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欧洲、中东和非洲天然气市场最新动态:期货价格小幅上涨,需权衡中东和平计划

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-- 周五,欧洲天然气期货收盘走高,但随后回落,市场在美伊紧张局势引发的地缘政治风险和对外交努力可能缓解供应担忧的乐观情绪之间摇摆不定。 荷兰TTF近月合约上涨0.537%,至每兆瓦时43.795欧元(51.56美元);英国NBP近月合约上涨0.187%,至每热量单位107.07便士(1.46美元)。 早盘,TTF一度触及每兆瓦时45.40欧元,随后回落。据报道,此前美国国务卿马可·卢比奥表示,华盛顿预计伊朗“今天”就会做出回应,市场预期伊朗可能会对美国的和平提议作出回应。 供应支持主要来自挪威。由于特罗尔气田(Troll field)的长期维护导致输往欧洲的天然气量减少,近期供应趋紧。但挪威国家天然气公司(Equinor)也启用了艾琳气田(Eirin field),并通过吉娜·克罗格(Gina Krog)和斯莱普纳A(Sleipner A)平台出口天然气,增加了新的供应。 据欧洲天然气基础设施协会(Gas Infrastructure Europe)的数据显示,欧盟天然气库存占总产能的34.26%,低于一年前的41.58%,库存重建速度远低于季节性正常水平。 据报道,挪威国家天然气公司(Equinor,股票代码:EQNR)首席财务官托格里姆·雷坦(Torgrim Reitan)警告称,欧洲不太可能在冬季前达到80%的库存目标,理由是价格激励疲软和供应增长有限。他在本周早些时候的分析师电话会议上表示,这将使市场更容易受到天气和运营中断的影响。 天气风险加剧了前景的严峻性。预测人员认为,今年夏季厄尔尼诺现象发生的概率为60%至70%,这将增加高温和干旱的风险,并可能扰乱液化天然气(LNG)的物流,包括通过巴拿马运河的运输。据蒙特尔新闻报道,由于仓储能力仍然较低,地缘政治风险较高,分析师警告称,冬季市场波动可能会加剧。

Price: $36.86, Change: $-0.05, Percent Change: -0.15%

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