-- 週三,受美國和伊朗即將達成結束戰爭協議的通報影響,美國西德州中質原油(WTI)價格暴跌7%,這意味著霍爾木茲海峽可能很快就會重新開放。 6月交割的WTI原油期貨價格下跌7.19美元,收在每桶95.08美元,先前在亞洲交易時段一度觸及每桶88.66美元;7月交割的布蘭特原油期貨價格下跌9.13美元,收於每桶100.74美元。 此前,Axios網站隔夜報導,美伊兩國即將達成結束敵對行動的談判協議,美國總統川普隨後證實了這一消息。川普在社群媒體上發文稱,如果伊朗同意美國的和平提議,戰爭“將會結束”,霍爾木茲海峽將重新開放通航;同時,他還威脅稱,如果伊朗拒絕接受美國的提議,美國將恢復轟炸。 路透社引述伊朗國家媒體報道稱,伊朗伊斯蘭革命衛隊聲稱,如果達成協議,霍爾木茲海峽——波斯灣國家石油出口的咽喉要道,佔全球每日石油需求20%——可能會重新開放。 自2月28日戰爭爆發以來,伊朗封鎖霍爾木茲海峽,導致石油、液化天然氣、化肥和其他大宗商品出口受阻,油價已上漲超過一半。然而,戰爭結束後,石油供應不太可能迅速恢復正常。伊朗對鄰國石油和天然氣基礎設施的襲擊以及重啟已關閉油田的生產,都將限製石油供應迅速恢復到戰前水準。 標普全球能源指出:“即使霍爾木茲海峽重新開放,假設沒有永久性損壞且供應鏈運轉順暢,也至少需要七個月的時間才能完全恢復上游生產。如果港口或其他運輸和裝卸基礎設施遭到破壞,恢復時間可能會更長。” 美國能源資訊署週三公佈的數據顯示,美國商業原油庫存再次下降,上週庫存減少了230萬桶,低於路透社調查的分析師普遍預期的330萬桶的降幅。
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