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霍尔木兹危机与印度的百日考验
然而，联邦政府处理危机的真正成功在于其决定不将原油价格飙升转嫁给普通消费者
来源:The Hindu Business Line _经济2026 年 2 月 28 日霍尔木兹海峡关闭时，印度遭遇了最严重的能源供应冲击。 But barring the sporadic queues at petrol pumps and LPG distribution points in the initial days, retail outlets in the country have run normally and the ordinary consumer has been shielded from the full impact of the global supply disruption.
While some of India’s neighbours reacted by imposing fuel rationing at retail outlets and work-from-home measures to deal with the global supply disruption, India’s multi-pronged response showed a major world economy maturely exercising its choices to protect its national interests.
This approach required actions at multiple levels: from vigorous diplomacy to refinery-level tweaks in the product slate, the bold use of the Indian Navy (Operation Sankalpa) to escort tankers through the Gulf and involvement of the State governments and industry bodies in demand and supply management.
The immediate challenge was structural: nearly half of India’s crude oil imports and over 90 per cent of its LPG transited though the Strait. An indefinite closure of the Strait meant that refineries would face feedstock interruptions, LPG would be in acute shortage, and the entire supply chain would fail unless alternative sources were secured fast enough.这需要敏捷决策，尤其是国有石油公司。原本需要数月时间的董事会级战略决策现在只用了几天时间就做出了。
几周之内，非霍尔木兹采购量从进口量的 55% 上升至 70%。 This shift required nimble-footed engagement with suppliers across the Atlantic basin, the Americas, West Africa, Russia and Gulf partners, negotiated across commercial, bilateral and diplomatic channels simultaneously.
Vivek Kumar 是一名退休的 IAS 官员，也是石油和天然气部的前联合秘书。
发布于 2026 年 6 月 29 日