-- 週一,美國拒絕解除對伊朗港口的封鎖,並開火扣押了一艘伊朗貨船,伊朗隨後再次關閉霍爾木茲海峽,西德克薩斯中質原油(WTI)價格應聲上漲6.9%。 5月交割的WTI原油期貨價格上漲5.76美元,收在每桶89.61美元;6月交屋的布蘭特原油期貨價格上漲4.74美元,收在每桶95.12美元。 上週五,伊朗短暫重新開放霍爾木茲海峽,導致油價暴跌。霍爾木茲海峽是波斯灣國家供應的全球20%石油需求的咽喉要道。然而,由於美國拒絕解除對伊朗港口的封鎖,伊朗隨後再次拒絕允許船隻通過該水道。 美國將派遣談判代表前往巴基斯坦進行和平談判。伊朗尚未公開表示將出席談判,但《華爾街日報》報道稱,巴基斯坦已被告知將派遣官員參加談判。兩國之間的停火協議將於明天到期,美國總統川普再次威脅稱,除非達成協議,否則將攻擊伊朗的民用基礎設施。 「交易員們週末開始時以為伊朗已經重新開放了霍爾木茲海峽,但幾個小時後,伊朗伊斯蘭革命衛隊聲稱美國封鎖與伊朗有關的船隻違反了將於週二到期的停火協議,海峽隨即再次被有效關閉。美國海軍向一艘伊朗船隻開火並將其扣押後,油價進一步上漲,這進一步削弱了人們對近期外交進展的信心。」近期外交進展的信心。 霍爾木茲海峽的關閉造成了有史以來最大的能源供應衝擊,推高了原油現貨價格以及汽油和柴油價格,並導致航空燃料大規模短缺。 SEB Research 大宗商品首席分析師 Bjarne Schieldrop 寫道:「目前金融市場正忙於談判、改善和解決問題,而與此同時,現貨市場卻在日益惡化。由於運輸中斷、航程延長以及運費和保險成本高企,現貨石油流動仍然受到限制。」
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