-- 周四,由于市场寄望华盛顿和德黑兰之间能够取得外交突破,全球原油基准价格暴跌近5%。 布伦特原油期货下跌3.4%,至每桶97.82美元;穆尔班原油期货也下跌3.6%,至每桶91.63美元。 盛宝银行分析师表示:“美伊和平的希望已从地缘政治新闻转变为主要的宏观经济驱动因素。” 外交僵局抑制了市场的乐观情绪。 尽管特朗普总统已暂停“自由计划”下的海军护航任务,以示和平协议取得进展,但德黑兰方面坚持认为,只要美国海上封锁仍然有效,正式谈判就不可能进行。 “预计伊朗将在未来几天做出回应,核谈判可能随后展开。关键在于,谈判并不等同于达成协议,而且由于投资者重新评估谈判进展的稳固程度,油价今天早上已经反弹。这是个好消息,但还远未达到可以大肆宣传的程度,”盛宝银行分析师补充道。 供应方面,美国能源信息署(EIA)报告称,截至5月1日当周,美国国内原油库存减少了230万桶,总库存降至4.572亿桶。 美国成品油出口量的历史性激增加速了库存的下降。 EIA表示,上周美国成品油出口量达到创纪录的每日820万桶,这是自1991年EIA开始追踪该数据以来的最高水平。
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