油价周一（11月2日）下跌逾4%，因美国与伊朗可能达成和平协议的希望减弱了人们对中东石油供应进一步中断的担忧。投资者对伊朗和卡塔尔官员旨在结束美国和以色列对伊朗正在进行的战争的外交会谈报道作出反应。伊朗谈判代表已与卡塔尔调解人举行会谈，讨论结束涉及美国的战争的途径。一位知情官员周一表示，伊朗谈判代表现已离开会谈，一份草案提议正在流传，另一场会议可能举行以继续讨论。
Oil prices fell more than 4% on Monday, November 2, as hopes of a possible peace deal between the United States and Iran reduced fears of further disruptions to oil supplies from the Middle East. Investors reacted to reports of diplomatic talks between Iranian and Qatari officials aimed at ending the ongoing US-Israeli war on Iran. Iranian negotiators have held talks with Qatari mediators to discuss ways to end the war involving the United States. The Iranian negotiators have now left the discussions, while a draft proposal is being circulated.
石油市场投资者密切关注这些会谈，因为任何结束冲突的进展都有助于恢复中东石油的流动。“新月伊始带来了打破伊朗僵局的新希望，”石油经纪公司PVM的塔马斯·瓦尔加对路透社表示。布伦特原油价格下跌4%截至周一格林威治时间1020，布伦特原油期货下跌4.79美元，跌幅4.2%，报每桶108.64美元。美国西德克萨斯中质原油（WTI）也下跌4.41美元，跌幅4.2%，报每桶99.71美元。
Another meeting could take place to continue the discussions, an official familiar with the talks said on Monday. Oil market investors are watching the talks closely because any progress towards ending the conflict could help restore the flow of oil from the Middle East. "The new month brought with it renewed hopes of a breakthrough in the Iranian stalemate," said Tamas Varga of oil broker PVM, according to Reuters. Brent crude prices fall 4%Brent crude futures dropped by $4.79, or 4.2%, to $108.64 per barrel by 1020 GMT on Monday.
美国国债收益率好坏参半，市场关注中期选举、就业数据和大型企业财报布伦特原油10月收于六个月高位。价格上涨是因为投资者担心，在美国周二的中期选举后，美国与伊朗的冲突可能变得更加严重。这些担忧加剧了对石油供应进一步中断的恐惧。美伊和平会谈缓解石油供应担忧对外交进展的希望以及周末没有发生任何重大军事升级，减轻了油价面临的一些直接压力。
US West Texas Intermediate (WTI) crude also fell by $4.41, or 4.2%, to $99.71 per barrel.US Treasury yields mixed ahead of midterm elections, jobs data and major corporate earningsBrent crude ended October at its highest level in six months. Prices had increased because investors feared that the conflict between the United States and Iran could become more serious after Tuesday's US midterm elections. These concerns had raised fears of further disruptions to oil supplies.US-Iran peace talks ease oil supply fearsHopes of diplomatic progress and the absence of any major military escalation over the weekend have reduced some of the immediate pressure on oil prices. "Lingering hopes of some form of diplomatic progress, combined with the absence of any meaningful military escalation over the weekend, have taken some of the immediate heat out of prices for now," said Tim Waterer, chief market analyst at KCM Trade, according to Reuters.
“由于外界仍对某种形式的外交进展抱有期待，加上周末没有发生任何有意义的军事升级，油价目前的部分紧迫热度已有所消退，”KCM Trade首席市场分析师蒂姆·沃特尔对路透社表示。
Iranian Foreign Minister Abbas Araqchi said on Sunday that talks with Qatari mediators were continuing and making progress.
据路透社报道，伊朗外交部长阿巴斯·阿拉格齐周日表示，与卡塔尔调解人的谈判正在继续并取得进展。他说，讨论的目的是继续与卡塔尔进行磋商。阿拉格齐还表示，德黑兰已为“防务和外交两手准备”做好准备。霍尔木兹海峡袭击引发石油担忧这些和谈是在近期针对途经霍尔木兹海峡的油轮袭击事件增加之后进行的。该水道是全球石油运输的重要航线。通过海峡的航运若受阻，可能影响抵达国际市场的石油量并推高油价。
He said the purpose of the discussions was to continue consultations with Qatar. Araqchi also said Tehran was prepared for "both defence and diplomacy", according to Reuters. Strait of Hormuz attacks raise oil concernsThe peace discussions come after a recent increase in attacks on oil tankers travelling through the Strait of Hormuz. The waterway is an important route for global oil shipments. Any disruption to shipping through the strait can affect the amount of oil reaching international markets and push prices higher. Social Security payments November 3: Eligible retirees could get up to $5,181 under 2026 benefit rulesThere are also signs that oil shipments from some major producers are increasing.
社会保障金11月3日发放：符合条件的退休人员根据2026年福利规则最高可领5181美元同时也有迹象显示，部分主要产油国的石油出货量正在增加。尽管也门胡塞武装（伊朗支持）袭击了其能源设施，沙特阿拉伯10月出口的原油仍多于9月。三家船舶追踪公司中有两家报告了这一增幅。全球石油库存减少近10亿桶伊朗战争已减少全球石油库存。
Saudi Arabia exported more crude oil in October than in September, despite attacks by Iran-aligned Yemeni Houthi forces on its energy infrastructure. Two out of three ship-tracking companies reported the increase. Global oil stocks fall by nearly 1 billion barrelsThe Iran war has reduced global oil inventories. Nearly 1 billion barrels of oil have been taken out of worldwide stockpiles since the war disrupted shipments through the Strait of Hormuz.
阿布扎比国家石油公司（ADNOC）首席执行官向路透社披露，自战争扰乱霍尔木兹海峡航运以来，全球石油储备已减少近10亿桶。高盛预计2027年布伦特原油将达140美元尽管周一油价下跌，但一些分析师认为，由于持续的供应风险，油价仍可能进一步上涨。高盛周日上调了其油价预测。
This was disclosed by the chief executive of Abu Dhabi's state-owned oil company ADNOC, according to Reuters. Goldman Sachs sees Brent crude at $140 in 2027Despite Monday's fall, some analysts believe oil prices could increase further because of continuing supply risks. Goldman Sachs raised its oil price forecasts on Sunday.
该行警告称，如果海湾地区石油产量仍比2025年平均水平低350万桶/日，布伦特原油价格到2027年可能达到每桶140美元。高盛表示，对航运的进一步袭击、石油基础设施受损以及对供应中断的持续担忧可能推高油价。据路透社报道，即使外交谈判继续进行，这些风险仍可能使油价保持额外溢价。
The bank warned that Brent crude could reach $140 per barrel in 2027 if oil production in the Gulf region remains 3.5 million barrels per day below its 2025 average. Goldman Sachs said further attacks on shipping, damage to oil infrastructure and continued fears of supply disruptions could increase oil prices. These risks could keep an additional premium in oil prices even if diplomatic talks continue, according to Reuters.