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欧洲、中东和非洲地区石油市场动态:美伊和平框架协议消息传出后,期货价格下跌

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-- 周三,油价大幅下跌,跌破每桶100美元大关,原因是围绕一份据称旨在结束美伊战争的单页备忘录的外交进展而取得的势头增强。 布伦特原油期货合约下跌5.5%,至每桶103.83美元,盘中一度触及每桶96美元。穆尔班原油期货下跌超过7%,至每桶98.29美元。 据多家媒体周三报道,白宫据称已接近与德黑兰就一份旨在结束当前冲突的单页谅解备忘录取得突破。 根据Axios周三的一篇报道(路透社随后也证实了该报道),援引一位参与调解的巴基斯坦消息人士的话称,两国目前距离达成协议最为接近,这是自敌对行动开始以来双方距离达成协议最近的一次。 分析人士指出,停火的前景以及霍尔木兹海峡可能重新开放的前景,超过了对当前供应的担忧,导致油价全面下跌。 此前特朗普宣布短暂暂停“自由行动”后,市场情绪发生转变。 特朗普声称与德黑兰达成和解取得了重大进展,但并未提供太多具体细节,同时确认美国海军将继续封锁伊朗港口。 尽管德黑兰方面尚未做出正式回应,但澳新银行分析师指出,由于地区停火协议似乎仍在维持,尽管外交局势依然紧张,原油价格回吐了近期涨幅。 尽管外交渠道有所开放,但霍尔木兹海峡实际上仍然被封锁。 澳新银行强调,伊朗已实施一项新的限制性过境协议,要求所有船只都必须获得官方电子邮件批准。 随着全球库存面临越来越大的压力,投资者目前正密切关注即将发布的美国能源信息署库存报告,以评估持续供应短缺的严重程度。

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