-- 週二午盤交易中,原油期貨價格回落。此前,美國國防部長皮特·赫格塞斯表示,儘管本週阿聯酋發生了一系列飛彈和無人機襲擊事件,但與伊朗脆弱的停火協議仍然有效。 近月西德州中質原油期貨下跌4.12%,至每桶102.01美元;布蘭特原油期貨下跌3.85%,至每桶11萬美元。 三菱日聯金融集團(MUFG)研究分析師金秀珍表示:“油價在大幅上漲後小幅走低……原因是市場對美伊衝突再度升級、脆弱的停火協議前景產生懷疑做出反應。” 阿聯酋國防部週二表示,在川普總統宣布停火協議後的四周相對平靜之後,其防空系統正在應對來自伊朗的飛彈和無人機襲擊。 在伊朗革命衛隊海軍發布一份地圖,聲稱擴大了德黑蘭在霍爾法坎海峽附近控制的區域,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之後,阿聯酋遭受了第二天的襲擊。 荷蘭國際集團(ING)策略師在周二的一份報告中表示:“川普總統昨晚的言論暗示衝突可能還會持續兩到三週,這或許會讓市場今天感到些許安慰。” 分析師表示,鑑於近期衝突升級以及預計結束敵對行動的時間表一再延長,市場可能會對此持相當懷疑的態度。 美國國防部長皮特·赫格塞斯表示,保護商船的行動是暫時的,為期四週的停火協議尚未結束。 赫格塞斯在周二的新聞發布會上說:“我們不想打仗。” “目前停火協議仍然有效,但我們會密切關注事態發展。” 赫格塞斯表示,美國已確保霍爾木茲海峽的通行,數百艘商船正在排隊等待通過。 據報道,丹麥航運巨頭馬士基稱,其一艘商船在美國軍方的保護下成功通過了霍爾木茲海峽。 盛寶銀行策略師週二在一份報告中指出:“美軍稱,他們在護送兩艘懸掛美國國旗的船隻時擊退了伊朗的襲擊;阿聯酋報告稱,其富查伊拉石油碼頭攔截了導彈並發生了火災。” 川普週二表示,他輕視了伊朗的軍事能力,並稱德黑蘭“應該舉白旗投降”,但伊朗太驕傲,不願這樣做。 與此同時,伊朗外長阿巴斯·阿拉格奇在社交媒體X上發文稱,與美國的談判“正在取得進展”,但華盛頓和阿聯酋“應該警惕再次陷入泥潭”。 阿拉格奇表示,霍爾木茲島的局勢清楚表明,「政治危機沒有軍事解決之道」。 在供應方面,歐佩克+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。 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比爾表示,退出歐佩克將使該公司更有能力加快投資和擴張。
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