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由於美伊關係有望達成協議,油價下跌

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-- 週三,受美伊外交談判有望取得突破的預期影響,原油價格下跌。 布蘭特原油期貨價格暴跌7.1%,至每桶102.06美元,盤中一度觸及每桶96.75美元。西德州中質原油期貨價格下跌6.7%,至每桶95.44美元。 根據Axios週三引述消息人士報道,美伊官員即將簽署一份一頁紙的諒解備忘錄,旨在結束戰爭並為未來的核談判建立框架。 報道稱,擬議的諒解備忘錄將包括伊朗承諾暫停核子濃縮活動,而美國則同意放寬制裁並解凍伊朗資金。雙方也將解除對霍爾木茲海峽航運的限制。 「協議的宣布將立即進一步推動期貨價格下跌,事實上,即使只是達成協議的可能性,也已經引發了油價下跌,」Rystad Energy首席石油分析師Paola Rodriguez-Masiu在發給的電子郵件中表示。 Rodriguez-Masiu指出,現貨市場的復甦不會像期貨市場預測的那樣迅速,她認為霍爾木茲海峽重新開放與石油流量恢復正常之間會有六到八週的延遲。 「全球市場不應將停火的消息誤認為供應方面的消息,」Rodriguez-Masiu說。 美國總統川普週二晚間表示,他將暫停「自由計畫」(Project Freedom),該計畫旨在引導船隻通過霍爾木茲海峽,理由是與伊朗達成最終協議方面取得了「巨大進展」。 然而,川普週三警告稱,如果伊朗未能同意達成協議,將引發一場強大的軍事行動。 在兩次不同的停火協議之後,更廣泛的地區衝突暫時停止;一項是華盛頓和德黑蘭之間的衝突,另一項是以色列和黎巴嫩之間的衝突。

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