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美伊關係持續僵持,油價基本上維持穩定

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-- 週五早盤,由於美國和伊朗的僵局持續,霍爾木茲海峽關閉,導致石油供應前所未有的巨大衝擊,油價幾乎沒有變化。而即將到來的夏季駕車高峰期可能會加劇這一局面。 6月交割的西德州中質原油期貨價格下跌0.80美元,至每桶104.27美元;7月交割的布蘭特原油期貨價格上漲0.57美元,至每桶110.97美元。 霍爾木茲海峽關閉後,石油供應仍短缺。該海峽是波斯灣國家石油出口的咽喉要道,這些國家的石油出口占每日需求的20%。美以對伊朗的戰爭已進入第三個月,雙方均未進行對話。 《衛報》報道稱,巴基斯坦正在充當交戰雙方之間的秘密管道,但上週末原定的談判破裂後,似乎進展甚微。 自2月28日戰爭爆發以來,原油和成品油供應短缺,導致原油價格上漲近一半。紐約商品交易所(Nymex)汽油期貨價格自戰爭爆發以來已上漲81%,而航空燃油供應也日益緊張。 供應緊張的局面正值5月23日陣亡將士紀念日長週末到來之際,而這通常是夏季駕車出行高峰的開始,屆時燃油需求將達到峰值,油價可能進一步上漲。 加拿大皇家銀行資本市場全球大宗商品策略及中東和北非研究主管赫利瑪·克羅夫特(Helima Croft)寫道:「隨著夏季需求旺季的臨近,我們認為油價預計將超過2022年甚至2008年的高點,尤其是在市場對霍爾木茲海峽封鎖轉變持續時間的看法可能最終發生的情況下。」

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