节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
印度行业代表机构和出口商于3月3日（周二）向政府提交的函件中表示，美以袭击伊朗引发的物流中断已开始冲击印度出口。行业机构称，中东战事扰乱关键航运通道，推高海运保险费与运费，影响对美欧的出口运输。印度出口组织联合会（FIEO）主席S C Ralhan指出：“空中航线已中断或改道，通过西亚及霍尔木兹海峡的海上贸易面临风险与不确定性。若战事延长，航运公司将被迫绕行好望角，发往欧洲和美国的货物运输时间将增加15-20天，给出口商带来额外成本。”
马士基、赫伯罗特和达飞轮船等航运公司已因美以袭击伊朗及伊朗随后报复打击卡塔尔、科威特、阿联酋等中东美军基地，将船只绕行非洲，避开苏伊士运河和曼德海峡。印度高度依赖曼德海峡进口原油、液化天然气及开展关键地区贸易，经该海峡、苏伊ţ..
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