Name: 沙烏地油管可助川普爭取時間終結戰爭？分析師 Blas 這樣說！ (Saudi Pipeline Could Help Trump Buy Time and Try to End War, Opinion's Blas Says)
Uploaded: 2026-03-12T21:40:08.000Z
Duration: 4 min 7 s

Joining us now in the viability of these workarounds is Javier Bloss, Bloomberg opinion columnist covering energy and commodities.

現在加入我們，一起探討這些替代方案可行性的是彭博社的專欄作家 Javier Bloss，他主要關注能源和商品領域。

He's also the author of the World for Sale, Money, Power and the Traders who Barter the Earth's Resources.

他也是《World for Sale, Money, Power and the Traders who Barter the Earth's Resources》這本書的作者。

Javier, what's your take on Ed's warning that, you know, the Houthis have yet to activate and that could hit those other 7 million barrels coming out the other side of the peninsula?

Javier，你怎麼看 Ed 的警告，你知道，葉門胡塞武裝組織還沒有採取行動，這可能會影響到半島另一側出來的另外七百萬桶石油？

If the Houthis were to disrupt shipping, shipping for oil through the Red Sea into the high seas, that will be a big problem because that is one thing that we are going to rely in the next few days to try to bottleneck a bit, the street of Hormuz.

如果葉門胡塞武裝組織擾亂了石油通過紅海進入公海的運輸，那將會是個大問題，因為這是我們未來幾天將要依賴的一件事，試圖稍微緩解荷姆茲海峽的瓶頸。

These two pipelines do not resolve not even half of the problem.

這兩條管道根本無法解決一半的問題。

certainly by time for the administration to try to end the war, to try to slow down the increase in prices.

當然，政府也該試著結束戰爭，試著減緩價格上漲。

But I'm talking about the using these pipelines to slow down the price increase, not to stop and certainly not to reverse those price increases.

但我說的是利用這些管道來減緩價格上漲，而不是停止，更不是逆轉那些價格上漲。

Javier, what about what the finance ministers, the G7 are discussing right now?

Javier，那關於財政部長們，G7 現在正在討論什麼呢？

The finance minister of Japan saying G7 agreed to respond, including release of oil reserves.

日本財政部長說，G7 同意採取行動，包括釋出石油儲備。

The French finance minister saying we are ready to take action to stabilize markets.

法國財政部長說，我們準備好採取行動穩定市場。

Just how much can they do, Javier, to stabilize markets?

Javier，他們到底能做多少來穩定市場？

The key question is going to be the big number, how much the G7 countries of the International Energy Agency countries are willing to release and whether they are willing to release those barrels.

關鍵問題在於一個大數字，也就是 G7 國家和國際能源署國家願意釋出多少，以及他們是否願意釋出那些石油。

But that will be also a significant element in buying time for the administration to end the war.

但這也會是為政府結束戰爭爭取時間的重要因素。

But at the end of the day, we have lost around 20 million barrels a day of flow through the Strait of Hormuz.

但說到底，我們每天透過荷姆茲海峽的石油流量損失了約 2000 萬桶。

And nothing else can replace the keeping that straight or reopening that straight.

沒有其他東西能取代維持那條海峽的暢通，或是重新開啟那條海峽。

Everything else is just patching the system, trying to slow down the train, but

其他的一切都只是在修補系統，試圖減緩火車的速度，但

Javier, how much damage can be done to energy infrastructure in the Middle East?

Javier，中東的能源基礎設施會受到多大的破壞？

I mean, clearly in Iran you'll see mass destruction as the US And Israel continue their bombing campaigns.

我的意思是，在伊朗顯然會看到大規模的毀滅，因為美國和以色列將繼續他們的轟炸行動。

But will the Iranians, for example, materially damage Saudi Arabia's energy infrastructure?

但伊朗人，例如，會對沙烏地阿拉伯的能源基礎設施造成實質性的損害嗎？

We have have swarm of drones hitting our head in, sorry, not hitting, but

我們有一群無人機正在襲擊我們的頭部，抱歉，不是襲擊，而是

正朝著沙烏地阿拉伯的油田飛去。

And certainly those drones have been neutralized.

而且那些無人機當然都被擊落了。

But there is a chance that one single drone goes through.

但還是有可能會有一架無人機漏網。

We are talking about flammable products, oil and gas.

我們說的是易燃的產品，石油和天然氣。

It doesn't take a lot to create an explosion and to, to lose that significant chunk of infrastructure.

不需要太多就能引發爆炸，然後，然後就損失了這麼重要的基礎設施。

And that is a key race for the strategy of President Trump.

而這對川普總統的策略來說是一場關鍵的競賽。

He seems to be saying, look, yes, high oil prices for a while, maybe a day, maybe a few days, maybe a few weeks, but

他似乎在說，看，是的，短期內油價會很高，可能一天，可能幾天，可能幾週，但是

after this is over, then the price goes down and goes down very, very quickly and sharply.

這結束之後，價格就會下降，而且會非常、非常快速且劇烈地下降。

That was only if the infrastructure emerged from the war on a scratch.

那是在基礎設施從戰爭中毫髮無傷地出現的情況下。

And Iran, I think, is trying to really scratch the infrastructure and that will be really a stop the White House strategy completely.

我認為伊朗正試圖真的去破壞基礎設施，而這將徹底阻止白宮的策略。

So what does that mean then, Javier, if we do get damage of Iran's oil infrastructure, and

所以，Javier，如果伊朗的石油基礎設施真的受損了，那又代表什麼？

yes, you do have, as you lay out so wisely in your column, the other means of transporting oil through the east west pipeline.

是的，就像你明智地在專欄中提到的，我們還有其他方式，可以透過東西向管道運輸石油。

What does this look like long term if there is destruction of energy infrastructure?

如果能源基礎設施遭到破壞，長期來看會是什麼樣子？

看看，最壞的情況是很可怕的。

As I said, we have losses already, 20 million barrels a day of oil supply or oil flow through the Strait of Hormuz.

正如我說的，我們已經有損失了，每天有兩千萬桶石油供應或石油通過荷姆茲海峽。

If we start losing actual production capacity for good, not just because it has been shut down, because they're running out of a storage, out of tanking capacity, but

如果我們開始永久失去實際的生產能力，不只是因為它被關閉了，而是因為他們儲存空間用完了，沒有儲油槽了，而是

because it has been damaged while then prices need to go a lot higher than they have gone now.

因為它被損壞了，那麼價格就需要比現在高出很多。

I don't really want to put a number, but, but

我不太想給出一個數字，但是，但是

it is a lot higher than where we are today.

會比我們現在的價格高出很多。