国际油价11月2日双双跌超7%：布伦特收于104.77美元、WTI收于96.46美元，伊朗和谈希望升温
纽约，11 月 2 日——国际油价 11 月 2 日星期一大跌逾7%，原因是伊朗与卡塔尔官员的谈判使市场对结束美国与以色列同伊朗的战争、稳定中东原油供应抱有希望。布伦特原油期货收盘下跌 8.66美元，跌幅 7.63%，收于每桶 104.77 美元；美国西得克萨斯中质原油（WTI）下跌 7.66 美元，跌幅 7.36%，收于每桶96.46 美元。
据路透社 11 月 2 日报道，布伦特盘中最低为 103.28 美元，WTI 盘中最低为 95.15美元。伊朗总统马苏德·佩泽希齐扬（MasoudPezeshkian）说，最高领袖哈梅内伊已授予政府关于和谈的“某些权力”；据伊朗官方媒体报道，佩泽希齐扬还说，德黑兰“将努力通过对话解决问题”。伊朗谈判人员已与卡塔尔调解人举行了多日谈判；11月 2 日晚间，卡塔尔调解人前往德黑兰，与伊朗外长阿巴斯·阿拉格齐（Abbas Araqchi）就可能的美伊协议举行谈判。
美国总统特朗普 11 月 2 日说，伊朗希望达成协议以结束战争，这样的协议“可能达成”。布伦特 10月底收于六个月高点，背景是市场担心中东冲突可能在 11 月 3 日美国中期选举后再次升级。雷蒙德·詹姆斯公司（RaymondJames）分析师帕维尔·莫尔恰诺夫（PavelMolchanov）说，和谈进展迹象推动油价下跌，但过去几个月多次“假曙光”之后，怀疑态度是有道理的。瑞银（UBS）分析师乔瓦尼·斯陶诺沃（GiovanniStaunovo）说：“油市仍对中东传出的每一条消息极度敏感。”
路透社还报道，这场战争自 2 月底爆发以来已消耗全球库存，阿布扎比国家石油公司（ADNOC）首席执行官苏丹·贾比尔（Sultan AlJaber）说，自战争扰乱霍尔木兹海峡航运以来，全球已消耗近 10 亿桶库存。高盛在 11 月 2 日前的报告中说，如果海湾石油产量仍比2025 年平均水平低 350 万桶／日，布伦特 2027 年可能涨至 140 美元。
（来源：路透社）
Oil Prices Fall More Than 7% on November 2: Brent Settles at $104.77, WTI at $96.46, as Hopes Rise for Iran Peace Talks
NEW YORK, November 2 — Oil prices fell more than 7% on Monday, November 2, as talks between Iranian and Qatari officials lifted hopes for an end to the war between the United States and Israel and Iran and for stabilization of Middle East crude supply. Brent crude futures settled $8.66, or 7.63%, lower at $104.77 a barrel, and U.S. West Texas Intermediate crude was down $7.66, or 7.36%, at $96.46.
According to Reuters on November 2, the session low for Brent was $103.28 and for WTI it was $95.15. Iranian President Masoud Pezeshkian said Supreme Leader Ayatollah Mojtaba Khamenei had granted the government certain authorities for peace talks; according to Iranian state media, Pezeshkian added that Tehran "will try to resolve the problem with dialogue." The country's negotiators held days of talks with Qatari mediators, and on Monday evening Qatari mediators traveled to Tehran for talks with Iranian Foreign Minister Abbas Araqchi on a potential U.S.-Iran deal.
U.S. President Donald Trump said on Monday that Iran wants to make a deal to end the war and that such an agreement "could happen." Brent ended October at its highest in six months on concerns that the Middle East conflict could escalate again after Tuesday's U.S. midterm elections. Raymond James analyst Pavel Molchanov said signs of progress in U.S.-Iran talks pushed oil prices lower, while noting that skepticism is warranted after many "false dawns" over the past several months. UBS analyst Giovanni Staunovo said: "The oil market is still reacting with extreme sensitivity to every headline out of the Middle East."
Reuters also reported that the war, which broke out at the end of February, has depleted oil stocks, with Sultan Al Jaber, chief executive of ADNOC, Abu Dhabi's state-owned oil company, saying the world has drained nearly 1 billion barrels from inventories since the war disrupted shipping through the Strait of Hormuz. Goldman Sachs said in a report before November 2 that Brent could jump to $140 in 2027 if Gulf oil output remains 3.5 million barrels per day below its 2025 average.
(Source: Reuters)
来源：路透社
发布：GSM·美国（发布链接）
图片来源：油田抽油机。 A pumpjack at an oil field. CC BY 2.0，图片来源：Wikimedia Commons。 CC BY 2.0, via Wikimedia Commons.
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