-- 週一，由於週末在巴基斯坦重啟美伊和平談判的努力破裂，霍爾木茲海峽迅速重啟的希望破滅，原油期貨價格走強。 布蘭特原油期貨合約上漲0.8%，至每桶106.18美元。穆爾班原油期貨價格持穩每桶103.57美元。 談判破裂導致這條重要的能源通道癱瘓，而美國的封鎖也不斷加強。 荷蘭國際集團（ING）分析師表示：“由於重啟美伊和平談判的努力失敗，霍爾木茲海峽能源運輸短期內恢復的希望破滅，今天早盤油價走強。” 外交關係降溫始於美國總統唐納德·特朗普突然取消了高級特使史蒂夫·威特科夫和賈里德·庫什納原定的伊斯蘭堡之行，並表示“坐著空談毫無意義”。 這次撤離恰逢伊朗外交部長阿巴斯·阿拉格奇抵達巴基斯坦，但雙方並未直接接觸。 隨後對供應的影響十分顯著。彭博社船舶追蹤數據顯示，週五僅有兩艘化學品油輪和一艘液化石油氣運輸船離開波斯灣。 澳新銀行分析師指出，美國的封鎖持續導致伊朗每日約170萬桶原油出口受阻。 儘管供應中斷，但Axios和荷蘭國際集團(ING)的報告稱，伊朗已透過巴基斯坦調解人提交了一份新的方案，這在一定程度上緩解了市場波動。 據報道，該方案提議重新開放霍爾木茲海峽，緩和衝突，同時將核談判延後到以後階段。 荷蘭國際集團(ING)指出：“然而，今天早上有新聞報道稱，伊朗已向美國提出一項新方案，即重新開放霍爾木茲海峽，同時將核談判推遲到以後階段。”
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