美股能源板块盘前暴涨,休斯敦能源飙升超42%,霍尔木兹海峡封锁担忧推高油价
Jin Rong Jie·2025-06-23 09:14

Group 1: Energy Sector Performance - The energy sector in the US saw a strong increase, with Houston energy stocks rising over 42%, and US energy stocks increasing by more than 25% [1] - Indonesia Energy followed closely with a rise of over 21% [1] - This surge in energy stocks is closely linked to heightened geopolitical tensions, particularly due to US airstrikes on Iranian nuclear facilities, raising concerns about global energy supply disruptions [1] Group 2: Geopolitical Impact on Oil Supply - The Iranian parliament's National Security Committee has suggested closing the Strait of Hormuz, a critical passage for global oil trade, which carries about one-third of the world's maritime crude oil [1] - A potential closure of the Strait could threaten one-fifth of global oil supply, with market expectations indicating that oil prices could exceed $120 per barrel in the worst-case scenario [1] - The NYMEX WTI crude oil futures reacted by rising over 6% after opening [1] Group 3: Shipping Costs and Market Reactions - Charter rates for oil tankers in the Strait of Hormuz have surged over 100% within a week, with rates for very large crude carriers increasing from $19,998 to $47,609 per day, a rise of 138% [2] - Shipping companies are avoiding the route or significantly raising prices due to geopolitical risks and navigation signal interference [2] - Major oil companies like Shell have acknowledged being "particularly cautious" in Middle Eastern shipping and have developed contingency plans [2] Group 4: Company Developments - The autonomous driving technology company, WeRide, has secretly submitted an application for listing on the Hong Kong Stock Exchange, marking a significant step in its capital market strategy [2]