
Brent fell as much as 9.4% to $99.50 a barrel and WTI dropped almost 11% after Axios reported the US was close to a one-page memorandum with Iran to end the near 10-week war. European natural gas plunged as much as 11%, and more than 1,550 ships remain stuck in the Persian Gulf.
A deal would reopen Strait of Hormuz flows, but analysts note supply will not normalize quickly, so the price drop may be temporary. Lower gas and crude reduce input costs for feed and fertilizer.
在过去 250 次看跌的地缘政治事件之后,原油(Brent) 在 5 个交易日内中位数变动 -3.1%(36% 上涨;中间一半区间为 -7.9% 至 +1.6%),20 个交易日内为 -5.5%。
在过去 255 次看跌的地缘政治事件之后,原油(WTI) 在 5 个交易日内中位数变动 -2.4%(31% 上涨;中间一半区间为 -7.0% 至 +1.7%),20 个交易日内为 -5.0%。
在过去 15 次看跌的地缘政治事件之后,天然气 在 5 个交易日内中位数变动 -1.1%(40% 上涨;中间一半区间为 -9.2% 至 +2.4%),20 个交易日内为 +4.7%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。
The Axios report of a one-page US-Iran memorandum to end the war sent Brent down as much as 9.4%, cutting the supply-disruption premium.