White House says the blockade of the Strait of Hormuz is fully in effect.

由于霍尔木兹海峡的交通再次陷入瘫痪 ，石油市场正面临着自3月份以来每天数百万桶石油停产的同样困境。但如今世界正缺少一个重要的缓冲机制，而正是这个机制在第一次石油价格冲击时帮助缓解了潜在的冲击：战略原油储备。根据国际货币基金组织（IMF）周三发布的一篇博客文章，3月至5月期间每日约400万桶的供应缺口，已通过消耗原油库存来弥补。在伊朗战争期间，国际能源署（IEA）实施了历史上最大规模的储备释放，从紧急储备中投放了4亿桶石油。其他主要能源消费国当时也通过削减炼油产量、依靠国内库存而非从市场购买，来帮助缓解全球短缺问题。然而，IMF表示，这一供应冲击吸收器的大部分已被消耗殆尽。“这一次之所以能缓解最初的冲击，关键在于能源市场尚有余地来进行调节和吸收，”该机构表示，“但若库存未能得到补充，那么当下一轮冲击到来时，世界将处于更为被动的境地。”

The China Federation of Logistics and Purchasing (CFLP) said in its National Logistics Hub Innovation Development Report (2026) that average cargo throughput at designated national logistics hubs rose 5.5% YoY in 2025, 2.3ppt faster than the national freight volume average. Infrastructure gaps narrowed: about 80% of hubs now have rail yards or dedicated lines, with rail access at 97.2% of inland-port hubs and 89.7% of port-type hubs. Rail integration strengthened—71.3% of hubs operate rail freight services and the number of hub trains increased 7.4% YoY; port-type hubs operate more than 2,700 freight shipping routes. China has designated 181 national logistics hubs across seven batches, covering roughly 79% of the planned network.