The ongoing conflict between the United States and Iran has led to the closure of the Strait of Hormuz, causing a major shift in how the world buys and transports energy.

美國與伊朗之間持續的衝突導致霍爾木茲海峽關閉，造成全球購買與運輸能源方式的重大轉變。

The stop of normal shipping through the Strait of Hormuz—which carries between 20% and 34% of the world's oil and gas—has forced companies to reorganize their supply chains. To reduce the shortage, countries like the U.S., Canada, Brazil, Kazakhstan, and Venezuela have increased their production. Furthermore, the U.S. government has released oil from its strategic reserves and reduced sanctions on Russian energy to keep domestic prices stable. Despite these efforts, the market remains unstable, and Brent crude prices have risen from $70 to over $95 per barrel.

霍爾木茲海峽（承載全球 20% 至 34% 的石油與天然氣）停止正常航運，迫使公司重新編排供應鏈。為了減少短缺，美國、加拿大、巴西、哈薩克與委內瑞拉等國家增加了產量。此外，美國政府釋放了策略儲備石油，並減少對俄羅斯能源的制裁，以維持國內價格穩定。儘管有這些努力，市場依然不穩定，布倫特原油價格已從 70 美元升至每桶 95 美元以上。

Different regions are responding in various ways. Asian countries, such as China and South Korea, have limited their energy use and started buying more from Russia and Central Asia. India reported that 70% of its oil now comes from outside the Gulf region, although the government emphasized that rising costs are still causing inflation. In the U.S., gasoline prices remain high, averaging $4.24, because domestic drilling cannot quickly replace the 20 million barrels lost daily. Analysts assert that production increases depend on long-term profits rather than government orders.

不同地區的反應各異。中國與韓國等亞洲國家限制了能源使用，並開始增加從俄羅斯與中亞的採購。印度報告指出，目前 70% 的石油來自波斯灣以外地區，儘管政府強調成本上升仍導致通貨膨脹。在美國，汽油價格維持高位，平均為 4.24 美元，因為國內鑽探無法快速取代每日損失的 2,000 萬桶石油。分析師主張，增產取決於長期利潤而非政府指令。

These disruptions have also affected other areas. Shipping costs for containers have increased by 80% since February 2026 due to longer routes and higher fuel costs. Meanwhile, financial markets have shown mixed results; the S&P 500 has hit record highs due to AI demand, but some Asian sectors have fallen. Additionally, gold prices have dropped because central banks are keeping interest rates high to fight energy-driven inflation.

這些擾亂也影響了其他領域。由於航線延長及燃料成本增加，貨櫃運輸成本自 2026 年 2 月起增加了 80%。同時，金融市場表現不一；標普 500 指數因 AI 需求而創下歷史新高，但部分亞洲板塊下跌。此外，金價下跌，因為各國央行為對抗能源驅動的通貨膨脹而維持高利率。

The global economy is moving toward a lower dependence on exports from the Persian Gulf, although high inflation and low oil stocks remain a risk until a diplomatic solution is found.

全球經濟正趨向減少對波斯灣出口的依賴，雖然在找到外交解決方案之前，高通貨膨脹與低石油庫存仍是風險。