-- 周三,欧洲天然气期货价格上涨,此前有报道称美国总统特朗普暗示将延长对伊朗的封锁。 荷兰TTF近月合约上涨2.31%,至每兆瓦时44.60欧元(52.19美元);英国NBP合约上涨2.44%,至每热量单位109.99便士(1.48美元)。 据《华尔街日报》援引知情美国官员的消息报道,特朗普不仅没有结束该地区的敌对行动,反而要求助手准备延长对伊朗港口的封锁,以加大对德黑兰的经济压力。 周二,特朗普在Truth Social网站上发帖称,伊朗已告知美国,伊朗正处于“崩溃状态”,并渴望重新开放霍尔木兹海峡。然而,伊朗方面尚未对此予以证实。 与此同时,具有重要战略意义的霍尔木兹海峡已连续第九周处于事实上的关闭状态。该海峡占全球液化天然气(LNG)运输量的五分之一。据霍尔木兹海峡监测机构(Hormuz Strait Monitor)的数据显示,过去24小时内仅有五艘船只通过。 彭博社援引船舶追踪数据报道称,周二,一艘LNG运输船自冲突爆发以来近两个月来首次成功通过该海峡。 然而,澳新银行(ANZ)高级大宗商品策略师丹尼尔·海恩斯(Daniel Hynes)表示,欧洲在“下一个冬季到来之前补充枯竭的天然气储备”方面仍然面临挑战。 他指出,过去五年,区域天然气储备通常在供暖季开始时达到80%至100%的满负荷状态。但据欧洲天然气基础设施协会(Gas Infrastructure Europe)的数据,此次库存仅为总容量的31.97%,随着成本攀升和供应限制持续存在,该地区面临着严峻的补充挑战。
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