--- title: "随着中东能源危机的加深，全球煤炭需求激增" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/286123759.md" description: "全球煤炭需求激增，因为中东能源危机扰乱了石油和天然气供应。在三月和四月，煤炭进口达到了第三高的月度水平，韩国、日本和欧盟的货运量比去年增加了 27%。霍尔木兹海峡的关闭进一步影响了液化天然气的运输，导致同比下降了 8%。各国在持续危机中推迟煤电厂的退役，并调整政策以增强能源安全" datetime: "2026-05-12T15:07:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286123759.md) - [en](https://longbridge.com/en/news/286123759.md) - [zh-HK](https://longbridge.com/zh-HK/news/286123759.md) --- # 随着中东能源危机的加深，全球煤炭需求激增 _Authored by Tsvetana Paraskova via Oilprice.com,_ **Global coal shipments and imports surged in March and April as buyers scrambled for fuel amid massively disrupted oil and gas supply from the Middle East.** The trend has been accelerating in recent weeks, and global coal imports are on track to reach their third-highest monthly level on record, according to estimates by analytics platform Kpler cited by theFinancial Times. In the wake of the **worst oil and gas supply disruption in history**, coal is back in demand, so much so that **even countries and regions that believed coal use was in an irreversible terminal decline have boosted imports.** For example, last month coal shipments to South Korea, Japan, and the European Union surged by 27% from a year earlier, data from BIMCO, the world’s biggest shipowners’ association,saidlast week. **The Asian importers and the European bloc are scrambling for alternatives to gas supply from the Middle East,** currently trapped behind the Strait of Hormuz or not produced at all in Qatar, which halted LNG production as early as on March 2 and two weeks latersustained damagesto the world’s largest LNG complex, Ras Laffan, from Iranian missile strikes. _“The closure of the Strait of Hormuz has disrupted LNG shipments out of the Persian Gulf and has contributed to an 8% y/y drop in global seaborne LNG shipments in April,”_ BIMCO said. **South Korea haspushed backthe retirement of coal-fired power generation capacity amid the oil and gas shock caused by the Middle East war.** Europe, for its part, is currently losing the competition with Asia for spot LNG supply, at a time when it needs to fill gas storage sites ahead of the next winter. **Energy security concerns are shifting policy responses, accelerating coal usage across key Asian and European markets, and delaying coal plant retirements,** analysts at Wood Mackenziesay. ### 相关股票 - [OXY.US](https://longbridge.com/zh-CN/quote/OXY.US.md) - [BP.UK](https://longbridge.com/zh-CN/quote/BP.UK.md) - [BNO.US](https://longbridge.com/zh-CN/quote/BNO.US.md) - [UCO.US](https://longbridge.com/zh-CN/quote/UCO.US.md) - [USO.US](https://longbridge.com/zh-CN/quote/USO.US.md) - [BOIL.US](https://longbridge.com/zh-CN/quote/BOIL.US.md) - [FCG.US](https://longbridge.com/zh-CN/quote/FCG.US.md) - [OIH.US](https://longbridge.com/zh-CN/quote/OIH.US.md) - [XOP.US](https://longbridge.com/zh-CN/quote/XOP.US.md) - [XES.US](https://longbridge.com/zh-CN/quote/XES.US.md) - [IEZ.US](https://longbridge.com/zh-CN/quote/IEZ.US.md) - [LNGZ.US](https://longbridge.com/zh-CN/quote/LNGZ.US.md) - [UNG.US](https://longbridge.com/zh-CN/quote/UNG.US.md) - [IXC.US](https://longbridge.com/zh-CN/quote/IXC.US.md) - [VDE.US](https://longbridge.com/zh-CN/quote/VDE.US.md) - [IEO.US](https://longbridge.com/zh-CN/quote/IEO.US.md) - [XLE.US](https://longbridge.com/zh-CN/quote/XLE.US.md) - [CRAK.US](https://longbridge.com/zh-CN/quote/CRAK.US.md) ## 相关资讯与研究 - [中信建投：全球石油库存锐减 天然气高价行情或持续](https://longbridge.com/zh-CN/news/287034033.md) - [伊朗战事重塑预期，华尔街百元油价已成共识！但 “需求破坏” 与 “库存告急” 拉扯出天花板悬念](https://longbridge.com/zh-CN/news/287181161.md) - [油价逼近上调红线，5 月 21 日或迎今年第八涨](https://longbridge.com/zh-CN/news/287157440.md) - [操纵油价，特朗普有一套！](https://longbridge.com/zh-CN/news/287134089.md) - [壳牌首席执行官：满足石油需求在未来几十年仍将至关重要](https://longbridge.com/zh-CN/news/286911374.md)