中国2026年1月和2月从俄罗斯进口的原油量激增，占总进口量的五分之一以上。分析师称，这是由于地缘政治风险上升，中国提前囤积原油。但伊朗战争可能导致未来俄油对华出口减少。
2026年头两个月，中国从俄罗斯进口的原油量大幅增加，占其总进口原油量的五分之一以上。自俄罗斯2022年入侵乌克兰后，西方制裁导致俄油以大幅折扣交易。中国总进口原油价值仅以美元计上涨5.8%。经济情报单元高级经济学家徐天辰表示：“中国一直是个机会主义石油买家，利用低油价时期填充库存。”他指出，中国很可能预见到地缘政治风险上升，在1月和2月囤积原油，当时油市尚未计入中东冲突。文章分析，随着旨在稳定全球能源市场的制裁政策调整，以及美国-以色列与伊朗战争期间其他国家需求增加，俄罗斯对华原油出口可能在未来几个月放缓。
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Escalation of conflict between Iran, the United States, and Israel has led Iran to order the closure of the Strait of Hormuz, halting tanker traffic and driving global oil prices above US$80 per barrel. The effects extend to Europe, which is now reconsidering plans to end Russian gas imports, while Indonesia pushes for de-escalation via the D-8 organization and assures stable fuel supplies.
Crude prices briefly fell after reports that the International Energy Agency would release oil reserves, but rebounded as markets doubted the plan would proceed to offset supply shocks from the US-Israeli conflict with Iran. The proposed drawdown would exceed the 182 million barrels released in 2022. Brent and West Texas Intermediate prices rose by session's end.
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President Donald Trump ordered US and Israeli attacks on Tehran in the early morning of February 28, 2026, prompting an Iranian missile response against Israel. This Middle East conflict endangers global oil supply via the Strait of Hormuz, through which one-fifth of the world's crude passes. In Mexico, which imports gasoline, it could lead to price hikes if the conflict persists.
Oil prices dipped as investors awaited developments on the Iran ceasefire and President Trump's summit with China's Xi Jinping. Brent crude futures fell to $106.95 a barrel while WTI futures reached $101.52.
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The Philippines has approached Russia for possible oil imports amid global supply disruptions, Energy Secretary Sharon Garin said. Fuel inventories are sufficient until April, with talks ongoing with other exporters. The move responds to surging prices from Middle East tensions.
On the fifth day of the war in Iran, Tehran's blockade of the Strait of Hormuz has driven up oil and gas prices, affecting the global economy. European gas prices rose from 32 to 49 euros per MWh, while Brent crude climbed from 72 to 82 dollars per barrel. Europe, vulnerable due to its reliance on imports, faces heightened risks if the conflict drags on.
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Amid rising oil prices and risk-off sentiment from the Middle East war, analysts recommend sectors where firms have pricing power. Chinese companies in energy, petrochemicals, and agriculture stand to benefit from surging oil prices and easing deflation.