-- 週二,西德州中質原油(WTI)下跌3.9%,因為美伊停火協議有望維持,週一波斯灣暴力衝突有所緩和,令油價上漲勢頭有所減弱。 6月交割的WTI原油期貨收盤下跌4.15美元,每桶102.27美元,此前週一上漲4.4%。 7月交割的布蘭特原油期貨最新報每桶110.20美元,下跌4.24美元。 週一,伊朗襲擊了位於阿曼灣的阿聯酋富查伊拉石油港,伊朗戰爭的敵對行動升級。自2月28日戰爭爆發以來,該港口一直持續出口石油,儘管波斯灣的石油供應仍被困在霍爾木茲海峽。伊朗也向美國軍艦開火,聲稱用兩枚飛彈擊中了一艘美國軍艦,但美國軍方否認了這一說法。 美國隨即對伊朗快艇發動攻擊,同時,川普總統表示,美國將開始引導船隻通過霍爾木茲海峽。路透社報道稱,懸掛美國國旗的汽車運輸船“聯盟費爾法克斯”號(Alliance Fairfax)週一在美軍護航下通過了霍爾木茲海峽。 儘管發生了襲擊事件,但據報道,美國國防部長皮特·赫格塞斯在周二上午的新聞發布會上表示,停火協議仍然有效,並承諾將繼續努力開放霍爾木茲海峽。 然而,這場戰爭造成了有史以來最大的石油供應衝擊,霍爾木茲海峽的關閉阻斷了波斯灣的石油出口,而波斯灣的石油供應佔每日石油需求的20%,這使得油價維持在接近四年高位的水平。儘管美國努力重新開放這條水道,但在達成和平協議之前,油價不太可能有所緩解。 盛寶銀行指出:“儘管美國計劃恢復航運,但安全風險可能導致這條航線在美伊達成協議之前一直關閉,這將持續引發人們對能源價格的擔憂。”
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