-- 週四午盤交易中,原油期貨價格變動不大,市場對美伊和平協議的樂觀情緒升溫,該協議旨在結束中東衝突。美國原油庫存降幅超出預期,進一步支撐了油價。 近月西德州中質原油期貨下跌0.05%,至每桶95.22美元;布蘭特原油期貨下跌0.55%,至每桶100.64美元。 荷蘭國際集團(ING)策略師週四在一份報告中指出:“美國能源資訊署(EIA)數據顯示,上周美國商業原油庫存下降230萬桶,低於美國石油協會(API)公佈的810萬桶降幅,也略低於市場預期的240萬桶降幅。” 上週美國原油和燃料庫存持續下降,美國能源資訊署的最新數據顯示,原油庫存減少230萬桶,至4.572億桶。 美國能源資訊署(EIA)表示,截至5月1日當週,煉油廠原油進料量較前一周減少4.2萬桶/日,平均約1,600萬桶/日;原油產量也減少1.3萬桶/日,至1,360萬桶/日。 據報道,伊朗將在未來兩天內透過美伊談判的調解方巴基斯坦,對美國提出的僅一頁的諒解備忘錄作出回應。然而,伊朗尚未表明是否會接受這些條款。 Rystad Energy的策略師表示,伊朗革命衛隊對美國的提案保持沉默,這與以往對美國倡議作出回應的情況有所不同。 分析家認為,伊朗方面不予置評可能表明,德黑蘭高層正在認真考慮這項提議。 據報道,該諒解備忘錄將允許逐步重新開放霍爾木茲海峽,並解除美國對伊朗港口的封鎖。 週三,川普表示,美國將解除封鎖,“前提是伊朗同意交出已達成的協議,但這或許是一個很大的假設”,他還補充說,“如果他們不同意,轟炸就開始了。” Kpler中東能源主管阿梅娜·巴克爾表示,幾十年來,石油業一直在應對各種挑戰,而衡量一項真正協議是否達成的良好指標是,能源公司是否對此充滿信心,並開始據此做出決策。 「我們距離看到這一點還很遠,」巴克爾說。 另一方面,美國財政部週四對伊拉克石油部副部長實施制裁,指控他參與了一項計劃,該計劃通過將伊朗石油與伊拉克原油混合,幫助伊朗違反國際禁運出售石油。 美國財政部稱,伊拉克石油部副部長阿里·馬裡傑·巴哈德利授權每天用卡車向一名走私者運送價值數百萬美元的伊拉克石油,該走私者將伊拉克石油與伊朗原油混合。馬裡傑也協助偽造文件,使這種混合產品能夠偽裝成純伊拉克石油走私到市場。
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