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欧洲、中东和非洲地区天然气市场最新消息:美军登上另一艘油轮后,天然气期货价格飙升逾4%。

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-- 周二,欧洲天然气期货价格上涨,扭转了早盘的跌势。此前,美国军方在印度洋登船检查了另一艘与伊朗政权有关联的油轮。 荷兰TTF天然气期货近月合约上涨4.10%,至每兆瓦时41.94欧元(49.35美元);英国NBP天然气期货上涨3.83%,至每热量单位105.19便士(1.40美元)。 周二,美国国防部在其官方网站X上发布消息称,已对一艘受制裁的油轮“蒂法尼号”(M/T Tifani)进行了“访问权、海上拦截和登船检查”。国防部表示,此举是美国政府海上执法行动的一部分,旨在打击支持伊朗政权的“非法网络”。 此前,特朗普在周一接受彭博社电话采访时表示,停火期限“极不可能”延长。 就在美伊两国于周二在巴基斯坦伊斯兰堡举行第二轮谈判之后,又传出了这一消息。据多家媒体报道,美国副总统万斯率领美国代表团出席了谈判,而伊朗最高领袖哈梅内伊已授权伊朗谈判代表参加。 霍尔木兹海峡已连续第八周处于事实上的关闭状态,但交通流量有所回升。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。 尽管如此,这一数字仍远低于通常每天138艘船只通过该海峡的平均水平。英国联合海事信息中心继续将该地区的威胁级别维持在“危急”级别。 专注于大宗商品的地缘政治战略家西里尔·维德斯霍芬表示,霍尔木兹海峡的外交“正沦为一场作秀”。他指出,伊朗的权力不再由国家掌控,而是由伊斯兰革命卫队控制,后者如今扮演着平行政权的角色。 他表示:“任何忽视这种分裂局面的协议都可能立即失去意义。”他还补充说,航运公司、能源市场和保险公司已经感受到了这一点。 这对欧洲市场而言正值关键时刻。据欧洲天然气基础设施协会(Gas Infrastructure Europe)的数据显示,该地区的天然气库存已降至多年来的最低水平,仅为30.40%,而去年同期为36.74%。 与此同时,位于德克萨斯州的黄金通道液化天然气出口设施宣布,首艘油轮已抵达,装载其首批超低温天然气。这为一直受供应紧张困扰的市场带来了一丝喘息之机。

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