-- 周一盘后交易中，欧洲天然气期货价格涨幅收窄，此前伊朗再次关闭霍尔木兹海峡，引发了人们对全球液化天然气供应的担忧。 荷兰TTF基准天然气期货近月合约上涨2.775%，至每兆瓦时39.845欧元（46.95美元）；英国NBP天然气期货上涨2.286%，至每热量单位99.33便士（1.34美元）。 据Trading Economics的数据显示，早盘欧洲天然气价格一度飙升超过6%，一度突破每兆瓦时40欧元，亚洲交易时段盘中涨幅高达11%。 此次波动源于周末中东地区紧张局势再度升级，包括伊朗短暂重新开放霍尔木兹海峡后又再次关闭。此前，美国宣布将继续对伊朗实施封锁，并确认扣押了一艘伊朗货船。 尽管美国总统特朗普警告称可能再次发动空袭，伊朗仍表示不会参加第二轮和平谈判。 据报道，近日多艘装载卡塔尔货物的液化天然气运输船驶近霍尔木兹海峡，但要么被劝返，要么被迫在近海等待。自2月底冲突升级以来，据报道该地区没有液化天然气出口，这实际上切断了全球液化天然气市场约20%的供应。 尽管地缘政治局势动荡，欧洲液化天然气价格涨幅仍受到一定限制。《华尔街日报》报道称，欧洲在重建库存的同时，仍在与亚洲争夺液化天然气货物，但相对疲软的亚洲需求有助于缓解欧洲供应的部分压力。 冬季来临前，库存重建工作仍在进行中。欧洲天然气基础设施协会的数据显示，欧盟天然气库存水平在周末升至总容量的30.20%，仍低于去年同期的36.5%。 大气气象学G2的模型显示，欧洲本周晚些时候可能会出现短暂的寒流，但分析师预计不会出现持续的寒冷天气。该机构表示，关键的大气驱动因素可能会减弱，然后在5月初恢复，从而降低持续寒冷天气的风险。然而，5月下旬天气模式的紊乱仍可能引发短暂的异常情况，影响区域需求。
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