中东日报

关键论点

• 沙特据报寻求数日内恢复东西管道约一半运力、六周内全面恢复；该路线是霍尔木兹的替代通道，而霍尔木兹流量仍远低于正常且估算分歧较大（美方官员称七日均值约1100万桶/日）。
• 美联储一致加息25个基点，为2023年以来首次，并将2026年末政策利率中值预测从3.8%上调至4.1%；主席Kevin Warsh称通胀仍具广泛性。
• 金价在连续三跌后反弹至多1.3%至近4320美元/盎司，受美债收益率回落支撑，但持续通胀与高企收益率可能限制上行。
• 多数GCC央行跟随美联储加息25个基点（沙特SAMA回购利率4.50%、阿联酋隔夜存款基准利率3.90%、巴林与阿曼4.50%、卡塔尔存贷款及回购利率各加25个基点）；科威特因货币篮子挂钩而维持利率不变。

对应原文证据

1. 1 17 September 2026 Middle East Daily 17 September 2026 COMMODITIES / ENERGY Oil holds near USD106/b as Saudi pipeline recovery eases supply concerns. · September 2026
2. Oil held onto a sharp decline, with Brent near USD 106/b after falling 2.7% yesterday and WTI above USD 102/b, as prospects for a recovery in Saudi export capacity eased immediate supply concerns.
3. The pipeline has become an important alternative to the Strait of Hormuz, where flows remain well below normal and estimates vary considerably, with US officials putting the seven-day average at around 11mb/d.