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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Photorealistic illustration of oil supertankers from Oman, Saudi Arabia, Qatar, and Kazakhstan delivering secured crude oil to South Korea via routes avoiding the Strait of Hormuz.
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South Korea secures 273 million barrels of crude oil, 2.1 million tons of naphtha by year-end

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Presidential chief of staff Kang Hoon-sik announced that South Korea has secured 273 million barrels of crude oil and 2.1 million tons of naphtha by year-end from four nations: Oman, Saudi Arabia, Qatar and Kazakhstan. The volumes equate to more than three months of oil and one month of naphtha based on last year's consumption. The supplies will be shipped via alternative routes avoiding the blockaded Strait of Hormuz.

The ongoing war between Iran and Israel has intensified, with missile exchanges and the continued closure of the Strait of Hormuz disrupting global oil supplies. Oil prices have surged above $100 per barrel, fueling market declines and inflation fears worldwide. Governments are responding with measures to stabilize energy markets amid concerns over prolonged conflict.

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What began as escalating tensions in the Strait of Hormuz in mid-March 2026 has evolved into a full-scale war between the United States, Israel, and Iran, with the strait blockaded since early March. This vital chokepoint for 20% of global oil and natural gas shipments has ignited the most severe energy crisis in modern history, causing critical fuel shortages in 25 countries.

South Korea will restrict naphtha exports starting Friday due to supply shortages from the Middle East conflict. The measure follows U.S. and Israeli airstrikes on Iran that have effectively closed the Strait of Hormuz. The government plans support including expanded low-interest loans for domestic firms.

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South Korean stocks fell Friday morning after Iran's new leader vowed to maintain the blockade of the Strait of Hormuz, causing global crude prices to fluctuate around the $100 level. The KOSPI index dropped sharply at the open but trimmed losses later while staying in negative territory. Disruptions at the key Middle East waterway persist despite U.S. President Donald Trump's claim that the war is nearing an end.

In a further escalation of the ongoing conflict, Israel's air force struck Revolutionary Guard Corps sites in Tehran and Isfahan on March 12, following initial US-Israeli attacks earlier in the month. Iran retaliated with missiles and drones targeting Israel, US bases, and Gulf states, while attacks on shipping in the Strait of Hormuz—through which 20% of global oil passes—have raised fears of a major energy crisis.

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The government has extended its crude oil swap system with private firms until the end of June amid uncertainties around the Strait of Hormuz. The system was introduced in April to stabilize fuel supplies.

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