Oil markets are bracing for $100 barrels and a redux of a 1970s-era crisis but ‘three times the scale,’ analyst warns

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It’s not just oil. Around one fifth of globally traded liquefied natural gas moved through the Strait of Hormuz in 2024, according to the Energy Information Administration, making it one of the most critical nodes in the world’s energy system. Tanker‑tracking data show that Saudi Arabia alone shipped about 5.5 million barrels per day through the strait in 2024. With about 38% of total crude oil flowing through, the passage is essential for Gulf exporters. While workarounds do exist, including existing pipelines that crisscross their way through the Arabian Peninsula, their limited capacity would struggle to make up for flows that would be lost in a full closure of the strait, leaving the global market particularly susceptible to any sustained disruption.,推荐阅读im钱包官方下载获取更多信息

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对于亏损原因,公司将其归结为四点:一是广芯微2025年1月并表后,处于产能爬坡期,固定成本高企导致亏损;二是泰博迅睿受市场环境影响压缩规模,叠加减值计提亏损扩大;三是联营企业晶睿电子、芯微泰克均因价格或产能问题亏损,权益法核算拖累利润;四是非经常性损益约8000万元,主要为合并广芯微的投资收益与业绩补偿款,并非主营业务盈利。