-- 週三盤後交易中，歐洲天然氣期貨價格收窄了早盤的跌幅。此前，伊朗表示正在重新評估美國提出的旨在結束衝突的方案，這表明伊朗並未立即接受華盛頓提出的條件。 荷蘭TTF天然氣期貨下跌6.012%，至每桶44.105歐元（51.83美元）；英國NBP天然氣期貨下跌5.825%，至每桶108.32便士（1.47美元）。 早盤，受外交進展消息的初步影響，天然氣價格一度下跌近9%。但隨後，美國總統川普威脅稱，如果德黑蘭拒絕協議，美國將採取更嚴厲的軍事行動，導致價格部分回升。 根據新聞媒體報道，白宮方面認為框架協議即將達成，並正在等待伊朗在周五之前的回應。週二晚些時候，川普表示，美國將暫停先前宣布的護送商船通過霍爾木茲海峽的行動，理由是談判取得了「巨大進展」。然而，他隨後警告說，如果伊朗拒絕該提議，“轟炸就會開始”，而且強度將比以往更高。 中東衝突和霍爾木茲海峽的關閉導致歐洲天然氣供應緊張且昂貴。 「儘管大部分中東天然氣流向亞洲，但這次中斷已導致全球供應緊張，並引發了歐洲的擔憂，歐洲需要在冬季到來之前重建庫存，」Trading Economics表示。 根據歐洲天然氣基礎設施協會（Gas Infrastructure Europe）的數據，歐盟天然氣庫存水準週三為總容量的34.07%，遠低於一年前的41.4%。 此外，挪威國家石油公司（Equinor）週三公佈了三年來最強勁的季度收益，這得益於產量增加和衝突引發的價格上漲。該公司表示，海灣地區的緊張局勢也增加了亞洲對歐洲液化天然氣（LNG）的需求。 Equinor在北極圈內的哈默費斯特經營LNG工廠，通常為歐洲客戶提供服務。 據報道，Equinor首席執行官安德斯·奧佩達爾在一次財報電話會議上表示：“但我們發現，亞洲客戶有這樣的需求，他們以前每年聯繫我們一次以維護客戶關係。現在他們每週都會打兩次電話。”
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Sector Update: Consumer
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