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油价攀升,中东冲突与油轮袭击持续Oil climbs as Mideast conflict, tanker attacks persist

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由佛罗伦斯·谭 新加坡,10月12日 - 随着也门伊朗支持的胡塞武装加强对沙特阿拉伯的打击,周末两艘油轮遭到袭击,中东冲突升级,油价周一延续涨势。

SINGAPORE, Oct 12 - Oil prices extended gains on Monday as the Middle East conflict escalated after Yemen's Iran-backed Houthis stepped up strikes on Saudi Arabia while two tankers were attacked over the weekend, raising concerns about oil supply from the region.

布伦特原油期货在格林威治标准时间2304时上涨76美分,涨幅0.73%,至每桶105.48美元;美国西德克萨斯中质原油(WTI)报每桶92.44美元,上涨59美分,涨幅0.64%。

Brent crude futures rose 76 cents, or 0.73%, to $105.48 a barrel by 2304 GMT while US West Texas Intermediate crude was at $92.44 a barrel, up 59 cents, or 0.64%.

胡塞武装宣称对利雅得国际机场的周六袭击负责,该袭击造成13人死亡,300多人受伤;沙特当局报告称,周日机场再次遭到袭击,有人员受伤。

Houthis claimed responsibility for a Saturday strike on Riyadh's international airport that killed 13 people and wounded more than 300, while Saudi authorities reported that people were injured in a new attack on the airport on Sunday.

美国总统唐纳德·特朗普周六表示,美国正考虑加入沙特对胡塞武装的打击,这是美国和以色列于今年2月发动的对伊朗更广泛战争的外溢影响。

US President Donald Trump said on Saturday the United States was considering joining Saudi strikes on the Houthis in the conflict, a spillover from the wider war with Iran that the US and Israel launched in February.

特朗普还在周日意外宣布,乌克兰和俄罗斯已就能源停火达成协议,此前周五刚宣布与俄罗斯达成柴油供应协议。

The president also unexpectedly announced on Sunday that Ukraine and Russia had agreed to an energy ceasefire following an announcement on Friday of a diesel supply deal with Russia.

此外,截至目前,本月已有更多通过霍尔木兹海峡的油轮遭到袭击的报告,这威胁到9月份出现的中东原油出口复苏。

In addition, more attacks on tankers sailing through the Strait of Hormuz have been reported so far this month, threatening to dampen a recovery in Middle East crude exports seen in September.

英国海事贸易运营部门周末报告称,一艘油轮在阿曼索哈尔锚地附近遭到无人机袭击;另一艘油轮在通过霍尔木兹海峡时,被不明弹射物击中受损。

A tanker was struck by a drone in the vicinity of Sohar anchorage, Oman, while another was damaged by an unknown projectile while transiting the Strait of Hormuz, the United Kingdom Maritime Trade Operations reported over the weekend.

高盛将其12月布伦特原油价格预测上调至每桶90美元,此前为85美元,该行由达aan·斯特鲁伊文领衔的分析师在一份报告中表示。

Goldman Sachs raised its Brent crude price forecast for December to $90 a barrel, up from $85 previously, its analysts led by Daan Struyven said in a note.

“我们维持基本观点,即中东供应的持续调整最终将降低原油价格,但潜在的再次升级仍构成显著的净上行风险,”分析师称,并估算风险溢价略高于每桶20美元。

"We maintain our base case that continued adaptation of Mideast supply will eventually reduce crude oil prices, while potential renewed escalation still poses significant net upside risk," the analysts said, estimating a risk premium of just over $20 a barrel.

他们预测,由于美国和欧洲之间的运输成本高昂,WTI原油价格相较于布伦特原油异常低迷,预计2026年12月平均价格为81美元,2027年平均价格为73美元,他们补充道。

"We forecast WTI prices, which are unusually low vs. Brent because of high US-Europe shipping costs, to average $81 in Dec26 and $73 in 2027," they added.

在墨西哥湾,能源巨头壳牌、雪佛龙和英国石油公司正寻求重新部署人员,并在其平台恢复生产,此前飓风伊萨亚斯于周六早上早些时候登陆。

In the Gulf of Mexico, energy majors Shell, Chevron and BP were seeking to redeploy personnel and restore production at their platforms after Hurricane Isaias made landfall early on Saturday.