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油价上涨,风暴和空袭威胁供应Oil prices rise as storms and air strikes threaten supply

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珀斯,10月7日:周三,油价上涨。市场一方面在担忧即将袭击美国产油区的风暴可能引发的供应短缺,另一方面也在权衡也门境内受伊朗支持的胡塞武装对沙特阿拉伯发动的袭击所带来的中东原油供应增加风险。

PERTH, Oct 7 : Oil prices rose on Wednesday as the market weighed supply constraints from a storm heading for US oil-producing regions and attacks by Yemen's Iran-backed Houthis on Saudi Arabia against increased supplies of Middle East crude.

截至格林尼治时间00时22分,布伦特原油期货价格上涨93美分,涨幅为0.92%,报每桶101.51美元。美国西德克萨斯中质原油(WTI)价格则上涨82美分,涨幅同样为0.92%,报每桶90.25美元。

Brent futures rose 93 cents, or 0.92 per cent, to $101.51 a barrel by 0022 GMT. US West Texas Intermediate (WTI) crude rose 82 cents, or 0.92 per cent, to $90.25.

美国气象预报机构周二称,墨西哥湾正在形成的风暴有望在两天内成为2026年首个大西洋飓风,并极有可能袭击当地的石油与天然气生产设施。

US forecasters said on Tuesday a storm forming in the Gulf of Mexico would become the first Atlantic hurricane of 2026 within two days and would likely hit oil and gas producing facilities.

处于该风暴路径上的墨西哥湾近海区域,产出了美国15%的原油以及5%的天然气。

The offshore areas in the Gulf in the storm's path produce 15 per cent of US crude oil and 5 per cent of the country's natural gas.

KCM Trade的首席分析师蒂姆·沃特雷尔指出,这场风暴对原油市场而言是个“不受欢迎的变数”,在市场本就面临诸多供应端难题的情况下,它进一步增加了生产和炼化环节出现中断的可能性。这场风暴可能影响六家炼油厂。

KCM Trade chief analyst Tim Waterer said the storm was an “unwelcome complication for crude, raising the prospect of production and refining disruptions at a time when the market already has enough supply-side headaches”. The storm could affect six refineries.

美国墨西哥湾沿岸各州的炼油厂产能约占全国每日1820万桶总产能的50%。

Refineries in US Gulf states account for about 50 per cent of the national capacity of 18.2 million barrels per day (bpd).

市场消息人士周二援引美国石油协会的数据称,上周美国原油与汽油库存有所下降,馏分油库存则略有上升。截至10月2日当周,美国原油库存减少了209万桶。

US crude oil and gasoline inventories fell, while distillate stocks rose marginally last week, market sources said on Tuesday, citing data from the American Petroleum Institute. Crude stocks fell by 2.09 million barrels in the week ended October 2.

沙特能源部长阿卜杜勒阿齐兹·本·萨勒曼周二表示,随着东西向输油管道的输送量提升至每日580万桶,原油供应量一直在持续增加。

Supply had been rising as the East-West pipeline hit 5.8 million barrels a day, according to Saudi Energy Minister Prince Abdulaziz bin Salman on Tuesday.

维多集团负责人称,过去7至10天内,每天约有1200万桶原油及200万桶成品油通过油轮从中东地区运出。

Around 12 million barrels per day of crude oil and 2 million bpd of refined products were leaving the Middle East on tankers in the last 7 to 10 days, the head of Vitol said.

不过,沙特民航局称,随着沙特与也门境内受伊朗支持的胡塞武装之间的冲突升级,周一晚间胡塞武装对沙特的吉赞和纳季兰两地的机场发动了袭击。

However, Saudi Arabia's airports in Jazan and Najran were targeted in two attacks on Monday evening, the Saudi aviation authority said, as hostilities between the kingdom and Yemen's Iran-backed Houthis escalated.

这些袭击事件发生时,沙特支持的也门政府军正发起大规模攻势,试图从胡塞武装手中夺回失地。此前数周,胡塞武装不断推进,而利雅得方面也加强了空袭以支援这场军事行动。

The attacks occurred as Saudi-backed Yemeni government forces pressed a major offensive to retake territory from the Houthis, after weeks of rebel advances, with Riyadh stepping up airstrikes in support of the campaign.

悉尼X Analysts公司的首席石油分析师穆克什·萨德夫指出:“这些袭击及炼油厂停产很可能导致供应缺口持续扩大,进而影响原油市场。除非局势出现实质性缓和,否则油价仍将维持在每桶100美元左右的高位。”

Attacks and refinery outages are “likely to keep the cracks elevated and scarcity will transmit to crude. Prices will stay elevated near a $100 level without any material de-escalation emerging,” said Mukesh Sahdev, chief oil analyst at X Analysts in Sydney.

美国总统唐纳德·特朗普周二表示,在美以两国与伊朗交战的八个月期间,没人知道究竟是谁在掌管伊朗,可见美伊关系仍无改善迹象。

US-Iran relations are no closer to repair with US President Donald Trump saying on Tuesday that nobody knew who was running Iran during the eight-month US-Israeli war with Iran.

特朗普称:“他们的领导人不在了,第二梯队的领导人也消失了,我最头疼的问题就是根本没人知道现在是谁在治理这个国家。”

"Their leaders are gone, their second group of leaders are gone, and the biggest problem I have is nobody knows who the hell is running the country," Trump said.

伊朗外交部发言人周日回应称,华盛顿非常清楚伊朗方面的对话对象是谁,也了解伊朗的决策机制是如何运作的。

Iran's foreign ministry spokesman said on Sunday Washington knows very well who their counterpart is in Iran and how the decision-making system in Iran works.