-- 火曜日の原油先物価格は、ドナルド・トランプ大統領がイランとの接触再開を示唆したことを受け、和平合意に向けた協議への期待が、新たな米海軍による海上封鎖による上昇分を相殺し、下落した。 ブレント原油先物は1.6%下落し、1バレル97.80ドルとなった一方、ムルバン原油先物は1バレル103.51ドルで堅調に推移した。 米国は月曜日にイランの港湾封鎖を開始したが、トランプ大統領がイランとの新たな接触を示唆したことで、記録的な世界的な供給途絶の警告にもかかわらず、市場の上昇分は失速した。 「トランプ大統領が週末の和平交渉決裂後、イランが合意を望んでいると主張したことを受け、原油価格は終盤にかけて上昇分の一部を失った」とANZのアナリストは述べた。 「イランは新たな協議について確認していない。これは、金融市場が依然として紛争の先を見据え、原油が市場に戻ってくる可能性を期待していることを示唆している」と彼らは付け加えた。 トランプ大統領は報道されている外交的働きかけについて具体的な説明をしなかったため、トレーダーらは長期的な停戦の可能性を織り込んでいるとアナリストらは指摘した。 しかし、海上情勢は依然として不安定なままだ。イランの港湾に対する米海軍の海上封鎖は月曜午前10時(東部時間)に正式に開始され、イランはこの措置を「海賊行為」と非難したと報じられている。 先物価格はやや落ち着きを見せたものの、危機の深刻さは依然として前例のないものである。 国際エネルギー機関(IEA)のファティ・ビロル事務局長は月曜、世界の石油供給途絶が日量1300万バレルに達したと警告し、これは史上最大のエネルギー安全保障上の脅威だと述べた。
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