2026年3月12日 / 美国东部时间上午11:12 / CBS新闻
由于伊朗持续袭击美国在波斯湾的盟友及该地区船只，周四股市下滑，油价飙升至每桶100美元以上。
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华尔街分析师、Vital Knowledge负责人亚当·克里萨福利在研究报告中表示：”伊朗在海湾地区制造经济混乱的策略正在奏效，油轮遭袭、霍尔木兹海峡关闭，推动布伦特原油价格逼近100美元。”
尽管特朗普政府和国际能源署（IEA）采取行动向全球能源市场注入原油，油价仍大幅上涨。IEA（包含32个成员国）周三宣布将释放4亿桶原油以支撑全球供应，这是该组织历史上最大规模的原油释放行动。
IEA在周四的声明中称：”中东战争正在造成全球石油市场历史上最大规模的供应中断。”
特朗普总统周三晚间也采取行动，下令从美国战略石油储备中释放1.72亿桶石油。
然而，对海湾地区航运和能源基础设施的持续袭击继续加剧投资者担忧，推动布伦特原油周四早些时候突破每桶100美元。根据FactSet的数据，截至美国东部时间上午11:05，国际基准布伦特原油上涨9.6%至100.90美元，美国基准西德克萨斯中质油（WTI）跳涨近10%至95.89美元/桶。
石油分析师表示，除非确保船只能够安全通过连接波斯湾与全球市场的关键水道霍尔木兹海峡，否则能源市场可能仍将保持波动。
股市下滑
投资者似乎大多忽视了紧急石油释放，中东冲突未见结束迹象。开盘后，标准普尔500指数下跌62点（0.9%），道琼斯工业平均指数下跌532点（1.1%），纳斯达克综合指数下跌1%。
牛津经济研究院首席全球经济学家瑞安·斯威特指出，分析师注意到投资者往往忽视地缘政治冲突，专注于市场基本面，但这次市场重新调整可能需要更长时间。
他表示：”自上世纪90年代以来，中东主要军事冲突后金融市场反弹迅速，但这次可能更为缓慢。”
克里萨福利补充称，周四影响投资者的还有美国关税相关的不确定性。特朗普政府根据1974年《贸易法》第301条实施新关税，此前最高法院2月的裁决推翻了特朗普总统的多项关税政策。
每加仑3.60美元
AAA的数据显示，受油价、税收和其他季节性因素影响，周四汽油价格也走高，达到每加仑3.60美元，较战争爆发前上涨约60美分。行业数据显示，石油成本约占汽油价格的50%。
GasBuddy石油专家帕特里克·德汉预测，汽油价格可能接近每加仑4美元，而柴油价格目前为每加仑4.86美元，可能跳升至5美元。
他在X平台的帖子中表示：”战略石油储备释放1.72亿桶凸显了局势严重性，有限的释放量仍无法替代霍尔木兹海峡的正常运转。”
即便释放更多石油储备，全球原油供应仍趋紧张。根据IEA的数据，海湾国家因存储空间有限和霍尔木兹海峡通行能力受限，已削减至少1000万桶/日的原油总产量——通常全球20%的石油供应通过该海峡运输。该机构称，若航运未迅速恢复，供应损失预计将进一步增加。
TD证券分析，即便中东战争即将结束，布伦特原油价格也不太可能跌至每桶70-75美元以下。2月27日（美以对伊朗发动打击前一天）布伦特原油结算价为72.87美元/桶。
由Alain Sherter和Aimee Picchi编辑
美联社对本文有贡献
Massive emergency oil release fails to stem investor fears as oil tops $100 a barrel
March 12, 2026 / 11:12 AM EDT / CBS News
Stocks slid and oil prices surged above $100 a barrel on Thursday as Iran continued its attacks on U.S allies in the Persian Gulfand ships in the region.
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“Iran’s strategy of sowing economic chaos in the Gulf is working as tankers come under attack and Hormuz stays shuttered, pushing Brent up toward $100,” Wall Street analyst Adam Crisafulli, head of Vital Knowledge, said in a research note.
Oil prices flared despite moves by the Trump administration and the International Energy Agency to inject into global energy markets. The IEA, which includes 32 member countries, announced Wednesday that it would release400 million barrels to shore up global supply, the largest release in the organization’s history.
“The war in the Middle East is creating the largest supply disruption in the history of the global oil market,” the IEA said in a statement Thursday.
President Trump followed suit on Wednesday night and ordered the release of172 million barrels of oil from the U.S. Strategic Petroleum Reserve.
However, unrelenting attacks on shipping traffic and energy infrastructure in the Gulf have continued to stoke investor fears, pushing Brent crude over $100 a barrel early Thursday. As of 11:05 a.m. EDT, Brent crude, the international benchmark, rose 9.6% to $100.90, while West Texas Intermediate, the U.S. benchmark, jumped nearly 10% to $95.89 a barrel, according to FactSet.
Oil analysts said that energy markets are likely to remain volatile until there is meaningful progress in ensuring that ships can travel safely through theStrait of Hormuz, the vital waterway that connects the Persian Gulf to the global market.
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Stocks slide
Investors appeared to mostly ignore the emergency oil release, with no end in sight to the conflict in the Middle East. The S&P 500 sank 62 points, or 0.9%, after the opening bell, while the Dow Jones Industrial Average fell 532 points, or 1.1%. The Nasdaq Composite declined 1%.
Analysts note that investors tend to look past geopolitical conflicts and focus on market fundamentals. Yet markets could take longer to recalibrate this time, according to Ryan Sweet, chief global economist at Oxford Economics.
“The rebound in financial markets has been quick following past major military conflicts in the Middle East since the 1990s, but this time it could be more gradual,” he said.
Other factors outside of the war in the Middle East were also weighing on investors Thursday, according to Crisafulli, who cited uncertainty surrounding U.S. tariffs. The Trump administration on Wednesday imposednew tariffs under Section 301 of the Trade Act of 1974, following a February ruling by the Supreme Court thatstuck downmany of President Trump’s tariffs.
$3.60 a gallon
Gas prices, which are influenced by the cost of oil, taxes and other seasonal factors, also swung higher on Thursday, hitting $3.60 a gallon, according to AAA. That’s up about 60 cents since before the war started. The cost of oil accounts for roughly 50% of the price of gas, according to industry figures.
Patrick De Haan, a petroleum expert at GasBuddy, predicts gas prices are likely to approach $4 a gallon, while diesel, which was $4.86 a gallon as of Thursday, could jump to $5 a gallon.
The “172 million barrel SPR release highlights the degree of the situation, he said in a post on X. “Finite releases still don’t replace the Strait of Hormuz.”
Even with the release of additional oil reserves, the world’s supply of crude remains strained.
Gulf countries have cut total oil production by at least 10 million barrels per day due to limited storage space and capacity to traverse the Strait of Hormuz, through which 20% of global oil supply normally flows,accordingto the IEA. The agency said that without the rapid resumption of shipping, supply losses are expected to increase.
Brent crude prices are also unlikely to fall below $70 to $75 per barrel even if there’s an imminent end to the war in the Middle East, according to TD Securities. Brent settled at $72.87 at barrel on February 27, the day before the U.S. and Israel launched strikes on Iran.
Edited by Alain Sherter and Aimee Picchi
The Associated Press contributed to this report.
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