-- 在週二午盤交易中，原油期貨價格暴跌，據報道，美國和伊朗正在考慮就延長為期兩週的停火協議進行談判。同時，美國中央司令部已開始強制執行對伊朗港口的封鎖，並部分關閉霍爾木茲海峽。 近月西德州中質原油期貨下跌6.69%，至每桶92.51美元；布蘭特原油期貨下跌4.12%，至每桶89.99美元。 盛寶銀行策略師週二在一份報告中表示：「週一的反彈勢頭消退後，油價回落至每桶100美元以下。有初步跡象表明，華盛頓和德黑蘭可能尋求重啟此前停滯的和平談判。」報告還指出，霍爾木茲海峽的封鎖已經開始，但短期影響有限。 據報道，美伊第二輪和平談判正在討論中，但尚未正式安排。根據媒體報道，伊朗正考慮短期暫停經由霍爾木茲海峽的石油運輸，以避免試探美國的封鎖並破壞新一輪和平談判。 根據報道，川普週二暗示，美伊新一輪談判可能很快就會在巴基斯坦伊斯蘭堡舉行。 在產品方面，國際能源總署週二表示，中東衝突將導致2026年全球石油需求成長停滯，這將是自新冠疫情爆發以來的首次年度下降。 國際能源總署預計，今年全球石油需求將減少8萬桶/日，比該機構先前預測的64萬桶/日成長減少了73萬桶/日。 週一，歐佩克表示，由於持續的中東衝突，3月阿拉伯灣原油產量大幅下降。伊拉克3月份的石油產量從2月的420萬桶/日下降至160萬桶/日，緊隨其後的是科威特和阿聯酋，兩國當月的產量分別下降了140萬桶/日和150萬桶/日。 歐佩克最新數據顯示，沙烏地阿拉伯的石油產量下降了230萬桶/日，從1,010萬桶/日降至780萬桶/日。 同時，美國中央司令部週二表示，在霍爾木茲海峽實施封鎖的第二天，沒有船隻突破封鎖。該封鎖向東延伸至阿曼灣和阿拉伯海。 荷蘭國際集團(ING)的策略師表示，儘管遭到封鎖，仍有兩艘油輪試圖經由伊朗海岸線附近的航線離開阿拉伯灣。 美國海軍表示，超過1萬名陸軍人員，以及十幾艘軍艦和數十架飛機，正在執行封鎖任務。 SEB Research首席新興市場策略師艾瑞克‧邁耶森週一表示，如果外交方面沒有取得進展，霍爾木茲海峽將繼續保持事實上的封鎖狀態，這將推高油價。
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