-- 週一午盤交易中,原油期貨價格大幅上漲,主要受伊朗無人機襲擊阿聯酋能源設施和霍爾木茲海峽商船的事件提振。此舉可能破壞脆弱的停火談判,並進一步加劇全球能源供應緊張。 近月西德州中質原油期貨價格上漲3.24%,至每桶105.19美元;布蘭特原油期貨價格上漲5.15%,至每桶113.71美元。 週一,伊朗襲擊了霍爾木茲海峽的多艘商船,據報道還襲擊了富查伊拉的VTTI石油碼頭。該碼頭由IFM全球基礎設施基金、維多集團和阿布達比國家石油公司共同擁有。 富查伊拉媒體辦公室在X網站上發布消息稱,伊朗無人機襲擊導致該市石油工業區發生大火。阿聯酋國防部週一表示,伊朗向阿聯酋發射了四枚巡航飛彈,其中三枚被阿聯酋防空系統成功攔截。 據報道,美國軍方摧毀了六艘伊朗小型船隻,並攔截了伊朗發射的巡航飛彈和無人機。華盛頓方面隨即展開行動,旨在疏導霍爾木茲海峽的航運。 然而,川普週一在社群媒體上發文稱,擊落了七艘船。 「我們擊落了七艘小型船隻,或者像他們喜歡稱呼的那樣,『快艇』。這是他們僅剩的武器了。除了韓國船隻外,目前為止,通過霍爾木茲海峽的船隻沒有受到任何損害。」川普總統在Truth Social網站上發文寫道。 川普週日表示,美軍將從週一開始嘗試恢復霍爾木茲海峽的通行,並幫助滯留船隻離開這條戰略水道。 盛寶銀行策略師川普表示,美國將協助引導船隻通過這條戰略水道,讓人們燃起了希望,認為部分中斷的航運活動可能會恢復。 此前,阿聯酋指責伊朗襲擊了一艘與其國有能源公司阿布達比國家石油公司(ADNOC)有關聯的船隻,當時該船正試圖通過霍爾木茲海峽。阿布達比國家石油公司(ADNOC)旗下子公司ADNOC物流與服務公司在社交媒體上發文稱:“事發時,該船並未載有任何貨物。” 這次攻擊發生在伊朗革命衛隊海軍發布地圖之後。伊朗方面稱,此舉旨在擴大德黑蘭在伊核海峽附近的控制範圍,將阿聯酋的富查伊拉港和霍爾法坎港以及烏姆蓋萬酋長國的海岸線納入其中。 在供應方面,歐佩克+於週日同意將石油日產量提高18.8萬桶。這是該組織自失去關鍵成員阿聯酋以來的首次會議。 荷蘭國際集團(ING)策略師表示:「鑑於預計其中55%的增產將來自波斯灣產油國,這一增產目標不太可能實現。」他們還補充說,在伊核海峽持續動蕩的情況下,增產不太可能發生。 阿布達比國家石油公司 (ADNOC) 董事總經理兼集團執行長蘇丹賈貝爾表示,阿聯酋退出歐佩克使其更有能力加快投資和擴張。
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