节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
中东军事冲突升级引全球能源供应链韧性承压，动力煤价格创近年新高。亚洲基准纽卡斯尔动力煤期货9日跳涨9.3%至150美元/吨，刷新2024年11月以来最高纪录；欧洲鹿特丹煤炭现货价3月2日上涨13%至119.5美元/吨，触及52周峰值。
核心诱因指向中东关键天然气基础设施供应中断。伊朗军事行动致卡塔尔拉斯拉凡液化天然气（LNG）出口设施（全球LNG供应占比约20%）30年来首次完全停产，买家加速寻找替代方案，若停运延续或提升燃煤电厂发电量。霍尔木兹海峡运输受阻叠加，天然气价格短期翻倍，迫使全球电力部门（尤其是东ĺ..
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