Important points
The nearest U.S. crude oil delivery contract traded at the largest premium on record for next month on Thursday, after President Donald Trump vowed for weeks to bomb Iran. The price of West Texas Intermediate for May delivery rose more than 11% to close at $111.54 per barrel.これは6月価格の1バレル当たり98.04ドルを13ドル以上上回った。これは1983年以来の歴史の中で、前月と後月の間の最大のスプレッドである。 U.S. crude oil prices fell 1.24% on Wednesday to close at $100.12 per barrel ahead of President Trump’s national address on the war. Rapidan Energy President Bob McNally said President Trump’s previous hints that the war could end quickly had been effective in lowering prices. @CL.1 YTD Mountain WTI From the beginning of the year to now, there was a sense in the market that this nightmare could not continue, McNally said.戦争の早期終結が見えていないことが明らかになり、トランプ大統領の演説中に価格が上昇し始めた。 “There were a lot of short players who were betting that Mr. Trump would declare some type of truce, and I think they were getting close to some type of conclusion,” McNally said. “The speech was bullish, so we’re now seeing some short covering in the May contract on settlement.” Also on Thursday, the spot price for a current physical cargo of Brent crude soared to $141.36, its highest level since the 2008 financial crisis, according to S&P Global, which tracks the data.スポット価格は、今後 10 ～ 30 日以内に納品されるブレント原油の需要を反映しています。 The high price to pay for more immediate oil supplies reflects the current tightness in physical supplies due to the massive disruption caused by Iran’s closure of the Strait of Hormuz.
