
中國煉油商暫停10月石油產品出口,美國據報向中東增派軍力及航空母艦,市場擔心全球燃料供應緊張,國際油價週四大漲,布蘭特原油期貨12月期貨結算價上漲4.37%,WTI期貨上漲2.71%。
AI-generated summary
全球柴油市場供應吃緊,俄羅斯延長出口禁令,中國煉油商暫停石油產品出口,美國增派中東軍力,伊朗局勢持續緊張。
國際油價週四(1日)大漲。(彭博資料照)
〔財經頻道/綜合報導〕中國煉油商暫停10月石油產品出口,同時美國據報準備向中東增派軍力及航空母艦,市場擔心全球燃料供應緊張程度進一步升高,國際油價週四(1日)大漲。
布蘭特原油期貨12月期貨結算價上漲4.37%或4.28美元,報每桶102.31美元。
請繼續往下閱讀...
美國紐約西德州中級原油(WTI)期貨上漲2.71%或2.45美元,報每桶92.87美元。
《華爾街日報》報導,美國正向中東增派第3艘航空母艦,以及最多1萬名美軍部隊。美國總統川普正考慮在美國期中選舉後恢復對伊朗的軍事打擊。
川普在離開白宮、前往競選行程前告訴記者,他正在評估對伊朗的各種選項,並表示正在衡量對伊朗的選項,並稱伊朗若無法達成協議,美國將採取進一步行動。
受相關消息影響,油價盤中劇烈震盪。油價早盤一度下跌約1%,但《路透》隨後報導,中國煉油商已暫停向香港、澳門以外地區出口石油產品,且暫停期限未定,消息公布後油價隨即反轉。
瑞銀(UBS)分析師Giovanni Staunovo指出,中國限制出口可能反映市場對國內石油產品供應的疑慮,目前仍需觀察,在中國近期原油及燃料庫存下降後,相關措施是否會進一步推升原油進口需求。
值得注意的是,目前全球柴油市場供應已相當吃緊。雖然原油仍持續流入市場,但受到波灣地區及俄羅斯煉油基礎設施受損影響,柴油及其他成品油供應仍然不足。
俄羅斯是全球主要柴油出口國之一,日前已將柴油出口禁令延長至10月底,業界人士認為,全球柴油短缺情況可能要到明年才有機會緩解。俄羅斯總統普廷更表示,在針對莫斯科的制裁解除之前,俄羅斯不會恢復向全球能源市場供應柴油。
Capital Economics資深氣候與大宗商品經濟學家Hamad Hussain表示:「中國限制燃料出口的影響,不會像俄羅斯及中東成品油出口減少那麼大。不過,在全球燃料供應已經嚴重受限的情況下,這又成為全球燃料市場面臨的另一項壓力來源。」
為緩解供應壓力,歐盟能源工作小組將於週五開會,討論是否釋放柴油儲備。另有消息人士透露,川普政府已要求德國與法國釋放緊急柴油庫存,否則可能面臨美國禁止柴油出口的措施。
另一方面,伊朗戰事持續,外交談判近期進展有限。週二有3艘懸掛賴比瑞亞國旗的油輪,在通過荷姆茲海峽時遭不明物體擊中,航運情報服務公司Marisks週三發布報告證實相關事件。
消息人士表示,如果美國恢復大規模軍事攻擊,伊朗正準備採取「更廣泛且更強硬的回應」;與此同時,伊朗仍持續推動外交努力,但伊朗官員私下認為相關外交行動成功的可能性不高。
全球石油與燃料市場持續受到干擾,也促使分析師上調2026年布蘭特原油平均價格預測至每桶89.05美元。不過,分析師也指出,中東石油出口已出現逐步改善的跡象。
沙烏地阿拉伯週二恢復從延布港(Yanbu)裝載原油,此前該國已重新啟動東西管線(East-West Pipeline)的運作。
另一方面,高盛估計,過去一週波灣地區石油出口量,包括部分關閉船舶定位轉發器、俗稱「暗黑出口」(dark exports)的運輸量,已恢復至每日2330萬桶,與2025年的平均水準相當。高盛週二在一份報告中指出,波灣石油出口量9月已增加1倍。
一手掌握經濟脈動 點我訂閱自由財經Youtube頻道
AI outlook — possibilities, not facts
若伊朗無法達成協議,美國將採取進一步軍事行動
Possible · Within months
全球柴油短缺情況可能要到明年才有機會緩解
Likely · Within months

The occupancy rate of T3CO Yunhua shared office under Taihua has exceeded 80%. It benefits from one-stop business services and flexible expansion, attracting AI, technology and logistics teams to move in. Well-known Korean fashion brands graduated from shared spaces and moved into independent offices due to business expansion, becoming the result of incubation. The tenant structure is diverse, covering multinational brands, AI teams, e-commerce logistics and professional services. T3CO Yunhua emphasizes that office space is a platform for corporate growth, and the occupancy rate is expected to continue to rise.

The Yunjianan Branch of the Ministry of Labor will hold a good time market at the Tainan Blueprint Cultural and Creative Park on October 3, bringing together 34 mentored diversified training units and micro-entrepreneurs to sell Yunlin, Chiayi, and Tainan local specialties, handmade goods, and provide DIY experiences and stage performances. The total prize price exceeds NT$200,000, aiming to promote local entrepreneurship and employment opportunities.
Chinese private companies such as Insta360, Yadea, Emma, Xiaopeng and Stone Technology are shifting from 'cost-effective' competition to 'value first choice' in overseas markets through technological innovation, product quality improvement and localization strategies, gaining consumers' recognition of high-end products.

The report pointed out that TSMC controls advanced chip manufacturing and large-scale mass production capabilities, while ASML controls key semiconductor equipment technologies. The two companies occupy an irreplaceable position in the AI chip industry chain and have long-term investment value.

The number of high-speed rail passengers during the Mid-Autumn Festival holiday hit a record high, sparking criticism of overcrowding. People suggested that the new generation train N700ST be put into operation in advance. The Railway Administration responded that it is expected that it will not be officially put into operation until July next year because it still needs dynamic and static testing and review.

The Taipei High Administrative Court revoked the 20 million yuan fine imposed by the Fair Association on the Quanlian Welfare Center and determined that its bargaining behavior was a normal business activity and did not constitute a most-favored customer policy. Quanlian won the case and the Fair Association could appeal.