-- 週四早盤油價上漲,但仍穩守在每桶100美元以下,原因是市場寄望美國和伊朗延長停火協議並重啟談判,以結束中東戰爭。 5月交割的西德州中質原油期貨價格上漲0.43美元,至每桶91.72美元;6月交割的布蘭特原油期貨價格上漲0.95美元,至每桶95.88美元。 美國海軍封鎖了伊朗港口,而伊朗則繼續封鎖霍爾木茲海峽。然而,美國總統川普週三再次表示,他認為衝突即將結束,與此同時,巴基斯坦調解人繼續敦促兩國恢復談判。這些言論為結束這場戰爭帶來了一線希望,這場戰爭導致波斯灣國家每日20%的石油和天然氣需求無法被滿足。 供應衝擊對亞洲國家的影響最為嚴重,一些國家已開始實施配給制,同時推高了現貨供應的價格,目前油價已接近每桶150美元。 盛寶銀行指出:“由於有跡象表明美國和伊朗可能延長停火協議並重啟旨在結束這場戰爭的談判,油價趨於穩定。這場戰爭導致波斯灣關鍵大宗商品的全球供應中斷。這引發了嚴重的供應衝擊,其影響仍在全球範圍內持續擴大,目前相對平靜且低於每桶100美元的期貨價格並不能完全反映現貨市場的實際情況。”
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