-- 週二，原油期貨價格飆升至逾三週高位，市場對伊朗提出的新和平方案仍持懷疑態度。 近月穆爾班原油期貨上漲2.5%，至每桶106.84美元；布蘭特原油期貨上漲2.7%，至每桶111.16美元。 儘管有報導稱，德黑蘭提出以重新開放霍爾木茲海峽為條件，換取美國解除海上封鎖，但德國商業銀行的分析師指出，在經歷了多次虛假消息後，市場對這類說法「正在失去信心」。 盛寶銀行的分析師表示：“美伊和平談判仍處於僵局，重啟談判的努力陷入停滯。據報道，伊朗週末向美國提出了重新開放霍爾木茲海峽的方案，白宮證實，川普總統的國家安全團隊正在討論該方案。” 然而，阿聯酋週二宣布退出歐佩克和歐佩克+，這對全球石油卡特爾來說無疑是一記重擊。 同時，美國主導的封鎖帶來的實際影響日益顯著。 Kpler的數據顯示，伊朗石油出口量暴跌70%，從3月的日均185萬桶驟降至僅56.7萬桶。 據估計，伊朗的儲油設施剩餘容量不到22天，這意味著到5月中旬，該國將面臨高達150萬桶/日的強制減產。 週一，兩艘與伊朗有關的超級油輪「蒂法尼號」和「菲尼克斯號」在斯里蘭卡附近被美軍攔截後，轉向東行，遠離封鎖線，這更加凸顯了供應缺口。 加拿大皇家銀行資本市場的策略師指出，展望未來，全球消費者面臨「殘酷夏季」的可能性越來越大。 RBC分析師警告稱，這場已持續三個月的衝突引發了現代史上最大的供應衝擊，導致近10億桶原油和成品油供應中斷。 即便外交上取得突破，專家也警告說，基礎設施和物流的破壞將使中東地區的石油生產復甦極其緩慢，從而確保高油價和庫存緊張的局面在旺季需求高峰期持續存在。
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Kimberly-Clark First-Quarter Results Top Views; Full-Year Outlook Affirmed
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