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歐洲、中東和非洲天然氣市場最新動態:儘管美伊和平進程未取得進展,期貨價格仍下跌

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-- 週二,歐洲天然氣期貨價格下跌,美伊僵局持續兩個月,雙方仍未有進展。 荷蘭TTF天然氣近月合約下跌0.58%,至每兆瓦時44.38歐元(51.91美元);英國NBP基準天然氣期貨下跌0.23%,至每熱量單位109.54便士(1.48美元)。 據報道,德黑蘭週一公佈了最新方案,其中包括重新開放霍爾木茲海峽,以換取華盛頓解除對伊朗的封鎖。 根據Axios報道,伊朗還要求將有關其核計劃的討論推遲到以後進行。該報道引述了一位美國官員和另外兩名消息人士的話。 根據《紐約時報》報道,美國總統唐納德·川普對這項最新提議持懷疑態度,因為該提議完全迴避了關鍵的核問題。該報道引用了多位了解相關討論情況的人士的話。 霍爾木茲海峽監測機構的數據顯示,這條至關重要的海峽已連續第九週處於事實上的關閉狀態,過去24小時內僅有7艘船隻通過。 澳新銀行高級大宗商品策略師丹尼爾海恩斯表示,買家正越來越多地轉向現貨市場以彌補供應短缺。 海恩斯也指出,與去年同期相比,今年4月迄今抵達歐洲的液化天然氣運輸船數量減少。他引用船舶追蹤數據顯示,液化天然氣運輸量可能年減3%。歐洲正尋求在下一個冬季到來之前補充天然氣儲備。 根據歐洲天然氣基礎設施協會(Gas Infrastructure Europe)的數據顯示,今年歐洲大陸的天然氣儲備量較去年同期下降,僅為總產能的31.75%,去年同期為38.42%。 歐盟極端天氣預報中心(Severe-Weather EU)指出,受罕見的北極冷空氣入侵影響,4月下旬東歐和東南歐氣溫將下降。預計這將增加對取暖天然氣的需求,即使在天然氣提取季結束後也是如此。

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