-- 周三,受美伊外交谈判有望取得突破的预期影响,原油价格下跌。 布伦特原油期货价格暴跌7.1%,至每桶102.06美元,盘中一度触及每桶96.75美元。西德克萨斯中质原油期货价格下跌6.7%,至每桶95.44美元。 据Axios周三援引消息人士报道,美伊官员即将签署一份一页纸的谅解备忘录,旨在结束战争并为未来的核谈判建立框架。 报道称,拟议的谅解备忘录将包括伊朗承诺暂停核浓缩活动,而美国则同意放松制裁并解冻伊朗资金。双方还将解除对霍尔木兹海峡航运的限制。 “协议的宣布将立即进一步推动期货价格下跌,事实上,即使仅仅是达成协议的可能性,也已经引发了油价下跌,”Rystad Energy首席石油分析师Paola Rodriguez-Masiu在发给的电子邮件中表示。 Rodriguez-Masiu指出,现货市场的复苏不会像期货市场预测的那样迅速,她认为霍尔木兹海峡重新开放与石油流量恢复正常之间会有六到八周的滞后。 “全球市场不应将停火的消息误认为供应方面的消息,”Rodriguez-Masiu说道。 美国总统唐纳德·特朗普周二晚间表示,他将暂停“自由计划”(Project Freedom),该计划旨在引导船只通过霍尔木兹海峡,理由是与伊朗达成最终协议方面取得了“巨大进展”。 然而,特朗普周三警告称,如果伊朗未能同意达成协议,将引发一场强大的军事行动。 在两次不同的停火协议之后,更广泛的地区冲突暂时停止;一项是华盛顿和德黑兰之间的冲突,另一项是以色列和黎巴嫩之间的冲突。
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