-- 周三盘后交易中，欧洲天然气期货价格收窄了早盘的跌幅。此前，伊朗表示正在重新评估美国提出的旨在结束冲突的方案，这表明伊朗并未立即接受华盛顿提出的条件。 荷兰TTF天然气期货下跌6.012%，至每桶44.105欧元（51.83美元）；英国NBP天然气期货下跌5.825%，至每桶108.32便士（1.47美元）。 早盘，受外交进展消息的初步影响，天然气价格一度下跌近9%。但随后，美国总统特朗普威胁称，如果德黑兰拒绝该协议，美国将采取更严厉的军事行动，导致价格部分回升。 据新闻媒体报道，白宫方面认为框架协议即将达成，并正在等待伊朗在周五之前的回应。周二晚些时候，特朗普表示，美国将暂停此前宣布的护送商船通过霍尔木兹海峡的行动，理由是谈判取得了“巨大进展”。然而，他随后警告说，如果伊朗拒绝该提议，“轰炸就会开始”，而且强度将比以往更高。 中东冲突和霍尔木兹海峡的关闭导致欧洲天然气供应紧张且价格昂贵。“尽管大部分中东天然气流向亚洲，但此次中断已导致全球供应紧张，并引发了欧洲的担忧，欧洲需要在冬季到来之前重建库存，”Trading Economics表示。 据欧洲天然气基础设施协会（Gas Infrastructure Europe）的数据，欧盟天然气库存水平周三为总容量的34.07%，远低于一年前的41.4%。 此外，挪威国家石油公司（Equinor）周三公布了三年来最强劲的季度收益，这得益于产量增加和冲突引发的价格上涨。该公司表示，海湾地区的紧张局势也增加了亚洲对欧洲液化天然气（LNG）的需求。 Equinor在北极圈内的哈默费斯特运营着一座LNG工厂，通常为欧洲客户提供服务。 据报道，Equinor首席执行官安德斯·奥佩达尔在一次财报电话会议上表示：“但我们发现，亚洲客户有这样的需求，他们以前每年联系我们一次以维护客户关系。现在他们每周都会打两次电话。”
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Sector Update: Consumer
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