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歐洲、中東和非洲地區石油市場最新動態:隨著美伊緊張局勢升級,原油價格從戰時高點回落

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-- 週四盤後交易中,受美國軍方將向川普總統匯報可能對伊朗採取的行動這一消息影響,歐洲、中東和非洲(EMEA)原油期貨價格下跌,引發市場對中東供應長期中斷的擔憂。 布蘭特原油期貨下跌3.41%,至每桶114.09美元;穆爾班原油期貨下跌3.40%,至每桶109.61美元。 荷蘭國際集團(ING)策略師表示,美伊談判破裂令市場對石油供應迅速恢復失去希望。 分析師估計,該地區石油需求將減少160萬桶/日,他們認為這不足以彌補目前的供應缺口。 據報道,川普將聽取美國中央司令部司令布拉德·庫珀海軍上將的匯報,內容涉及一系列針對伊朗的新軍事打擊計劃,旨在迫使伊朗就結束衝突進行談判。 據媒體報道,美國總統表示,在與德黑蘭達成核協議之前,他不會解除對伊朗港口的海上封鎖,此舉延長了僵局,並擾亂了經由霍爾木茲海峽的能源運輸。 與此同時,伊朗當局誓言,如果華盛頓再次發動攻擊,伊朗將對美軍目標進行“持久而猛烈的打擊”,並重申對霍爾木茲海峽的控制權。 伊朗革命衛隊表示,任何新的美國軍事侵略都將觸發伊朗先前未公開的能力,包括先進的智慧目標瞄準系統。 據報道,伊朗革命衛隊空軍司令馬吉德·穆薩維表示:“你們已經看到了你們在該地區的基地的命運;你們也將看到你們軍艦的命運。” 伊朗最高領袖穆傑塔巴·哈梅內伊也表示,在新管理下,德黑蘭將消除他所稱的敵人對該水道的濫用,伊朗正努力加強對這一關鍵咽喉要道的控制。 旨在結束中東衝突的第二輪美伊會談近日陷入僵局,雙方在談判中寸步不讓,德黑蘭方面試圖將霍爾木茲海峽問題與其核計劃分開。 盛寶銀行策略師週四在一份報告中指出:“隨著市場持續收緊,在霍爾木茲海峽重新開放之前,短期風險仍然傾向於油價上漲。” 在供應方面,歐佩克+預計將就6月象徵性增產18.8萬桶/日達成一致,這是阿聯酋意外退出歐佩克後該組織採取的首個舉措。荷蘭國際集團表示,阿聯酋退出歐佩克對該組織而言是一個重大打擊,但在持續的供應中斷情況下,短期內對市場的影響不大。

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