-- 周四盘后交易中,原油期货价格上涨,原因是围绕美伊第二轮和平谈判的不确定性以及霍尔木兹海峡航运持续中断加剧了对全球供应的担忧。 近月西德克萨斯中质原油期货上涨2.08%,至每桶93.19美元;布伦特原油期货上涨3.57%,至每桶98.32美元。 周四,美国总统唐纳德·特朗普对美伊签署永久停火协议的前景表示乐观。双方正在讨论在下周停火协议到期前延长停火期限。 特朗普在没有提供证据的情况下表示,德黑兰已同意放弃浓缩铀。 “我们与伊朗达成协议的前景看起来非常好,而且这将是一项不错的协议,”特朗普周四在白宫对记者说。 然而,据报道,伊朗官员对美国致力于公平谈判的承诺持怀疑态度,尽管有报道称双方可能在本周末举行会晤,但新一轮谈判的前景仍不明朗。 据伊朗半官方的塔斯尼姆通讯社报道,德黑兰方面认为,由于华盛顿涉嫌违反和平谈判之初的承诺,且其至今的行为依然如此,因此下一轮谈判不太可能取得成果。 据报道,双方正在考虑最早于本周末返回巴基斯坦进行进一步会谈。 SEB Research的大宗商品分析师奥勒·R·赫瓦尔比表示,局势瞬息万变,但他仍然维持SEB的基本预测,即2026年布伦特原油均价将达到每桶95美元,2027年和2028年分别为每桶85美元和80美元。 与此同时,中东冲突导致全球能源市场遭受前所未有的冲击,霍尔木兹海峡遭到双重封锁,这条战略水道通常承载着全球约20%的石油和液化天然气运输量。 荷兰国际集团(ING)分析师表示,随着买家转向美国原油,只要中东地区的冲突持续,美国国内市场供应就会趋紧,这可能会促使美国生产商增加供应。 然而,分析师指出,自冲突爆发以来,当地的钻探活动几乎没有变化,而冲突已导致每日约1300万桶原油的供应中断。 美国中央司令部实施了封锁,切断了伊朗的航运,而德黑兰方面则对大多数其他船只关闭了这条战略水道。Kpler战略家表示,霍尔木兹海峡的船舶通行量已从上个月的异常低迷水平有所回升,过境船只数量增加,船舶类型和货物种类也更加多样化。
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