--- title: "隨着中東能源危機的加深，全球煤炭需求激增" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286123759.md" description: "全球煤炭需求激增，因為中東能源危機擾亂了石油和天然氣供應。在三月和四月，煤炭進口達到了第三高的月度水平，韓國、日本和歐盟的貨運量比去年增加了 27%。霍爾木茲海峽的關閉進一步影響了液化天然氣的運輸，導致同比下降了 8%。各國在持續危機中推遲煤電廠的退役，並調整政策以增強能源安全" 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) --- # 隨着中東能源危機的加深，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. ### 相關股票 - [OXY.US](https://longbridge.com/zh-HK/quote/OXY.US.md) - [BP.UK](https://longbridge.com/zh-HK/quote/BP.UK.md) - [BNO.US](https://longbridge.com/zh-HK/quote/BNO.US.md) - [UCO.US](https://longbridge.com/zh-HK/quote/UCO.US.md) - [USO.US](https://longbridge.com/zh-HK/quote/USO.US.md) - [BOIL.US](https://longbridge.com/zh-HK/quote/BOIL.US.md) - [FCG.US](https://longbridge.com/zh-HK/quote/FCG.US.md) - [OIH.US](https://longbridge.com/zh-HK/quote/OIH.US.md) - [XOP.US](https://longbridge.com/zh-HK/quote/XOP.US.md) - [XES.US](https://longbridge.com/zh-HK/quote/XES.US.md) - [IEZ.US](https://longbridge.com/zh-HK/quote/IEZ.US.md) - [LNGZ.US](https://longbridge.com/zh-HK/quote/LNGZ.US.md) - [UNG.US](https://longbridge.com/zh-HK/quote/UNG.US.md) - [IXC.US](https://longbridge.com/zh-HK/quote/IXC.US.md) - [VDE.US](https://longbridge.com/zh-HK/quote/VDE.US.md) - [IEO.US](https://longbridge.com/zh-HK/quote/IEO.US.md) - [XLE.US](https://longbridge.com/zh-HK/quote/XLE.US.md) - [CRAK.US](https://longbridge.com/zh-HK/quote/CRAK.US.md) ## 相關資訊與研究 - [花旗喊 Brent 原油上看 120 美元 油市低估中東風險](https://longbridge.com/zh-HK/news/286971527.md) - [鉅亨速報 - Factset 最新調查：菲利浦 66(PSX-US) EPS 預估上修至 17.36 元，預估目標價為 192.50 元](https://longbridge.com/zh-HK/news/286961725.md) - [天然氣虧損擴大 台電每月吞逾百億 龔明鑫坦言財務是挑戰 打算要這麼做](https://longbridge.com/zh-HK/news/286997702.md) - [影／天然氣價格波動營運成本上升 龔明鑫：要求台電開源節流](https://longbridge.com/zh-HK/news/286999247.md) - [匯豐將殼牌及雷普索爾升至「買入」評級，同步上調目標價](https://longbridge.com/zh-HK/news/286759993.md)