伊朗战争将使天然气市场持续紧俏两年——IEA报告
Iran war will keep natural gas market tight for two years, report says
1. 核心事实剥离
IEA报告指出，伊朗冲突通过霍尔木兹海峡航运封锁和卡塔尔LNG设施损毁，将导致全球天然气市场持续紧张超两年周期。核心可交易变量为：LNG现货溢价幅度扩大、波动率期限结构陡峭化、地缘风险溢价重新定价至供应链溢价。〔SRC:"the conflict in Iran will continue to disrupt energy markets beyond the current short-term impacts" + "shipping blockades at the Strait of Hormuz creating unprecedented uncer
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