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歐洲、中東和非洲地區天然氣市場最新動態:受強勁的再生能源發電和溫和天氣影響,天然氣期貨價格下滑

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-- 週三,歐洲天然氣期貨開低,美伊衝突未有重大進展。再生能源發電量相對強勁,取代了部分燃氣發電,加上天氣溫和,空調使用量減少,也是影響天然氣價格走勢的因素之一。 荷蘭TTF天然氣期貨下跌2.2%,至每兆瓦時45.88歐元(53.83美元);英國NBP天然氣期貨下跌2.9%,至每兆瓦時111.7便士(1.52美元)。 澳新銀行高級大宗商品分析師丹尼爾海恩斯在每日更新報告中表示,歐洲氣溫偏低和再生能源發電強勁是其基準天然氣期貨價格目前未能上漲的原因之一。 美國總統川普週二在社群媒體上發文稱,應調解方巴基斯坦和「其他國家」的要求,他將暫停「自由計畫」(即護送船隻通過霍爾木茲海峽),而美國將繼續封鎖伊朗港口的出入通道。 川普表示,“自由計劃”將“暫時中止,以觀察能否最終敲定並簽署協議”,他指的是他正在尋求與伊朗達成的協議,其中伊朗放棄核濃縮計劃是他的主要要求。 週二,川普在對記者講話時表示,儘管能源價格上漲,但漲幅並不驚人,他認為為了阻止伊朗發展核武器,這點價格上漲「微不足道」。 他也表示,同時,伊朗經濟正處於崩潰邊緣,通貨膨脹飆升,軍隊拖欠工資,貨幣貶值。川普重申,伊朗談判代表“仍在幕後與美國積極接觸”,卻對外宣稱沒有進行任何此類接觸。 分析師對這類消息已經有些麻木了,因為在最緊迫的問題上——重新開放霍爾木茲海峽(衝突前全球 20% 的石油和液化天然氣供應都要經過這裡)——並沒有取得任何重大進展。

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