-- 周四盘后交易中，欧洲天然气期货扭转了早盘的跌势，此前美国库存数据显示全球市场供应意外紧张。与此同时，交易员们正等待美伊冲突可能缓和并最终重新开放霍尔木兹海峡的迹象。 荷兰TTF天然气期货上涨0.907%，至每兆瓦时44.30欧元（52.10美元）；英国NBP天然气期货上涨1.339%，至每热量单位109.00英镑（1.48美元）。 市场情绪受到美国天然气周增幅低于预期消息的提振。美国能源信息署周四表示，国内天然气库存增加了630亿立方英尺，低于市场预期的近800亿立方英尺。 在库存数据公布之前，有报道称华盛顿和德黑兰正朝着达成结束敌对行动的潜在协议迈进，这令欧洲市场情绪有所缓和。据报道，伊朗将在几天内对一份据称只有一页的美国备忘录提案作出回应。美国总统特朗普短暂中止旨在保障霍尔木兹海峡船只安全通行的倡议后，最新的外交努力随之展开。 尽管波斯湾液化天然气（LNG）货物大多销往亚洲买家，但此次中断加剧了全球天然气供需平衡的紧张，并引发了欧洲的担忧。欧洲各国正努力在冬季供暖季到来之前重建天然气库存。 然而，在霍尔木兹海峡中断导致天然气价格飙升之后，欧洲3月和4月的LNG进口量同比下降。英国的下滑尤为严重，据Timera Energy周四援引Vortexa的数据，英国同期LNG进口量同比下降了20%。 据欧洲天然气基础设施协会（Gas Infrastructure Europe）的数据，截至周三，欧洲天然气储存设施的利用率为34.07%，低于一年前的41.4%。 澳新银行分析师丹尼尔·海恩斯表示：“由于担心长期供应中断，一些欧洲交易员已经开始对冲明年冬季价格飙升的风险。” 天气预报仍然是天然气市场关注的焦点。 大气预报机构G2周四在社交媒体上发文称，欧洲正进入一个气温较低且气候不稳定的时期，预计未来几周气温将低于正常水平。该机构表示，风能和水力发电量的增加可能会抵消太阳能发电量的下降，但预计天气状况仍将不稳定。 在另一篇帖子中，大气预报机构G2警告称，欧洲夏季热浪和干旱的风险正在增加，理由是大西洋海面较为平静，且强烈的厄尔尼诺现象预计将持续到冬季。
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