English Title:
Middle East Supply Disruptions Support Crude Oil Prices

中文标题：
中东供应中断支助

English Content:
November WTI crude oil (CLX26) closed up +0.40 (+0.43%) on Tuesday, and November RBOB gasoline (RBX26) closed down -0.416 (-1.26%). Crude oil prices recovered from early losses on Tuesday and settled higher on concerns about Middle East energy-supply disruptions. Saudi Arabia has seen an increase in attacks from Houthi rebels in Yemen in recent days, while Iran has ramped up attacks on shipping in the Strait of Hormuz. Tuesday's weaker dollar also supported crude prices. More News from Barchart - Higher US Output and Warmer Temps Weigh on Nat-Gas Prices - Crude Prices Firm on Middle East Supply Disruptions - Threats to Global Supplies Push Crude Oil Prices Sharply Higher - Get exclusive insights with the FREE Barchart Brief newsletter. Subscribe now for quick, incisive midday market analysis you won't find anywhere else. Crude prices have support as Iran-backed Houthi rebels in Yemen increase drone and missile attacks against Saudi Arabia, raising the risk of escalation that could draw the US into the conflict. Also, there's been a recent escalation of Iranian drone and missile attacks against vessels traversing the Strait of Hormuz. Iran said action against "violating" vessels will no longer be limited to the Strait of Hormuz, and any ship using an unauthorized route will be pursued throughout the region and "punished." Crude prices initially fell on Tuesday on signs of higher Saudi crude output. Saudi Arabia said its Sep crude production rose by 2 million bpd (+40% m/m) to 8.732 million bpd, recovering from a 36-year low in August. Goldman Sachs estimates there's a $24-a-barrel risk premium in crude oil prices due to the Middle East conflict. However, if Europe releases half the diesel it has announced from reserves, fair value prices could fall by about $11 a barrel. Surging freight costs to ship crude out of the Middle East due to Iranian attacks on ships in the Strait of Hormuz are bullish for crude prices. The cost to ship oil from the Middle East to China jumped to $1.4 million a day last week, the most on record. Despite attacks on tankers in the Strait of Hormuz, more crude is leaving the Middle East, easing global supply concerns. Shell Plc said oil flows out of Hormuz have increased to about 80% of prewar levels. Another bearish factor for crude was Saudi Aramco's action last Monday to cut the price of its Arab Light crude to Asian buyers by $5 a barrel below a regional benchmark for November delivery, a wider cut than the expected $5 a barrel increase. The advances by the Houthi rebels to take territory along the Red Sea in Yemen are also contributing to concerns about tighter oil supplies from the Middle East. Last month, the Houthis captured a pair of islands near the Bab-al-Mandeb Strait. That followed their seizure of Perim Island and the Red Sea port city of Mokha at the southern end of the Red Sea, putting the group in a stronger position to attack ships. Since the closure of the Strait of Hormuz, Saudi Arabia has pivoted to the Red Sea to export most of its oil over the past two months. However, escalating tensions with the Houthis have disrupted that route.

中文正文：
WTI原油(CLX26)11月星期二关闭+0.40(+0.43%),RBOB汽油(RBX26)11月关闭-0.416(1.26%). 原油价格从星期二的早期损失中恢复过来,对中东能源供应中断的担忧使价格上升。 沙特阿拉伯近日来,呼和浩特叛军在也门发动的袭击有所增加,伊朗则加紧了对霍尔穆兹海峡航运的袭击。 星期二较弱的美元也支撑了粗糙的价格. 更多来自Barchart的新闻-美国高产出和温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温温 现在订阅 快速,深入的 中午市场分析 你找不到任何地方。 伊朗支持的胡塞叛军在也门增加无人机和导弹袭击沙特阿拉伯, 另外,伊朗无人机和导弹最近对穿越霍尔木兹海峡的船只的袭击升级. 伊朗表示 将不再局限于霍尔木兹海峡,任何使用未经授权的航线的船只都会被追赶到整个地区并"处死". 由于沙特原油产量较高,周二价格最初下跌。 沙特阿拉伯说,其Sep原油产量增加了200万桶/日(+40% m/m),达到873.2亿桶/日,从8月36年的最低点恢复过来。 高盛估计,由于中东冲突,原油价格有24美元一桶的风险溢价. 然而,如果欧洲从储备中释放了它宣布的一半柴油,则公允价值价格可能每桶下降约11美元. 由于伊朗袭击霍尔穆兹海峡的船舶,将原油运出中东的超额运费为粗金刚石。 上星期从中东向中国运送石油的费用激增到每天140万美元,创下最高纪录. 尽管霍尔穆兹海峡的油轮遭到袭击,但更多的原油正在离开中东,缓解了全球对供应的关切。 Shell Plc说,从霍尔木兹流出的石油已增加到战前水平的约80%. 另一个粗糙因素就是沙特石油公司上周一将阿拉伯轻质原油价格削减5美元 a 低于11月交付的区域基准的桶,比预期每桶增加5美元大。 胡塞叛军在也门沿红海夺取领土的进展也使人们对中东石油供应的紧缩感到关切。 上个月,胡塞人夺取了巴布-阿尔-曼德布海峡附近的一对岛屿. 在此之前,他们在红海南端夺取了佩里姆岛和红海港口城市莫卡,使该团伙更有能力攻击船只。 自霍尔木兹海峡关闭以来,沙特阿拉伯在过去两个月中一直向红海输送大部分石油。 然而,与胡塞人之间的紧张局势不断升级,破坏了这条路线.