原油日报 | 2026-03-05 沙特考虑将原油转运至红海出口 市场要闻与重要数据 1、 纽约商品交易所4月交货的轻质原油期货价格上涨10美分，收于每桶74.66美元，涨幅为0.13%；5月交货的伦敦 布伦特原油期货价格收于每桶81.40美元，与前一交易日持平。SC原油主力合约收涨8.99%，报680元/桶。（来源： Bloomberg） 2、 当地时间3月4日，俄罗斯总统普京在接受俄媒采访时表示，当前石油、天然气的价格确实在上涨，这是对俄 罗斯能源的限制以及美以对伊朗的侵略等因素叠加导致。而欧盟还要全面禁止从俄罗斯进口管道天然气和液化天 然气。普京说，反正欧盟迟早要禁止进口俄气，不如俄罗斯主动给欧洲"断气"，停止向欧洲市场供应并转向新兴 市场。普京重申，俄罗斯始终是一个可靠的能源供应国，并将继续以这种方式与那些本身可靠的欧洲合作伙伴合 作，比如斯洛伐克和匈牙利。（来源：Bloomberg） 3、 据华尔街日报报道，特朗普政府正在与至少一家大型保险经纪公司进行商谈，探讨如何让船只重新通过霍尔 木兹海峡。保险经纪公司Marsh Risk集团的一支团队于周二与政府部门官员进行了会面，并表示愿意协助美国政府 建立 ...

在美国和以色列联合打击伊朗导致中东地区冲突升级、关键水道航运风险加大的背景下， 不少业内人士质疑上述做法可能并不管用 。 ▲ 霍尔木兹海峡（资料图） 一名不愿透露姓名的航运业内人士表示， 美国可用于护航的军舰数量有限。 消息称，截至2日，美国海军至多可调动在中东地区部署 的12艘舰船用于护航，但其中部分正参与对伊朗的军事行动。另外，护航任务本身也有风险，军舰可能需要应对伊朗方面的军事行动。 英国沃泰克萨咨询公司高级分析师罗希特·拉托德说，特朗普有意采取的措施难以确保广泛而安全的通行， 预计只有部分船只能够通过 霍尔木兹海峡。 美国总统特朗普表示，如有必要，美国海军将开始护送油轮通过霍尔木兹海峡 。 但这一言论引发业内人士质疑，认为美军目前没有 能力承担这一任务。 美国总统特朗普当地时间3月3日表示，如果需要，美国海军将开始为通过霍尔木兹海峡的油轮护航。但这一言论引发业内人士质疑，认 为美军目前没有能力承担这一任务。 特朗普还表示，他已经指示美国国际开发金融公司以"非常合理的价格"为海湾地区海上贸易，尤其是能源贸易，提供政治风险保险和担 保。 霍尔木兹海峡是全球战略要冲，通过该海峡运输的原油约占全球石油运输总量 ...

Core Viewpoint - The article discusses the heightened tensions in the Middle East following the U.S. airstrikes on Iran, particularly focusing on the implications for maritime shipping through the strategically important Strait of Hormuz. Group 1: Impact on Shipping - Two supertankers, "Coswisdom Lake" and "South Loyalty," turned back near the Strait of Hormuz, indicating increased caution among shipping companies in response to the U.S. attacks on Iran's nuclear facilities [1] - The global shipping industry is on high alert regarding the potential impact on shipping traffic through the Strait of Hormuz, with many vessels opting to wait outside the strait rather than risk entering [2][3] - The shipping market's benchmark freight rates had already risen by nearly 90% prior to the U.S. strikes, and freight derivatives showed signs of a spike following the events [4] Group 2: Regional Tensions - Following the U.S. airstrikes, there is a possibility that Iran may attempt to disrupt commercial shipping in the Strait of Hormuz, which could include attacks on merchant vessels [1] - The Iranian parliament supports the idea of closing the Strait of Hormuz, but the final decision rests with the Iranian Supreme National Security Council [1] - The ongoing conflict between Israel and Iran has already led to a decrease in the number of vessels passing through the Strait of Hormuz, as shipping companies seek to avoid the area [2]

Group 1 - The core point of the articles emphasizes the importance of monitoring the oil supply situation amidst escalating tensions between Israel and Iran, noting that no oil supply has been lost so far, which aligns with the interests of all parties involved [1][2] - Brent crude oil prices surged by 7% on June 13, reaching a five-month high, following Israeli airstrikes that killed several Iranian commanders and damaged nuclear facilities [1] - The physical oil price reaction in the Middle East was more measured compared to the paper market, with Dubai crude's physical price rising by 5.8% to $71.03 per barrel, indicating that traders and refiners are less concerned about supply disruptions than paper market investors [1][2] Group 2 - The critical factor for the oil market is whether Iran's oil production and export infrastructure will be attacked and the realistic risk of Iran attempting to block the Strait of Hormuz, which carries up to 20 million barrels of oil daily, accounting for about one-fifth of global consumption [2] - Historically, the Strait of Hormuz has never been blocked despite past conflicts, suggesting that Iran may prefer to maintain the perception of risk to keep oil prices elevated without taking direct action [2][3] - If Iran were to attempt to close the Strait, it would likely lead to significant geopolitical consequences, including potential U.S. intervention to keep the waterway open, while Israel's attacks are currently limited to Iranian energy infrastructure without disrupting oil production and exports [3]