-- 在週四盤後交易中，歐洲、中東和非洲地區原油期貨價格上漲，市場正在權衡美伊兩國可能延長停火協議的跡象。此前，霍爾木茲海峽的封鎖已令全球能源市場陷入動盪。 布蘭特原油期貨上漲2.46%，至每桶93.52美元；穆爾班原油期貨上漲0.63%，至每桶101.48美元。 盛寶銀行策略師表示，由於有跡象顯示美伊兩國可能延長停火協議並重啟旨在結束這場戰爭的談判，油價趨於穩定。這場戰爭已導致海灣地區關鍵商品供應中斷。 據報道，美伊談判代表正在考慮最早於本週末重返巴基斯坦進行進一步會談。巴基斯坦陸軍參謀長阿西姆·穆尼爾週三抵達德黑蘭，就緩和中東緊張局勢和安排第二輪美伊和平談判進行磋商。 然而，據報道，雙方正轉向簽署一份臨時備忘錄，以避免再次爆發敵對行動，在伊斯蘭堡會談無果而終後，雙方降低了達成全面和平協議的預期。 儘管美國和伊朗的調解人對緩和局勢框架和重啟談判表示樂觀，但圍繞伊朗核計畫的根深蒂固的摩擦仍然阻礙著最終解決方案的達成。 荷蘭國際集團（ING）策略師週四在一份報告中表示：“由於市場希望美國和伊朗將停火期限再延長兩週，並有可能重啟談判以結束戰爭，石油市場持續小幅走低。” 中東衝突對全球能源市場造成了前所未有的衝擊，霍爾木茲海峽遭到雙重封鎖，這條戰略水道通常承載著全球約20%的石油和液化天然氣流量。 荷蘭國際集團分析師表示，由於霍爾木茲海峽的石油運輸仍未恢復，現貨市場供應日益緊張。分析師估計，每天約有1,300萬桶石油運輸受到影響，而隨著美國封鎖的持續，這個數字可能還會上升。 美國中央司令部已實施封鎖，切斷伊朗的海上交通，而德黑蘭方面則對大多數其他船隻關閉了這條戰略水道。 Kpler策略分析師表示，霍爾木茲海峽的船舶通行量已從上個月異常低的水平有所回升，過境船隻數量增加，且通行範圍涵蓋了更多類型的船隻和貨物。 同時，美國財政部長斯科特貝森特表示，華盛頓將不再延長部分伊朗和俄羅斯石油的製裁豁免。週三，財政部外國資產管制辦公室對與侯賽因·沙姆哈尼有關聯的多名個人、公司和船隻處以罰款。
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