-- (本文已更新,在最後一段提及荷蘭國際集團(ING)的沃倫·帕特森(Warren Patterson)。) 週一,儘管有報導稱德黑蘭提出了重新開放霍爾木茲海峽的新方案,但由於美伊談判似乎陷入僵局,原油價格上漲。 西德州中質原油期貨最新上漲2.4%,至每桶96.64美元。布蘭特原油期貨上漲3.2%,至每桶108.73美元。 伊朗外長賽義德·阿巴斯·阿拉格奇週末兩次訪問巴基斯坦,而美國總統唐納德·川普取消了先前宣布的美國官員訪問伊斯蘭堡的行程。 根據Axios報道,伊朗已提交一份關於重新開放霍爾木茲海峽並推遲鈾濃縮談判的方案。該報道引述了一位美國官員和另外兩位消息人士的話。 鈾濃縮和伊朗對這條關鍵水道的控制一直是華盛頓和德黑蘭談判的關鍵癥結所在。 在巴基斯坦斡旋下,美國和伊朗達成停火協議,暫停了美國和以色列對德黑蘭的空襲,但目前尚未形成長期和平協議的框架。 荷蘭國際集團(ING)大宗商品策略主管沃倫·帕特森週一在一份報告中指出:“由於重啟美伊和平談判的努力失敗,油價今早走強,霍爾木茲海峽能源運輸短期內恢復的希望也隨之破滅。缺乏進展意味著市場每天都在收緊,迫使油價在高位重新定價。」
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