节点：下游（终端消费/应用）位置：下游情绪：利空参考度：6/10
随着中东冲突持续扰动霍尔木兹海峡（全球能源贸易核心通道）的石油运输，全球石油“断供”恐慌再现。但高盛最新分析指出，当前供应链虽承压，实际情况远较全面全球性断供复杂。
高盛报告显示，断供冲击在亚洲最为显著——该地区多国高度依赖波斯湾成品油进口，多数亚洲经济体约一半燃料供应来自中东，韩国、新加坡等国近四分之三能源需求依赖中东。
尽管存在上述软肋，彻底断供危机目前仍可控，主因是各国通过寻找替代买家、动用库存、限制出口稳定国内供应。但高盛警告缓冲效应或为暂时，3月下旬亚洲石油净进口量断崖式下滑，表明海湾发货放缓下供应压力陡增。
报告强调燃料冲击程度ň..
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