Name: 油價波動！川普總統力促伊朗談判？| BBC News (Oil prices volatile as US President Donald Trump talks up Iran negotiations | BBC News)
Uploaded: 2026-03-26T16:32:02.000Z
Duration: 5 min 40 s

We start in the Middle East, where the war there is driving oil prices today amid contradictory messaging from the US and Iran about efforts to end the conflict.

我們先看到中東，當地戰事推升了今天的油價，同時美國和伊朗之間對於結束衝突的說法卻是互相矛盾。

程度副詞

On Wednesday, benchmark Brent crude sank below a hundred dollars a barrel for the first time in almost two weeks after claims by President Trump that talks are underway and reports that Washington has sent a ceasefire proposal to Iran.

星期三，基準布倫特原油近兩週來首次跌破每桶一百美元，因為川普總統聲稱談判正在進行，而且有報導指出華盛頓已向伊朗發送停火提議。

分詞構句

But Iran's foreign minister has poured cold water on that, appearing on state TV, to say there have been no talks and they have no intention of negotiating.

不過伊朗外長卻為此潑了冷水，他在電視臺上表示，並沒有進行任何談判，他們也沒有談判的意願。

Abbas Araghi also reiterated Iran's authority over the Strait of Hormuz but said it was closed only to the country's enemies.

阿巴斯·阿拉吉也重申了伊朗對荷姆茲海峽的管轄權，但表示該海峽僅對伊朗的敵人關閉。

Well, this image, uh, that we're going to bring you there shows the Strait of Hormuz, uh, what it was this time last year, uh, with more compared to yesterday, with more than a hundred vessels transiting each day.

好的，我們接下來要給您看的這張圖，顯示的是荷姆茲海峽，呃，去年這個時候的景象，呃，比昨天多了，每天有超過一百艘船隻通行。

Compare that with what it looked like yesterday, as you can see, quite a lot of movement and almost none.

對照昨天這裡的景象，正如您所見，船隻移動非常多，而現在幾乎沒有。

Well, despite reports of some ships connected to China and India being allowed through, the strait remains all but closed, stranding hundreds of ships and squeezing global supplies of oil, gas, vital chemicals, and

雖然有報導指出一些與中國和印度有關的船隻獲準通行，但海峽幾乎仍處於關閉狀態，導致數百艘船隻滯留，並擠壓了全球的石油、天然氣、關鍵化學品和

Well, last night, President Trump addressed a Republican fundraising dinner where he repeated his claims that the Iranians are negotiating.

好的，昨晚，川普總統在共和黨的募款晚宴上發表演說，他再次聲稱伊朗人正在談判。

Nobody's ever seen anything like we're doing in the Middle East with Iran.

我們在中東對伊朗的所作所為，是前所未有的。

And they are negotiating, by the way, and

而且他們正在談判，順帶一提，

they're afraid to say it because they figure they'll be killed by their own people.

他們不敢說出來，因為他們覺得自己會被自己人殺掉。

They're also afraid they'll be killed by us.

Let's hear now from Amina Bakker, head of Middle East Energy and OPEC+ research at Capler, a market intelligence firm.

接下來我們聽聽 Capler 市場情報公司的中東能源與 OPEC+ 研究主管 Amina Bakker 的說法。

Amina, uh, let's start with this strait squeeze.

Amina，嗯，我們先從這個海峽的緊縮開始談。

People really wondering about the price of oil now and if this squeeze continues for a few weeks.

大家現在真的很關心油價，以及這個緊縮如果持續幾週會怎樣。

Well, I think the squeeze is going to continue as long as the war is, uh, is active, and

嗯，我認為只要戰爭還在進行，這個緊縮就會持續下去，而且

there are still no signs that we are going to, uh, get a ceasefire.

我們還沒有看到任何跡象顯示我們會達成停火。

In fact, negotiations, as you rightfully said, um, they're not leading, uh, anywhere.

事實上，正如你所說的，嗯，這些談判並沒有取得任何進展。

It doesn't seem like Iran is, uh, ready to negotiate.

看起來伊朗並沒有準備好談判。

And with Hormuz still, um, we have limited flows through there, we do expect oil prices to, um, slide upwards from, uh, here.

而且由於荷姆茲海峽目前通行受限，我們預期油價將會從這裡開始上漲。

Yeah, and I guess people worried about that price sliding perhaps exponentially at some point.

是的，我猜大家擔心的是價格可能會在某個時候呈指數級上漲。

There's also global supply chains impacted.

And if we pick one thing, helium, a lot of which comes from Qatar, it's not just for those balloons that we blow up.

如果我們挑一樣東西來說，像是氦氣，其中很多來自卡達，它不只用於我們吹的氣球。

它也用於製造晶片，晶片製造。

It's for medical imagery, space technologies.

這些都受到嚴重衝擊，不是嗎？

Qatar produces 30% of the helium worldwide.

卡達生產全球百分之三十的氦氣。

And, uh, uh, yeah, helium has, uh, many industrial uses and for MRI machines, for example, in in the healthcare sector.

而且，嗯，嗯，對，氦氣有很多工業用途，還有用於醫療影像，像是醫療保健領域的核磁共振造影機。

But across supply chains, we are going to see an impact worldwide.

但在供應鏈的各個環節，我們都會看到全球性的影響。

And the most vulnerable countries here are developing nations.

而這裡最脆弱的國家是開發中國家。

And we've already seen a lot of countries, uh, in Asia, but

我們已經看到很多國家，嗯，在亞洲，但

also in Africa, uh, start to, uh, cut down in terms of, um, their their working days.

也在非洲，嗯，開始，嗯，減少，呃，他們的工作天數。

Uh, they are, uh, cutting, uh, street lights.

呃，他們正在，呃，削減，呃，路燈。

So, uh, this really impacts the whole world.

所以，呃，這真的會影響到全世界。

every moment we're hearing new news, Malaysia's prime minister now saying that, um, Iran is letting its oil tankers through.

我們每時每刻都在聽到新的消息，馬來西亞總理現在說，嗯，伊朗讓他們的油輪通過了。

I want to show, um, viewers a picture of Khag Island now.

我想給觀眾們看一張哈格島的照片。

Uh, it's eight it's an eight-square-mile, um, uh, island there in a crucial part just before the Strait of Hormuz.

它是一個八平方英里、嗯，嗯，在那裡一個關鍵部位的島嶼，就在荷姆茲海峽之前。

它其實是伊朗的石油出口中心。

Most of its oil is loaded onto tankers there.

它的大部分石油都在那裡裝載到油輪上。

Um, Amina, what if that is fought over by US Marines?

嗯，阿米娜，如果美國海軍陸戰隊在那裡爭奪的話呢？

Well, this is the kind of rumored, uh, target at the moment.

嗯，這就是目前傳聞中的一個目標。

And, uh, we've seen from the Iranian side, they said, "We are aware that the enemy might be targeting our islands." So Khag Island, I mean, 90% of their loadings of, uh, of crude oil, uh, happens through Khag Island.

嗯，我們從伊朗那邊聽說，他們說：「我們知道敵人可能會攻擊我們的島嶼。」所以哈格島，我的意思是，他們90%的原油裝載，都是透過哈格島進行的。

It is a strategic, uh, island, uh, in in that sense.

從這個角度來看，它是一個戰略性的島嶼。

at the same time, there are other, uh, outlets for Iran to, uh, um, export its oil.

同時，伊朗還有其他管道可以出口石油。

For example, there's, um, the JASK, uh, terminal, and

they do have also oil on water, which the US removed sanctions off.

他們也有儲存在海上的石油，美國已經解除了對這些石油的制裁。

So outside of the Persian Gulf, they have around a hundred and, uh, 54 million barrels that they could still, uh, export.

所以在波斯灣以外，他們還有大約一億五千四百萬桶的石油，仍然可以出口。

But Khag is, uh, a strategic, uh, target, uh, at this point, and it would hurt Iranian exports.

但哈格島在這個時候，是一個戰略性的目標，而且會損害伊朗的出口。

And, I mean, if we went further and that island was occupied, what would that mean for this conflict and and the associated costs and trade repercussions?

我的意思是，如果我們再進一步，那個島嶼被佔領了，這對這場衝突以及相關的成本和貿易影響會是什麼意思？

嗯，這是一個重大的、重大的升級。

And, uh, already, I mean, there there have been threats from the Iranians saying if Khag is, uh, is attacked or, uh, I mean, in the case where you're saying taken over, uh, there will be a retaliation against Gulf states.

而且，呃，其實，我的意思是，伊朗已經發出威脅說，如果哈格島，呃，遭到攻擊，或者，呃，我的意思是，就像你說的被佔領，呃，他們將會報復波斯灣國家。

And till this day, I can tell you, being here in Dubai, the attacks continue on Gulf states and not just on energy infrastructure, on civilian, uh, targets, on cities.

而且直到今天，我可以告訴你，我在杜拜這裡，對波斯灣國家的攻擊仍在繼續，而且不只是針對能源基礎設施，也針對平民，呃，目標，針對城市。

Um, so I this would represent a a major escalation in the conflict.

嗯，所以這將代表這場衝突的重大升級。

Amina Bakker, head of Middle East Energy and OPEC+ research at Capler, thank you for joining us.

Capler 中東能源與 OPEC+ 研究主管 Amina Bakker，謝謝你的參與。