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欧洲、中东和非洲天然气市场最新动态:期货价格下跌;美伊僵局持续,霍尔木兹海峡管道关闭时间延长

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-- 由于中东冲突僵局持续,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,欧洲天然气期货周五小幅下跌。 荷兰TTF近月合约下跌0.25%,至每兆瓦时45.86欧元(53.90美元);英国NBP合约下跌0.10%,至每热量单位112.77便士(1.54美元)。据Trading Economics的数据显示,荷兰TTF和英国天然气本周分别上涨了3.06%和2.37%。 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”。 据Axios援引知情人士报道,美国中央司令部正准备对伊朗发动“短而有力”的打击,旨在打破目前的僵局。 据Trading Economics报道,美国总统特朗普曾表示,在伊朗同意核协议之前,不可能与伊朗达成任何协议,而德黑兰则誓言保护其核计划,导致双方长期僵持不下。 欧洲的局势十分严峻,因为该地区正开始补充天然气库存,目前库存水平仅为产能的32.49%,而去年同期为39.22%(数据来自欧洲天然气基础设施协会)。 澳新银行高级大宗商品策略师丹尼尔·海恩斯表示,该地区唯一的“安慰”是,这些供应中断发生在“淡季”,此时取暖天然气需求大幅下降。 海恩斯还指出,与去年同期相比,中国的液化天然气进口量下降了 30%,这进一步帮助控制了价格,尽管经历了长达两个月的供应中断。

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