-- 周五,受巴基斯坦官员预期美国和伊朗将举行新一轮会谈的报道影响,西德克萨斯中质原油(WTI)价格下跌。 6月交割的WTI原油期货价格下跌1.45美元,收于每桶94.40美元;而6月交割的布伦特原油期货价格上涨0.15美元,收于每桶105.22美元。 彭博新闻社报道称,伊朗外长阿巴斯·阿拉格奇及其谈判团队预计将于周五晚些时候抵达伊斯兰堡,与已抵达的美国代表团举行会谈。《华尔街日报》报道称,美国谈判代表史蒂夫·威特科夫和贾里德·库什纳也将前往巴基斯坦首都参加此次可能重新开放霍尔木兹海峡的会谈。 霍尔木兹海峡是波斯湾国家出口的咽喉要道。在2月28日战争爆发前,这些国家供应了全球20%的石油日需求。战争爆发后,柴油、航空煤油以及石化原料和化肥的运输也受阻。 盛宝银行大宗商品策略主管奥勒·汉森写道:“最初与霍尔木兹海峡实际关闭相关的原油供应冲击,如今已演变为多商品供应中断。其影响不再局限于能源市场,而是蔓延至工业生产、运输,并最终波及农业和食品价格。” 然而,战争的迅速结束不太可能迅速缓解这场史上规模最大的能源供应冲击。《华盛顿邮报》周四报道,美国五角大楼警告称,清除海峡中的水雷可能需要六个月的时间。 “这与金融市场定价的时间尺度完全不同。即使明天达成政治协议,也无法立即重新开放海峡,”SEB Research 的大宗商品分析师 Ole Hvalbye 写道。
Related Articles
Seatrium Concludes the Divestment of Tugboat Fleet
Seatrium (SGX:5E2) completed the divestment of a fleet of 17 tugboats, according to a Monday filing with the Singapore Exchange.The divestment is expected to deliver over SG$50 million in annualized cost savings.Shares of the specialized engineering solutions company were down over 2% in Monday trading.
China Nuclear Engineering's Attributable Profit Slides 36% in 2025
China Nuclear Engineering's (SHA:601611) attributable profit fell 36% to 1.32 billion yuan in 2025 from 2.06 billion yuan in 2024, according to a Saturday filing with the Shanghai bourse.Earnings per share at the nuclear power company decreased 37% to 0.36 yuan from 0.57 yuan in the previous year.Operating revenue declined 10% year over year to 101.9 billion yuan from 113.5 billion yuan.Shares decreased 2% during the midday break on Monday.
Junzheng Energy & Chemical's Attributable Profit Rises 18% in 2025; Shares Rise 4%
Inner Mongolia Junzheng Energy & Chemical's (SHA:601216) attributable profit rose 18% to 3.32 billion yuan in 2025 from 2.80 billion yuan in 2024, according to a Saturday filing with the Shanghai bourse.Earnings per share at the chemical manufacturer increased to 0.3932 yuan from 0.3323 yuan in the previous year.Operating revenue stayed flat at 25.2 billion yuan.Shares increased 4% during the midday break on Monday.