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欧洲、中东和非洲天然气市场最新动态:自由项目开局不利,期货价格涨跌互现

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-- 周二,欧洲天然气期货价格涨跌互现,此前有报道称,在美国总统唐纳德·特朗普“自由计划”启动首日,霍尔木兹海峡发生导弹袭击事件。 由于五月初的银行假日,市场周一休市,荷兰TTF近月合约下跌0.86%,至每兆瓦时47.73欧元(55.81美元);英国NBP期货上涨4.52%,至每兆瓦时116.99便士(1.59美元)。 周一,伊朗袭击了一艘隶属于阿联酋阿布扎比国家石油公司(ADNOC)的国有航运公司,当时该船正途经霍尔木兹海峡,这标志着冲突危险升级。 与此同时,美国中央司令部司令布拉德·库珀海军上将周一表示,他们已与“数十艘船舶和航运公司”联系,以鼓励船只通过这条具有重要战略意义的水道。 “我们对这项防御任务的支持对于地区安全和全球经济至关重要,同时我们也将继续维持海上封锁,”他说道。 伊朗外交部长赛义德·阿巴斯·阿拉格奇在X网站上发帖指出,“政治危机没有军事解决方案”,并将特朗普的“自由计划”称为“僵局计划”。 据霍尔木兹海峡监测机构称,过去24小时内,海峡交通量有所增加,共有12艘船只通过。然而,这一数字仍远低于通常的日均138艘。 澳新银行高级大宗商品策略师丹尼尔·海恩斯表示,全球液化天然气出口量已降至近两年来的最低水平,同时指出,卡塔尔的出口量下降已被美国和加拿大出口量的增长部分抵消。 这对欧洲市场来说是一个关键时刻,因为该地区正开始从枯竭的水平补充天然气库存,根据欧洲天然气基础设施协会的数据,目前的库存水平仅为产能的 33.79%,而一年前同期为 40.73%。

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