-- 週一,伊朗向阿聯酋發射飛彈和無人機,導緻原油價格上漲,再次引發人們對本已脆弱的停火協議的擔憂。該停火協議先前暫停了該地區的敵對行動。 布蘭特原油期貨價格上漲4.6%,至每桶113.15美元,盤中一度觸及每桶115.30美元。西德州中質原油期貨價格上漲2.9%,至每桶104.92美元。 阿聯酋國防部在X網站上發布消息稱,阿聯酋攔截了伊朗發射的三枚飛彈,第四枚飛彈落入海中。 阿聯酋國防部在另一篇後續文章中表示:“阿聯酋的防空系統目前正在應對來自伊朗的導彈襲擊和無人機來襲。國防部確認,阿聯酋各地聽到的聲音是阿聯酋防空系統攔截彈道導彈、巡航導彈和無人機的結果。” 阿聯酋外交部先前報告稱,伊朗在霍爾木茲海峽襲擊了一艘隸屬於其國有石油公司阿布達比國家石油公司(ADNOC)的油輪。 在華盛頓和德黑蘭之間以及以色列和黎巴嫩之間分別達成兩項停火協議後,更廣泛的衝突暫時停止。然而,永久停火的框架尚未達成。 根據美國有線電視新聞網(CNN)報道,在德黑蘭襲擊美國海軍艦艇和商船後,美軍於週一在霍爾木茲海峽摧毀了六艘伊朗船隻。 CNN引述美國中央司令部司令布拉德·庫柏海軍上將的話報道了這一消息。 中央司令部週一表示,兩艘懸掛美國國旗的船隻通過了霍爾木茲海峽,否認了伊朗關於美國船隻遭到攻擊的說法。然而,根據CNN報道,伊朗伊斯蘭革命衛隊表示,沒有商船或油輪通過這條狹窄的水道。 同時,據報道,以色列軍方對黎巴嫩南部10個村莊發布了疏散令。 富國銀行投資研究所在報告中指出,截至5月初,衝突造成的累計供應中斷已達約6億桶。 富國銀行投資研究所首席投資長達雷爾·克朗克表示:「我們認為,如果未來幾週內海峽無法重新開放,全球石油市場很可能在本季度進入明確的限購階段。為了重新平衡市場,需要在幾週內實行每日400萬至500萬桶的限購,而通常情況下,供應中斷完全轉化為終端市場短缺需要30天左右的時間。
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