霍尔木兹海峡航运持续受阻，使得部分高度依赖石油、天然气进口的亚洲国家能源供应不确定性提升。近期，韩国、泰国、印尼相继出台应对措施，加大煤炭使用与生产力度。

The continuous disruption of shipping in the Strait of Hormuz has increased the uncertainty of energy supply for some Asian countries that heavily rely on oil and natural gas imports. Recently, South Korea, Thailand and Indonesia have successively introduced measures to increase the use and production of coal.

在韩国，政府近日决定严格实施公共部门汽车尾号限行措施，并呼吁民间部门也积极参与。同时，韩国政府还宣布取消了将燃煤发电量限制在装机容量80%的上限。

In South Korea, the government recently decided to strictly enforce the vehicle license plate restriction measures for public sector vehicles and called on the private sector to also participate actively. At the same time, the South Korean government also announced the cancellation of the cap on coal-fired power generation at 80% of the installed capacity.

此外，为缓解短期能源供应压力，泰国、越南等国目前正加大力度发展本国燃煤发电，以减少对进口能源的依赖。

Furthermore, in order to alleviate the short-term pressure on energy supply, countries such as Thailand and Vietnam are currently increasing their efforts to develop domestic coal-fired power generation, in an effort to reduce their reliance on imported energy.

印度尼西亚是全球最大的动力煤出口国，其出口量占全球出口总量的一半左右。印尼政府近日已决定修改2026年的煤炭年度生产配额，计划提高煤炭产量，并考虑所生产的煤炭优先用于国内使用而非出口。印尼政府日前表示正在重新审查煤炭出口税，拟根据国际煤炭价格的上涨相应提高税率。

Indonesia is the world's largest exporter of thermal coal, with its export volume accounting for about half of the global total. The Indonesian government has recently decided to revise the annual coal production quota for 2026, planning to increase coal production and considering that the produced coal will be primarily used domestically rather than for export. The Indonesian government recently stated that it is re-examining the coal export tax and intends to increase the tax rate accordingly based on the rise in international coal prices.