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Back國際油價週五下跌但本週上漲逾8%,中東航運受阻推升柴油價至歷史新高
國際油價週五下跌但本週上漲逾8%,中東航運受阻推升柴油價至歷史新高
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自由时报12 minutes agoBusiness2 min readChinaView translation

國際油價週五下跌但本週上漲逾8%,中東航運受阻推升柴油價至歷史新高

Quick Look

國際油價週五(11日)下跌,但本週上漲逾8%;美國柴油價格因中東航運路線受攻擊而創歷史新高,布蘭特原油期貨收於每桶104.61美元,WTI收於每桶100.05美元,荷姆茲海峽船舶通過量驟減,市場擔憂供應中斷持續。

AI-generated summary

Why It Matters

中東地緣政治緊張導致荷姆茲海峽航運受阻,沙烏地東西管線遭襲擊,加上俄羅斯煉油廠被烏克蘭擊中,全球能源供應鏈承壓。

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國際油價週五(11日)下跌,但本週上漲逾8%。(路透)

〔財經頻道/綜合報導〕國際油價週五(11日)下跌,但本週上漲逾8%;與此同時,美國柴油價格創下歷史新高,原因是中東航運路線沿線遭到攻擊,加劇市場對供應中斷可能持續的疑慮。

布蘭特原油期貨收於每桶104.61美元,下跌3.02美元,跌幅2.81%。

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美國紐約西德州中級原油(WTI)收於每桶100.05美元,下跌2.43美元,跌幅2.37%。

這兩項基準原油價格盤中都觸及5月中旬以來最高水準,但均在早盤上漲後轉跌,此前《金融時報》報導,中東各國外交部長正試圖與伊朗達成一項臨時協議,以管理船隻通過荷姆茲海峽的航運。

該地區航運攻擊升級後,布蘭特原油與WTI週四均上漲逾6%,但交易員在週五重新評估相關風險。

Price Futures Group資深分析師弗林(Phil Flynn)表示:「昨天造成恐慌的事情,今天正在緩解,問題在於,市場在週末期間是否會保持平靜?事情似乎就是在那個時候發生。」

有關荷姆茲海峽未來的談判消息,對市場情緒產生最大的影響。

瑞銀(UBS)能源分析師史陶諾瓦(Giovanni Staunovo)說:「中東可能展開新一輪談判的一些標題,今天正對油價造成溫和的壓力,我持續看到油價短期內的上行風險,但我們也應預期價格波動率持續處於高位。」

衛星影像顯示,沙烏地阿拉伯東西管線(East-West Pipeline)週四附近出現煙霧;這條管線對該國將原油出口改道、避開荷姆茲海峽至關重要。隨著更多報導指出,該管線的一座泵站遭到與伊朗有關聯的武裝分子破壞,油價持續走低。

Lipow Oil Associates總裁利波(Andrew Lipow)表示:「鑑於有報導稱胡塞叛軍攻擊了東西管線,而這將影響700萬桶原油,因此油市仍然下跌令人意外。」

利波補充:「修復一座泵站,需要做的工作遠比修復管線破裂多得多,電力系統必須修復,抽油系統也需要修復。」

週五公布的初步船舶追蹤數據顯示,週四通過荷姆茲海峽的船舶數量降至7艘,前一天為11艘。在2月底伊朗戰爭爆發之前,該海峽每天約有125艘大宗商品運輸船通過,承載全球每日石油及液化天然氣供應量的五分之一。

根據價格追蹤機構GasBuddy的資料,由於伊朗戰爭造成石油供應中斷,加上烏克蘭攻擊俄羅斯煉油廠,美國全國柴油平均價格週四首次突破每加侖6美元。

KCM Trade首席市場分析師沃特勒(Tim Waterer)表示:「只要波灣地區的航運限制以及俄羅斯煉油產能中斷仍持續存在,柴油及其他成品油的上行趨勢,很可能會比整體原油市場更加明顯。」

德國商業銀行(Commerzbank)將布蘭特原油年底預測價格從每桶75美元上調至85美元,同時將柴油預測價格從每噸950美元上調至1200美元,並將航空燃油預測價格從每噸980美元上調至1230美元。

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What to Watch

AI outlook — possibilities, not facts

  • 布蘭特原油年底預測價格將從每桶75美元上調至85美元

    Likely · Within months

  • 柴油預測價格將從每噸950美元上調至1200美元

    Likely · Within months

  • 航空燃油預測價格將從每噸980美元上調至1230美元

    Likely · Within months

Open Questions

  • 荷姆茲海峽安全局勢何時能恢復正常?
  • 沙烏地東西管線修復需要多長時間?
  • 伊朗與周邊國家的談判是否能達成臨時協議?

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This article was originally published by 自由时报.

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