Illustration depicting South Korea's stable oil and gas supplies despite Iran crisis and Strait of Hormuz risks.
Illustration depicting South Korea's stable oil and gas supplies despite Iran crisis and Strait of Hormuz risks.
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伊朗危机下韩国油气供应保持稳定

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在美国和以色列对伊朗的打击导致最高领袖阿亚图拉·阿里·哈梅内伊死亡之际,韩国政府表示,目前油气供应仍保持稳定。紧急会议确认了数月用量的石油和天然气储备超过强制水平。然而,正在为霍尔木兹海峡关闭可能带来的风险做准备,包括替代路线和支持措施。

2026年3月1日,韩国产业通商资源部召开紧急会议,评估美国和以色列对伊朗打击的经济影响。这次当地时间周六开始的联合行动,据报道导致伊朗最高领袖阿亚图拉·阿里·哈梅内伊死亡。与会者包括外交部、能源部和海洋水产部官员,以及韩国国家石油公社、韩国天然气公社和韩国电力公社等国有实体。韩国国家石油公社、韩国天然气公社和韩国电力公社等国有实体。政府确认从中东进口的石油和天然气基本未受影响。韩国70%以上的原油来自该地区,主要来自沙特阿拉伯,天然气进口约占20%,主要来自卡塔尔。战略石油储备可维持数月,天然气库存超过强制要求。如果危机延长且私人库存降至阈值以下,将向市场释放储备。伊朗已关闭霍尔木兹海峡,阻断油轮通行,但韩国当局指出,自2023年红海危机以来,主要船只已绕道好望角,对能源物流无即时威胁。长期不稳定可能推高油价和运费,影响对中东出口,该出口占总出货量不到3%。对出口商的支持措施包括流动性援助和物流成本补助券。产业部周六成立任务组进行实时监测。政府表示:“如果危机持续,可能推高油价和物流成本,影响重大。”

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South Korean evacuations from Middle East amid crisis, with market stabilization and oil security efforts illustrated realistically.
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South Korea ramps up evacuations, market stabilization amid escalating Middle East crisis

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As Middle East tensions worsen after U.S. and Israeli strikes on Iran—with no Korean casualties reported—South Korea is prioritizing evacuations for 21,000 nationals in the region, stabilizing plunging markets, and securing oil amid Strait of Hormuz closure fears. This follows initial assurances of stable energy supplies.

As the U.S.-Israel Operation Epic Fury against Iran's leadership expands—with Iranian retaliation, Hezbollah, and Houthi involvement—the conflict's fallout intensifies for South Korea. Stocks plunged further Wednesday, oil prices rose amid Strait of Hormuz threats, and policymakers urge preparations for prolonged instability, building on prior evacuations and stabilization measures.

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The Middle East conflict, triggered by U.S.-Israeli strikes on Iran, has intensified with Mojtaba Khamenei named as Iran's new supreme leader. Global oil prices have surged past $114 per barrel, pushing the South Korean won to a 17-year low against the U.S. dollar. The South Korean government is bolstering evacuation efforts and economic stabilization measures.

South Korean officials warned of increased LNG price volatility after Qatar reportedly declared force majeure on its long-term supply contract with the country, though supply impacts will be limited. Deputy Minister Yang Ghi-wuk said shipments from Qatar have already been excluded from this year's supply calculations, ensuring sufficiency. A Cheong Wa Dae official confirmed stable supplies from non-Middle Eastern routes.

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The South Korean government is reviewing measures to curb gasoline price surges triggered by escalating Middle East tensions. President Lee Jae Myung criticized unfair price hikes during a Cabinet meeting and directed the consideration of a price ceiling. The Ministry of Trade, Industry and Resources issued a Level 1 alert to prepare for potential energy supply disruptions.

Following the US-Israel strikes that killed Iran's Supreme Leader Ayatollah Ali Khamenei on February 28, 2026, Iran has closed the Strait of Hormuz, spiking global energy prices and markets. A triumvirate has taken provisional control in Tehran as missile exchanges and naval losses intensify regional tensions.

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Seoul stocks opened sharply lower on Monday amid renewed energy price concerns after Iran's warning on the Strait of Hormuz. The KOSPI fell 4.72% in the first 15 minutes. The drop comes amid escalating U.S.-Iran tensions.

 

 

 

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