-- 周一,欧洲天然气期货价格上涨,即便美国总统特朗普公布了护送船只通过霍尔木兹海峡的计划,缓解了部分供应担忧。 荷兰TTF近月合约上涨1.46%,至每兆瓦时46.43欧元(54.40美元),而英国NBP合约价格持平于每热量单位112.10便士(1.52美元)。 特朗普周六在Truth Social上发帖称,美军将“尽一切努力”确保滞留在波斯湾的船只和船员安全离开霍尔木兹海峡。特朗普称此举为“自由计划”,并表示该计划将于周一上午启动。 与此同时,据塔斯尼姆通讯社报道,伊朗已收到美国对其最新提议的回应。德黑兰提出的14点和平计划呼吁两国在未来30天内结束敌对行动。然而,美国尚未正式确认是否已对该提议作出回应。 此外,澳新银行高级大宗商品策略师丹尼尔·海恩斯表示,由于目前正值“淡季”,全球天然气市场的供应担忧也相对缓和。他还指出,这段平静期让市场有了一些喘息之机,可以更好地评估持续中断的影响。 据霍尔木兹海峡监测机构的数据显示,占全球液化天然气(LNG)流量五分之一的霍尔木兹海峡已连续第十周处于实际上的关闭状态,过去24小时内仅有12艘船只通过。 与此同时,据欧洲天然气基础设施协会(Gas Infrastructure Europe)的数据显示,欧洲天然气库存仍处于低位,仅占总容量的33.42%,而去年同期为40.29%,即将进入天然气补充季。
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