-- 周五早盘，由于美国和伊朗的僵局持续，霍尔木兹海峡关闭，导致石油供应出现前所未有的巨大冲击，油价几乎没有变化。而即将到来的夏季驾车高峰期可能会加剧这一局面。 6月交割的西德克萨斯中质原油期货价格下跌0.80美元，至每桶104.27美元；7月交割的布伦特原油期货价格上涨0.57美元，至每桶110.97美元。 霍尔木兹海峡关闭后，石油供应仍然短缺。该海峡是波斯湾国家石油出口的咽喉要道，这些国家的石油出口占每日需求的20%。美以对伊朗的战争已进入第三个月，双方均未进行对话。《卫报》报道称，巴基斯坦正在充当交战双方之间的秘密渠道，但上周末原定的谈判破裂后，似乎进展甚微。 自2月28日战争爆发以来，原油和成品油供应短缺，导致原油价格上涨近一半。纽约商品交易所（Nymex）汽油期货价格自战争爆发以来已上涨81%，而航空燃油供应也日趋紧张。 供应紧张的局面正值5月23日阵亡将士纪念日长周末到来之际，而这通常是夏季驾车出行高峰的开始，届时燃油需求将达到峰值，油价可能进一步上涨。 加拿大皇家银行资本市场全球大宗商品策略及中东和北非研究主管赫利玛·克罗夫特（Helima Croft）写道：“随着夏季需求旺季的临近，我们认为油价有望超过2022年甚至2008年的高点，尤其是在市场对霍尔木兹海峡封锁持续时间的看法可能最终发生转变的情况下。”
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