标普全球能源部门分析师吴易恩周四表示，受美伊战争扰乱中东能源供应、拖累二季度石油需求影响，机构已将2026年全球石油需求预期下调每日70万桶。

　　全球石油需求增速将收窄至每日40万桶，战前预期为每日110万桶。

　　今年二季度，中东及亚洲地区石油需求将大幅下滑。

　　受霍尔木兹海峡封锁影响，全球约40%炼油产能、共计178座炼油厂运营受阻。

　　日、韩等多国大规模释放战略石油储备以缓解燃油短缺，限制了布伦特现货原油价格涨幅。

　　柴油与航空燃油受到的价格冲击最为显著。

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