-- 週四，在美國總統川普拒絕伊朗開放霍爾木茲海峽的提議後，歐洲天然氣期貨價格上漲。 荷蘭TTF近月合約上漲0.80%，至每兆瓦時47.24歐元（55.21美元）；英國NBP合約上漲0.68%，至每熱量單位116.53便士（1.57美元）。 據報道，川普週三告訴Axios，他拒絕了伊朗本週稍早提出的開放海峽的提議，該提議涉及推遲兩國之間的核談判。川普也表示，對德黑蘭的海上封鎖將持續，直到伊朗政權同意一項能夠解決美國對其核子計畫所有關切的協議。 同時，據Axios引述知情人士消息稱，美國中央司令部正在準備對伊朗發動「短暫而有力」的打擊，旨在打破目前的僵局。 儘管該地區過去幾週曾寄望於結束敵對行動，但這場衝突仍標誌著局勢的重大升級。 根據霍爾木茲海峽監測機構（Hormuz Strait Monitor）的數據顯示，具有重要戰略意義的霍爾木茲海峽已連續第九週關閉，過去24小時內僅有13艘船隻通過。 殼牌公司（SHEL）執行長瓦埃勒·薩萬（Wael Sawan）週三在接受彭博社採訪時警告稱，衝突造成的石油和液化天然氣短缺可能會持續數月，甚至可能延續到明年。 澳新銀行（ANZ）高級大宗商品策略師丹尼爾·海恩斯（Daniel Hynes）指出，這對歐洲來說將是一個問題，「因為歐洲正在為下一個供暖季補充空置的儲氣庫」。 根據歐洲天然氣基礎設施協會（Gas Infrastructure Europe）的數據，歐洲已開始在庫存水準大幅下降的情況下重新註入天然氣，目前僅佔總容量的32.23%，去年同期為38.96%。
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