-- (本文已更新,第三段提及周末会谈。) 周一,随着美国封锁伊朗港口周边海域交通的最后期限到来,油价突破每桶100美元。 西德克萨斯中质原油上涨5.9%,至每桶102.27美元,盘中一度触及每桶105.62美元的高位。布伦特原油上涨6%,至每桶100.95美元,盘中一度升至每桶103.87美元。 根据美国中央司令部(CENTCOM)周日发布的声明,对进出伊朗港口的海上交通的封锁将于美国东部时间周一上午10点开始。此前,美伊两国周末在巴基斯坦举行的谈判未能达成协议,加剧了人们对华盛顿和德黑兰之间本已脆弱的停火协议的担忧。 声明称:“封锁将对所有进出伊朗港口和沿海地区的船只一视同仁地执行,包括所有位于阿拉伯湾和阿曼湾的伊朗港口。”声明还表示:“中央司令部部队不会阻碍船只通过霍尔木兹海峡往返非伊朗港口的航行自由。” 据美国有线电视新闻网(CNN)周一报道,伊朗伊斯兰革命卫队已誓言进行报复。 美国总统唐纳德·特朗普周日在社交媒体上发文称,美国海军将封锁“任何试图进出霍尔木兹海峡的船只”,霍尔木兹海峡是世界上原油运输最重要的咽喉要道。 “美伊之间高风险的谈判再次因华盛顿坚持伊朗不进行铀浓缩的要求而陷入僵局,这为持续六周的战争进一步升级以及夏季驾车出行旺季前夕的长期供应中断埋下了隐患,”加拿大皇家银行资本市场全球大宗商品策略及中东和北非研究主管赫利玛·克罗夫特(Helima Croft)周一在一份发给的报告中写道。 《华尔街日报》援引知情人士的话报道称,在和平谈判失败后,特朗普正在考虑对伊朗进行有限的打击。 都铎·皮克林·霍尔特(Tudor Pickering Holt)在一份报告中援引媒体报道指出,除了铀浓缩问题外,伊朗对霍尔木兹海峡的控制权也是双方棘手的问题之一。 “美国似乎拒绝接受伊朗对霍尔木兹海峡的主权声索(包括收费),而伊朗则认为海峡的重新开放取决于最终协议的达成,”都铎·皮克林·霍尔特分析师马特·波蒂略在发给MT新闻社的一份报告中写道。
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