世界石油

（彭博社）“导致驻约旦美军死亡的无人机袭击以及红海一艘油轮的单独袭击导致该地区紧张局势升级，该地区对能源生产和全球贸易至关重要。

白宫指责伊朗支持的民兵袭击了美国士兵，但德黑兰否认了这一说法，而胡塞叛军则声称对袭击这艘船负责。以下是五位石油分析师对石油市场前景及其影响的看法：

瑞穗银行 亚洲（日本除外）首席经济学家维什努·瓦拉坦（Vishnu Varathan）表示，石油市场“受到了供应方风险的冲击”。“看来，即使我们看到需求出现任何疲软，地缘政治局势也正在形成，因此油价可能面临更大的上行风险。”

桑福德·C·伯恩斯坦。“最大的变数是美国及其盟国是否决定对伊朗采取更有力的行动，该国原油出口量已增至每日 1.5 百万桶，”驻香港的高级分析师尼尔·贝弗里奇 (Neil Beveridge) 表示。“任何重新收紧制裁都可能给油价带来上行压力。”

拉皮丹能源集团。该公司总裁兼创始人鲍勃·麦克纳利 (Bob McNally) 表示，对驻约旦美军的袭击是“升级阶梯上的重大举措，应该会导致石油市场因伊朗蔓延风险而每桶上涨几美元”。和一名前白宫官员。

万代洞察。“问题是，为什么我们没有看到布伦特原油价格飙升至 90 美元或更高？”该公司驻新加坡创始人万达纳·哈里 (Vandana Hari) 表示。“中东石油货物或石油生产基础设施需要受到直接打击，价格才会飙升。”

全球基准布伦特原油在亚洲早盘上涨 1.5%，随后回吐大部分涨幅至每桶 84 美元附近。

再次资本有限责任公司。“其中一个演员想要一场全面的战争，”该公司的创始合伙人约翰·基尔达夫说。“石油仍在流动，没有油田成为目标，我们仍然看到船只驶入苏伊士运河。他补充说，如果有任何紧张局势缓和的迹象，价格就会回落。

World Oil

(Bloomberg) – A drone strike that killed U.S. troops in Jordan and a separate attack on a fuel tanker in the Red Sea have led to an escalation of tensions in the region key to energy production and global trade.

The White House blamed Iranian-backed militias for the assault on U.S. soldiers, which was denied by Tehran, while Houthi rebels claimed responsibility for the attack on the ship. Here’s what five oil analysts say about the outlook and impact on the oil market:

Mizuho Bank Ltd. The oil market “has been exposed to a buffet of supply-side risks,” said Vishnu Varathan, a chief economist for Asia ex-Japan at the bank. “It does appear that even with any softening we’re seeing to demand, geopolitics is shaping up so that oil prices could have more upside risk in them.”

Sanford C. Bernstein. “The biggest wildcard is whether the U.S. and allies decide to take a more forceful action on Iran, where crude exports have increased to 1.5 MMbpd,” said Neil Beveridge, a senior analyst based in Hong Kong. “Any re-tightening of sanctions could bring about upward pressure on oil prices.”

Rapidan Energy Group. The attack on U.S. troops in Jordan is a “material move up the escalation ladder that should cause the oil market to build in another couple of dollars per bbl of Iran contagion risk,” said Bob McNally, president and founder of the company, and a former White House official.

Vanda Insights. “The question is, why have we not seen Brent shoot up toward $90 or higher?” said Vandana Hari, the Singapore-based founder of the company. “There would need to be a direct hit on a Middle Eastern oil cargo or oil production infrastructure for prices to skyrocket.”

Global benchmark Brent crude jumped as much as 1.5% in early Asian trading before paring most of those gains to trade near $84 a bbl.

Again Capital LLC. “None of the actors want a full-blown war,” said John Kilduff, founding partner of the company. “The oil is still flowing, no oil fields have come in the crosshairs and we’re still seeing vessels going through into the Suez Canal. If there are any signs of tensions easing,” prices will pull back, he added.