Israel is considering strikes on Iran’s energy sector, a retaliatory option that has rattled markets and raised concerns that war in the Middle East could threaten global oil supplies.
以色列正在考虑打击伊朗的能源部门,这一报复性选择已经使市场动荡,并引发了对中东战争可能威胁全球石油供应的担忧。
Any Israeli attack that disrupted Tehran’s 1.7mn barrels per day of oil exports would have ramifications for global energy markets — while any Iranian retaliation targeting rival oil exporters in the Middle East would cause even more upheaval.
任何以色列的袭击如果中断德黑兰每天170万桶的石油出口,都将对全球能源市场产生影响,而伊朗针对中东竞争对手石油出口国的任何报复行动都将引发更大的动荡。
Such an uncontrolled cycle of attacks would risk a price surge in the world’s most essential commodity, reigniting inflation and hurting the global economy weeks before the US election, analysts said. But they said there were mitigating factors pointing to some underlying resilience in the market.
分析人士表示,这种不受控制的攻击循环可能会导致世界上最重要的商品价格飙升,在美国选举前几周重新引发通胀,并损害全球经济。但他们表示,有一些缓解因素表明市场存在一些潜在的弹性。
Will Israel strike Iran’s energy infrastructure?
以色列会袭击伊朗的能源基础设施吗?
Israel has been discussing strikes against Iran’s oil and gas industry with its US allies as it considers a potential response to Tehran firing 180 missiles at Israel this week.
以色列一直在与其美国盟友讨论对伊朗石油和天然气行业的打击,以应对德黑兰本周向以色列发射180枚导弹的潜在回应。
When Iran launched a clearly telegraphed missile and drone attack on Israel in April, Prime Minister Benjamin Netanyahu’s government responded with a strike on an Iranian air base. Neither side sought a further escalation.
当伊朗在4月份对以色列发动了一次明确预告的导弹和无人机袭击时,本雅明•内塔尼亚胡总理(Prime Minister Benjamin Netanyahu)的政府对伊朗一个空军基地进行了打击。双方都没有寻求进一步升级。
This time, however, analysts forecast a more aggressive Israeli response, possibly targeting Iran’s key oil and gas industry.
然而,分析人士预测这一次以色列将采取更具攻击性的回应,可能会针对伊朗的关键石油和天然气产业。
“Israel is in what I call a ‘three eyes for one eye mode’. I have a feeling the response will be much bigger than in April,” said Bob McNally, founder of Rapidan Energy Group and a former energy adviser to US president George W Bush.
“以色列正处于我所称之为‘三眼换一眼’的模式。我感觉这次的回应将比4月份更大,”Rapidan能源集团(Rapidan Energy Group)创始人、前美国总统乔治•W•布什的能源顾问鲍勃•麦克纳利(Bob McNally)说道。
Washington is expected to urge Israel to limit its strikes on Iran’s energy infrastructure. But Israel sees the energy sector as the “ATM for the axis of resistance proxies”, said Helima Croft, head of commodity strategy at RBC Capital Markets and a former CIA analyst, referring to the network of Iran-backed militant groups in the region.
预计华盛顿将敦促以色列限制对伊朗能源基础设施的打击。但以色列将能源部门视为“抵抗轴心代理的提款机”,加拿大皇家银行资本金融市场商品策略主管、前中央情报局(CIA)分析师赫利玛•克罗夫特(Helima Croft)表示,她所说的“抵抗轴心”指的是该地区由伊朗支持的激进组织网络。