Кризис в Ормузском проливе: Иран требует снятия санкций для возобновления судоходства
Угроза закрытия Ормузского пролива создает серьезные риски для глобальной цепочки поставок углеводородов. Для российских нефтяных компаний это означает потенциальный рост мировых цен на нефть, что позитивно сказывается на выручке, однако общая нестабильность и риск эскалации конфликта в регионе повышают волатильность и неопределенность для инвесторов.
World Insights: Hormuz Strait crisis prompts global energy rethink TEHRAN, Aug. 13 (Xinhua) -- The impasse over the Strait of Hormuz deepened as Iran said Tuesday that the key energy chokepoint will remain closed unless the United States "changes its behavior" and accepts Iran's conditions for ending the war. As it continues to strain the global energy system, the prolonged crisis is pushing governments across the Gulf and beyond to seek a diplomatic off-ramp while exploring alternative routes and reassessing their energy security strategies. DIPLOMATIC DEADLOCK Though U.S. President Donald Trump backed away from threatened attacks on Iran earlier this month, citing progress in talks, mediators said diplomacy has stalled over Iranian demands for financial relief and U.S. insistence that shipping traffic remain unhindered. Iranian Foreign Minister Seyed Abbas Araghchi said Sunday that a deal with Oman on shipping through the strait was in its "final stages," but reiterated that reopening the waterway depends on whether the United States meets Tehran's conditions, including compensation for war damage, lifting sanctions and freeing Iranian assets. Tehran also vowed to bar U.S. Navy warships from passing through the strait as part of a reopening deal, as it seeks to curb the decades-old U.S. military presence in the Persian Gulf. Trump pushed back on Monday, saying he was "likewise demanding compensation from Iran," and that the issue would be on the table in any future negotiations. Kpler oil analyst Naveen Das said Washington was unlikely to accept Iranian control over shipping, while insurers might hesitate to cover vessels paying fees to Tehran. The dispute therefore goes beyond reopening the waterway to questions of control, sanctions and implementation. Alan Eyre, a former U.S. diplomat and Iran expert, said Tehran was using the strait as leverage to prevent Washington from dictating the pace of events. Jonathan Panikoff, a former senior U.S. intelligence officer now with the Atlantic Council, a Washington think tank, said that whatever Trump does, "the fundamental result is going to be significant Iranian de facto control over the strait." ALTERNATIVES FOR HORMUZ ... 2026-08-13 10:48:01 [Source: Xinhua] [Full Text]