<p>霍爾木茲海峽的航運流量在週日繼續以減少的水平運作，此前唐納德·特朗普總統宣佈美國海軍對這一關鍵海上交通要道實施立即封鎖。</p>
<p>特朗普在 Truth Social 上的評論是在美國與伊朗在巴基斯坦的和平談判未達成協議後發表的，這使得脆弱的停火處於風險之中。德黑蘭對霍爾木茲的控制在談判中成為焦點，特朗普對伊朗發起攻擊，指責其向過境船隻收取費用。</p>
<p>“封鎖將很快開始，” 特朗普説。“伊朗將不被允許從這一非法敲詐行為中獲利。”</p>
<p>根據彭博社編制的船舶追蹤數據，在兩艘超級油輪成功進入波斯灣後，前往伊拉克的 VLCC Agios Fanourios I 在週日早晨在進入伊朗拉拉克島和凱什米島之間的走廊之前突然掉頭。</p>
<p>這一掉頭最初也被兩艘巴基斯坦國旗油輪所效仿，但 Khairpur 後來又第二次轉向，恢復了通過霍爾木茲的航線。第二艘船 Shalamar 似乎也隨之而動，恢復了其入境航程，根據情報公司 Kpler 的數據。</p>
<p>週日早些時候，超級油輪 Mombasa B（最近更名為 Front Forth）成功進入波斯灣，根據彭博社編制的船舶追蹤數據。</p>
<p>自週六早晨以來，還有七艘船隻進入該地區，包括伊朗的 VLCC Hilda I，而在同一時間段內觀察到有 11 艘船隻離開。它們大多數與伊朗或中國有關。</p>
<p>油輪追蹤受到船隻信號的電子干擾影響。一些船隻在高風險水域禁用其 AIS 轉發器，進一步降低了追蹤數據的及時性和可靠性。</p>
<p>在過去一天中，進入霍爾木茲的船隻被限制在伊朗拉拉克島和凱什米島之間狹窄的北側航道，而一些出境交通則沿着德黑蘭批准的路線在拉拉克南側的狹窄走廊中航行。</p>
<p>出境交通的激增由三艘船和一艘印度液化石油氣運輸船引領，但週日的過境量有所減少。離開海峽的船隻包括三艘與伊朗有關的船隻——兩艘集裝箱船和一艘散貨船，以及一艘與中國有關的油品運輸船。</p>
<p>特朗普還擴大了對國際水域的威脅，表示美國海軍將攔截任何支付給伊朗過路費的船隻，並稱 “任何支付非法過路費的人在公海上都不會有安全通行。”</p>
<p>在高風險水域 “隱身” 的船隻可能使過境數量初看起來較低，隨着延遲數據的到來，數字可能會向上修正。</p>
<p>除了超級油輪 Mombasa B，進入波斯灣的交通還包括一組與伊朗有關的船隻，包括一艘 VLCC、三艘 LPG 油輪、一艘散貨船、一艘集裝箱船和一艘小型燃料油輪。</p>
<p>備註：</p>

Breakwave 散裝幹貨海運 ETF -ETFMG

2 倍做多彭博原油 ETF - ProShares

能源業 ETF - Vanguard

<p>霍爾木茲海峽的航運活動正在減少，因為特朗普總統宣佈美國海軍將實施封鎖，此前美伊和平談判失敗。特朗普表示：“封鎖將很快開始”，並指責伊朗進行敲詐。儘管有封鎖，一些船隻，包括超級油輪 Mombasa B，仍成功進入波斯灣。然而，由於電子干擾，追蹤變得複雜，許多船隻正在避免被發現。出境交通減少，觀察到與伊朗和中國有關的幾艘船隻正在離開海峽</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>霍爾木茲海峽的航運流量在週日繼續以減少的水平運作，此前唐納德·特朗普總統宣佈美國海軍對這一關鍵海上交通要道實施立即封鎖。</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 上的評論是在美國與伊朗在巴基斯坦的和平談判未達成協議後發表的，這使得脆弱的停火處於風險之中。德黑蘭對霍爾木茲的控制在談判中成為焦點，特朗普對伊朗發起攻擊，指責其向過境船隻收取費用。</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>“封鎖將很快開始，” 特朗普説。“伊朗將不被允許從這一非法敲詐行為中獲利。”</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>根據彭博社編制的船舶追蹤數據，在兩艘超級油輪成功進入波斯灣後，前往伊拉克的 VLCC Agios Fanourios I 在週日早晨在進入伊朗拉拉克島和凱什米島之間的走廊之前突然掉頭。</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>這一掉頭最初也被兩艘巴基斯坦國旗油輪所效仿，但 Khairpur 後來又第二次轉向，恢復了通過霍爾木茲的航線。第二艘船 Shalamar 似乎也隨之而動，恢復了其入境航程，根據情報公司 Kpler 的數據。</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>週日早些時候，超級油輪 Mombasa B（最近更名為 Front Forth）成功進入波斯灣，根據彭博社編制的船舶追蹤數據。</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>自週六早晨以來，還有七艘船隻進入該地區，包括伊朗的 VLCC Hilda I，而在同一時間段內觀察到有 11 艘船隻離開。它們大多數與伊朗或中國有關。</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>油輪追蹤受到船隻信號的電子干擾影響。一些船隻在高風險水域禁用其 AIS 轉發器，進一步降低了追蹤數據的及時性和可靠性。</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>在過去一天中，進入霍爾木茲的船隻被限制在伊朗拉拉克島和凱什米島之間狹窄的北側航道，而一些出境交通則沿着德黑蘭批准的路線在拉拉克南側的狹窄走廊中航行。</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氣運輸船引領，但週日的過境量有所減少。離開海峽的船隻包括三艘與伊朗有關的船隻——兩艘集裝箱船和一艘散貨船，以及一艘與中國有關的油品運輸船。</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>特朗普還擴大了對國際水域的威脅，表示美國海軍將攔截任何支付給伊朗過路費的船隻，並稱 “任何支付非法過路費的人在公海上都不會有安全通行。”</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>在高風險水域 “隱身” 的船隻可能使過境數量初看起來較低，隨着延遲數據的到來，數字可能會向上修正。</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>除了超級油輪 Mombasa B，進入波斯灣的交通還包括一組與伊朗有關的船隻，包括一艘 VLCC、三艘 LPG 油輪、一艘散貨船、一艘集裝箱船和一艘小型燃料油輪。</p>
</div><p>NOTES:</p>
<div class="lb-trans"><p>備註：</p>
</div>

霍爾木茲海峽追蹤：特朗普宣佈封鎖前的有限通行