oxfordenergy -解读霍尔木兹危机:对能源市场和能源转型的影响 Unpacking the Hormuz Crisis Implications for energy markets and the energy transition – Issue 149.pdfVIP

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oxfordenergy -解读霍尔木兹危机:对能源市场和能源转型的影响 Unpacking the Hormuz Crisis Implications for energy markets and the energy transition – Issue 149.pdf

May2026:ISSUE149

UnpackingtheHormuzCrisis:

Implicationsforenergymarketsandtheenergytransition

Introduction3

BassamFattouhandMichalMeidan

Hormuzcrisiscascadesovercommoditiesandtheglobaleconomy6

DavidFyfe

AfterHormuz:energysecurityinafragmentedworld10

JasonBordoffandMeghanO’Sullivan

TheStraitofHormuzoilshock:featuresandimplications14

BassamFattouhandAndreasEconomou

Chokepointsandenergysecurity:whenload-bearingassumptionscollapse18

Bo

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