FINWIRES · TerminalLIVE
FINWIRES

欧洲、中东和非洲地区天然气市场最新动态:受美伊军事冲突持续不确定性影响,期货价格涨跌互现

-- 周三,受中东地缘政治不确定性持续影响,欧洲天然气期货价格涨跌互现。美国总统特朗普延长了对伊朗的停火协议,同时继续维持对伊朗的海上封锁。 荷兰TTF近月天然气期货价格上涨0.39%,至每兆瓦时42.09欧元(49.49美元);英国NBP天然气期货价格下跌0.05%,至每热量单位105.07便士(1.42美元)。 特朗普周二在Truth Social网站上发帖称,他将延长即将到期的为期两周的停火协议,直至伊朗“提交提案并结束讨论”,同时指示美军继续封锁伊朗。 据《印度斯坦时报》援引一位知情官员的话报道,白宫表示,美国副总统万斯将不会出席原定于周二举行的第二轮巴基斯坦和谈。 与此同时,据塔斯尼姆通讯社报道,伊朗表示并未要求停火。伊朗常驻联合国代表赛义德·伊拉瓦尼则表示,如果美国解除对伊朗的封锁,德黑兰愿意进行谈判。 “我们已经收到一些迹象,表明美国准备解除(海上封锁)。一旦他们这样做,我认为下一轮谈判将在伊斯兰堡举行。”他说。 霍尔木兹海峡已连续第八周处于事实上的关闭状态,但据霍尔木兹海峡监测机构称,过去24小时内有16艘船只通过该海峡,通行量有所增加。 据欧洲天然气基础设施协会 (Gas Infrastructure Europe) 的数据显示,此时欧洲天然气库存仍然处于低位,仅为产能的 30.61%,而去年同期为 37.04%。

Related Articles

Research

Research Alert: CFRA Keeps Buy Opinion On Share Of Rexford Industrial Realty Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $4 to $41, applying a forward P/FFO multiple of 17.1x on our 2026 FFO estimate, a discount to its 19.2x three-year forward average. We leave our 2026 FFO/share estimate unchanged at $2.40 but lower 2027's by $0.07 to $2.47. Negative re-leasing spreads remain our base case for 2026, but we believe infill properties in Southern California have structural barriers preventing new supply from coming online. Leasing rose 70% Y/Y in Q1 and we expect re-leasing spreads at 6%-9% in 2027, supported by a lack of new supply and higher occupancy rates. REXR's current capital recycling strategy, aimed at selling sub-4% cap rate properties and either repurchasing shares or redeveloping properties, should lift total portfolio returns higher next year. We note demand in Southern California remains strongest for spaces under 50K sq ft, which are REXR's core focus, and believe increased advanced manufacturer demand in the San Fernando Valley and South Bay markets could accelerate this year.

$REXR
Asia

Toku Launches Conversational AI For Businesses

Toku (SGX:TKU) launched Makimoto, an open-source conversational AI in Asia-Pacific, according to a Monday filing with the Singapore Exchange.Makimoto assembles, configures and runs a production-grade pipeline, providing, with the core purpose to keep customer data processed within a single country, keeping in view local data laws.The AI will allow businesses to build and control in-house transcription and conversational AI pipelines.

$SGX:TKU
International

Taiwan Consumer Confidence Improves Slightly in April

Taiwan's consumer confidence index (CCI) edged up to 62.47 in April, rising 0.17 points from March, the Central Taiwan Economic Development Research Center at National Central University reported on Friday.The uptick was driven by improvements in four sub-indicators, with sentiment on employment opportunities posting the largest monthly gain.Confidence in the domestic economic outlook and household finances also increased, while stock investment sentiment saw a modest rise. However, views on purchasing durable goods recorded the sharpest decline, alongside a slight drop in price-level expectations.All six core sub-indicators remained below 100, indicating overall pessimism among consumers, the report said.

$^TWII