<p>霍尔木兹海峡的航运流量在周日继续以减少的水平运作，此前唐纳德·特朗普总统宣布美国海军对这一关键海上交通要道实施立即封锁。</p>
<p>特朗普在 Truth Social 上的评论是在美国与伊朗在巴基斯坦的和平谈判未达成协议后发表的，这使得脆弱的停火处于风险之中。德黑兰对霍尔木兹的控制在谈判中成为焦点，特朗普对伊朗发起攻击，指责其向过境船只收取费用。</p>
<p>“封锁将很快开始，” 特朗普说。“伊朗将不被允许从这一非法敲诈行为中获利。”</p>
<p>根据彭博社编制的船舶追踪数据，在两艘超级油轮成功进入波斯湾后，前往伊拉克的 VLCC Agios Fanourios I 在周日早晨在进入伊朗拉拉克岛和凯什米岛之间的走廊之前突然掉头。</p>
<p>这一掉头最初也被两艘巴基斯坦国旗油轮所效仿，但 Khairpur 后来又第二次转向，恢复了通过霍尔木兹的航线。第二艘船 Shalamar 似乎也随之而动，恢复了其入境航程，根据情报公司 Kpler 的数据。</p>
<p>周日早些时候，超级油轮 Mombasa B（最近更名为 Front Forth）成功进入波斯湾，根据彭博社编制的船舶追踪数据。</p>
<p>自周六早晨以来，还有七艘船只进入该地区，包括伊朗的 VLCC Hilda I，而在同一时间段内观察到有 11 艘船只离开。它们大多数与伊朗或中国有关。</p>
<p>油轮追踪受到船只信号的电子干扰影响。一些船只在高风险水域禁用其 AIS 转发器，进一步降低了追踪数据的及时性和可靠性。</p>
<p>在过去一天中，进入霍尔木兹的船只被限制在伊朗拉拉克岛和凯什米岛之间狭窄的北侧航道，而一些出境交通则沿着德黑兰批准的路线在拉拉克南侧的狭窄走廊中航行。</p>
<p>出境交通的激增由三艘船和一艘印度液化石油气运输船引领，但周日的过境量有所减少。离开海峡的船只包括三艘与伊朗有关的船只——两艘集装箱船和一艘散货船，以及一艘与中国有关的油品运输船。</p>
<p>特朗普还扩大了对国际水域的威胁，表示美国海军将拦截任何支付给伊朗过路费的船只，并称 “任何支付非法过路费的人在公海上都不会有安全通行。”</p>
<p>在高风险水域 “隐身” 的船只可能使过境数量初看起来较低，随着延迟数据的到来，数字可能会向上修正。</p>
<p>除了超级油轮 Mombasa B，进入波斯湾的交通还包括一组与伊朗有关的船只，包括一艘 VLCC、三艘 LPG 油轮、一艘散货船、一艘集装箱船和一艘小型燃料油轮。</p>
<p>备注：</p>

Breakwave 散装干货海运 ETF -ETFMG

2 倍做多彭博原油 ETF - ProShares

能源业 ETF - Vanguard

<p>霍尔木兹海峡的航运活动正在减少，因为特朗普总统宣布美国海军将实施封锁，此前美伊和平谈判失败。特朗普表示：“封锁将很快开始”，并指责伊朗进行敲诈。尽管有封锁，一些船只，包括超级油轮 Mombasa B，仍成功进入波斯湾。然而，由于电子干扰，追踪变得复杂，许多船只正在避免被发现。出境交通减少，观察到与伊朗和中国有关的几艘船只正在离开海峡</p>

<p>Shipping flows through the Strait of Hormuz continued to operate at reduced levels on Sunday, before President Donald Trump announced an immediate blockade of the critical maritime chokepoint by the US Navy.</p>
<div class="lb-trans"><p>霍尔木兹海峡的航运流量在周日继续以减少的水平运作，此前唐纳德·特朗普总统宣布美国海军对这一关键海上交通要道实施立即封锁。</p>
</div><p>Trump’s comments in a Truth Social come after US-Iran peace in Pakistan ended without an agreement, putting a fragile ceasefire at risk. Tehran’s control over Hormuz emerged as a in the talks, with Trump lashing out at Iran charging vessels to transit the strait.</p>
<div class="lb-trans"><p>特朗普在 Truth Social 上的评论是在美国与伊朗在巴基斯坦的和平谈判未达成协议后发表的，这使得脆弱的停火处于风险之中。德黑兰对霍尔木兹的控制在谈判中成为焦点，特朗普对伊朗发起攻击，指责其向过境船只收取费用。</p>
</div><p>“The Blockade will begin shortly,” Trump said. “Iran will not be allowed to profit off this Illegal Act of EXTORTION.”</p>
<div class="lb-trans"><p>“封锁将很快开始，” 特朗普说。“伊朗将不被允许从这一非法敲诈行为中获利。”</p>
</div><p>Following the successful entry of two supertankers into the Persian Gulf, the Iraq-bound VLCC Agios Fanourios I executed an abrupt U-turn on Sunday morning, just before entering the corridor between the Iranian islands of Larak and Qeshm, according to vessel-tracking data compiled by Bloomberg.</p>
<div class="lb-trans"><p>根据彭博社编制的船舶追踪数据，在两艘超级油轮成功进入波斯湾后，前往伊拉克的 VLCC Agios Fanourios I 在周日早晨在进入伊朗拉拉克岛和凯什米岛之间的走廊之前突然掉头。</p>
</div><p>That about-turn was initially mirrored by two Pakistan-flagged tankers, but the Khairpur later pivoted a second time and resumed its course through Hormuz. The second vessel, the Shalamar, also appears to have followed suit, resuming its inbound journey, according to data from intelligence firm Kpler.</p>
<div class="lb-trans"><p>这一掉头最初也被两艘巴基斯坦国旗油轮所效仿，但 Khairpur 后来又第二次转向，恢复了通过霍尔木兹的航线。第二艘船 Shalamar 似乎也随之而动，恢复了其入境航程，根据情报公司 Kpler 的数据。</p>
</div><p>Earlier on Sunday, the supertanker Mombasa B — which recently switched its name from Front Forth — managed to successfully enter the Persian Gulf, according to vessel-tracking data compiled by Bloomberg.</p>
<div class="lb-trans"><p>周日早些时候，超级油轮 Mombasa B（最近更名为 Front Forth）成功进入波斯湾，根据彭博社编制的船舶追踪数据。</p>
</div><p>Another seven ships, including the Iranian VLCC Hilda I, have entered the region since Saturday morning, while 11 vessels were observed exiting during the same window. Most of them have ties to Iran or China.</p>
<div class="lb-trans"><p>自周六早晨以来，还有七艘船只进入该地区，包括伊朗的 VLCC Hilda I，而在同一时间段内观察到有 11 艘船只离开。它们大多数与伊朗或中国有关。</p>
</div><p>Tanker tracking is hampered by electronic interference with ships’ signals. Some vessels disable their AIS transponders in high-risk waters, further reducing the timeliness and reliability of tracking data.</p>
<div class="lb-trans"><p>油轮追踪受到船只信号的电子干扰影响。一些船只在高风险水域禁用其 AIS 转发器，进一步降低了追踪数据的及时性和可靠性。</p>
</div><p>Vessels entering Hormuz during the past day were confined to a narrow northern lane between the Iranian islands of Larak and Qeshm, while some outbound traffic followed the Tehran-approved route near the coast through a tight corridor south of Larak.</p>
<div class="lb-trans"><p>在过去一天中，进入霍尔木兹的船只被限制在伊朗拉拉克岛和凯什米岛之间狭窄的北侧航道，而一些出境交通则沿着德黑兰批准的路线在拉拉克南侧的狭窄走廊中航行。</p>
</div><p>The outbound traffic surge was led by three and an Indian liquefied petroleum gas carrier, but transits tapered off on Sunday. Vessels exiting the strait included three with ties to Iran — two containerships and a bulk carrier — along with a China-linked oil product tanker.</p>
<div class="lb-trans"><p>出境交通的激增由三艘船和一艘印度液化石油气运输船引领，但周日的过境量有所减少。离开海峡的船只包括三艘与伊朗有关的船只——两艘集装箱船和一艘散货船，以及一艘与中国有关的油品运输船。</p>
</div><p>Trump also widened his threat to international waters, saying the US Navy would interdict any vessel that had paid Iran’s toll and that “no one who pays an illegal toll will have safe passage on the high seas.”</p>
<div class="lb-trans"><p>特朗普还扩大了对国际水域的威胁，表示美国海军将拦截任何支付给伊朗过路费的船只，并称 “任何支付非法过路费的人在公海上都不会有安全通行。”</p>
</div><p>Vessels “going dark” in high-risk waters may make transit counts appear lower initially, with figures likely revised upward as delayed data comes in.</p>
<div class="lb-trans"><p>在高风险水域 “隐身” 的船只可能使过境数量初看起来较低，随着延迟数据的到来，数字可能会向上修正。</p>
</div><p>Apart from the supertanker Mombasa B, the traffic entering the Gulf included a group of Iran-linked vessels, comprising a VLCC, three LPG tankers, a bulker, a containership and a small fuel tanker.</p>
<div class="lb-trans"><p>除了超级油轮 Mombasa B，进入波斯湾的交通还包括一组与伊朗有关的船只，包括一艘 VLCC、三艘 LPG 油轮、一艘散货船、一艘集装箱船和一艘小型燃料油轮。</p>
</div><p>NOTES:</p>
<div class="lb-trans"><p>备注：</p>
</div>

霍尔木兹海峡追踪：特朗普宣布封锁前的有限通行