-- (最后两段更新了价格并补充了阿联酋退出欧佩克的消息。) 周二,美国西德克萨斯中质原油(WTI)收高,基准油价三周来首次逼近每桶100美元大关,原因是人们对结束伊朗战争的希望逐渐渺茫,霍尔木兹海峡仍然关闭。 6月交割的WTI原油期货价格上涨3.56美元,收于每桶99.93美元,未能守住盘中一度突破的100美元关口;6月交割的布伦特原油期货价格上涨2.58美元,收于每桶110.81美元。 原定于周末在巴基斯坦举行的伊朗和美国会谈未能举行。周一,伊朗提出以重新开放霍尔木兹海峡为条件,换取美国解除对其港口的封锁并推迟就其核计划进行谈判,但遭到特朗普总统的拒绝。 2月28日,美国和以色列对伊朗发动袭击后,伊朗关闭了霍尔木兹海峡。该海峡是波斯湾国家供应的全球20%石油日需求的咽喉要道,其关闭造成了有史以来最大的供应冲击,自战争开始以来,油价已上涨49%。 盛宝银行指出:“尽管霍尔木兹海峡的重新开放仍未取得任何进展,油价依然延续涨势。美国和伊朗的封锁已使每日通行量几乎为零。全球供应紧张的程度持续加剧,成品油市场的紧张已将柴油和航空燃油价格推向每桶200美元。” 由于依赖海湾产油国的亚洲国家竞相争夺有限的原油,霍尔木兹海峡的关闭推高了现货油价。油价上涨加剧了通货膨胀,并增加了全球经济衰退的风险,因为供应短缺导致需求下降,扼杀了经济增长。 “如果霍尔木兹海峡在5月份未能重新开放,警钟将会敲响。现货原油和成品油价格将持续攀升。如果6月/7月之前海峡仍未实现有效开放,那么全球可能面临真正的危机,届时世界石油消费量或将被迫减少至接近供应水平,”SEB Research首席大宗商品分析师比雅恩·希尔德罗普(Bjarne Schieldrop)写道。 同样在周二,欧佩克第三大产油国、全球第七大石油出口国阿联酋宣布将于5月1日退出欧佩克,摆脱该组织限制其产量远低于其产能的配额制度。 “我们再次感谢欧佩克和欧佩克+联盟所做的努力,并祝愿他们取得成功。在我们参与该组织期间,我们为所有人的利益做出了重大贡献,甚至做出了更大的牺牲。然而,现在是时候将我们的精力集中在国家利益以及我们对投资者、客户、合作伙伴和全球能源市场的承诺上了。”该国政府在一份声明中表示。
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