石油:价格因停火跌破100美元 – 荷兰国际集团
荷兰国际集团(ING)大宗商品团队的Ewa Manthey和Warren Patterson报告称,随着美伊两周停火缓解了供应中断的担忧,油价大幅下跌,布伦特和WTI均跌破100美元。

荷兰国际集团(ING)大宗商品团队的Ewa Manthey和Warren Patterson报告称,油价大幅下跌,布伦特和WTI均跌破100美元,因美伊两周停火缓解了供应中断的担忧。他们强调霍尔木兹海峡重新开放、精炼产品疲软、美国库存数据看跌以及欧佩克产量大幅减少在塑造近期前景中的作用。

停火与霍尔木兹海峡推动油价急跌

“根据彭博社初步调查数据,欧佩克3月份供应大幅下降,环比减少约7.6百万桶/日,降至22.1百万桶/日的多年代低点,反映了战争相关的中断和通过霍尔木兹海峡的出口受限。”

“伊拉克的产量降幅最大,减少2.8百万桶/日至1.6百万桶/日。沙特阿拉伯产量下降2.1百万桶/日至8.4百万桶/日,而阿联酋产量减少1.4百万桶/日至2.2百万桶/日,部分因绕过该海峡的管道路线有所缓冲。霍尔木兹海峡的重新开放可能允许部分失去的产量在未来几周内恢复,尽管完全正常化将是渐进的。”

“未来价格走势将取决于谈判是否转化为持久协议以及通过该海峡的流量是否持续正常化,预计本周晚些时候的谈判期间波动性将持续存在。”

“美国库存数据加剧了看跌氛围。美国石油协会(API)报告上周美国原油库存增加3.7百万桶,远高于预期的0.78百万桶增幅。相比之下,精炼产品库存更具支撑性,汽油和馏分油库存分别减少4.0百万桶和0.6百万桶。能源信息署(EIA)库存报告预计将于今日稍晚公布。”

(本文由人工智能工具协助生成,编辑审核。)

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