-- 周三,受美国和伊朗即将达成结束战争协议的报道影响,美国西德克萨斯中质原油(WTI)价格暴跌7%,这意味着霍尔木兹海峡可能很快重新开放。 6月交割的WTI原油期货价格下跌7.19美元,收于每桶95.08美元,此前在亚洲交易时段一度触及每桶88.66美元;7月交割的布伦特原油期货价格下跌9.13美元,收于每桶100.74美元。 此前,Axios网站隔夜报道称,美伊两国即将达成结束敌对行动的谈判协议,美国总统特朗普随后证实了这一消息。特朗普在社交媒体上发文称,如果伊朗同意美国的和平提议,战争“将会结束”,霍尔木兹海峡将重新开放通航;同时,他还威胁称,如果伊朗拒绝接受美国的提议,美国将恢复轰炸。 路透社援引伊朗国家媒体报道称,伊朗伊斯兰革命卫队声称,如果达成协议,霍尔木兹海峡——波斯湾国家石油出口的咽喉要道,占全球每日石油需求20%——可能会重新开放。 自2月28日战争爆发以来,伊朗封锁霍尔木兹海峡,导致石油、液化天然气、化肥和其他大宗商品出口受阻,油价已上涨超过一半。然而,战争结束后,石油供应不太可能迅速恢复正常。伊朗对邻国石油和天然气基础设施的袭击以及重启已关闭油田的生产,都将限制石油供应迅速恢复到战前水平。 标普全球能源指出:“即使霍尔木兹海峡重新开放,假设没有永久性损坏且供应链运转顺畅,也至少需要七个月的时间才能完全恢复上游生产。如果港口或其他运输和装卸基础设施遭到破坏,恢复时间可能会更长。” 美国能源信息署周三公布的数据显示,美国商业原油库存再次下降,上周库存减少了230万桶,低于路透社调查的分析师普遍预期的330万桶的降幅。
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