当前市场定价，更多是把伊朗自身的出口中断计入价格：3月订单有约一半无法交付，装船量同比下降45%。如果冲突范围外溢到海湾其他资源国，或导致更多油气田减产甚至短暂停产，问题就不再是伊朗“缺货”，而是中东整体硫磺出口能力打折。相关油气田减产，副产硫磺供应同步收缩。首先是保险费率飙升、船东不愿靠港，其次是本地装置降负甚至停车，全球可流通现货量被进一步压缩。
But for both humans and LLMs, do not fall into the trap of thinking that your
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My name is Andrew Mills and I'm the deputy bureau chief for Reuters in the Gulf. I cover Qatar and geopolitics mainly, but because this is the Gulf, I also cover energy and finance, which are intertwined with politics.，推荐阅读heLLoword翻译官方下载获取更多信息
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