-- 周三，受阿联酋历史性退出欧佩克以及霍尔木兹海峡海上封锁加剧的双重冲击，能源市场价格上涨。 布伦特原油期货合约上涨4.5%，至每桶116.22美元。穆尔班原油期货合约上涨2.5%，至每桶109.31美元。 此次油价飙升源于阿联酋正式宣布退出欧佩克和欧佩克+，这对全球石油卡特尔造成了历史性打击，该决定将于5月1日生效。 阿联酋能源部长苏海尔·马兹鲁伊证实，此举是“政策驱动的演变”，旨在绕过产量配额，重建全球石油储备，并实现该国产能的货币化。 Rystad Energy的策略师警告称，在石油储备日益减少之际，阿联酋的退出引发了人们对欧佩克未来能否管理日益分散且供应不足的全球市场的关键质疑。 由于霍尔木兹海峡实际上仍然关闭，目前的供应前景依然严峻。 据报道，美国总统特朗普周二指示助手们做好对伊朗“长期封锁”的准备，尽管他在社交媒体上声称德黑兰政权正处于“崩溃状态”，并寻求重新开放这条水道。 美国石油协会的数据显示，截至4月24日当周，美国原油库存骤降179万桶，进一步提振了油价。 目前，石油市场正等待美国能源信息署将于周三发布的石油库存报告。 盛宝银行分析师表示：“交易员们现在关注的是和平谈判的下一步进展以及今天的美国库存报告，以进一步了解在强劲的出口需求下，美国库存下降的速度。”
Related Articles
International
FOMC Holds Federal Funds Rate Steady at Range of 3.50% to 3.75%
Sectors
Update: Gold Falls to a Month Low as Rising Energy Costs Expected to Boost Inflation
(Updates prices.)Gold traded lower for a third-straight day early Wednesday, pressured by inflation worries even as the Federal Reserve's policy committee is expected to leave rates unchanged when it ends its two-day meeting this afternoon.Gold for June delivery was last seen down US$50.40 to US$4,558.00 per ounce, the lowest since March 30.With oil trading near four-year highs amid the Iran war, traders have moved away from gold as a safe haven, turning instead to the dollar and bonds to hedge against the threat rising energy prices will boost inflation and force interest rates higher."With oil-led inflation risks remaining the main driver, as rising energy prices strengthen the dollar and reinforce a higher-for-longer interest rate outlook. For now, the market's immediate focus remains on mediation efforts, with a reopening of the strait and a subsequent drop in oil prices representing the biggest short-term upside catalyst for both gold and silver," Saxo Bank noted.But higher rates are not yet on the way. The Federal Open Market Committee and the Bank of Canada will both release interest-rate decisions today and both are expected to leave rates steady.The dollar was higher, with the ICE dollar index last seen up 0.25 points to 98.89. Treasury yields also moved up, with the U.S. two-year note last seen paying 3.918%, up 6.8 basis points, while the yield on the 10-year note was up 4.7 points to 4.4%.
$GCM6$GLD
Sectors
Sector Update: Energy Stocks Rise Wednesday Afternoon
Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each rising about 2%.The Philadelphia Oil Service Sector Index was increasing 0.5%, and the Dow Jones US Utilities Index was shedding 0.5%.Oil prices rallied Wednesday after US President Donald Trump reportedly rejected an Iranian proposal to lift the naval blockade. Trump told Axios on Wednesday he will maintain the US naval blockade of Iranian ports until Tehran agrees to a nuclear deal. Iran wanted the Strait of Hormuz opened before the two sides could sit down to discuss uranium enrichment at a later stage.Front-month West Texas Intermediate crude oil jumped 7.3% to $107.18 a barrel, and the global benchmark Brent crude contract climbed 7.4% to $119.47 a barrel. Henry Hub natural gas futures fell 2.2% to $2.63 per 1 million BTU.In corporate news, Phillips 66 (PSX) shares jumped past 6%. The firm reported Q1 adjusted earnings Wednesday of $0.49 per diluted share, swinging from a loss of $0.90 a share a year ago. Analysts polled by FactSet expected a loss of $0.54 a share. Phillips 66 also raised its annualized quarterly dividend by 7%.Bloom Energy (BE) shares surged nearly 24% after it reported Q1 adjusted earnings late Tuesday of $0.44 per diluted share, up from $0.03 a year earlier. Analysts polled by FactSet expected $0.12. Revenue also handily beat market consensus.TotalEnergies (TTE) shares were up 0.9% after it posted higher Q1 adjusted earnings and revenue.
$BE$PSX$TTE