份最新报告显示,欧洲剩余的航空燃料储备约为六周,引发了 Hacker News 的讨论。一些人质疑这是否是严重的短缺——指出美国战略储备仅有大约一个月的供应量——而另一些人则指出国际能源署建议成员国维持 90 天的进口覆盖量。 局势因持续的地缘政治因素而复杂化。来自海湾的交付正在结束,补给取决于霍尔木兹海峡的开放,这会使流程增加数周时间。讨论集中在是否应该开始配给,一些人认为应该优先考虑必要的旅行和货物,而不是休闲航班。 几位评论员强调了经济影响,包括价格上涨和潜在的燃料转移到更富裕的国家。对话还涉及俄罗斯能源的作用、过去对其的依赖以及乌克兰冲突对俄罗斯石油基础设施的影响。最终,共识似乎是,尽管由于市场力量,完全的燃料 *中断* 不太可能发生,但价格大幅上涨和中断是可能的。
相关文章

原文

PARIS (AP) — Europe has “maybe six weeks or so” of remaining jet fuel supplies, the head of the International Energy Agency said Thursday in a wide-ranging interview, warning of possible flight cancellations “soon” if oil supplies remain blocked by the Iran war.

IEA Executive Director Fatih Birol painted a sobering picture of the global repercussions of what he called “the largest energy crisis we have ever faced,” stemming from the pinch-off of oil, gas and other vital supplies through the Strait of Hormuz.

“In the past there was a group called ‘Dire Straits.’ It’s a dire strait now, and it is going to have major implications for the global economy. And the longer it goes, the worse it will be for the economic growth and inflation around the world,” he told The Associated Press.

The impact will be “higher petrol (gasoline) prices, higher gas prices, high electricity prices,” said Birol, speaking in his Paris office looking out over the Eiffel Tower.

Economic pain will be felt unevenly and “the countries who will suffer the most will not be those whose voice are heard a lot. It will be mainly the developing countries. Poorer countries in Asia, in Africa and in Latin America,” said the Turkish economist and energy expert who has led the IEA since 2015.

But without a settlement of the Iran war that permanently reopens the Strait of Hormuz, “Everybody is going to suffer,” he added.

“Some countries may be richer than the others. Some countries may have more energy than the others, but no country, no country is immune to this crisis,” he said.

‘Slow growth or even recession’

Nearly 20% of the world’s traded oil passes through the Strait of Hormuz in peacetime. Birol warned that not reopening the waterway within weeks could compound the repercussions for global energy supplies.

“In Europe, we have maybe six weeks or so (of) jet fuel left,” he said. “If we are not able to open the Strait of Hormuz ... I can tell you soon we will hear the news that some of the flights from city A to city B might be canceled as a result of lack of jet fuel.”

Dutch airline KLM and U.K.-based budget carrier easyJet said Thursday that they were not experiencing current fuel shortages, without commenting further on the IEA’s warning. Meanwhile, U.S. carrier Delta Air Lines — which frequently flies to destinations across Europe — said it was aware of the continent’s “potential jet fuel supply issue” and monitoring the situation, although it didn’t expect immediate impacts. Still, all three airlines are among those that have already seen higher costs eat into their budgets.

KLM is cutting 160 flights to and from Amsterdam’s Schiphol airport next month, accounting for about 1% of its total European routes. The airline cited “rising kerosene costs,” and said a limited number of flights are “no longer financially viable to operate.”

Travelers are already paying the consequences. Beyond flight cancellations, some carriers are increasing ticket fares and add-on fees.

Birol added: “Many government leaders tell me that if Hormuz is not open until (the) end of May, many countries — starting from the weaker economies — are going to face huge challenges, and this will go from the high inflation numbers to coming close to slow growth or even to recession in some cases.”

Birol spoke out against the so-called “toll booth” system that Iran has applied to some ships, letting them travel through the strait for a fee. He said allowing that to become more permanent would run the risk of setting a precedent that could then be applied to other waterways, including the vital Malacca Strait in Asia.

“If we change it once, it may be difficult to get it back,” he said. “It will be difficult to have a toll system here, applied here, but not there.”

“I would like to see that the oil flows unconditionally from the point A to point B,” he said.

Damage for Persian Gulf energy facilities

More than 110 oil-laden tankers and over 15 carriers loaded with liquefied natural gas are waiting in the Persian Gulf and could help ease the energy crisis if they could escape through the Strait of Hormuz to world markets, Birol said, adding: “But it is not enough.”

Even with a peace deal, war-damage to energy facilities means it could be many months before preconflict levels of production are restored, he said.

“Over 80 key assets in the region have been damaged. And out of these 80, more than one-third are severely or very severely damaged,” he said.

“It will be extremely optimistic to believe that it will very quick,” Birol said. “It will take gradually, gradually, up to two years to come back where we were before the war.”

‘Dark shadow’ of geopolitics

Birol said it is incomprehensible that “a couple of hundred men with guns” — apparently referring to Iranian forces — are able to hold hostage the global economy. He said his Paris-based agency, which advises governments on energy policy and helped coordinate a record release of emergency oil reserves earlier in the crisis, has warned for years about the critical importance of the Strait of Hormuz.

The global shock could spur the embrace of other energy technologies, including nuclear power, and “will reshape the global energy map for the next years to come,” he said.

On his office shelves, Birol has a couple of soccer balls — he’s a devoted supporter of the Turkish club Galatasaray — and other memorabilia, including a photo of his late father playing soccer, and reams of books. One in particular stood out for its timely title: “Oil, Power and War.”

“Energy and geopolitics have been always interwoven,” Birol said. “But I have never, ever seen ... such a dark and long shadow of geopolitics.”

He added: “Unfortunately, energy is at the heart of many conflicts which, again, makes me, as an energy person, rather sad, to be honest.”

___

AP Business Writer Wyatte Grantham-Philips contributed from New York.

联系我们 contact @ memedata.com