- 随着美伊紧张局势升级，石油供应风险可能推动价格上涨。
- 美国总统特朗普预计冲突和高油价将持续到 11 月之后。
- 胡塞武装对沙特能源设施的袭击已暂时中止地区运营。
周四亚洲时段，西德克萨斯中质油（WTI）价格在连续三日上涨后回落，交投于 93.90 美元附近。不过，随着美国与伊朗之间不断升级的冲突引发市场对中东能源供应可能中断的严重担忧，油价可能很快重拾涨势。表明解决方案仍遥遥无期。
伊朗表示已准备好应对更激烈的冲突，誓言抵制美国海上封锁，并警告称，如果美军继续袭击伊朗领土，伊朗将加大攻击力度。
与此同时，美国总统唐纳德-特朗普预测，这场冲突很可能会持续到 11 月中期选举之后，并指出在此之前汽油价格不太可能出现明显缓解，同时暗示短期内局势降温的可能性有限。
在大约一个月的相对平静之后，过去一周敌对行动迅速升级，双方都加大了攻击力度。随着伊朗支持的胡塞武装对沙特阿拉伯的多个能源设施发动袭击，这场地缘政治危机进一步扩大，促使该地区部分运营暂时中止。
受冲突驱动的供应风险令市场趋紧，油价获得支撑
根据道明证券（TD Securities）策略师的说法，随着地缘政治紧张局势几乎没有缓和迹象，原油价格继续走高，且“原油上涨似乎看不到冲突结束的尽头”。他们认为，“新一轮升级，以及明显偏好有限袭击和经济施压而非达成协议，使能源市场继续处于收紧轨道”，这进一步强化了这样一种观点，即持续的冲突动态正使供应风险维持在高位，而石油的风险平衡仍偏向上行。
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