伊朗核计划协议
概述：周日，伊朗与六大国达成限制伊朗核计划协议。此协议将对原油市场以及汽车工业产生怎样的影响，引起投资者的关注。Hints:
Miswin Mahesh
Mike Ingram
Nick Lewis
Renault
Peugeot
Nigeria
校对：金多虾01
翻译&注解：初雲漪薇
组长：liuczhi
答疑：尐蜜儿
点评：shierlyqing
口语节目地址：http://bulo.hujiang.com/menu/11921/item/851024/
http://t1.g.hjfile.cn/listen/201311/201311291002391886681.mp3Oil futures dropped, the dollar traded higher and European airline stocks soared as the agreement between Iran and six world powers raised expectations for a thaw in tensions between Iran and the West.
Although Iran's output of crude oil is not expected to change soon, energy analyst Miswin Mahesh says the interim deal eases global fears about the slowdown in oil production.
"It does help the oil market because otherwise, going into next year, we still have massive outages, right? Libya is off the market by 1.4 million barrels per day, Iraq's also off the market by 300,000 barrels per day and on top of that, Iran's also reducing."
As it stands, the agreement limits Iran's oil exports to one million barrels per day, but market analyst Mike Ingram says the hope is that the easing of sanctions will eventually make it easier for Iran to sell its oil on world markets.
"Lower oil prices are good for global equity and at the economic level they're good for just about every single country outside of the Middle East and Nigeria."
Key stock indexes in the U.S. and Europe advanced and markets in Asia were mostly higher after news of the agreement. But Nick Lewis at London Capital Group says other winners include French carmakers that stayed behind in Iran even after economic sanctions were put in place.
"Renault and Peugeot, Peugeot in particular, who had a presence in Iran prior to the restrictions that were put on 2011."
Analysts say the easing of sanctions could help restart Iran's automotive sector, allow petrochemical exports to expand and renew the country's access to billions of dollars in trade.石油期货下跌，美元走高，欧航股指飞升---只因伊朗与六国之间达成的协议令其与西方国家之间长期紧张关系有望解冻。
尽管伊朗的原油输出近期不会有太大变化，但能源分析师Miswin Mahesh称这份过渡协议缓解了全球范围内对石油产量下降的恐惧。
“它确实有利于石油市场，因为不然的话，到明年我们还是会有大面积的石油中断问题，不是么？要知道，现在利比亚每天输出石油量减少140万桶，伊拉克每天减少30万桶，同时，伊朗也在减少。”
虽然目前这份协议仍限制伊朗的石油出口为每天最多100万桶，但市场分析师Mike Ingram认为减轻制裁有希望最终使伊朗在国际市场上更容易出售其石油。
“低油价对全球资产是利好的，另外，从经济学角度来看，这对除中东和尼日利亚以外的每个国家都有好处。”
协议达成后，美国和欧洲的重要股指都有所上升，而亚洲股市上升势头尤为高涨。但伦敦资产组织的Nick Lewis表示其他的赢家还包括那些在伊朗遭到制裁后仍留在那的法国汽车制造商。
“雷诺和标致，尤其是标致，它在2011年伊朗被制裁前就在那开展业务了。”
分析人士称制裁的缓解有助于重启伊朗汽车产业，扩大其石化产品的输出，重新使伊朗走上一条贸易额达几十亿美元的发财路。
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