节点：下游（终端消费/应用）位置：下游情绪：利空参考度：10/10
受美以对伊朗发动军事打击、霍尔木兹海峡航运持续受阻影响，0013;东区域多家核心能源企业近日相继宣布停产或减产，区域能源供应稳定性面临挑战。
法国能源巨头道达尔能源公司12日发布声明称，因中东冲突延宕，已停止或正在停止卡塔尔、伊拉克及阿联酋近海的部分石油和天然气生产，该调整预计影响其全球油气总产量的15%；但经阿联酋富查伊拉港（绕过霍尔木兹海峡）出口的阿联酋陆上石油产量未受波及。
路透社12日援引消息人士报道，阿联酋阿布扎比鲁韦斯炼油厂遇袭后，阿布扎比国家石油公司已临时关闭该炼油厂。阿联酋为石油输...
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