特朗普豁免对俄制裁条款后油价周一下跌 Brent报108.43美元 WTI守在100美元上方
国际油价周一亚洲交易时段下跌。据路透社报道，Brent 原油期货下跌1.43美元、跌幅1.30%，报每桶108.43美元，此前周五曾收于5月19日以来最高位，盘中一度突破110美元；美国 WTI 原油下跌53美分、跌幅0.52%，报每桶100.88美元。
下跌的直接原因是美国总统特朗普上周五签署行政令，豁免《Graham 制裁俄罗斯与伊朗法案》中的关键制裁与关税条款。该法案由特朗普9月18日签署成为法律，原授权对购买俄罗斯石油天然气的主要国家商品征收最高100%关税，相关条款原定10月18日临近生效。在此之前，财政部10月9日已授权部分俄罗斯柴油交易至2027年4月7日，美俄此前还达成柴油出口安排。国务卿卢比奥表示，特朗普将用最多60天评估豁免的经济影响。
这一决定在美国国内引来两党部分议员批评，乌克兰总统泽连斯基称美方举动将损害乌克兰，乌方表示将继续打击俄罗斯能源基础设施。
供应端风险并未消失。分析机构 Kpler 数据显示，受商船遇袭影响，海湾地区原油流量上周七日均值已降至约每日850万桶，前一周为每日2000多万桶，一周内确认至少10起商船事件。市场人士表示，俄油供应预期改善与中东运输风险之间的拉锯，将继续主导油价短期走势。
Oil Falls Monday After Trump Waives Russia Sanctions; Brent at $108.43, WTI Above $100
Oil prices fell in Asian trading on Monday. Brent crude futures dropped $1.43, or 1.30%, to $108.43 a barrel, after settling on Friday at their highest level since May 19 and briefly climbing above $110, according to Reuters. U.S. West Texas Intermediate crude slipped 53 cents, or 0.52%, to $100.88 a barrel.
The immediate driver was President Donald Trump's executive order on Friday waiving key sanctions and tariff provisions of the Graham Sanctioning Russia and Iran Act, which he had signed into law on September 18. The law authorized tariffs of up to 100% on goods from major buyers of Russian oil and gas, with key provisions due to take effect around October 18. The Treasury Department had already authorized certain Russian diesel transactions through April 7, 2027, on October 9, and Washington and Moscow had reached a diesel export arrangement. Secretary of State Marco Rubio said Trump would take up to 60 days to assess the economic impact of the waiver.
The decision drew criticism from lawmakers in both U.S. parties. Ukrainian President Volodymyr Zelenskiy said the U.S. actions would harm Ukraine, and Kyiv said it would continue striking Russian energy infrastructure.
Supply risks have not disappeared. Analytics firm Kpler said crude flows from the Gulf fell to about 8.5 million barrels per day on a seven-day average last week, down from more than 20 million barrels per day the previous week, amid at least 10 confirmed incidents involving commercial vessels. Traders said the tug-of-war between expected additional Russian supply and Middle East shipping risks will continue to drive prices in the near term.
来源：GSM·美国（原文链接）
图片来源：图：油田抽油机（资料图）。照片：Hrald，CC BY 3.0，经 Wikimedia Commons。/ Photo: An oil pumpjack (file photo). Photo by Hrald, CC BY 3.0, via Wikimedia Commons.
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