-- 月曜日、原油価格は7%急騰した。トランプ大統領がホルムズ海峡におけるイラン産貨物に対する海上封鎖を命じたことを受け、世界の市場が反応し、長期的な供給不足への懸念が高まった。 ブレント原油先物価格は約7.4%上昇し、1バレルあたり102.22ドルとなった。ムルバン原油の期近先物価格は6%上昇し、1バレルあたり104.04ドルとなった。 SEBのアナリストは、「今朝、ブレント原油6月限は再び7.4%上昇し、1バレルあたり102.2ドルとなった。週末の交渉は成果を上げず、米国はホルムズ海峡の封鎖を発表した。現在はイラン産貨物のみを対象としていることが明確化されている」と指摘した。 価格急騰の主な要因は、パキスタンのイスラマバードで行われた高官級交渉の完全な決裂である。 ジョン・D・バンス副大統領とイラン当局者による21時間に及ぶマラソン協議の後、両者はイランの核開発計画と地域紛争に関する合意に至らなかった。 これに対し、ドナルド・トランプ大統領はソーシャルメディアを通じて、事態の大幅なエスカレーションを発表した。 米海軍は、イランの貨物を積載してホルムズ海峡に出入りしようとする船舶を阻止するよう指示された。 米軍は、イランが航路に敷設したとされる機雷の破壊を開始する。 また、米国が違法とみなす、イランへの通行料を支払った国際水域の船舶の捜索も含まれる。 トランプ大統領は日曜日、国内への影響を認め、ガソリンと原油価格は11月の中間選挙まで高止まりする可能性が高いと述べた。 イラン当局は、ホルムズ海峡を完全に支配していると警告しており、直接的な海上衝突の可能性が高まっている。
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