字号·· | 护眼
亚洲新闻台

油价回落,投资者权衡供应前景与中东紧张局势Oil prices retreat as investors weigh supply outlook, Middle East tensions

点「原文对照」整页切到原文,或双击某段只看那段的原文。

2026年1月8日,美国得克萨斯州加纳多,一栋房屋前的石油抽油机。路透社/安特拉尼克·塔维蒂安An oil pumpjack in front of a house in Ganado, Texas, U.S., January 8, 2026. REUTERS/Antranik Tavitian

10月15日:由于投资者权衡霍尔木兹海峡航运受袭对供应的风险与美国通过放宽对船舶的制裁以降低石油运输成本的努力,油价周四下跌超过1%。

Oct 15 : Oil prices fell more than 1 per cent on Thursday as investors weighed risks to supply from attacks on shipping through the Strait of Hormuz against US efforts to cut petroleum shipping costs by easing sanctions on vessels.

截至格林尼治时间0337分,布伦特原油期货价格下跌1.64美元,即1.6%,至每桶104.42美元;美国西德克萨斯中质原油期货价格下跌0.98美元,即1%,至每桶94.11美元,逆转了之前交易时段的涨幅。

Brent crude futures fell $1.64, or 1.6 per cent, to $104.42 a barrel by 0337 GMT, while US West Texas Intermediate crude futures were down 98 cents, or 1 per cent, to $94.11, reversing gains from the previous session.

在上一交易时段,由于胡塞武装袭击了沙特阿美公司总部,伊朗表示正部署新战术以在霍尔木兹海峡瞄准船只并维持高油价,WTI原油期货价格升至三周高点。

WTI rose to a three-week high in the prior session after the Houthis attacked Saudi Aramco's headquarters and Iran said it was deploying new tactics to target ships in the Strait of Hormuz and keep oil prices high.

海事官员周三表示,过去24小时内,一艘集装箱船和一艘干散货船在分别被炮弹击中后,双双在霍尔木兹海峡附近沉没。

A container ship and a dry bulk carrier both sank near the strait in the past 24 hours after being hit by projectiles in separate incidents, maritime officials said on Wednesday.

过去10天来,霍尔木兹海峡周边的袭击事件激增,伊朗表示,这是针对美国对其港口实施的封锁以及上月出台的更严厉制裁而加强打击的回应。

Attacks around the waterway have surged over the past 10 days, with Iran saying it is stepping up strikes in response to the US blockade of its ports and tougher sanctions introduced last month.

由于伊朗战争导致航运中断,运费飙升至历史高点,美国官员周三表示,特朗普政府正考虑放宽对所谓“影子船队”船舶的制裁,这些船舶曾运输来自俄罗斯、伊朗、委内瑞拉等国的石油及石油产品,以帮助缓解油价。

With the Iran war having disrupted shipping and driven up freight costs to record highs, the Trump administration is considering easing sanctions on so-called shadow-fleet vessels that have transported oil and petroleum products from countries including Russia, Iran and Venezuela to help ease prices, a US official said on Wednesday.

该美国官员称,新的谈判重点在于美国可能允许此前受制裁的船舶运输“合法石油”。

The new talks centre on the United States potentially allowing "legal oil" to flow on previously sanctioned vessels, the US official said.

俄罗斯和中东的产量增加一直在抑制油价。国际能源机构周三表示,俄罗斯原油产量在9月份日增6.5万桶,达到843万桶/日,但年比仍下降87万桶/日。

Increased output from Russia and the Middle East has kept a lid on prices. Russia's crude oil production rose by 65,000 barrels per day in September to 8.43 million bpd but remained down 870,000 bpd year over year, the International Energy Agency said on Wednesday.

该机构还表示,中东海湾产油国的原油出口量在9月份日增440万桶,达到战前水平的约75%。

The IEA also said crude oil exports from Middle East Gulf producers rose by 4.4 million bpd in September to around 75 per cent of prewar levels.

“虽然目前几乎没有具体证据表明短期内会达成和平协议,但石油仍通过替代路线和物流安排找到了买家,” Phillip Nova 市场洞察主管 Priyanka Sachdeva 在客户报告中表示。

"While there is little concrete evidence of a near-term peace deal, oil continues to find its way to buyers through alternative routes and logistical arrangements," said Phillip Nova's head of market insights, Priyanka Sachdeva, in a client note.

“这些应对措施有助于防止更严重的供应冲击,尽管它们伴随着更高的成本,并使全球流通面临进一步中断的风险。” 美国方面,市场消息人士周三表示,引用美国石油学会的数据称,上周原油和馏分油库存下降,而汽油库存上升。

"These workarounds have helped prevent a more severe supply shock, although they come at a higher cost and leave global flows vulnerable to further disruption." In the US, crude oil and distillate inventories fell, while gasoline stocks rose last week, market sources said on Wednesday, citing data from the American Petroleum Institute.

消息人士称,截至10月9日当周,原油库存减少了1110万桶。这一降幅远大于路透社调查的分析师此前预期。

Crude stocks fell by 11.1 million barrels in the week ended October 9, sources said. That was a much bigger draw than analysts polled by Reuters expected.

“尽管库存出现大幅下降,但油价几乎没有反应。在利好消息下油价未能上涨,这表明投资者对在当前水平追高价格持谨慎态度,” 海通期货在周四的一份报告中表示。

"Despite the sharp inventory draw, oil prices barely reacted. The failure to rise on bullish news suggests investors are cautious about chasing prices higher at current levels," said Haitong Futures in a note on Thursday.

美国能源信息署的官方数据将于东部时间中午12点(格林尼治标准时间1600)公布,因周一哥伦布日假期而延迟一天。

Official numbers from the US Energy Information Administration are due at 12 p.m. EDT (1600 GMT), delayed by a day following the Columbus Day holiday on Monday.