中东每日简报

关键论点

• 沙特Shaybah油田（产能100万桶/日）及航运遭袭，即便供应未有实质损失，现货油价仍维持较宽地缘政治溢价。
• 实货紧张缓解：Dated Brent对布伦特溢价从数周前的约35美元/桶收窄至不足10美元/桶。
• 油价与燃料成本上升重新推高通胀风险，压制金价，并使美联储12月加息仍被部分定价。
• 以色列央行维持3.25%，11月或降息25个基点，但选举带来的财政不确定性威胁2027年宽松。

对应原文证据

1. Oil prices continue to hold onto recent highs with December Brent futures close to USD 111/b and WTI at USD 99/b, both up more than 1.5% in early trade.
2. Oil production and export have not been materially impacted by the recent increase in attacks by the Houthi militant group against Saudi Arabia but targeting of production and Aramco facilities will keep a wide geopolitical risk premium in spot oil.
3. Israel’s central bank (BoI) kept policy rates unchanged at 3.25% noting that inflation remains below the Bank of Israel’s target band while the shekel had depreciated against the US dollar since its last decision.