商品日报：布伦特原油跌破100

关键论点

• 沙特重启东西管道并可能恢复延布出口，缓解了中东供应中断担忧。
• 特朗普总统称美伊对话'非常有成效'，降低了地缘政治风险溢价。
• 美国原油库存意外增加170万桶，进一步施压油价。
• 尽管近期回调，油价年初至今仍上涨超过60%。

对应原文证据

1. The sell-off was driven by expectations of rising Saudi crude exports, diplomatic progress between the US and Iran, and a larger-than-expected build in US crude inventories, all of which helped ease concerns over Middle East supply disruptions.
2. The route, which bypasses the Strait of Hormuz, has a capacity of around 7m b/d and is expected to gradually restore lost export flows, potentially increasing global crude supplies in the coming weeks.
3. Prices were supported by lower production in the Lower 48 and forecasts for cooler temperatures across the Northeast, which could boost heating demand.