-- 儘管美國總統川普再次宣稱對伊朗的戰爭即將結束,但由於霍爾木茲海峽的關閉導致每日五分之一的石油供應無法進入市場,交易員們仍在爭相搶購,油價早盤小幅走高。 5月交割的西德州中質原油期貨價格上漲0.88美元,至每桶92.16美元;6月交割的布蘭特原油期貨價格上漲0.81美元,至每桶95.58美元。 儘管川普在接受美國電視台採訪時表示,這場戰爭「即將結束」(據《紐約時報》報道),並且週二還表示他預計與伊朗的談判將很快繼續進行,但油價依然上漲。 然而,霍爾木茲海峽仍對大多數船隻關閉,導致每日20%的石油需求無法進入市場。伊朗繼續禁止油輪通過該水道,而美國則封鎖了伊朗的港口。 「伊朗對非伊朗石油的封鎖使得大部分原油滯留在波斯灣,而美國的封鎖又阻止了伊朗原油流出。也就是說,霍爾木茲海峽理論上已被兩側封鎖(儘管仍有一些船隻通行)。唯一能進入全球市場的中東石油,是沙烏地阿拉伯通過延布管道輸送到紅海的石油,」SEB Research的大宗商品分析師寫道奧勒·赫瓦爾比耶。 儘管供應受到衝擊,美國原油庫存仍在持續上升,限制了油價的上漲。美國石油協會週二發布的每週調查顯示,上周美國原油庫存增加了610萬桶,而Investing.com的普遍預期是減少130萬桶。美國能源資訊署將於週三上午晚些時候發布官方庫存數據。
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