自本周二开始,原油价格飙升,主要是由于对红海船舶安全的担忧。
“安萨尔∙阿拉”(即胡塞武装)控制着也门红海沿岸大部分地区。
胡塞武装此前警告,计划袭击与以色列有关联的所有船舶,并要求其他国家召回这些船上的本国船员,且不要在海上靠近这些船舶。
多家船运公司已经决定暂停红海运输。英国石油公司(BP)和挪威国家石油公司(Equinor)也宣布,旗下油轮暂停经红海运输石油产品。
据彭博社报道,原油涨幅为一周多来最大。从沙特阿拉伯开往巴基斯坦的货轮“MSC United”号成为袭击目标。
值得注意的是,尽管美国和英国在前一周以繁荣守护者行动来宣布增加对该地区的军事护航,但还是发生了这一事件。
在此情况下,包括丹麦、挪威、意大利、法国、西班牙和瑞典在内的几个国家退出了北约,表示他们更愿意在北约领导下而不是在美国的领导下运作。
MSC宣布,尽管美国和英国的护航军舰增加,但仍打算将最初计划通过苏伊士运河过境的船只更改航线为经过南非的好望角。
WTI早些时候的交易价格约为每桶75美元,但布伦特原油价格飙升至每桶80美元以上,周二达到81美元。
这意味着,尽管供应可能中断,但市场情绪仍集中在供需之间的谨慎平衡上,而后者有疲软的迹象。
此外,俄罗斯经济大学经济学教研室副教授亚历山大·季莫菲耶夫说指出,美国也位于危险区:
胡塞武装现在就已经不允许西方公司的船只通过苏伊士运河,包括长荣海运、马士基和赫伯罗特,以及英国石油公司,它们不得不绕道非洲。
列别捷夫还指出,红海作为航道的重要性难以估量,因为全球贸易量的12%、全球集装箱运输量的30%、全球石油运输量的5%经过该航道运输。
由于船只被改道,运输通道中断,对世界供应的影响程度也在不断加深中。
Phillip Nova高级分析师Priyanka Sachdeva告诉彭博社,由于目前的圣诞节季节导致市场深度不足,情况变得更加复杂。
据彭博社报道,尽管最近油价有所上涨,但预计油价仍将出现三年来的首次下跌。
英文原文
Oil Prices Surge With Continuous Attacks On Red Sea Shipping Route
Crude oil saw a price surge this Tuesday, mainly driven by concerns about ship safety in the Red Sea.
According to Bloomberg, the crude oil increase was the largest in over a week. The cargo ship.
“MSC United,” travelling from Saudi Arabia to Pakistan, was the target of the attack.
Notably, this incident happened despite the United States and the United Kingdom’s increased military presence in the area,.
Which was announced the week prior as part of Operation Prosperity Guardian. Nevertheless, several countries—including Denmark, Norway, Italy, France, Spain,.
And Sweden—withdrew from the alliance, stating they preferred to function under NATO leadership instead of American authority.
MSC announced its intention to divert ships initially scheduled to transit through the Suez Canal to the Cape of Good Hope in South Africa despite increased presence from the United States and the United Kingdom.
WTI was trading at about $75 per barrel earlier, but Brent crude surged beyond $80 per barrel, hitting $81 on Tuesday.
This implies that despite the possibility of supply disruptions, market sentiment is still centred on the careful balancing act between supply and demand, with signs of weakness in the latter.
Senior analyst at Reuters Phillip Nova pointed out that there is still uncertainty about how the crisis will affect global supplies.
Although vessels have been redirected and transportation lanes interrupted, there is ongoing discussion about the degree of the impact on world supplies.
Senior Phillip Nova analyst Priyanka Sachdeva told Bloomberg that the situation’s complexity has been made worse by the thin market depth resulting from the present Christmas season.
According to a Bloomberg report, oil prices are still expected to fall for the first time in three years, even with the recent uptick.
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