霍尔木兹谈判陷僵局，中东火药味为油价持续“加温”

Odaily News Monday, supported by the uncertain prospects of reopening the Strait of Hormuz and ongoing tensions in the Middle East, both U.S. and Brent crude oil prices continued to rise during the U.S. trading session. Iran has reiterated several conditions before agreeing to fully reopen the strait. According to Al Jazeera, the conditions proposed by Iran's Supreme National Security Council Secretary, Zolgadr, include an end to the U.S. naval blockade and the withdrawal of U.S. naval and air forces from around Iran.

Tehran has also demanded compensation for recent conflict losses, the lifting of sanctions, and the unconditional unfreezing of Iranian assets. These demands have currently reduced the likelihood of a rapid return to normal shipping and have helped maintain a risk premium in WTI prices. Meanwhile, negotiations with Oman over establishing a safe shipping lane through the Strait of Hormuz appear to be making progress. However, due to the failure to reach an agreement on a full reopening, investors remain cautious about the risk of prolonged disruptions to oil supply. Regional tensions are not limited to the Strait of Hormuz. Yemen's Iran-backed Houthi rebels have claimed responsibility for a drone attack on Saudi Arabia's Saudi Aramco refinery. The latest attack on key energy infrastructure has intensified market concerns over the security of regional oil supplies. (Jin Shi)