-- 在週一盤後交易中,原油期貨價格上漲,因為美伊和平談判陷入僵局,霍爾木茲海峽的運輸仍受到嚴重限制,導致全球供應緊張。 近月西德州中質原油期貨上漲2.22%,至每桶96.52美元;布蘭特原油期貨上漲2.68%,至每桶108.11美元。 SEB Research首席大宗商品分析師比雅恩·希爾德羅普表示,在霍爾木茲海峽重新開放之前,世界原油供應如同「借來的原油」和「借來的時間」。他還補充說,由於美伊之間的初步談判在本週末徹底破裂,6月合約價格上漲。 白宮週一表示,美國官員正在討論伊朗提出的解決與德黑蘭戰爭的新方案。由於該地區的能源供應減少,衝突仍處於僵局。 據報道,白宮新聞秘書卡羅琳·萊維特表示,川普總統當天早些時候召集了國家安全官員開會,討論伊朗提出的方案。 她表示,川普“在伊朗問題上的紅線已經非常非常明確”,並補充說,川普將“很快”處理此事。 美國財政部週一也表示,華盛頓將制裁任何與受制裁的伊朗航空公司進行業務往來的國家,包括提供航空燃油。 財政部在社交媒體上發帖稱:“財政部將對伊朗施加最大壓力,並將毫不猶豫地對任何為伊朗實體提供便利或與其進行業務往來的第三方採取行動。” 同時,據媒體報道,伊朗外交部長賽義德·阿巴斯·阿拉格奇也表示,德黑蘭正在審查川普總統提出的談判請求。 荷蘭國際集團(ING)策略師表示,由於缺乏進展,市場供應日益緊張,油價被迫上調,因為幾乎沒有其他替代方案可以填補約1300萬桶/日的缺口。 週一,阿拉格奇在莫斯科會見了俄羅斯總統普京,討論衝突問題,雙方的談判似乎已經陷入僵局。 據報道,普丁告訴阿拉格奇,俄羅斯將「竭盡所能,維護你們的利益,維護該地區所有人民的利益,以便盡快實現和平」。 自4月初以來,美國和伊朗基本上遵守了停火協議,但對霍爾木茲海峽的雙重封鎖已使這條戰略水道的船隻通行幾乎停滯。 盛寶銀行策略師表示,由於霍爾木茲海峽實際上仍關閉,原油價格將持續走高,這將加劇整個中東地區的混亂局面,並收緊關鍵大宗商品的供應。 「由於重啟和平談判的努力陷入僵局,布蘭特原油價格創下三週新高,據報道,伊朗提出的方案要求將核談判推遲到以後階段,」盛寶銀行分析師表示。
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