-- 周四,受美伊紧张局势升级的提振,原油期货价格飙升至每桶100美元以上。 布伦特原油期货合约上涨0.8%,至每桶102.77美元。穆尔班原油期货上涨1.6%,至每桶104.75美元。 盛宝银行分析师表示:“布伦特原油期货周三结算价高于每桶101美元,上涨3.5%至每桶101.91美元,创两周以来新高。此前有报道称,美伊计划重新安排和平谈判,但最终未能实现。” 专家表示,伊朗在霍尔木兹海峡扣押两艘油轮,以及五角大楼估计可能需要六个月才能清除该水道的水雷,目前市场正在积极调整价格,以应对可能出现的长期供应危机。 据路透社周三报道,美军在亚洲水域拦截了至少三艘悬挂伊朗国旗的船只,并将它们从各自位置驱离,局势进一步升级。 伊朗议会议长穆罕默德·巴格尔·加利巴夫在X电视台表示,只要美国继续实施海上封锁,重新开放霍尔木兹海峡就“不可能”,他称此举是“劫持世界经济”,这加剧了僵局。 随着布伦特原油价格强势突破每桶100美元大关,荷兰国际集团(ING)和盛宝银行(Saxo Bank)的分析师警告称,市场对外交方面的噪音已变得“麻木”,转而准备应对长期的实际中断。 然而,此次价格飙升正在引发需求骤减,尤其是在欧洲。 Rystad分析师报告称,欧洲炼油商目前正面临利润率暴跌和原油供应趋紧的双重困境,由于波斯湾原油供应仍然受到严重限制,这两种因素叠加很可能迫使燃料产量下降。 由于目前尚无解决方案,尽管高昂的成本开始抑制全球消费,但业内人士仍预期油价将进一步上涨。
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