2026年4月24日 美国东部时间下午1:39 / 哥伦比亚广播公司新闻
作者：梅根·塞鲁洛
梅根·塞鲁洛是哥伦比亚广播公司财经频道驻纽约记者，报道小企业、职场、医疗保健、消费者支出和个人理财话题。她定期做客哥伦比亚广播公司24小时新闻频道讨论其报道内容。
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国际能源署（IEA）周五发布的最新报告显示，伊朗战争对能源市场的影响将远不止今年一年。
这场已持续两个月的中东冲突预计将在两年内挤压全球天然气供应，国际能源署预测，卡塔尔液化天然气（LNG）设施受损将扰乱供应。
战争已导致霍尔木兹海峡关闭，实际上切断了全球五分之一的石油和液化天然气供应。国际能源署署长法提赫·比罗尔周二在接受法国国际广播电台采访时称，此次供应中断是“史上最严重的危机”。
卡塔尔能源大臣表示，伊朗上月对卡塔尔液化天然气出口终端拉斯拉凡工业城发动的袭击，使其液化天然气产能下降了17%。这位大臣补充称，修复受损设施可能需要长达五年的时间。
国际能源署在周五发布的季度报告中称：“除了即时供应中断外，这场危机预计还将对中期前景产生影响。卡塔尔液化天然气液化基础设施受损，势必会削弱预期的供应增长，并将全球液化天然气扩张浪潮的预期影响至少推迟两年。”
该机构估计，短期供应损失加上产能增长放缓，到2030年可能累计造成1200亿立方米的液化天然气供应缺口。
国际能源署在报告中称：“尽管其他地区的新液化项目预计最终将抵消这些损失，但市场紧张的局面将持续到2026年和2027年。”
该机构指出，天然气需求在3月份出现下降，部分原因是大宗商品价格上涨以及需求侧政策措施。
国际能源署称：“一些亚洲国家正在采取需求侧管理和燃料转换措施，以减少天然气使用。霍尔木兹海峡有效关闭的持续时间是影响2026年全球天然气需求的关键不确定因素。”
编辑：艾梅·皮奇
https://www.cbsnews.com/video/farmers-facing-harsh-fuel-prices-as-iran-war-disrupts-oil-shipments/
IEA says Iran war will keep the global natural gas market tight for two years
April 24, 2026 1:39 PM EDT / CBS News
By Megan Cerullo
Megan Cerullo is a New York-based reporter for CBS MoneyWatch covering small business, workplace, health care, consumer spending and personal finance topics. She regularly appears on CBS News 24/7 to discuss her reporting.
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The implications of the Iran war on energy markets will extend well beyond this year, according to a new report from the International Energy Agency (IEA) on Friday.
The conflict in the Middle East, now in its second month, is expected to crimp global natural gas supplies for two years as damage to liquefied natural gas (LNG) facilities in Qatar disrupts supply, the IEA predicts.
The war has closed the Strait of Hormuz, effectively cutting off one-fifth of global oil and LNG supplies. IEA head Fatih Birol on Tuesday called the disruption “the biggest crisis in history” in an interview with France Inter radio.
Iranian strikes on Ras Laffan Industrial City, a liquefied natural gas export terminal in Qatar, last month reduced its LNG capacity by 17%, Qatar’s energy minister said. It could take up to five years to repair the damage, the energy minister added.
“Beyond the immediate disruption, the crisis is expected to have implications for the medium-term outlook. Damage to LNG liquefaction infrastructure in Qatar is set to reduce projected supply growth and delay the impact of the anticipated global LNG expansion wave by at least two years,” the IEA said in its quarterly report on Friday.
Short-term supply losses, combined with slower capacity growth, could lead to a cumulative loss of 120 billion cubic meters of LNG supply through 2030, the agency estimates.
“While new liquefaction projects in other regions are expected to offset these losses over time, the impact will prolong tight markets through 2026 and 2027,” IEA said in its report.
The group noted that natural gas demand fell in March, in part due to higher commodity prices and demand-side policy measures.
“A number of Asian countries are undertaking demand-side and fuel-switching measures to reduce the use of natural gas,” IEA said. “The duration of the effective closure of the Strait of Hormuz is a key uncertainty that will affect global gas demand in 2026.”
Edited by Aimee Picchi
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https://www.cbsnews.com/video/farmers-facing-harsh-fuel-prices-as-iran-war-disrupts-oil-shipments/
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