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美国油井管（OCTG）及能源管价格因霍尔木兹海峡供应中断、新反倾销调查及全球钢铁短缺而大幅上涨，重塑北美钢管市场。阿联酋进口收紧及热轧卷供应受限加剧能源钢铁供应链的价格压力。
中东冲突导致阿联酋通过霍尔木兹海峡的钢管运输实质中断，大幅减少美国OCTG关键供应来源。此前阿联酋每月出口约6000-8000吨钢管，主要用于美国能源领域如表层套管，近期中断使流量降至近乎为零，仅少量抵达美国市场。美国进口监测数据显示，阿联酋OCTG shipments从3月的逾11000吨降至4月的200吨，大量前期合同量滞留运输中或无限期延迟，导致美国现货供应收紧。
供应冲击引发美国OCTG及钢制管线管价格快速上涨。市场参与者报告套管及管线管板块均出现强劲上涨动能，若中断持续，预计将进一步上涨。OCTG API 5CT套管价格在近期评估中已走高，ERW管线管价格在经历稳定期后亦走强。行业消息显示，若当前状况持续，表层套管..
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