<p>全球推动摆脱石油和天然气的努力长期以来被视为应对气候变化影响和保护地球的必要措施。但越来越多的战略家、分析师和行业参与者认为，这一转型正受到一个不同且更为紧迫的驱动因素的重塑：能源安全。</p>
<p>与伊朗战争相关的全球能源市场动荡以及中东基础设施遭受的攻击加剧了对化石燃料供应链脆弱性的担忧，促使各国重新讨论如何减少对进口碳氢化合物的依赖。</p>
<p>&#34;你可以从发生的事情中预测到的一点是，这将加速能源转型，&#34;卡莱尔能源路径首席战略官杰夫·库里在上周的 S&amp;P Global CERAWeek 大会上表示，这是一个重要的能源行业会议。</p>
<p>&#34;能源转型从来与气候变化无关……安全始终是首要的。&#34;</p>
<p>在过去四周内，自美国和以色列对伊朗政权发起大规模空袭以来，随之而来的冲突席卷了中东，并在全球供应链中造成了有史以来最大的能源中断。</p>
<p>霍尔木兹海峡，全球石油运输最关键的瓶颈，因伊朗政权的暴力威胁而有效关闭，导致全球市场每天约 1600 万桶石油被切断。自冲突开始以来，国际油价基准布伦特原油（BZ=F）和美国基准西德克萨斯中质原油（WTI）（CL=F）的期货价格已上涨超过 40%。</p>
<p><em>阅读更多：</em> <em>油价冲击如何影响你的钱包，从汽油到杂货</em></p>
<p>库里和其他人认为，地缘政治冲击突显了一个长期存在的现实：石油和天然气是独特的可运输和可交易的能源来源，但正是这些特性使得这些产品成为全球商品，也使它们容易受到其他国家的干扰。供应中断、运输风险和价格飙升可以在几周内波及经济。</p>
<p>&#34;你只需进口一次太阳能电池板或电动汽车，&#34;S&amp;P Global Commodity Insights 金融服务副总裁罗杰·迪万在 CERAWeek 上表示。&#34;你每天都要进口石油。&#34;</p>
<p>随着各国面临一个全球化——以及支持全球化体系的安全保障——似乎不再那么确定的世界，这一区别变得愈发显著。围绕开放海路和稳定贸易关系建立的能源供应链正日益受到战争、制裁和政治分裂的考验。</p>
<p><em>阅读更多：</em> <em>与伊朗的长期战争可能对油价意味着什么</em></p>
<p>俄罗斯在 2022 年入侵乌克兰暴露了欧洲能源系统的脆弱性，此前欧洲对俄罗斯管道天然气的依赖不断加深。在战争之前，俄罗斯大约供应了欧盟 40% 的天然气，其中大部分通过北溪管道系统流入德国。</p>
<p>当流量开始下降——首先是通过政治压力，然后是直接中断——冲击在整个欧洲蔓延。电力价格飙升至历史最高点，工业用户减少生产，政府被迫采取紧急措施以确保冬季供应。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/09NLGXSbeN03zcukTDk8Cw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/d2a48ab0-294f-11f1-bfff-0271038e86ee?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/09NLGXSbeN03zcukTDk8Cw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/d2a48ab0-294f-11f1-bfff-0271038e86ee"/></p>
<p>2026 年 3 月 25 日，一艘停靠的油轮正在中国山东省青岛港卸载原油。（CN-STR/法新社通过 Getty Images）</p>
<p>在 2022 年 9 月北溪管道遭到破坏后，情况急剧恶化。该基础设施的损失迫使迅速且昂贵地转向全球液化天然气（LNG）市场，导致与亚洲的货物竞争加剧，并将基准欧洲天然气价格（TTF=F）推高至历史水平的多倍。</p>
<p>危机加剧了通货膨胀，通过补贴计划加大了公共财政的压力，突显了一个关键脆弱性：欧洲对进口能源的依赖。</p>
<p>相比之下，美国在当前冲击中处于更为隔离的位置。得益于页岩气热潮，美国是全球最大的石油和天然气生产国，减少了对物理供应中断的直接暴露——但该国并非完全孤立。石油是全球定价的，中东的干扰仍然会影响汽油和柴油成本，而不断上升的 LNG 出口正日益将美国天然气价格与全球市场联系在一起。</p>
<p>然而，对于欧洲和亚洲的大型能源进口国而言，暴露仍然更加严重。依赖海运原油和液化天然气的国家必须在紧张的市场中竞争货物，这在地缘政治动荡期间加剧了价格波动和供应风险。</p>
<p><em>阅读更多：</em> <em>在中东动荡加剧市场波动时如何保护你的资金</em></p>
<h2>&#34;非常痛苦&#34;的能源转型</h2>
<p>库里指出了历史先例，例如 1973 年的石油禁运，当时全球需求因供应被切断而急剧下降。&#34;这不是因为人们想要这样，&#34;他说。&#34;这是被迫的。&#34;</p>
<p>分析师表示，今天的冲击可能会产生类似的后果——不仅以高价格驱动的短期需求破坏的形式，还通过投资和消费模式的长期变化。</p>
<p>交易公司 Gunvor 市场情报负责人弗雷德里克·拉塞尔表示，持续的价格上涨可能会以难以逆转的方式改变消费者行为。</p>
<p>&#34;如果价格保持高位足够长，你就会改变习惯，&#34;拉塞尔在 CERAWeek 上表示。&#34;你决定选择电动汽车。这种需求破坏是更难逆转的。&#34;</p>
<p>S&amp;P Global Energy 能源与自然资源组的董事 Karim Fawaz 估计，仅电动汽车就已经使全球石油需求减少了大约 130 万桶/天——如果各国政府对地缘政治冲击采取更强有力的电气化激励措施，这一数字可能会进一步上升。</p>
<p>向能源安全的转变也在影响投资决策。Lazard 基础设施全球负责人 Pablo Hernandez Schmidt-Tophoff 表示，资产估值已开始反映出对韧性的重新重视，而不仅仅是财务回报。</p>
<p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/wmq8Ui95r6ddafl9dinBQw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/41ca9850-2a07-11f1-9ddb-9cf8cfb715bf?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/wmq8Ui95r6ddafl9dinBQw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/41ca9850-2a07-11f1-9ddb-9cf8cfb715bf"/></p>
<p>即使在发达经济体，电动汽车的普及也往往依赖于政府的激励措施，而对精炼产品的需求则证明比预期更具韧性。（美联社照片/乔治·沃克 IV）</p>
<p>“游戏的关键是能源安全和能源韧性，即使这会损害资本效率，” 他说。</p>
<p>这种转变不太可能是立即的或统一的。分析师和行业高管警告说，发展中国家的许多地区仍然在结构上依赖石油，特别是在电力基础设施有限的地区。</p>
<p>即使在发达经济体，电动汽车的普及也往往依赖于政府的激励措施，而对精炼产品的需求则证明比预期更具韧性。在挪威，电动汽车占新车销售的一半以上，但石油需求仍然相对稳定——这突显了在大规模快速替代碳氢化合物的困难。</p>
<p>在美国，特朗普政府已经撤回了几项主要的 “绿色” 倡议，包括取消几项主要的风能和太阳能项目。在 CERAWeek 的新闻发布会上，内政部长 Doug Burgum 宣布，美国将支付法国能源巨头 TotalEnergies (TTE) 10 亿美元，以取消其在美国东海岸的主要海上风电开发计划，并将这笔钱投资于碳氢化合物基础设施。</p>
<p>国际能源署还预测，到 2050 年，对碳氢化合物的需求可能会继续增长，特别是因为发展中国家仍然依赖石油进口以促进经济增长。</p>
<p>然而，即使需求证明比预期更持久，目前的冲击正在加速重新安排满足该需求的方式——以及各国如何看待保障这一需求。Carlyle 的 Currie 表示，这种转变最终可能会加速向碳氢化合物的过渡，而这种过渡的驱动因素将更多地是出于必要性而非环境雄心。</p>
<p>“我们将以非常痛苦的方式被迫进行能源转型，” Currie 在 CERAWeek 上表示。“无论如何，安全将是首要任务。”</p>
<p><em>Jake Conley 是一名报道美国股票的突发新闻记者，供职于 Yahoo Finance。请在 X 上关注他 @byjakeconley 或通过电子邮件联系他 jake.conley@yahoooinc.com。</em></p>
<p><strong>点击这里深入分析最新的股市新闻和影响股价的事件</strong></p>
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美国布伦特原油期货基金

清洁能源 WilderHill ETF - Invesco

美国油气勘探与生产 ETF - iShares

<p>正在进行的伊朗冲突正在重塑全球能源转型，能源安全成为主要驱动力，而不仅仅是气候变化的担忧。分析师指出，尤其是霍尔木兹海峡的石油供应链中断，加剧了各国减少对化石燃料依赖的紧迫性。地缘政治的不稳定导致石油价格大幅上涨，突显了能源进口的脆弱性。随着各国面临不确定的全球贸易动态，向可再生能源的转型被视为确保能源安全的必要回应</p>

<p>The global push to move away from oil and gas has long been framed as a response to the effects of climate change and the need to take care of the planet. But a widening group of strategists, analysts, and industry participants argue that the transition is being reshaped by a different, more immediate driver: energy security.</p>
<div class="lb-trans"><p>全球推动摆脱石油和天然气的努力长期以来被视为应对气候变化影响和保护地球的必要措施。但越来越多的战略家、分析师和行业参与者认为，这一转型正受到一个不同且更为紧迫的驱动因素的重塑：能源安全。</p>
</div><p>The disruption to global energy markets tied to the war in Iran and escalating attacks on infrastructure in the Middle East has sharpened concerns about the vulnerability of fossil fuel supply chains, prompting renewed debate about how countries can reduce reliance on imported hydrocarbons.</p>
<div class="lb-trans"><p>与伊朗战争相关的全球能源市场动荡以及中东基础设施遭受的攻击加剧了对化石燃料供应链脆弱性的担忧，促使各国重新讨论如何减少对进口碳氢化合物的依赖。</p>
</div><p>&#34;One of the predictions you can make out of what's happening is that it's going to turbocharge the energy transition,&#34; Jeff Currie, chief strategy officer of energy pathways at Carlyle, said at CERAWeek by S&amp;P Global, a major energy industry conference, last week.</p>
<div class="lb-trans"><p>&#34;你可以从发生的事情中预测到的一点是，这将加速能源转型，&#34;卡莱尔能源路径首席战略官杰夫·库里在上周的 S&amp;P Global CERAWeek 大会上表示，这是一个重要的能源行业会议。</p>
</div><p>&#34;The energy transition never had anything to do with climate change ... Security was always paramount.&#34;</p>
<div class="lb-trans"><p>&#34;能源转型从来与气候变化无关……安全始终是首要的。&#34;</p>
</div><p>In the past four weeks, since the US and Israel launched a major barrage of airstrikes against the Iranian regime, the ensuing conflict has engulfed the Middle East and wracked global supply chains in what has become the largest energy disruption on record.</p>
<div class="lb-trans"><p>在过去四周内，自美国和以色列对伊朗政权发起大规模空袭以来，随之而来的冲突席卷了中东，并在全球供应链中造成了有史以来最大的能源中断。</p>
</div><p>The Strait of Hormuz, the world's most critical chokepoint for oil shipments, has been effectively closed by threats of violence from the Iranian regime, cutting off roughly 16 million barrels per day of oil from the global market. Futures prices on Brent crude (BZ=F), the international oil pricing benchmark, and US benchmark West Texas Intermediate (WTI) crude (CL=F) have gained more than 40% since the conflict began.</p>
<div class="lb-trans"><p>霍尔木兹海峡，全球石油运输最关键的瓶颈，因伊朗政权的暴力威胁而有效关闭，导致全球市场每天约 1600 万桶石油被切断。自冲突开始以来，国际油价基准布伦特原油（BZ=F）和美国基准西德克萨斯中质原油（WTI）（CL=F）的期货价格已上涨超过 40%。</p>
</div><p><em>Read more:</em> <em>How oil price shocks ripple through your wallet, from gas to groceries</em></p>
<div class="lb-trans"><p><em>阅读更多：</em> <em>油价冲击如何影响你的钱包，从汽油到杂货</em></p>
</div><p>Currie and others argue the geopolitical shock underscores a longstanding reality: Oil and gas are uniquely portable and tradable energy sources, but those same characteristics that make the products global commodities also make them susceptible to disruption by other nations. Supply disruptions, shipping risks, and price spikes can ripple through economies within weeks.</p>
<div class="lb-trans"><p>库里和其他人认为，地缘政治冲击突显了一个长期存在的现实：石油和天然气是独特的可运输和可交易的能源来源，但正是这些特性使得这些产品成为全球商品，也使它们容易受到其他国家的干扰。供应中断、运输风险和价格飙升可以在几周内波及经济。</p>
</div><p>&#34;You import a solar panel or an electric car only once,&#34; Roger Diwan, vice president of financial services at S&amp;P Global Commodity Insights, said at CERAWeek. &#34;You import oil every day.&#34;</p>
<div class="lb-trans"><p>&#34;你只需进口一次太阳能电池板或电动汽车，&#34;S&amp;P Global Commodity Insights 金融服务副总裁罗杰·迪万在 CERAWeek 上表示。&#34;你每天都要进口石油。&#34;</p>
</div><p>That distinction is becoming more salient as governments confront a world in which globalization — and the security guarantees that support a globalized system — appears less certain. Energy supply chains built around open sea lanes and stable trading relationships are increasingly being tested by war, sanctions, and political fragmentation.</p>
<div class="lb-trans"><p>随着各国面临一个全球化——以及支持全球化体系的安全保障——似乎不再那么确定的世界，这一区别变得愈发显著。围绕开放海路和稳定贸易关系建立的能源供应链正日益受到战争、制裁和政治分裂的考验。</p>
</div><p><em>Read more:</em> <em>What an extended war with Iran could mean for gas prices</em></p>
<div class="lb-trans"><p><em>阅读更多：</em> <em>与伊朗的长期战争可能对油价意味着什么</em></p>
</div><p>Russia's invasion of Ukraine in 2022 exposed the fragilities of Europe's energy system after years of deepening dependence on Russian pipeline gas. Before the war, Russia supplied roughly 40% of the European Union's natural gas, much of it flowing through the Nord Stream pipeline system into Germany.</p>
<div class="lb-trans"><p>俄罗斯在 2022 年入侵乌克兰暴露了欧洲能源系统的脆弱性，此前欧洲对俄罗斯管道天然气的依赖不断加深。在战争之前，俄罗斯大约供应了欧盟 40% 的天然气，其中大部分通过北溪管道系统流入德国。</p>
</div><p>When flows began to drop — first through political pressure, then through outright disruptions — the shock cascaded across the continent. Power prices surged to record highs, industrial users curtailed production, and governments were forced into emergency measures to secure supply ahead of winter.</p>
<div class="lb-trans"><p>当流量开始下降——首先是通过政治压力，然后是直接中断——冲击在整个欧洲蔓延。电力价格飙升至历史最高点，工业用户减少生产，政府被迫采取紧急措施以确保冬季供应。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/09NLGXSbeN03zcukTDk8Cw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/d2a48ab0-294f-11f1-bfff-0271038e86ee" alt="" original-src="https://s.yimg.com/ny/api/res/1.2/09NLGXSbeN03zcukTDk8Cw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/d2a48ab0-294f-11f1-bfff-0271038e86ee"/></p>
<p>A docked oil tanker is unloading crude oil at the port in Qingdao, in China's eastern Shandong province, on March 25, 2026. (CN-STR/AFP via Getty Images)</p>
<div class="lb-trans"><p>2026 年 3 月 25 日，一艘停靠的油轮正在中国山东省青岛港卸载原油。（CN-STR/法新社通过 Getty Images）</p>
</div><p>The situation worsened dramatically after the sabotage of the Nord Stream pipelines in September 2022. The loss of that infrastructure forced a rapid and costly pivot to global liquified natural gas (LNG) markets, driving intense competition with Asia for cargoes and pushing benchmark European gas prices (TTF=F) to multiples of historical norms.</p>
<div class="lb-trans"><p>在 2022 年 9 月北溪管道遭到破坏后，情况急剧恶化。该基础设施的损失迫使迅速且昂贵地转向全球液化天然气（LNG）市场，导致与亚洲的货物竞争加剧，并将基准欧洲天然气价格（TTF=F）推高至历史水平的多倍。</p>
</div><p>The crisis accelerated inflation, strained public finances through subsidy programs, underscoring a key vulnerability: Europe's reliance on imported energy.</p>
<div class="lb-trans"><p>危机加剧了通货膨胀，通过补贴计划加大了公共财政的压力，突显了一个关键脆弱性：欧洲对进口能源的依赖。</p>
</div><p>The US, by contrast, enters the current shock from a more insulated position. Thanks to the shale boom, the US is the world's largest producer of oil and natural gas, reducing its direct exposure to physical supply disruptions — but the country isn't entirely isolated. Oil is globally priced, and disruptions in the Middle East still feed through to gasoline and diesel costs, while rising LNG exports are increasingly linking US natural gas prices to global markets.</p>
<div class="lb-trans"><p>相比之下，美国在当前冲击中处于更为隔离的位置。得益于页岩气热潮，美国是全球最大的石油和天然气生产国，减少了对物理供应中断的直接暴露——但该国并非完全孤立。石油是全球定价的，中东的干扰仍然会影响汽油和柴油成本，而不断上升的 LNG 出口正日益将美国天然气价格与全球市场联系在一起。</p>
</div><p>For large energy importers in Europe and Asia, however, the exposure remains more acute. Countries dependent on seaborne crude and LNG must compete for cargoes in stressed markets, amplifying both price volatility and supply risk during geopolitical disruptions.</p>
<div class="lb-trans"><p>然而，对于欧洲和亚洲的大型能源进口国而言，暴露仍然更加严重。依赖海运原油和液化天然气的国家必须在紧张的市场中竞争货物，这在地缘政治动荡期间加剧了价格波动和供应风险。</p>
</div><p><em>Read more:</em> <em>How to protect your money as Mideast turmoil fuels market volatility</em></p>
<div class="lb-trans"><p><em>阅读更多：</em> <em>在中东动荡加剧市场波动时如何保护你的资金</em></p>
</div><h2>A 'very painful' energy transition</h2>
<div class="lb-trans"><h2>&#34;非常痛苦&#34;的能源转型</h2>
</div><p>Currie pointed to historical precedents such as the 1973 oil embargo, when global demand fell sharply because supply was cut off. &#34;It didn’t happen because people wanted it to,&#34; he said. &#34;It was forced on them.&#34;</p>
<div class="lb-trans"><p>库里指出了历史先例，例如 1973 年的石油禁运，当时全球需求因供应被切断而急剧下降。&#34;这不是因为人们想要这样，&#34;他说。&#34;这是被迫的。&#34;</p>
</div><p>Today's shock could have similar consequences, analysts say — not only in the form of short-term demand destruction driven by high prices, but also through longer-term shifts in investment and consumption patterns.</p>
<div class="lb-trans"><p>分析师表示，今天的冲击可能会产生类似的后果——不仅以高价格驱动的短期需求破坏的形式，还通过投资和消费模式的长期变化。</p>
</div><p>Frederic Lasserre, head of market intelligence at trading firm Gunvor, said sustained price increases could alter consumer behavior in ways that prove difficult to reverse.</p>
<div class="lb-trans"><p>交易公司 Gunvor 市场情报负责人弗雷德里克·拉塞尔表示，持续的价格上涨可能会以难以逆转的方式改变消费者行为。</p>
</div><p>&#34;If price remains high for long enough, you change habits,&#34; Lasserre said at CERAWeek. &#34;You decide to go for an EV. That type of demand destruction is less reversible.&#34;</p>
<div class="lb-trans"><p>&#34;如果价格保持高位足够长，你就会改变习惯，&#34;拉塞尔在 CERAWeek 上表示。&#34;你决定选择电动汽车。这种需求破坏是更难逆转的。&#34;</p>
</div><p>Karim Fawaz, a director in the energy and natural resources group at S&amp;P Global Energy, estimated electric vehicles alone are already reducing global oil demand by roughly 1.3 million barrels per day — a figure that could rise if governments respond to geopolitical shocks with stronger incentives for electrification.</p>
<div class="lb-trans"><p>S&amp;P Global Energy 能源与自然资源组的董事 Karim Fawaz 估计，仅电动汽车就已经使全球石油需求减少了大约 130 万桶/天——如果各国政府对地缘政治冲击采取更强有力的电气化激励措施，这一数字可能会进一步上升。</p>
</div><p>The shift toward energy security is also influencing investment decisions. Pablo Hernandez Schmidt-Tophoff, global head of infrastructure at Lazard, said asset valuations have begun to reflect a renewed emphasis on resilience rather than purely financial returns.</p>
<div class="lb-trans"><p>向能源安全的转变也在影响投资决策。Lazard 基础设施全球负责人 Pablo Hernandez Schmidt-Tophoff 表示，资产估值已开始反映出对韧性的重新重视，而不仅仅是财务回报。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://s.yimg.com/ny/api/res/1.2/wmq8Ui95r6ddafl9dinBQw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/41ca9850-2a07-11f1-9ddb-9cf8cfb715bf" alt="" original-src="https://s.yimg.com/ny/api/res/1.2/wmq8Ui95r6ddafl9dinBQw--/YXBwaWQ9aGlnaGxhbmRlcjt3PTk2MDtoPTY0MA--/https://s.yimg.com/os/creatr-uploaded-images/2026-03/41ca9850-2a07-11f1-9ddb-9cf8cfb715bf"/></p>
<p>Even in advanced economies, electric vehicle adoption has often relied heavily on government incentives, while demand for refined products has proven more resilient than expected. (AP Photo/George Walker IV)</p>
<div class="lb-trans"><p>即使在发达经济体，电动汽车的普及也往往依赖于政府的激励措施，而对精炼产品的需求则证明比预期更具韧性。（美联社照片/乔治·沃克 IV）</p>
</div><p>&#34;The name of the game is energy security and energy resiliency, even at the detriment of capital efficiency,&#34; he said.</p>
<div class="lb-trans"><p>“游戏的关键是能源安全和能源韧性，即使这会损害资本效率，” 他说。</p>
</div><p>The shift is unlikely to be immediate or uniform. Analysts and industry executives cautioned that much of the developing world remains structurally dependent on oil, particularly in regions with limited electricity infrastructure.</p>
<div class="lb-trans"><p>这种转变不太可能是立即的或统一的。分析师和行业高管警告说，发展中国家的许多地区仍然在结构上依赖石油，特别是在电力基础设施有限的地区。</p>
</div><p>Even in advanced economies, electric vehicle adoption has often relied heavily on government incentives, while demand for refined products has proven more resilient than expected. In Norway, where EVs account for more than half of new car sales, oil demand has remained relatively stable — underscoring the difficulty of rapidly displacing hydrocarbons at scale.</p>
<div class="lb-trans"><p>即使在发达经济体，电动汽车的普及也往往依赖于政府的激励措施，而对精炼产品的需求则证明比预期更具韧性。在挪威，电动汽车占新车销售的一半以上，但石油需求仍然相对稳定——这突显了在大规模快速替代碳氢化合物的困难。</p>
</div><p>In the US, the Trump administration has rolled back several major &#34;green&#34; initiatives, including the cancellation of several major wind and solar projects. In a press conference at CERAWeek, Secretary of the Interior Doug Burgum announced that the US will pay French energy giant TotalEnergies (TTE) $1 billion to cancel its plans for a major offshore wind development along the US East Coast and instead invest that money into hydrocarbon infrastructure.</p>
<div class="lb-trans"><p>在美国，特朗普政府已经撤回了几项主要的 “绿色” 倡议，包括取消几项主要的风能和太阳能项目。在 CERAWeek 的新闻发布会上，内政部长 Doug Burgum 宣布，美国将支付法国能源巨头 TotalEnergies (TTE) 10 亿美元，以取消其在美国东海岸的主要海上风电开发计划，并将这笔钱投资于碳氢化合物基础设施。</p>
</div><p>The International Energy Agency has also projected that demand for hydrocarbons could continue to grow through 2050, especially as the developing world remains dependent on oil imports for economic growth.</p>
<div class="lb-trans"><p>国际能源署还预测，到 2050 年，对碳氢化合物的需求可能会继续增长，特别是因为发展中国家仍然依赖石油进口以促进经济增长。</p>
</div><p>Yet, even if demand proves more durable than expected, the current shock is accelerating a reordering of how that demand is met — and how countries think about securing it. Carlyle's Currie said such shifts could ultimately accelerate the transition away from hydrocarbons in a way shaped less by environmental ambition than by necessity.</p>
<div class="lb-trans"><p>然而，即使需求证明比预期更持久，目前的冲击正在加速重新安排满足该需求的方式——以及各国如何看待保障这一需求。Carlyle 的 Currie 表示，这种转变最终可能会加速向碳氢化合物的过渡，而这种过渡的驱动因素将更多地是出于必要性而非环境雄心。</p>
</div><p>&#34;We're going to get an energy transition forced on us in a very painful way,&#34; Currie said at CERAWeek. &#34;Security is going to be on top no matter what.&#34;</p>
<div class="lb-trans"><p>“我们将以非常痛苦的方式被迫进行能源转型，” Currie 在 CERAWeek 上表示。“无论如何，安全将是首要任务。”</p>
</div><p><em>Jake Conley is a breaking news reporter covering US equities for Yahoo Finance. Follow him on X at @byjakeconley or email him at</em> <em>jake.co</em> <em>nley@yahooinc.com</em>.</p>
<div class="lb-trans"><p><em>Jake Conley 是一名报道美国股票的突发新闻记者，供职于 Yahoo Finance。请在 X 上关注他 @byjakeconley 或通过电子邮件联系他 jake.conley@yahoooinc.com。</em></p>
</div><p><strong>Click here for in-depth analysis of the latest stock market news and events moving stock prices</strong></p>
<div class="lb-trans"><p><strong>点击这里深入分析最新的股市新闻和影响股价的事件</strong></p>
</div><p><strong>Read the latest financial and business news from Yahoo Finance</strong></p>
<div class="lb-trans"><p><strong>阅读 Yahoo Finance 的最新财经和商业新闻</strong></p>
</div>

The shift from oil isn't just about being 'green' anymore. It's a massive power move for national security.

雅虎北美

全球清洁能源 ETF - Invesco

能源业 ETF - SPDR

美国 WTI 原油 ETF

油气开采 ETF - SPDR

标普油气设备与服务 ETF - SPDR

纳斯达克 Clean Edge 清洁绿能指数 ETF - First Trust

能源业 ETF - Vanguard

美国石油设备与服务 ETF - iShares

英国石油

纳斯达克清洁绿能指数 ETF - First Trust

全球清洁能源 ETF - iShares

2 倍做多彭博原油 ETF - ProShares

西方石油

油气服务 ETF - Market Vectors

标普全球能源股指数 ETF - iShares

华夏中证绿色电力ETF

太阳能 ETF - Guggenheim

和顺石油

炼油公司指数 ETF - VanEck Vectors

从石油的转型不仅仅是为了 “绿色” 环保。这是为了国家安全的重大权力举措