-- 週一早盤,油價堅挺在每桶100美元上方,連續第四個交易日上漲。同時,市場對伊朗戰爭即將結束和霍爾木茲海峽重新開放的希望逐漸消退,而一份報告顯示美國原油庫存意外下降。 6月交割的西德州中質原油(WTI)價格上漲3.35美元,至每桶103.28美元,創4月7日以來新高;6月交割的布蘭特原油價格上漲3.45美元,至每桶114.71美元。 自2月28日戰爭爆發以來,WTI原油價格已上漲約49%。 2月28日,伊朗在遭到美國和以色列的襲擊後封鎖了霍爾木茲海峽,這是全球約20%石油供應的關鍵咽喉要道。目前,美國正在封鎖伊朗港口,伊朗要求在恢復和平談判之前解除封鎖,但美國拒絕這樣做,導致伊朗石油供應持續受到有史以來最大的衝擊。 盛寶銀行寫道:“霍爾木茲海峽近乎關閉,加劇了全球能源市場的緊張局勢……交易員們目前關注和平談判的下一步進展以及今日發布的美國庫存報告,以進一步了解在強勁的出口需求下,美國庫存下降的速度。” 根據Investing.com報道,美國石油協會在其每週調查中報告稱,上周美國石油庫存下降了179萬桶,而市場普遍預期為增加30萬桶。 石油市場也關注阿聯酋週二宣布退出歐佩克的決定。阿聯酋是歐佩克第三大產油國,也是全球第七大石油出口國。鑑於供應衝擊,這項決定可能在短期內產生影響,但一旦衝突結束,可能會為市場增加供應。 「鑑於霍爾木茲海峽關閉導致全球石油供應短缺,阿聯酋的退出其實無關緊要,因為其產量已達極限。由於海峽關閉,阿聯酋透過管道向阿曼灣出口石油的能力已達極限(150萬至180萬桶/日),這也是阿聯酋3月總產量降至237萬桶/月為364萬桶/日)的原因。 Woo寫道。
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