關稅威脅消退後原油價格回升

USOIL - Daily Chart

USOIL -每日圖表

在市場關稅恐慌最嚴重的時候,油價跌至每桶56美元。若反彈至63美元,則9月低點65.25美元是進一步上漲的阻力位。

油價週五走高,但仍面臨壓力,因為歐佩克+可能增產,俄羅斯和烏克蘭戰爭可能停火,提高了供應預期。俄羅斯外交部長拉夫羅夫說,美國和俄羅斯正朝著結束烏克蘭戰爭的方向邁進,但和平協議的部分內容仍有待達成協議。

俄羅斯停止在烏克蘭的戰爭可能會緩解制裁,並使石油重返全球市場。俄羅斯是歐佩克+集團的成員,停火可能會讓該集團放棄增產,以進一步提振價格。

伊朗外交部長阿巴斯·阿拉奇說,他準備前往歐洲就伊朗的核子計畫進行談判,這也可能減少對伊朗的製裁。需求前景仍是一個問題,經濟成長疲弱,最近的關稅增加了壓力。

由於貿易戰帶來的成本上升,企業正在提高價格並削減財務指引,這也擾亂了全球供應鏈。在英國,本周公布業績的頂級能源公司預計將因關稅動盪而損失40億美元。英國石油將於週二公佈財報,而殼牌將於週五公佈業績。

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