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由于市场预期结束伊朗战争的协议即将达成,油价再次下跌。

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-- 周四早盘,由于市场对美伊可能达成和平协议、重新开放被封锁的霍尔木兹海峡、结束史上最大石油供应危机的预期升温,油价再次下跌。 6月交割的西德克萨斯中质原油(WTI)价格下跌3.06美元,至每桶92.02美元;7月交割的布伦特原油价格下跌3.02美元,至每桶98.25美元。 此前,WTI原油价格周三已下跌7%。此次下跌正值市场对美伊和平协议的乐观情绪高涨之际。《华尔街日报》报道称,两国正在与调解人合作,制定重启谈判的框架。双方最早将于下周在巴基斯坦就特朗普政府提出的14点谅解备忘录(MoU)展开会谈。 目前尚无法确定两国会谈能否达成协议,从而迅速重新开放霍尔木兹海峡。霍尔木兹海峡是波斯湾国家出口的咽喉要道,这些国家供应着全球20%的石油日需求。自2月28日战争爆发以来,已有超过1000艘船只被困在海湾,石油、成品油、液化天然气、化肥和其他大宗商品的供应日益短缺。 《卫报》报道称,美国总统特朗普暗示达成协议“极有可能”,但伊朗官员则称该谅解备忘录是“美国的愿望清单”。 “我们不应过分乐观地认为很快就能达成协议。伊朗财政部发言人昨天予以反驳,称美国框架中的部分内容是‘雄心勃勃但不切实际的提议’。迄今为止,德黑兰的愿望清单——即其5月2日提出的14点回应——仍然没有改变:全面解除制裁、解冻国家资产、约2700亿美元的赔偿/重建融资(这是结束冲突的‘唯一途径’),以及建立一个新的霍尔木兹海峡多边机制,以有效承认伊朗对该海峡的主权,”SEB Research的大宗商品分析师奥勒·赫瓦尔比耶写道。

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