-- 週二，原油價格延續漲勢，布蘭特原油期貨價格徘徊在三週高點上方，市場對伊朗提出的新和平方案仍持懷疑態度。 布蘭特原油期貨合約上漲2.3%，至每桶110.72美元，創下4月7日以來的最高水準。 穆爾班原油4月27日收在每桶104.19美元，截至發稿時已停止交易。 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。” 美國主導的封鎖對伊朗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月的每日平均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，伊朗將面臨高達每日150萬桶的強制減產。 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，這進一步加劇了供應削減的可能性。 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導致中東油氣產量未來緩慢復甦，從而確保高油價和庫存緊張的情況持續存在。
Related Articles
International
U.S. Energy Production Climbs 3% YoY in January, EIA Reports
U.S. primary energy production rose 3% year over year in January to 9.1 quadrillion British thermal units, the U.S. Energy Information Administration said in its Monthly Energy Review released Monday.Total fossil fuels production in January was made up of 46% dry natural gas, 31% crude oil, 12% crude oil and 11% natural gas plant liquids, the EIA reported.Total renewable energy production was composed of 56% biomass, 20% wind, 12% hydroelectric power, 11% solar and 1% geothermal energy, according to the agency.U.S. natural gas plant liquids production was 7% higher in January than in the year-ago month. Dry natural gas production and renewable energy production each climbed 4%. Nuclear electric power production and coal production each increased 2%. Crude oil production rose 1%.
$CLX1$LCOX1$NGV1$UNG$UNL$USO
Asia
CanSino Biologics Widens Loss in Q1
CanSino Biologics (HKG:6185, SHA:688185) widened its attributable loss in the first quarter of 2026 to 40.4 million yuan from 11.5 million yuan a year prior, according to a Tuesday Hong Kong bourse filing.Loss per share was 0.16 yuan, compared with 0.05 yuan in the corresponding period of the previous fiscal year.Operating revenue jumped 39% to 190.3 million yuan from 137.2 million yuan in the year-ago period, amid the company's expanding commercial product portfolio, increasing overseas presence, and robust sales of hte MCV4 vaccine.The vaccine manufacturer attributed the wider loss to a higher operating cost; a rise in selling, administrative, and R&D expenses; and a lower other income related to government grants and international funding support.
$HKG:6185$SHA:688185
Japan