安全优先——中东危机的遗产 Rystad Energy_House View Interim Report_May 2026.pdfVIP

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安全优先——中东危机的遗产 Rystad Energy_House View Interim Report_May 2026.pdf

HouseView

InterimReport

Thirdedition

Securityfirst:ThelegacyoftheMiddleEastcrisis

EnergyMacroAnalytics

May2026

Executivesummary

Securityfirst:ThelegacyoftheMiddleEastcrisis

TheinterimHouseViewarguesthattheMiddleEastThemacroeconomicimpactisvisible,thoughstill

crisisandprolongeddisruptionintheStraitofmostlycyclicalratherthanstructural.Ifoilprices

Hormuzareacceleratingtheshifttowardamoreremainaround$110perbarrel,globalgrossdomestic

fragmented,security-drivenenergysy

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