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周一,石油价格暴跌6%,每桶下跌超过4美元。主要原因是此前以色列在周六对伊朗进行了报复性打击,但未涉及石油和核设施,从而避免了对能源供应的干扰。布伦特原油期货下跌6.09%,收盘于每桶71.42美元,而WTI原油下跌6.13%,收盘于每桶67.38美元。

(WTIUSD日价格图表,来源:Trading View)
此次下跌主要受到地缘政治风险降低的推动。上周六,数架以色列战机在黎明前进行了三波空袭,目标是德黑兰附近和伊朗西部的导弹工厂及其他军事设施,这是中东战争的最新交锋。此次攻击主要集中在军事目标上,缓解了以色列可能袭击伊朗核设施或石油基础设施的担忧。
此外,石油输出国组织(OPEC)及其盟友OPEC+上月保持了其石油生产政策不变,并计划从12月开始增加产量。该计划包括将每日产量提高18万桶的目标,这可能会进一步对油价形成下行压力。
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