-- 週四,受美國和伊朗考慮將目前停火協議延長兩週的報道提振,油價上漲。 近月西德州中質原油期貨上漲0.1%,至每桶91.39美元;布蘭特原油期貨上漲0.7%,至每桶95.56美元。 儘管霍爾木茲海峽仍被美國海軍封鎖,但投資者寄望於第二輪和平談判,以防止進一步的供應衝擊。 澳新銀行分析師表示:“據彭博社報道,雙方正在考慮將停火協議再延長兩週,以便有更多時間進行和平談判。” 目前的停火協議將於4月21日到期,因此市場對任何有關延期的訊號都高度敏感。 據報道,伊朗已警告稱,如果持續封鎖,可能會暫停波斯灣和紅海的石油運輸,以示報復。 荷蘭國際集團(ING)分析師強調了經濟復甦的脆弱性,並指出「美國和伊朗的要求仍然存在相當大的分歧」。 分析師指出,和平談判的任何破裂都可能立即重燃戰爭溢價。 供應方面,美國能源資訊署(EIA)週三發布的週報顯示,截至4月10日當週,美國原油庫存減少90萬桶,至4.638億桶。
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