-- 周一,油价上涨,布伦特原油价格触及近三周高位,原因是和平谈判陷入僵局,霍尔木兹海峡持续关闭,导致全球原油供应趋紧。 近月西德克萨斯中质原油期货上涨0.6%,至每桶94.95美元;布伦特原油期货上涨0.9%,至每桶106.25美元。 盛宝银行分析师表示:“由于霍尔木兹海峡实际上仍然关闭,油价持续走高,中东地区的混乱局面不断加剧,导致从原油、燃料和天然气到金属、化肥和石化产品等关键大宗商品的供应持续紧张。” “由于重启和平谈判的努力陷入僵局,布伦特原油价格触及三周高位。据报道,伊朗提出的方案要求将核谈判推迟到后期。” 随着高盛和埃尼大幅上调预测,市场目前已将关键能源走廊长期对峙的预期计入价格。 分析师指出,高盛将第四季度布伦特原油价格预期上调至每桶90美元,高于此前预测的80美元,也高于目前88美元的交易均价。 意大利能源巨头埃尼(E)警告称,市场低估了冲突的持续时间,并将2026年布伦特原油价格预期上调至每桶83美元。 上周市场情绪发生巨大转变,市场对冲突即将结束的预期更加悲观。布伦特原油周涨幅达17%,WTI原油涨幅超过13%。
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