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美伊谈判陷入僵局，两艘超级油轮在霍尔木兹海峡突然掉头
This article reports on the sudden turnaround of two super tankers at a key checkpoint in the Strait of Hormuz following the breakdown of US-Iran negotiations, analyzing the potential impact of this incident on global crude oil supply and the geopolitical situation. 华 华尔街见闻
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原创 李佳 2026-04-12 19:20 北京
美伊谈判陷入僵局，外界对霍尔木兹海峡短期内恢复正常通航的预期再度落空。
4月12日，据报道，两艘空载超级油轮周日在抵近霍尔木兹海峡关键检查点后突然掉头，时间节点恰与美伊谈判代表在伊斯兰堡宣布谈判破裂高度吻合。 此前谈判进行期间，军事动向同步升温。
据央视新闻，美东时间11日，美军中央司令部宣布，两艘美国海军导弹驱逐舰穿越霍尔木兹海峡并在波斯湾行动，称此举是彻底清理伊朗伊斯兰革命卫队在该海峡布设水雷任务的一部分。伊朗武装部队哈塔姆安比亚中央总部发言人随即强力否认，称任何船只在霍尔木兹海峡的过境权完全掌握在伊朗武装力量手中。
自中东冲突爆发以来，霍尔木兹海峡实际陷入封堵，由此引发的能源供应中断规模为历史罕见。此次谈判破裂意味着海峡通行问题短期内难以解决，市场对原油供应的担忧情绪料将持续升温。
两艘油轮掉头，第三艘成功通过
据船舶追踪数据，三艘与伊朗无直接关联的超级大型原油轮（VLCC）于周六深夜从阿曼湾方向驶近霍尔木兹海峡，并于周日凌晨抵达伊朗拉腊克岛附近。
在实际检查点处，驶往伊拉克的Agios Fanourios I号与悬挂巴基斯坦国旗、目的地为阿联酋达斯岛的Shalamar号相继掉头折返。第三艘VLCC Mombasa B则继续前行，经由拉腊克岛与格什姆岛之间的伊朗批准航线驶入波斯湾，目前尚未发出明确目的地信号。 掉头具体原因尚不明朗。彭博指出，伊拉克和巴基斯坦此前均已获得伊朗的过境许可，但两艘船只的临阵退缩恰好发生在美伊谈判宣告失败的同一时刻。
海峡局势持续动荡，通行风险居高不下
霍尔木兹海峡封锁以来，多艘船只曾尝试过境后中途放弃，折射出当地安全形势的持续不稳定。
据报道，近几周内，多艘集装箱船曾于上月底掉头，此后才最终成功驶出；一艘液化天然气运输船上周同样中途折返。 周六曾出现短暂积极信号——两艘超级油轮和一艘希腊船只满载原油经霍尔木兹海峡驶出波斯湾。若周日三艘船只全部成功通过，将延续这一向好势头，但最终结果令市场预期落空。 ⭐星标华尔街见闻，好内容不错过⭐****
本文不构成个人投资建议，不代表平台观点，市场有风险，投资需谨慎，请独立判断和决策。
Key Quotes
> Two empty super tankers suddenly turned around on Sunday after approaching a key checkpoint in the Strait of Hormuz, a timing that closely coincides with US-Iran negotiators announcing the breakdown of talks in Islamabad.
> The right of passage for any vessel through the Strait of Hormuz is entirely in the hands of Iran's armed forces.
> The breakdown of these negotiations means the Strait passage issue will be difficult to resolve in the short term, and market concerns over crude oil supply are expected to continue heating up.
> The specific reasons for the turnaround remain unclear. ... The last-minute retreat of the two vessels occurred precisely at the same moment the US-Iran negotiations were declared a failure.
> Multiple vessels have attempted transit only to abandon it midway, reflecting the ongoing instability of the local security situation.
Tags
Geopolitics
Energy Supply
Strait of Hormuz
Crude Oil Market
US-Iran Relations
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