-- 周四,受美国总统特朗普在霍尔木兹海峡最新升级行动的影响,欧洲天然气期货价格上涨超过2%。 荷兰TTF近月合约上涨2.19%,至每兆瓦时44.50欧元(52.03美元);英国NBP期货上涨2.29%,至每热量单位110.92便士(1.49美元)。 特朗普周四在Truth Social网站上发帖称,他已下令美国海军“击沉任何在具有重要战略意义的霍尔木兹海峡布雷的船只”。 特朗普指出,伊朗海军的所有舰艇均已被击沉,美国海军的扫雷舰艇也已开始清理海峡。 然而,据《华盛顿邮报》报道,根据美国五角大楼提交给国会的报告,五角大楼自身评估预计,至少需要六个月的时间才能彻底清除海峡中的水雷。 与此同时,霍尔木兹海峡的交通再次陷入停滞,据霍尔木兹海峡监测机构称,过去24小时内仅有五艘船只通过。 此前,伊朗军队于周三扣押了两艘途经该海峡的船只,理由是违反规定并操纵导航系统。 这些事态发展正值欧洲进入天然气回注季之际,而欧洲的天然气库存却大幅下降,仅为产能的30.70%,而去年同期为37.32%。 与此同时,挪威作为欧洲的主要天然气供应来源,其3月份的日产量为123.4亿立方英尺,较2月份下降1.6%,同比下降0.8%,也比预期低0.5%。挪威近海管理局的数据显示,这进一步加剧了供应紧张的局面。
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