-- 週五午盤交易中,原油期貨價格下跌,原因是有跡象顯示美伊和平談判可能重啟。伊朗外長阿巴斯·阿拉格奇預計將抵達巴基斯坦,與美國官員進行間接會談。 近月西德州中質原油期貨下跌2.40%,至每桶93.53美元;布蘭特原油期貨下跌0.45%,至每桶104.56美元。 大宗商品分析師奧勒·R·赫瓦爾比表示:「現貨原油和成品油價格從4月初的高位回落,原因是輸油管道改道和市場對達成協議的樂觀情緒。」他還補充說,4月份墨西哥灣的產量比戰前供應量減少了1450萬桶/日。 據報道,川普總統將派遣美國和平特使史蒂夫·威特科夫和賈里德·庫許納前往巴基斯坦,與伊朗官員舉行和平談判。此前,德黑蘭方面對結束中東衝突的談判前景表示悲觀。 據媒體報道,美國官員將於週六啟程前往巴基斯坦,進行週末會談。 由阿拉格奇率領的伊朗官員也將於週五抵達巴基斯坦,但尚未公開同意與川普的代表舉行會談。據媒體報道,在阿拉格奇此次訪問期間,美伊官員之間沒有安排任何會談。 阿拉格奇在社交媒體上發帖稱:“我即將開始對伊斯蘭堡、馬斯喀特和莫斯科的訪問。此行的目的是與我們的伙伴密切協調雙邊事務,並就地區局勢發展進行磋商。” 川普總統週四表示,在白宮與美國高級官員會晤後,以色列和黎巴嫩同意將停火期限延長三週。 隨著衝突演變為海上對峙,霍爾木茲海峽被封鎖,美國加大了對伊朗的壓力度,試圖迫使德黑蘭同意進行談判。以上外交進展正值此時。 盛寶銀行策略師表示,霍爾木茲海峽的交通中斷可能會進一步延遲阿拉伯灣的原油和燃料供應。 分析師表示:“即使全面恢復通航,也可能需要數月時間才能使供應恢復正常,這將進一步加劇供應緊張,尤其是在柴油和航空燃油方面,並迫使各國和企業抑制需求。” 本週,由於美國和伊朗圍繞這條戰略水道的緊張局勢升級,霍爾木茲海峽的通行幾乎陷入停滯,全球石油供應中斷的情況也因此延長。 MarineTraffic表示,霍爾木茲海峽的交通仍然受限,4月23日僅記錄到8次通行,與往日持平,遠低於正常水平。 這家航運追蹤數據公司表示,雖然自4月22日以來沒有發生新的襲擊事件,但由於伊朗的威脅、美國的攔截以及持續存在的水雷隱患,目前仍在波斯灣的702艘船隻仍面臨較高的風險。 美國中央司令部週五在X上發布消息稱,對進出伊朗港口的船隻的封鎖仍在繼續,美軍迄今已改變34艘船隻的航向。
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