Compounding the danger of a prolonged conflict is the reality of “trapped” spare capacity. While the global market normally relies on spare capacity in Saudi Arabia, the UAE, and Kuwait to buffer against price shocks, Struyven explained that those barrels typically must flow through the Strait of Hormuz to reach global buyers. Consequently, as long as the Strait remains compromised, that spare capacity cannot be physically deployed. Furthermore, while the U.S. Strategic Petroleum Reserve (SPR) could be used as a textbook response to sustained disruptions, the SPR currently holds around 415 million barrels—more than 200 million barrels lower than it was prior to the 2022 energy crisis.
从“信号处理器”到“AI计算节点”，英伟达争夺基站定义权在通信行业迭代演进的三十年历史里，无线接入网（RAN）的价值链结构始终保持稳定，形成了运营商、设备商、芯片供应商的垂直层级。
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