石油圈中国石化新闻网讯 据道琼斯5月9日消息，美国总统特朗普被市场普遍预期周二会宣布美国将退出伊朗核协议。这一决定可能会产生多方面的影响。ClearView能源合伙公司分析师在研究报告中写道：“我们重申该决定对油市的实际（而不是观察到的）影响似乎可能取决于恢复制裁的时机、范围和实施细节。”此前的制裁已导致伊朗石油出口减少约110万桶/日。但此次行动的规模可能更小，影响可能显现得更慢。不过，目前尚不清楚各方是否都站在美国的一边。如果欧洲不支持美国的举措，一些全球买家可能会继续接受伊朗石油。分析师表示：“鉴于此，我们仍认为石油流动的方向可能会发生比容量更大的变化，因石油会从风险承受力较低的欧洲市场流向风险承受力较高的亚洲市场。” 张春晓 摘译自 道琼斯 原文如下： Ways the Trump Decision on Iran Could Impact Oil President Trump widely expected to announce today that the US is withdrawing from the Iran nuclear deal. But there are a number of ways the decision could play out. “We reiterate that actual (not perceived) oil market impacts seem likely to depend on the timing, scope and implementation details of reinstated sanctions,” analysts at ClearView Energy Partners write. Previous sanctions have reduced Iran’s exports by some 1.1M barrels a day. But this time the action could be smaller and slower to materialize. For one thing, it’s not clear that everyone is on board. If Europe doesn’t support US efforts, some global buyers might keep accepting Iranian oil. “As a result, we still think flows could change more than volumes as barrels migrate from low-risk-tolerance European markets to higher-risk-tolerance Asian destinations,” the analysts say.
未经允许，不得转载本站任何文章：
