能源选举总是敏感时刻。以色列议会选举还有八天，美国中期选举将在一周后举行，石油市场正紧张地关注中东。据英国海上贸易行动（UKMTO）机构报告，上周伊朗在霍尔木兹海峡周边对船只的袭击达到创纪录的12起。发表于：2026-10-19T16:00:34.45Z最值得关注的并不是这一数字本身，而是UKMTO承认其正努力统计袭击次数，“因为大多数被袭击的船只拒绝报告。”
Elections are always delicate moments. With Israel's parliamentary vote eight days away and the US midterms following a week later, oil markets are nervously watching the Middle East. Reported Iranian attacks on ships around the Strait of Hormuz reached a record 12 last week, according to the UK Maritime Trade Operations (UKMTO) agency. Published: 2026-10-19T16:00:34.45Z TO Elections are always delicate moments. With Israel's parliamentary vote eight days away and the US midterms following a week later, oil markets are nervously watching the Middle East. Reported Iranian attacks on ships around the Strait of Hormuz reached a record 12 last week, according to the UK Maritime Trade Operations (UKMTO) agency. What was most telling was not the number itself but the fact that UKMTO admitted that it is struggling to keep count of strikes, "with the majority of vessels attacked refusing to report."
这一袭击激增似乎正对油流产生显著影响。Kpler数据显示，经过这一狭窄水道的石油出口量已从10月初的峰值1700万桶/日降至最近几天的约1100万桶/日。然而，生产商和航运公司仍在霍尔木兹海峡航行，这表明行业已迅速适应以严重升级风险为特征的新常态。不过，这种韧性是有代价的。
This surge in attacks appears to be having a significant impact on flows. Oil exports through the narrow waterway have fallen from a peak of 17 million barrels per day in early October to around 11 million bpd in recent days, Kpler data showed. Yet producers and shippers are still sailing through Hormuz, showing how quickly the industry has adapted to a new normal characterized by severely heightened risk. That resilience comes at a cost, however.
只需问问亚洲炼油商。他们采购中东石油的大部分，而飙升的运输成本正在压缩他们的利润空间。有关更多内容，请查看我的最新专栏。
Just ask Asian refiners. They purchase the majority of the Middle East's oil, and soaring shipping costs are crushing their profit margins. For more on that, check out my latest column .
与此同时，油价在周五升至每桶超过109美元的五个月高点，反映出投资者对伊朗战争可能重新爆发的担忧日益加剧，特朗普总统表示美国可能重新对伊朗核设施发动袭击。不过，基准布伦特原油价格在周一有所回落。其他新闻：中国经济从三年低点反弹，第三季度增长4.5%，超出预期，因为强劲的出口抵消了消费者紧缩钱包的影响。这一强劲数据是另一个迹象，表明作为全球最大石油进口国的中国，在很大程度上避免了伊朗战争的最严重影响。
Oil prices, meanwhile, hit a 5-month high of over $109 a barrel on Friday, reflecting growing angst among investors that the Iran war could reignite, with President Donald Trump saying the US might renew strikes on Iran's nuclear facilities. Benchmark Brent oil prices slipped on Monday, however. In other news: China's economy bounced back from a three-year low, growing 4.5% in the third quarter and beating forecasts as roaring exports offset consumers' tight grip on their wallets. The strong reading is another sign that the world's top oil importer has largely shielded itself from the worst effects of the Iran war.
中国炼油厂在9月份第三次连续上调加工率，因为强劲的燃油出口支撑了需求。全球最大石油买家中国，与去年同期相比，原油进口下降了21.5%，同时提升了国内产量。
Chinese oil refineries raised processing rates slightly in September for a third straight month as strong fuel exports supported demand. The world's biggest oil buyer cut crude imports by 21.5% from a year earlier while boosting domestic production.
加拿大总理马克·卡尼押注，一条新管道可以振兴该国石油工业，提升产量和出口，并减少对美国的依赖。路透社记者阿曼达·斯蒂芬森写道，恢复就业将要困难得多。
Canada's Prime Minister Mark Carney is betting that a new pipeline can revive the country's oil industry, lift production and exports, and reduce the country’s dependence on the United States. Bringing back jobs will be much harder, writes Reuters correspondent Amanda Stephenson.
美国和以色列对伊朗的战争主导了2026年的能源新闻。但正如ROI能源转型专栏作者加文·马奎尔所写，从拉各斯到马尼拉的电网悄然改造，在长期内可能更具意义。
The US and Israeli war against Iran has dominated the energy story in 2026. But the quiet retooling of power grids from Lagos to Manila may prove more significant in the long run, writes ROI Energy Transition Columnist Gavin Maguire.
如往常一样，如有任何问题或想法，请随时通过ron.bousso@thomsonreuters.com与我联系，或在领英上关注我。
阅读路透社原文报道。
As ever, don't hesitate to contact me at ron.bousso@thomsonreuters.com or follow me on LinkedIn with any questions or thoughts.