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一条被删除的帖文引发油市雪崩!美能源部长称海军护航成功 原油一度狂泻17%

FX1682026年3月10日 19:20
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FX168财经报社(北美)讯 周二(3月10日),国际油价大幅下跌,此前美国能源部长克里斯·赖特(Chris Wright)在一则社交媒体帖文中称,美国海军已成功护送一艘油轮通过霍尔木兹海峡。#伊朗危机追踪#

(来源:X)

不过,这则帖文随后似乎已被删除。

白宫新闻秘书卡罗琳·莱维特(Karoline Leavitt)在新闻发布会上被问及美国能源部长赖特删帖一事时表示:“美国海军目前并未护送任何油轮或船只。”

在那条错误推文发布后,美国原油和布伦特原油价格均一度下跌逾17%。即便白宫随后表示赖特的说法有误,油价仍明显低于此前水平。

(来源:FX168)

莱维特表示:“我已经注意到这条帖文了,但我还没来得及就此直接与能源部长沟通。”她还说:“不过我知道,这条帖文很快就被删除了。”

此前,赖特曾写道:“美国海军已成功护送一艘油轮穿越霍尔木兹海峡,以确保石油继续流向全球市场。”

莱维特则指出,由海军护送油轮通过海峡仍然是“一个选项”,并称总统特朗普“已经表示,如果在必要且适当的时候,他绝对会动用这一手段”。

国际能源署将召开紧急储备会议

国际能源署(IEA)将于周二召开特别会议,讨论是否释放紧急石油储备。该组织30多个成员国主要来自欧洲、北美和东北亚发达经济体,合计持有约12亿桶石油储备。

根据Rapidan Energy的分析,伊朗战争已引发石油市场历史上最大规模的供应中断。沙特阿美首席执行官阿敏·纳赛尔(Amin Nasser)此前也警告称,这场战争将给市场带来“灾难性后果”。

纳赛尔周二表示:“尽管我们过去也曾经历过供应中断,但这一次无疑是该地区油气行业所面临的最大危机。”

特朗普警告伊朗勿阻断石油运输

美国总统特朗普周一警告称,如果伊朗试图切断霍尔木兹海峡这一关键航道的石油运输,将遭到“二十倍更猛烈”的打击。由于油轮运营商担心遭到伊朗袭击,目前霍尔木兹海峡的航运已受到严重干扰,许多船只停泊不前。

特朗普在Truth Social上发文称:“如果伊朗做出任何阻止石油通过霍尔木兹海峡流动的举动,美国将以比迄今为止猛烈二十倍的方式打击他们。”

霍尔木兹海峡位于阿曼和伊朗之间,是全球能源市场最重要的运输通道之一。根据Kpler的数据,2025年约有1300万桶石油通过该水道运输,占全球海运石油流量的约31%。这条水道连接沙特、伊朗、伊拉克和阿联酋等主要海湾产油国,并通向阿曼湾和阿拉伯海。

市场押注航运最终将恢复

Rapidan Energy Group总裁Bob McNally表示,目前市场似乎正在押注,当前局势不会持续太久,霍尔木兹海峡的航运最终将恢复正常。

McNally说:“我认为市场中存在很强的乐观情绪。今天油价暴跌就反映了这一点,这种情况过去我们会称之为总统的‘口头干预’。”

他还表示,市场仍难以真正消化此次供应中断的规模。多年来,交易员一直假设不会有任何国家被允许关闭霍尔木兹海峡,而如今这种情况真的发生,本身就是“完全灾难性的,也是出乎意料的”。

不过,尽管特朗普的讲话提振了市场情绪,Lipow Oil Associates总裁Andy Lipow认为,现在下结论仍为时尚早。

他说:“我们仍需观察伊朗将如何回应总统的表态,以及未来数小时内伊朗是否会对任何石油基础设施发动攻击。”

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