-- 週二盤後交易中,歐洲天然氣期貨價格下跌超過8%,此前有消息稱,美國總統川普表示美伊和平談判可能在幾天內重啟。 荷蘭TTF近月合約下跌8.075%,至每兆瓦時42.665歐元(50.32美元);英國NBP期貨下跌8.28%,至每熱量單位107.12便士(1.45美元)。 川普總統告訴《紐約郵報》,“未來兩天可能會發生一些事情”,暗示美伊和平談判可能在巴基斯坦伊斯蘭堡舉行新一輪會談。 此外,黎巴嫩和以色列代表週二在華盛頓與美國國務卿馬可·盧比奧舉行了會談。 同時,根據BBC報道,霍爾木茲海峽的報道顯示,儘管宣布封鎖,但海上活動仍在繼續。據稱,多艘與伊朗有關的船隻穿越了這條關鍵航道,其中包括與伊朗港口相關的船隻。 價格下跌以及海峽兩岸的交通活動對於那些希望在冬季來臨前補充歐洲天然氣庫存的人來說無疑是個好消息。歐洲天然氣基礎設施協會(Gas Infrastructure Europe)週二報告稱,歐盟目前的天然氣庫存水準為總容量的29.54%,而去年同期為35.62%。 預計歐洲大部分地區氣候溫和,暖氣需求下降,將有利於更多天然氣進入庫存。 此外,Trading Economics表示,隨著亞洲買家興趣的減弱,液化天然氣(LNG)貨物的競爭有所緩解。由於季節性需求疲軟以及美以伊危機期間的高價導致部分需求下降,亞洲LNG進口量已降至近六年來的最低水準。
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