
颶風伊賽亞斯移動至美國墨西哥灣北部,石油業者關閉超過70%原油產量,布蘭特原油週五收盤上漲0.42%至104.72美元/桶,WTI原油上漲0.39%至91.85美元/桶。川普稱對伊朗談判富有成效並考慮暫停聯邦汽油稅,中國計畫十一黃金週後恢復成品油出口,荷姆茲海峽航運威脅升高增加市場波動。
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颶風伊賽亞斯移動至墨西哥灣北部,石油業者為防範風災關閉超過70%原油產量。國際油價在此背景下上漲,同時受到川普對伊朗談判、中國出口政策及荷姆茲海峽航運威脅的多重因素影響。
圖為10月9日的衛星圖片,顯示颶風伊賽亞斯正在美國墨西哥灣移動,逼近阿拉巴馬州和佛羅里達州。(美聯社)
〔財經頻道/綜合報導〕隨著颶風伊賽亞斯(Isaias)朝墨西哥灣北部移動,石油業者關閉美國海域超過70%的原油產量,國際油價週五(9日)收盤上漲。
布蘭特原油期貨收盤報每桶104.72美元,上漲44美分,漲幅0.42%。
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美國紐約西德州中級原油(WTI)期貨收盤報每桶91.85美元,上漲36美分,漲幅0.39%。
油價於當天稍早下跌,原因是美國總統川普表示,美國與伊朗為結束中東戰爭而進行的談判「富有成效」。川普也預告,即將宣布一項尚未公開的柴油相關措施,並表示正在考慮暫停徵收聯邦汽油稅。
全球最大石油進口國中國,計畫在十一黃金週假期期間短暫暫停成品油出口後恢復出口,也對市場造成壓力。《路透》週五引述消息人士的話,報導了這項最新進展。
以單週表現來看,布蘭特原油與WTI原油價格均上漲。
PVM石油聯合公司(PVM Oil Associates)分析師瓦爾加(Tamas Varga)表示,川普對伊朗作出的承諾,加上中國恢復成品油出口,正促使油價走低。
本週油價波動劇烈,原因是波斯灣及荷姆茲海峽的航運威脅升高。戰爭爆發前,經由荷姆茲海峽運輸的石油及燃料,運輸量相當於全球總量約20%。
伊朗戰爭,以及俄羅斯與烏克蘭之間的衝突,已經擾亂汽油、航空燃油,尤其是柴油等成品油的供應。
石油市場也受到墨西哥灣颶風伊賽亞斯的影響。根據美國海洋礦產管理局(US Marine Minerals Administration)的資料,截至週四(8日),當地石油業者已關閉每日約130萬桶的原油產量,相當於目前石油總產量的62.9%。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
若颶風伊賽亞斯登陸美國墨西哥灣沿海地區,原油產量關閉時間可能延長
Possible · Within days
荷姆茲海峽航運威脅升高將維持油價波動
Likely · Within weeks

US President Trump announced the temporary lifting of sanctions on Russian fuel to curb oil prices. The Australian government stated on the 10th that it would not follow suit. Climate Change and Energy Minister Bowen emphasized that Australia does not need Russian fuel and is not willing to allow Putin to profit from the war in the Middle East.

Taiwan's China Petroleum Corporation announced that starting from next Monday (12th), gasoline and diesel prices will remain unchanged. Although international oil prices have risen due to the situation in the Middle East and the impact of hurricanes in the United States, in order to stabilize domestic prices and take care of people's livelihood, CNPC continues to implement the stabilization mechanism and expand absorption.

Australia will keep its ban on Russian fuel imports to prevent revenue for Moscow's war effort, citing sufficient domestic petrol and diesel reserves. Energy Minister Chris Bowen stated the country does not need or want Russian fuel, rejecting any benefit to Vladimir Putin from the war. Australia has 43 days of petrol and 31 days of diesel stockpiles.
Tibet Huadian Qiongjie Wind Power Base Phase II project completed the hoisting of all wind turbines on October 8, with a total installed capacity of 150MW. It is located in a high mountain area between 4,800 meters and 5,350 meters above sea level. It will enter the electrical installation and commissioning stage. It is estimated that the annual power generation will be 394 million kilowatt hours, which can meet the annual electricity consumption of approximately 175,000 households and reduce carbon dioxide emissions by approximately 330,000 tons annually.
During the National Day holiday, State Grid Zhejiang Electric Power organized a market-oriented virtual power plant to fill the valley, with the maximum response load reaching 3.5952 million kilowatts, setting a new domestic record. Among them, the maximum response of user-side energy storage was 1.0641 million kilowatts, which also set a new domestic high, effectively promoting the on-site consumption of excess photovoltaic green power at noon.

Taipower's independent director Liao Huizhu pointed out that Taipower's cumulative losses may exceed 400 billion yuan, and advocated that a 71.1 billion yuan subsidy is more in line with the overall interests of the country. If the Legislative Yuan is unwilling to provide subsidies, the chance of an increase in electricity prices in December will greatly increase. She emphasized that Taipower has evaluated the possibility of restarting nuclear power, and called on Blue and White legislators not to insist on their own opinions in order to maintain the competitiveness of Taiwan's AI supply chain.