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据外媒,石油通常在协议达成后三周左右运出,这意味着俄乌战争初期遭禁购的俄罗斯石油从上周才开始真正中断供应。航运情报公司Kpler数据显示,上周俄罗斯海上石油出口降至近8个月来最低水平,此前两周出口仍维持强劲。欧洲受到强烈的影响,柴油价格已经飙升。瑞银大宗商品分析师Giovanni Staunovo表示,大宗商品往往是根据现在定价,而不是未来,随着俄罗斯原油及油制品出现实际中断,且未来进一步中断,油价的反应将更剧烈;预计每天约有200万桶俄罗斯石油(约占俄罗斯石油产量的四分之一)供应中断。

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