-- 周二早盘,由于伊朗与美国之间的谈判前景不明朗,油价小幅走低。 5月交割的西德克萨斯中质原油期货价格下跌0.29美元,至每桶89.32美元;6月交割的布伦特原油期货价格下跌0.13美元,至每桶95.35美元。 此次下跌正值市场预期两国将达成协议结束敌对行动之际,因为为期两周的停火协议将于明日到期。然而,伊朗尚未公开确认是否会派遣谈判代表前往巴基斯坦与美国会面,尽管《华尔街日报》报道称,伊朗已告知调解人,将派出一个团队参加谈判。 周一,油价飙升,此前伊朗于上周五短暂开放后又再次关闭霍尔木兹海峡,而美国则继续封锁伊朗港口,并扣押了一艘伊朗货船。霍尔木兹海峡的关闭阻碍了波斯湾国家的石油出口,这些国家供应了全球20%的石油日需求。 盛宝银行指出:“在周三停火协议到期前,与美国在伊斯兰堡举行的潜在会谈,是在经历了周末紧张局势再度升级、各种相互矛盾的信号之后进行的,目前霍尔木兹海峡实际上已经关闭。能够通过的船只数量有限,但这并未缓解全球能源市场持续紧张的局面,即期供应日益短缺,导致柴油、航空煤油、化肥和其他关键大宗商品价格居高不下。” 海峡关闭推高了石油现货价格,亚洲各国竞相争夺即期供应,同时也引发了人们对高油价以及波斯湾国家供应的成品油、液化天然气和其他大宗商品价格上涨将推高通胀并导致利率上升的担忧。 “金融市场押注美伊冲突能够及时解决,避免未来出现严重的物资短缺。但海峡关闭的每一天,都让我们离物资短缺和价格大幅上涨的痛苦局面更近一步,”SEB Research首席大宗商品分析师比雅恩·希尔德罗普写道。
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