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歐洲、中東和非洲天然氣市場最新動態:川普對伊朗和平協議表示樂觀後,天然氣期貨價格下跌

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-- 週五,歐洲天然氣期貨價格下跌,此前美國總統川普對與伊朗達成和平協議表示強烈樂觀。 荷蘭TTF近月合約下跌1.23%,至每兆瓦時41.90歐元(49.37美元);英國NBP期貨下跌1.03%,至每熱量單位105.20便士(1.42美元)。 週四,川普表示,伊朗願意將其「核塵埃」移交給美國。他指的是伊朗的濃縮鈾,這些濃縮鈾在去年美國空襲後被埋在地下。 川普在白宮南草坪對媒體表示,伊朗已同意放棄核武器,雙方「非常接近」達成協議。 媒體報道稱,伊朗尚未對此承諾發表評論,這讓人心存疑慮。此前,伊朗曾否認川普所說的其他已達成的承諾。 同時,美國對伊朗的海上封鎖仍在全面生效,美國中央司令部發布的影片顯示,一架海軍直升機正在引導一艘商船駛離。 霍爾木茲海峽通常承擔全球20%的液化天然氣運輸量,但據霍爾木茲海峽監測機構稱,該海峽已連續第七週處於關閉狀態,過去24小時內僅有8艘船隻通過。 國際能源總署署長法提赫·比羅爾警告稱,即使海峽很快就重新開放,中東地區的能源產量也至少需要兩年才能恢復正常。 比羅爾週五在接受《新蘇黎世報》採訪時表示,不同國家的恢復時間會有所不同,“例如,伊拉克需要的時間將比沙烏地阿拉伯長得多。” 這對歐洲天然氣市場而言是一個艱難的時期。根據歐洲天然氣基礎設施協會(Gas Infrastructure Europe)的數據顯示,目前歐洲天然氣庫存僅佔總產能的29.56%,去年同期為35.97%。

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