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中信期货:地缘驱动燃油期价继续上涨_城市资讯网

霍尔木兹响决战枪声

bsp;美伊冲突爆发,燃油高进口依存度、强地缘属性发力,驱动燃油期价大涨。伊朗地缘局势紧张不仅影响伊朗燃料油出口预期、中东燃油出口预期,还将影响中东天然气供应预期,能源危机效应驱动燃油期价大涨,同时运费大涨也成燃油反弹推手,当前需关注美伊局势进展,地缘扰动持续,燃油期价易涨难跌,一旦美伊达成协议,恐怕对高硫燃油形成较大利空。中长期,中东燃油发电需求逐步被天然气、光伏替代,构成高硫燃油中长期利空:沙

行量大幅下降,每日通过该海峡的船舶数量已从冲突前的约130艘降至不足10艘,降幅超过90%。(新华社)

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