-- 在週三午盤交易中，原油期貨價格基本上持穩，此前有報道稱，美國和伊朗正在考慮延長霍爾木茲海峽封鎖期間的停火協議。同時，美國原油庫存降幅超出預期，也進一步支撐了油價。 近月西德州中質原油期貨下跌0.58%，至每桶91.81美元；布蘭特原油期貨上漲0.90%，至每桶95.64美元。 美國能源資訊署（EIA）週三發布的周報顯示，截至4月10日當週，美國原油庫存減少90萬桶，至4.638億桶。 該機構也表示，汽油總庫存較上週減少630萬桶，至2.329億桶；餾分油庫存減少310萬桶，至1.116億桶。 據媒體報道，巴基斯坦陸軍參謀長阿西姆·穆尼爾週三抵達德黑蘭，旨在緩和中東緊張局勢並安排第二輪美伊和平談判。 據報道，雙方正在考慮將週二到期的停火協議再延長兩週，以便有更多時間進行和平談判。 據報道，川普總統週三表示，中東衝突“即將結束”，並指出與伊朗的談判可能“在未來兩天”在巴基斯坦伊斯蘭堡舉行。 SEB Research的大宗商品分析師奧勒·R·赫瓦爾比表示，市場將外交進展解讀為局勢實質緩和的訊號，自然導致原油期貨價格下跌。 同時，美國中央司令部表示，其對霍爾木茲海峽的封鎖現已全面生效，「徹底」切斷了德黑蘭的國際海上貿易，而海上貿易約佔伊朗經濟的90%。 盛寶銀行策略師表示，交易員們正著眼於超越史上最嚴重的供應中斷，包括美國對霍爾木茲海峽的封鎖——封鎖已阻止伊朗出口產品進入市場。 據媒體報道，受美國制裁的中國油輪「Rich Starry」號在周三駛離阿拉伯灣後，於週三返回霍爾木茲海峽。 同時，MarineTraffic週四表示，懸掛馬耳他國旗的原油油輪「Agios Fanourios I」號成為自美國封鎖生效以來首艘通過霍爾木茲海峽的原油運輸船。 Hvalbye表示，SEB的基本預測假設霍爾木茲海峽“在5月中旬全面重新開放之前，其運行能力僅為正常水平的20%，並且波斯灣地區不會再有其他大型石油或天然氣基礎設施遭到破壞。”
Related Articles
Equities
AKITA Drilling Announcing "Transformative" Acquisition of Fox Drilling and Elimination of Dual Class Share Structure
$AKT-A.TO$AKT-B.TO
Asia
Koei Tecmo's Profit Jumps 14% in Fiscal Year 2025
Koei Tecmo's (TYO:3635) profit attributable to owners of the parent increased 14% to 42.8 billion yen for the fiscal year 2025 from 37.6 billion yen a year earlier.The amusement and video game company's earnings per share increased to 131.67 yen from 113.65 yen a year ago, according to a Tokyo bourse filing on Monday.Net sales climbed 6.3% to 88.4 billion yen for the full year ended March 31 from 83.2 billion yen in the prior year.In a separate disclosure, Koei Tecmo raised its final dividend to 66 yen per share, from 43 yen forecasted earlier, payable from June 19.For the fiscal year 2026, the company expects attributable profit of 31 billion yen, basic EPS of 95.38 yen, and net sales of 90 billion yen.Koei Tecmo plans to pay a year-end dividend of 48 yen per share for the year, which is lower than the amount paid the previous year.
$TYO:3635
Treasury
BMO on The Day, Week Ahead in Canada
The US dollar (USD) is softer (BBDXY -0.25%) with the Canadian dollar (CAD or loonie) firmer (CAD per USD -0.44%) early Monday, said Bank of Montreal (BMO).The Bank of Canada will release its policy statement on Wednesday, together with the new Monetary Policy Report (MPR). The BoC is expected to keep rates unchanged, noted the bank.The BoC will also release its latest MPR with updated estimates for potential growth -- in the low-1% range -- and the neutral rate, seen in the 2.25%-to-3.25% range, stated BMO.Also on this week's Canadian docket there is Tuesday's Spring Economic Update from the Canadian government, which will refresh the estimates published in the November FY26/27 budget. There seems to be some fiscal upside compared with the budget's original $65.4 billion deficit, pointed out the bank.On Thursday, BMO expects real gross domestic product growth to accelerate another tenth to 0.2% month over month in February, in line with Statistics Canada's flash estimate. The March flash estimate will be one to watch as it will capture the initial reaction to the outbreak of the Iran war.
$$CAD$$CXY$$USD