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FINWIRES

最新消息:有通報美伊和平談判可能重啟,受此消息影響,WTI原油價格下跌。

-- 週五,受巴基斯坦官員預期美國和伊朗將舉行新一輪會談的通報影響,西德州中質原油(WTI)價格下跌。 6月交割的WTI原油期貨價格下跌1.45美元,收在每桶94.40美元;而6月交屋的布蘭特原油期貨價格上漲0.15美元,收在每桶105.22美元。 彭博新聞社報道稱,伊朗外長阿巴斯·阿拉格奇及其談判團隊預計將於週五晚些時候抵達伊斯蘭堡,與已抵達的美國代表團舉行會談。 《華爾街日報》報道稱,美國談判代表史蒂夫·威特科夫和賈里德·庫許納也將前往巴基斯坦首都參加此次可能重新開放霍爾木茲海峽的會談。 霍爾木茲海峽是波斯灣國家出口的咽喉要道。在2月28日戰爭爆發前,這些國家供應了全球20%的石油日需求。戰爭爆發後,柴油、航空煤油以及石化原料和化學肥料的運輸也受阻。 盛寶銀行大宗商品策略主管奧勒·漢森寫道:“最初與霍爾木茲海峽實際關閉相關的原油供應衝擊,如今已演變為多商品供應中斷。其影響不再局限於能源市場,而是蔓延至工業生產、運輸,並最終波及農業和食品價格。” 然而,戰爭的快速結束不太可能迅速緩解這場史上規模最大的能源供應衝擊。 《華盛頓郵報》週四報道,美國五角大廈警告稱,清除海峽中的水雷可能需要六個月的時間。 「這與金融市場定價的時間尺度完全不同。即使明天達成政治協議,也無法立即重新開放海峽,」SEB Research 的大宗商品分析師 Ole Hvalbye 寫道。

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