
伦敦,11月9日——布伦特原油期货周一跌至9月初以来最低水平,此前美国总统唐纳德·特朗普淡化了再次打击伊朗的可能性,但对霍尔木兹海峡附近船只的袭击仍令市场关注供应担忧。
LONDON, Nov 9 - Brent crude futures hit their lowest since early September on Monday after US President Donald Trump downplayed the likelihood of renewed strikes on Iran, though attacks on ships near the Strait of Hormuz kept supply concerns in focus.
特朗普周日表示,只要结束冲突的谈判取得进展,他极不可能下令对伊朗发动新的打击,尽管两国均报告霍尔木兹海峡内或附近有船只遭到袭击。
Trump said on Sunday that he was highly unlikely to order fresh attacks on Iran as long as talks to end the conflict progressed, even as both countries reported that shipping had been hit in or near the Strait of Hormuz.
截至格林尼治时间14时27分,布伦特原油期货下跌5.05美元,跌幅5.2%,至每桶93.27美元,此前一度跌至每桶93.21美元。
Brent crude futures were down $5.05, or 5.2%, to $93.27 a barrel by 1427 GMT, having slid as low as $93.21 a barrel earlier.
美国西得克萨斯中质原油下跌4.12美元,跌幅4.5%,至86.71美元。
US West Texas Intermediate lost $4.12, or 4.5%, to $86.71.
布伦特基准原油上周暴跌16%,触及两个月低点93.22美元,创下自新冠疫情暴发以来最大单周跌幅。
The Brent benchmark plunged by 16% last week to touch a two-month low of $93.22, marking its steepest weekly drop since the start of the COVID-19 pandemic.
盛宝银行分析师奥勒·汉森表示:“油价继续走低,原因是市场寄望于美伊达成和平协议,而非出现了具体的进展迹象。”他还说,特朗普最新表态称对伊朗发动新打击的可能性极低,这加大了对油价的压力。
"Oil continues to trade lower on hopes of a US-Iran peace deal rather than concrete signs of progress," said Saxo Bank analyst Ole Hansen, adding that Trump’s latest comments that fresh strikes on Iran are highly unlikely have increased pressure on prices.
瑞银分析师乔瓦尼·斯陶诺沃表示:“实物市场疲软,加之来自中东的流量仍处于高位,是拖累油价的因素之一。”摩根士丹利在周一的一份报告中称,用于全球各地货物定价的即期布伦特原油已走弱,对近月布伦特期货合约转为贴水,凸显出实物市场的疲软。
UBS analyst Giovanni Staunovo said: "Weakness in the physical market, supported by still-elevated flows out of the Middle East, is one factor weighing on prices." Dated Brent, used to price cargoes around the world, has weakened to a discount to the nearby Brent futures contract, Morgan Stanley said in a report on Monday, highlighting weakness in the physical market.
特朗普曾在上周美国中期选举后暗示可能恢复对伊朗的打击,但一直没有迹象显示美国采取了大规模军事行动。伊朗曾表示,将以打击美国和以色列的目标作为回应。
Trump had hinted at a resumption of attacks on Iran after last week’s US midterm elections, but there has been no sign of a large-scale US military operation. Iran has said it would respond by striking US and Israeli targets.
KCM Trade首席分析师蒂姆·沃特勒称特朗普的表态“更为克制”,但表示市场仍在观望中期选举是否使特朗普对这场冲突的态度发生了持久转变,还是说这只是又一次暂时的语气变化。
Tim Waterer, chief analyst at KCM Trade, called Trump’s comments "more measured" but said the market is still waiting to see whether the midterms have produced a lasting shift in Trump’s approach to the conflict, or whether this is just another temporary change in tone.
全球石油市场出现供应过剩回归迹象,因高价导致需求下降,部分分析师表示。摩根大通在上周的一份报告中称,估计10月全球石油过剩量为140万桶/日。
The global oil market is showing signs of a return to excess supply as demand drops because of high prices, some analysts say. JP Morgan estimated a global oil surplus of 1.4 million bpd in October, the bank said in a report last week.