美伊核談判緩解供應擔憂,油價下跌

油價週一下跌約1%,因美國和伊朗之間的核談判取得進展,緩解了人們對中東主要產油國伊朗可能出現供應中斷的擔憂。

截至格林尼治標準時間0030,布蘭特原油期貨下跌70美分,至每桶67.26美元,跌幅1.03%,週四上漲3.2%。同時,美國西德州中質原油(WTI)下跌68美分,至每桶64美元,跌幅1.05%,前一交易日上漲3.54%。值得注意的是,由於耶穌受難日假期,週四上週的最後結算日。

週六,伊朗外交部長宣布,德黑蘭和華盛頓已經同意開始起草一個可能達成核協議的框架,一名美國官員稱談判取得了「非常好的進展」。

在這種外交勢頭出現之前不久,華盛頓實施了額外的製裁,包括針對一家被指控加工伊朗原油的中國茶壺煉油廠的措施。在正在進行的談判中,此舉進一步加大了對伊朗的壓力。 (「茶壺」指的是該產業規模較小的獨立煉油廠。)

上週,對美歐可能達成貿易協議的樂觀情緒,以及對伊朗石油供應趨緊的擔憂,推動布蘭特原油和西德克薩斯中質原油雙雙上漲約5%,這是三週來的首次單週上漲。

在地緣政治的平行發展中,俄羅斯和烏克蘭週日互相指責對方違反了俄羅斯總統普丁宣布的復活節一天停火協議。雙方都報告了數百起違反停火的事件,而克里姆林宮證實沒有延長停火的計劃。

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