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最新消息:受美伊进一步谈判前景影响,WTI原油价格大幅收跌。

-- 周二,美国总统特朗普表示,未来两天可能在巴基斯坦与伊朗举行进一步会谈,受此消息影响,西德克萨斯中质原油(WTI)价格大幅下跌。与此同时,国际能源署表示,由于霍尔木兹海峡基本关闭,供应短缺,预计今年石油需求将下降。 5月交割的WTI原油期货价格下跌7.80美元,收于每桶91.28美元;6月交割的布伦特原油期货价格下跌4.58美元,收于每桶94.78美元。 特朗普的言论广受关注,这让人们燃起了双方达成协议、重新开放霍尔木兹海峡供油轮通行的希望。在战争爆发前,波斯湾国家每天五分之一的石油供应都经由霍尔木兹海峡运输。虽然该地区一些产油国已增加了冲突地区以外的管道运输量,但大部分石油供应仍然无法进入市场。 “霍尔木兹海峡(SoH)现在实际上已经完全关闭。伊朗不允许非伊朗石油通过,而美国的封锁也阻止了伊朗石油经由霍尔木兹海峡出口。目前唯一来自中东的石油是通过东西向输油管道从沙特阿拉伯输送到红海的延布,”SEB Research首席大宗商品策略师比雅恩·希尔德罗普(Bjarne Schieldrop)写道。 供应冲击导致现货油价远高于期货价格,各国竞相争夺稀缺的供应。《华尔街日报》报道称,周一,30天后交割的布伦特原油期货价格为每桶132.74美元,因为急需石油的买家面临着供应短缺的问题。 国际能源署在其月度石油市场报告中表示,供应短缺导致需求下降。该机构预计,今年石油需求将下降8万桶/日,这是自疫情爆发以来的首次下降,比此前的预测下降了73万桶/日。 报告指出:“最初,石油消费量降幅最大的地区是中东和亚太地区,主要集中在石脑油、液化石油气和航空煤油。然而,随着短缺和高价持续,需求下降的趋势将会蔓延。” 该机构表示,由于霍尔木兹海峡关闭以及伊朗袭击波斯湾地区的石油基础设施,3月份石油供应量下降了1010万桶/日,至9700万桶/日。上个月全球石油库存减少了8500万桶,其中中东以外地区的库存减少了2.05亿桶。 报告指出:“恢复霍尔木兹海峡的石油运输仍然是缓解能源供应、价格和全球经济压力的最重要因素……通过该海峡的运输仍然受到严重限制,原油、天然气凝析液和成品油的装载量平均约为380万桶/日,而危机爆发前的2月份这一数字超过2000万桶/日。”

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