-- 周二,由于伊朗和美国之间的谈判前景不明朗,西德克萨斯中质原油(WTI)收高。 5月交割的WTI原油期货价格上涨2.52美元,收于每桶92.13美元;6月交割的布伦特原油期货价格上涨3.11美元,收于每桶98.59美元。 此前市场预期,伊朗和美国之间的谈判将达成协议,结束敌对行动,因为为期两周的停火协议将于明日到期。然而,伊朗尚未公开确认是否会派遣谈判代表前往巴基斯坦与美国会面,尽管《华尔街日报》报道称,伊朗已告知调解人,将派出一个团队参加谈判。 周一,油价飙升。此前,伊朗于上周五短暂开放霍尔木兹海峡,随后又再次关闭。与此同时,美国继续封锁伊朗港口,并扣押了一艘伊朗货船。霍尔木兹海峡的关闭阻碍了波斯湾国家的石油出口,而这些国家供应了全球20%的石油日需求。 盛宝银行指出:“在周三停火协议到期前,伊斯兰堡方面可能与美国举行会谈。此前一个周末,紧张局势再度升级,各方释放出相互矛盾的信号,导致霍尔木兹海峡目前实际上处于关闭状态。能够通过的船只数量有限,但这并未缓解全球能源市场持续紧张的局面,即期供应日益短缺,从而推高了柴油、航空煤油、化肥和其他关键大宗商品的价格。” 海峡关闭推高了石油现货价格,亚洲各国竞相争夺即期供应,同时也引发了人们对高油价以及波斯湾国家供应的成品油、液化天然气和其他大宗商品价格将推高通胀并导致利率上升的担忧。
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