节点：下游（终端消费/应用）位置：下游情绪：中性参考度：2/10
美国石油行业高管近期密集向特朗普政府施压，要求在美伊谈判中明确拒绝霍尔木兹海峡通行费安排。多位高管公开表示，解决全球能源危机的核心路径是恢复霍尔木兹海峡通航——该海峡承担全球约五分之一原油及液化天然气运输量。石油高管定于周四下午与特朗普会面，议题聚焦海峡通航自由及全球石油产量提振。
美国最大行业游说团体美国石油协会（API）明确表态，在全球关键能源咽喉要道征收通行费，将为国际水道树立风险先例，严重损害全球能源市场稳定。行业核心担忧在于：若伊朗成功对霍尔木兹海峡收费，其他国家或效仿对控制的战略水道征税，动摇全球航运自由基本原则。S&P Global副主席Daniel Yergin指出，将霍尔木兹海峡“伊朗化”极度危险，可能颠覆海洋自由原则。
特朗普上周曾暗Ǥ..
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