-- 周四盘后交易中,原油期货价格上涨,原因是霍尔木兹海峡的双重封锁以及以色列威胁对伊朗发动袭击,加剧了人们对全球供应严重短缺的担忧。 近月西德克萨斯中质原油期货上涨4.35%,至每桶97.00美元;布伦特原油期货上涨4.45%,至每桶106.68美元。 加拿大皇家银行资本市场策略师周三在一份报告中指出:“中东原油装载量略有下降,美国的封锁限制了伊朗的装载量,并威胁到该地区原油产量的进一步削减。” 本周早些时候,特朗普总统在社交媒体上发文称,只有在对美国“合适且有利”的情况下,才会与伊朗达成协议。此前,他宣布无限期延长4月7日与德黑兰达成的停火协议。 特朗普在Truth Social网站上发帖称:“对于那些认为我‘急于’结束与伊朗战争的人,请注意,我可能是担任此职以来压力最小的人。” 以色列国防部长以色列·卡茨周四表示,特拉维夫正在等待美国批准恢复对伊朗的战争,并“彻底铲除哈梅内伊王朝”,这加剧了市场的悲观情绪。 在中东冲突爆发之初,美以联盟刺杀了伊朗最高领袖阿亚图拉·阿里·哈梅内伊。 与此同时,特朗普周四下令美国海军“击落”在霍尔木兹海峡布雷的船只,并声称华盛顿现在“完全控制”了该航道,指示军方毫不犹豫地对伊朗小型船只采取行动。 周四,美军在印度洋拦截了一艘载有伊朗石油的受制裁油轮。此次拦截行动发生在美方封锁伊朗油轮“英雄二号”(M/V Hero II)、“海蒂号”(M/V Hedy)和“多雷纳号”(M/V Dorena)的第二天。 美国战争部在社交媒体上发文称:“我们将继续在全球范围内开展海上执法行动,打击非法网络,并拦截向伊朗提供物资支持的船只,无论它们在何处活动。” 另一方面,伊朗官员指责美国违反了伊朗在脆弱的停火协议之初提出的十点框架下的承诺。伊朗议会议长穆罕默德·巴格尔·加利巴夫表示,只有美国解除封锁,全面停火才有意义。 据当地媒体报道,伊朗议会副议长哈米德雷扎·哈吉·巴巴伊表示,从途经霍尔木兹海峡的船只收取的第一批通行费已存入伊朗中央银行账户。 周三,德黑兰袭击了霍尔木兹海峡的三艘船只,并将其中两艘引至伊朗领海,这条战略水道的航运已基本停滞。 荷兰国际集团(ING)策略师表示,随着希望的破灭,供应中断的现实将逐渐显现,这将为油价带来进一步上涨空间。
Related Articles
Asia Biofuels Update: Malaysian Palm Oil Diverges from Crude Oil on Weaker Exports, Stronger Ringgit
Malaysian palm oil futures slipped on Monday, pulling away from crude oil prices, as weaker exports and a stronger local currency weighed on sentiment.Reversing the previous session's gains, the Bursa Malaysia Derivatives' May crude palm oil contract fell 0.66% to 4,487 Malaysian ringgit ($1,134.94) per metric ton. The June contract dropped by 0.96% to 4,521 ringgit/mt in midday trade.Malaysian shipments for the April 1-25 period reportedly declined 15.7% from a month earlier, according to cargo surveyors cited by Trading Economics.A stronger Malaysian ringgit, which rose against the US dollar by 0.28% on Monday, could further pressure exports as it makes them costlier.The recent drop in Malaysian shipments followed a 29.1% year-over-year rise in Q1 exports, as buyers advanced purchases due to the expected surge in shipping costs and as volumes of rival Indonesian cargoes softened due to higher export levies.Indonesia's move to raise its palm-based biodiesel blending to 50% from 40% beginning July 1 could further lift Malaysian exports going forward.The Malaysia Palm Oil Council said Indonesia's B50 program could absorb an additional 3 million metric tons per year of palm oil. Annual domestic consumption in Thailand could also increase by 350,000 metric tons as the country moves to B7 from B5, while demand in Malaysia could rise by 300,000 mt as the government raises its biodiesel blend to B15 from B10.Rising biofuel demand, elevated crude oil prices, and supply risks from the potential development of an El Nino weather trend will support palm oil prices, with the MPOC projecting them at around 4,500 ringgit/mt in the near term."However, further gains are likely to be capped by softer export demand amid inflation and weaker economic growth in key importing countries, alongside rising stocks as palm oil production gradually enters its seasonal peak," the MPOC said.According to Jim Teh, senior palm oil trader at Interband Group of Co., as cited by Bernama, palm oil prices could trade between 4,200 ringgit/mt and 4,300 ringgit/mt this week due to profit taking.
Hanwha Systems Swings to Loss in Q1
South Korean shipbuilder Hanwha Systems (KRX:272210) posted first-quarter net loss attributable to shareholders of 55 billion won, swinging from an attributable net income of 27.9 billion won a year earlier, according to a Monday filing with the Korea Exchange.Sales were up 17% year over year to 807.1 billion won from 690.1 billion won.Shares of Hanwha Systems fell over 3% at market close.
SG Micro's Attributable Profit Soars 107% in Q1
SG Micro's (SHE:300661) attributable profit surged 107% to 123.7 million yuan in the first quarter from 59.8 million yuan in the year-ago period, according to a Monday filing with the Shenzhen bourse.Earnings per share at the integrated circuit manufacturer increased to 0.1975 yuan from 0.0965 yuan in the prior-year period.Operating revenue grew 39% year over year to 1.10 billion yuan from 789.6 million yuan.