-- 由於以色列繼續襲擊黎巴嫩,霍爾木茲海峽仍然關閉,人們對伊朗和美國之間的停火協議前景感到擔憂,西德克薩斯中質原油(WTI)週五收盤走低。 5月交割的WTI原油期貨價格下跌1.30美元,收在每桶96.57美元;6月交屋的布蘭特原油期貨價格下跌0.60美元,收在每桶95.32美元。 本週達成的為期兩週的脆弱的伊朗停火協議週五變得更加不確定,據稱,只要以色列繼續襲擊黎巴嫩,伊朗就拒絕參加原定於本週末在巴基斯坦舉行的和平談判。週四的報導稱,以色列總理計劃與黎巴嫩展開對話,但以色列對黎巴嫩真主黨武裝分子的襲擊仍在繼續。 「西方媒體報道稱,伊朗代表團已抵達黎巴嫩,但一些伊朗媒體對此說法提出異議,並繼續表示會談的前提是與黎巴嫩停火,以色列/真主黨仍在黎巴嫩境內進行空襲,」都鐸、皮克林、霍爾特公司分析師馬特·波蒂略寫道。 伊朗繼續阻止滯留在波斯灣的油輪通過霍爾木茲海峽。霍爾木茲海峽是該地區石油出口的咽喉要道,該地區供應全球20%的石油日需求。自衝突爆發以來,海峽關閉已推動原油期貨價格上漲41%,但現貨價格漲幅更大,本週創下歷史新高,買家紛紛尋求供應。 「由於交易員不願在短期內大幅調整價差,現貨市場依然保持相對支撐,儘管石油市場對霍爾木茲海峽的過境前景充滿猜測,但他們大多採取『實物出價』的心態。儘管布倫特原油現貨價格從週二創下的144.42美元/桶的歷史新高回落(4月8日評估價為124.68美元/桶),中東現貨價差也有所縮小,但由於大西洋盆地原油的即期供應仍然有限,其價格依然堅挺。 」加拿大皇家銀行資本市場大宗商品策略師克里斯多福·盧尼寫道。
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