Aerial photo of smoke rising from damaged Ras Laffan LNG facilities in Qatar after missile attacks, illustrating force majeure on exports.
Aerial photo of smoke rising from damaged Ras Laffan LNG facilities in Qatar after missile attacks, illustrating force majeure on exports.
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拉斯拉凡遭受袭击后,卡塔尔能源公司宣布对LNG合同不可抗力

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继上周美国与以色列针对伊朗的战争期间,拉斯拉凡(Ras Laffan)设施遭导弹袭击受损后,卡塔尔能源公司(QatarEnergy)已对韩国、中国、意大利和比利时的客户宣布对其长期液化天然气(LNG)供应合同实行不可抗力。此前的报道详述了此次袭击事件,该事件影响了卡塔尔17%的LNG出口,预计修复工作需要三到五年时间。

卡塔尔国有能源巨头卡塔尔能源公司周二正式对部分长期液化天然气(LNG)合同援引了不可抗力条款。此前,该公司首席执行官萨阿德·谢里达·阿尔-卡比(Saad Sherida Al-Kaabi)在本周初已就上周其拉斯拉凡工业城设施遭导弹袭击一事发出预警。正如早前报道,上周三和周四发生的袭击——正值美以针对伊朗的行动升级期间——扰乱了卡塔尔约17%的LNG出口,同时也对凝析油、液化石油气(LPG)、氦气及其他产品造成了影响。

不可抗力条款旨在豁免各方因不可控事件而产生的合同义务。卡塔尔能源大臣阿尔-卡比在公司网站上表示,在敌对行动停止的前提下,全面修复工作将需要三到五年时间。此举影响了韩国天然气公司(KOGAS)、中国相关企业、意大利爱迪生公司(Edison)和比利时EDFT公司等关键客户,尽管首尔方面此前曾保证有替代供应方案,但此次事件仍可能导致供应中断。

该事件加剧了能源市场的波动,霍尔木兹海峡实际上已被封锁,导致油价飙升并引发全球供应担忧。

人们在说什么

社交平台X上的讨论强调了人们对卡塔尔能源公司宣布不可抗力可能中断对韩国、中国、意大利和比利时LNG供应的担忧,认为这可能导致未来3-5年全球能源短缺及价格暴涨。用户指出,首席执行官此前曾警告美国不要挑衅伊朗;同时,氦气短缺及其对芯片制造的影响可能会波及半导体供应链。一些人对“卡塔尔向伊朗支付保护费”等传言持怀疑态度,将其视为合同避险措施;加密货币支持者则认为,基础设施的脆弱性将加速向数字资产的转型。媒体和分析师的高互动帖文进一步渲染了美以伊战争背景下的能源危机。

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Damaged Ras Laffan LNG facilities in Qatar after Iranian attack, with QatarEnergy CEO addressing the media amid smoke and wreckage.
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QatarEnergy eyes force majeure on LNG contracts after Iran attack damage

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Following Iran's attack on Qatar's Ras Laffan LNG facilities, QatarEnergy CEO Saad al-Kaabi warned of declaring force majeure on long-term contracts, including those with South Korea's KOGAS, as repairs to damaged production trains could take three to five years, sidelining 17% of export capacity. South Korean officials downplayed supply risks due to alternatives.

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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Global energy markets were jolted by Iran's attack on a major Qatar LNG facility, causing sharp rises in oil and European gas prices. Brent crude climbed 3.8% to settle at $107.38 per barrel, while Europe's benchmark gas prices jumped around 6%.

Amid U.S. and Israeli strikes on Iran that killed Supreme Leader Ayatollah Ali Khamenei, the Korean government stated that oil and gas supplies remain stable for now. Emergency meetings confirmed reserves of several months' worth of oil and gas exceeding mandatory levels. However, preparations are underway for potential risks from the Strait of Hormuz closure, including alternative routes and support measures.

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TotalEnergies CEO Patrick Pouyanné warned that France would enter an era of energy shortage if the Strait of Ormuz blockade lasts another two or three months. He called for strengthening supply chain resilience through investments in new pipelines. He made these remarks at a conference in Chantilly.

Qatar shot down two Iranian Su-24 bombers—the first aerial clash with manned Iranian aircraft in the three-day Israel-Iran war—as Iran launched fresh ballistic missiles at Israel in retaliation for strikes on Tehran. Attacks on energy infrastructure are disrupting Gulf production.

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The conflict in the Middle East is disrupting global logistics chains, risking longer delays for packages headed to French consumers. Tensions are particularly affecting air freight through hubs in Dubai, Doha, and Abu Dhabi. Fuel price increases are also being observed.

 

 

 

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