-- 由于中东冲突陷入僵局,双方均不愿让步,导致霍尔木兹海峡实际上已关闭两个多月,欧洲天然气期货价格周五上涨。 荷兰TTF近月合约上涨0.14%,至每兆瓦时46.05欧元(54.03美元);英国NBP合约上涨0.16%,至每热量单位113.06便士(1.52美元)。 与此同时,美伊僵局仍在持续。据半岛电视台报道,白宫发言人安娜·凯利本周早些时候表示,与德黑兰的谈判仍在进行中,但华盛顿“不会仓促达成糟糕的协议”。 另据Axios援引知情人士消息称,美国中央司令部正准备对伊朗发动“短期而强力”的打击,旨在打破目前的僵局。 据Trading Economics报道,尽管美国总统特朗普表示,在伊朗同意核协议之前,不可能与伊朗达成任何协议,但德黑兰誓言要保护其核计划,导致双方陷入长期僵局。 欧洲的局势十分严峻,因为该地区正开始从枯竭的库存水平中补充天然气。根据欧洲天然气基础设施协会(Gas Infrastructure Europe)的数据,目前欧洲天然气库存仅为产能的32.49%,而去年同期为39.22%。 澳新银行(ANZ)高级大宗商品策略师丹尼尔·海恩斯(Daniel Hynes)表示,该地区唯一的“救命稻草”是,这些供应中断发生在“淡季”,此时取暖天然气需求骤降。 海恩斯还指出,中国的液化天然气进口量比去年同期下降了30%,这进一步帮助抑制了价格上涨,使其在长达两个月的供应中断期间保持相对稳定。
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