期权爆量，发生了什么？

Core Viewpoint - The recent Israeli airstrikes on Iranian energy infrastructure mark a significant escalation in the Middle East, potentially destabilizing the already fragile Iranian energy sector and leading to increased volatility in global oil prices [1][2][4][11]. Group 1: Impact on Iranian Energy Sector - The airstrikes targeted two oil refineries in Bushehr province and oil storage facilities near Tehran, causing explosions and fires, which could further weaken Iran's struggling energy industry [1][4][6]. - The South Pars gas field, which accounts for two-thirds of Iran's natural gas supply, suffered damage, leading to a production loss of 12 million cubic meters of gas per day due to the shutdown of an offshore platform [7]. - The attacks are seen as a "precision sanction" strategy, indicating a potential for larger-scale energy conflicts in the region [7]. Group 2: Global Oil Market Reactions - Following the airstrikes, U.S. crude oil prices surged by 14% at one point, closing around $73 per barrel, reflecting heightened concerns over supply disruptions [2][7]. - The trading market has seen a significant increase in "out-of-the-money call options," indicating traders are hedging against further oil price increases, with a notable contract betting on prices exceeding $85 per barrel by June 25 [10]. - Analysts suggest that the current geopolitical tensions and market volatility are creating a more unpredictable energy market environment [15]. Group 3: Broader Geopolitical Implications - The U.S. has rejected European proposals to lower the price cap on Russian oil, which could further complicate the energy landscape and impact global oil supply dynamics [14]. - The potential for Iran to retaliate against U.S. military facilities in Iraq raises concerns about escalating conflicts affecting oil production in neighboring countries [13]. - The situation is reminiscent of the 2019 Abqaiq attack, which caused significant disruptions in oil supply and price volatility, highlighting the fragility of energy infrastructure in conflict zones [11][12].