节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
天然气危机影响或超石油危机，卡塔尔能源公司对部分液化天然气（LNG）合同宣布不可抗力，澳大利亚桑托斯暂停巴罗萨气田生产，或影响达尔文LNG工厂约370万吨产能。卡塔尔能源公司LNG设施因袭击引发火灾，修复或需数年，其产能占全球天然气总产能超15%；桑托斯巴罗萨项目正更换设备，重启至少需数周。
亚洲近80%能源供应依赖霍尔木兹海峡，自2月28日美伊冲突爆发以来，亚洲天然气价格飙升143%，欧洲涨85%。虽未达2022年俄乌冲突后高位，但实际供应更糟，中国中国台湾地区天然气供应仅能...
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