-- 由于以色列继续袭击黎巴嫩,霍尔木兹海峡仍然关闭,人们对伊朗和美国之间的停火协议前景感到担忧,西德克萨斯中质原油(WTI)周五收盘走低。 5月交割的WTI原油期货价格下跌1.30美元,收于每桶96.57美元;6月交割的布伦特原油期货价格下跌0.60美元,收于每桶95.32美元。 本周达成的为期两周的脆弱的伊朗停火协议周五变得更加不确定,据称,只要以色列继续袭击黎巴嫩,伊朗就拒绝参加原定于本周末在巴基斯坦举行的和平谈判。周四的报道称,以色列总理计划与黎巴嫩展开对话,但以色列对黎巴嫩真主党武装分子的袭击仍在继续。 “西方媒体报道称,伊朗代表团已抵达黎巴嫩,但一些伊朗媒体对此说法提出异议,并继续表示会谈的前提是与黎巴嫩停火,以色列/真主党仍在黎巴嫩境内进行空袭,”都铎、皮克林、霍尔特公司分析师马特·波蒂略写道。 伊朗继续阻止滞留在波斯湾的油轮通过霍尔木兹海峡。霍尔木兹海峡是该地区石油出口的咽喉要道,该地区供应着全球20%的石油日需求。自冲突爆发以来,海峡关闭已推动原油期货价格上涨41%,但现货价格涨幅更大,本周创下历史新高,买家纷纷寻求供应。 “由于交易员不愿在短期内大幅调整价差,现货市场依然保持相对支撑,尽管石油市场对霍尔木兹海峡的过境前景充满猜测,但他们大多采取‘实物出价’的心态。尽管布伦特原油现货价格从周二创下的144.42美元/桶的历史新高回落(4月8日评估价为124.68美元/桶),中东现货价差也有所缩小,但由于大西洋盆地原油的即期供应仍然有限,其价格依然坚挺。”加拿大皇家银行资本市场大宗商品策略师克里斯托弗·卢尼写道。
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