-- 周一午盘交易中,原油期货价格大幅上涨,主要受伊朗无人机袭击阿联酋能源设施和霍尔木兹海峡商船的事件提振。此举可能破坏脆弱的停火谈判,并进一步加剧全球能源供应紧张。 近月西德克萨斯中质原油期货价格上涨3.24%,至每桶105.19美元;布伦特原油期货价格上涨5.15%,至每桶113.71美元。 周一,伊朗袭击了霍尔木兹海峡的多艘商船,据报道还袭击了富查伊拉的VTTI石油码头。该码头由IFM全球基础设施基金、维多集团和阿布扎比国家石油公司共同拥有。 富查伊拉媒体办公室在X网站上发布消息称,伊朗无人机袭击导致该市一处石油工业区发生大火。阿联酋国防部周一表示,伊朗向阿联酋发射了四枚巡航导弹,其中三枚被阿联酋防空系统成功拦截。 据报道,美国军方摧毁了六艘伊朗小型船只,并拦截了伊朗发射的巡航导弹和无人机。华盛顿方面随即展开行动,旨在疏导霍尔木兹海峡的航运。 然而,特朗普周一在社交媒体上发帖称,击落了七艘船只。“我们击落了七艘小型船只,或者像他们喜欢称呼的那样,‘快艇’。这是他们仅剩的武器了。除了韩国船只外,目前为止,通过霍尔木兹海峡的船只没有受到任何损害。”特朗普总统在Truth Social网站上发帖写道。 特朗普周日表示,美军将从周一开始尝试恢复霍尔木兹海峡的通行,并帮助滞留船只离开这条战略水道。 盛宝银行策略师特朗普表示,美国将协助引导船只通过这条战略水道,这让人们燃起了希望,认为部分中断的航运活动可能会恢复。 此前,阿联酋指责伊朗袭击了一艘与其国有能源公司阿布扎比国家石油公司(ADNOC)有关联的船只,当时该船只正试图通过霍尔木兹海峡。阿布扎比国家石油公司(ADNOC)旗下子公司ADNOC物流与服务公司在社交媒体上发文称:“事发时,该船并未载有任何货物。” 此次袭击发生在伊朗革命卫队海军发布地图之后。伊朗方面称,此举旨在扩大德黑兰在伊核海峡附近的控制范围,将阿联酋的富查伊拉港和霍尔法坎港以及乌姆盖万酋长国的海岸线纳入其中。 在供应方面,欧佩克+于周日同意将石油日产量提高18.8万桶。这是该组织自失去其关键成员阿联酋以来的首次会议。 荷兰国际集团(ING)策略师表示:“鉴于预计其中55%的增产将来自波斯湾产油国,这一增产目标不太可能实现。”他们还补充说,在伊核海峡持续动荡的情况下,增产不太可能发生。 阿布扎比国家石油公司 (ADNOC) 董事总经理兼集团首席执行官苏丹·贾贝尔表示,阿联酋退出欧佩克使其更有能力加快投资和扩张。
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