节点：下游（终端消费/应用）位置：下游情绪：利好参考度：8/10
国际能源署（IEA）在其季度天然气展望报告中指出，受中东冲突引发的短期流动中断及产能增长放缓影响，2026年至2030年间全球液化天然气（LNG）累计供应量或减少约1200亿立方米，占同期全球LNG预期供应量的15%。尽管该供应损失最终将通过新液化设施投用逐步抵消，但今明两年对市场增长的抑制效应已显著显现。
霍尔木兹海峡航运中断对LNG供应链形成直接冲击。数据显示，海峡关闭后，全球LNG供应增长于3月陷入停滞，卡塔尔与阿联酋当月LNG产量合计减少约100亿立方米；3-4月期间，两国累计供应损..
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