- WTI 走高，持续的中东供应风险和油轮遇袭推动油价上扬。
- 胡塞导弹拦截和霍尔木兹海峡中断继续威胁地区能源流动。
- 随着波斯湾货运恢复，原油涨幅仍受限制。
周三亚洲时段，西德克萨斯中质油（WTI）价格连续第二个交易日扩大涨幅，交投于每桶 89.50 美元附近。由于中东能源流动持续面临风险，盖过了该地区供应增加的迹象，原油价格走高。
伊朗近日加大了对霍尔木兹海峡油轮的袭击力度，英国海事贸易行动处报告称，本月迄今已发生九起事件。与此同时，一个沙特领导的联军表示，已拦截并摧毁了一枚胡塞武装向沙特阿拉伯哈米斯穆谢特发射的弹道导弹。
然而，随着波斯湾能源流动出现恢复迹象，油价上行空间可能受到抑制。尽管风险加剧，油轮仍在悄然通过霍尔木兹海峡，而沙特阿拉伯东西输油管道已将其原油输送能力恢复至每天 580 万桶。
随着中东风险抵消更大规模的流量，原油供需趋紧
道明证券表示，“原油正受到不断增加的流量拖累”，但这些新增桶量“越来越多地同时遭遇更高的需求以及伊朗/胡塞武装的敌对行动。”该策略师指出，供应增加正被更强劲的消费以及与伊朗和胡塞武装活动相关的持续中断所吸收，使得原油基准的整体供需平衡比单看表面流量数据所显示的更为紧张。
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