-- 在週一午盤交易中,原油期貨價格上漲,原因是美伊和平談判重啟的努力似乎陷入僵局,霍爾木茲海峽緊張局勢升級,令油價居高不下。 近月西德州中質原油期貨上漲2.31%,至每桶96.58美元;布蘭特原油期貨上漲3.28%,至每桶108.85美元。 盛寶銀行策略師表示,由於霍爾木茲海峽實際上仍關閉,中東地區的交通中斷加劇,關鍵大宗商品供應趨緊,原油價格預計將繼續走高。 據報道,伊朗外長阿巴斯·阿拉格奇週一表示,德黑蘭正在重新評估川普總統提出的談判請求。阿拉格奇週一還在莫斯科會見了俄羅斯總統普京,討論了這場衝突,因為雙方的談判似乎已經陷入僵局。 普丁此次訪問是在周末於巴基斯坦和阿曼舉行的會談之後進行的,這兩個國家都曾作為德黑蘭和華盛頓之間談判的調解人。 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」。 盛寶銀行分析師表示:“由於重啟和平談判的努力陷入僵局,布倫特原油價格升至三週高位。據報道,伊朗提出的方案要求將核談判推遲到後期。” 同時,川普取消了美國和平特使史蒂夫·威特科夫和賈里德·庫許納原定的巴基斯坦之行。此前,伊朗領導層重申,如果受到威脅,德黑蘭不會進行談判。據媒體報道,伊朗總統馬蘇德·佩澤什基揚表示,伊朗不會在「威脅或封鎖下被迫進行談判」。 荷蘭國際集團(ING)策略師表示,缺乏進展意味著市場每天都在收緊,由於幾乎沒有其他替代能源可以填補約1300萬桶/日的供應缺口,油價不得不重新定價。 自4月初以來,美以聯盟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完全停止。 三菱日聯銀行(MUFG)研究分析師金秀珍(Soojin Kim)表示:“隨著美國制裁的收緊和軍事攔截的持續,市場對任何外交進展或局勢進一步升級的跡象仍然高度敏感。” 上週末,美國中央司令部表示,其部隊正在繼續執行封鎖,阻止船隻進出伊朗水域。中央司令部週日在X網站上發布的消息稱:“美軍已指示38艘船掉頭或返回港口。”
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