伊朗官员礼萨伊称美伊当前未谈判，分析师认为油价上行风险加大
Iran's Rezaei: No negotiations currently taking place between Tehran and Washington
Iranian Supreme National Security Council Secretary Rezaei said Tehran and Washington are not currently holding negotiations, and US claims about continuing talks are sheer lies and fabrications. He also said the Strait of Hormuz will not open before the United States meets Iran's seven conditions, and that the US side has not yet given a clear response to Iran's proposal. The author doubts the credibility of such public statements, but believes negotiating momentum has been lost and oil prices face clear upside risk; WTI fell 22 cents to $86.70.
The public standoff in US-Iran negotiations and the uncertain outlook for the Strait of Hormuz mean geopolitical factors remain an important source of crude oil risk premium. Oil price volatility may affect monetary policy expectations in major economies through inflation and terms-of-trade channels, which in turn moves the foreign exchange market. Gold also warrants attention to the tussle between safe-haven sentiment and interest rate expectations. The subsequent focus should be on whether Iran's conditions receive a substantive US response, rather than on any single day's oil price performance.
文章将美伊谈判表态、霍尔木兹海峡航运与WTI油价并置分析，有助于读者理解地缘局势变化对油价的影响。
来源：ForexLive · investinglive.com