石油:霍尔木兹风险与更高价格路径 – BNY
BNY的Bob Savage报道,伊朗提出了一项美国协议,优先考虑重新开放霍尔木兹海峡并结束战争,核谈判被推迟。

BNY的Bob Savage报道,伊朗提出了一项优先重开霍尔木兹海峡并结束战争的美伊协议,核谈判被推迟。他指出,能源供应的持续中断推高了油价预期,随着地缘政治风险持续高企,布伦特油价在2026年底前维持在90美元/桶以上的观点正逐渐成为共识。

霍尔木兹提议支撑布伦特油价走强

“伊朗通过巴基斯坦调解人向美国提出了一项协议,优先重开霍尔木兹海峡并结束战争,核谈判推迟到后期阶段。这旨在绕过伊朗内部关于核让步的分歧。”

“伊朗外交部长阿巴斯·阿拉格奇已在巴基斯坦和阿曼进行会谈,预计将在莫斯科进行进一步讨论。美国尚未对该提议作出回应。”

“美国封锁将首先被解除,但这可能削弱美国对伊朗铀库存和浓缩暂停的影响力,而这正是特朗普政府的关键目标。”

“随着能源供应中断持续,油价预期正在上升。布伦特油价在2026年底前维持在90美元/桶以上正成为共识观点。”

(本文由人工智能工具协助生成,编辑审核。)

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