-- 週三，歐洲天然氣期貨價格上漲，此前有報道稱，美國總統川普在社群媒體上暗示將延長對伊朗的封鎖，並警告德黑蘭「盡快醒悟」。 荷蘭TTF近月合約上漲4.01%，至每兆瓦時45.34歐元（53.05美元）；英國NBP合約上漲3.51%，至每熱量單位112.21便士（1.52美元）。 根據《華爾街日報》引述知情美國官員的消息報道，川普不僅沒有結束該地區的敵對行動，反而要求助理準備延長對伊朗港口的封鎖，以加大對德黑蘭的經濟壓力。 週三，川普在Truth Social網站上發文警告伊朗“最好盡快醒悟”，因為雙方的談判仍然陷入僵局。 據霍爾木茲海峽監測機構稱，佔全球液化天然氣（LNG）流量五分之一的霍爾木茲海峽已連續第九週處於實際上的關閉狀態，過去24小時內僅有五艘船隻通過。 據彭博社引述船舶追蹤數據報道，週二，一艘LNG運輸船自衝突爆發以來兩個多月來首次成功通過該海峽。 澳新銀行（ANZ）高級大宗商品策略師丹尼爾·海恩斯表示，歐洲地區在「下一個冬季到來之前補充枯竭的天然氣庫存」方面仍然面臨挑戰。 他表示，過去五年，該地區的天然氣庫存通常在暖氣季開始時達到80%至100%的滿倉率。 根據歐洲天然氣基礎設施協會（Gas Infrastructure Europe）的數據，此庫存僅為總容量的31.97%，隨著成本攀升和供應限制持續存在，該地區在下一個冬季到來之前將面臨嚴峻的補充挑戰。 同時，天氣預報顯示，由於罕見的北極冷空氣團入侵，未來幾天東歐和東南歐氣溫將下降。
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FOMC Holds Federal Funds Rate Steady at Range of 3.50% to 3.75%
Sectors
Update: Gold Falls to a Month Low as Rising Energy Costs Expected to Boost Inflation
(Updates prices.)Gold traded lower for a third-straight day early Wednesday, pressured by inflation worries even as the Federal Reserve's policy committee is expected to leave rates unchanged when it ends its two-day meeting this afternoon.Gold for June delivery was last seen down US$50.40 to US$4,558.00 per ounce, the lowest since March 30.With oil trading near four-year highs amid the Iran war, traders have moved away from gold as a safe haven, turning instead to the dollar and bonds to hedge against the threat rising energy prices will boost inflation and force interest rates higher."With oil-led inflation risks remaining the main driver, as rising energy prices strengthen the dollar and reinforce a higher-for-longer interest rate outlook. For now, the market's immediate focus remains on mediation efforts, with a reopening of the strait and a subsequent drop in oil prices representing the biggest short-term upside catalyst for both gold and silver," Saxo Bank noted.But higher rates are not yet on the way. The Federal Open Market Committee and the Bank of Canada will both release interest-rate decisions today and both are expected to leave rates steady.The dollar was higher, with the ICE dollar index last seen up 0.25 points to 98.89. Treasury yields also moved up, with the U.S. two-year note last seen paying 3.918%, up 6.8 basis points, while the yield on the 10-year note was up 4.7 points to 4.4%.
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Sectors
Sector Update: Energy Stocks Rise Wednesday Afternoon
Energy stocks were higher Wednesday afternoon, with the NYSE Energy Sector Index and the State Street Energy Select Sector SPDR ETF (XLE) each rising about 2%.The Philadelphia Oil Service Sector Index was increasing 0.5%, and the Dow Jones US Utilities Index was shedding 0.5%.Oil prices rallied Wednesday after US President Donald Trump reportedly rejected an Iranian proposal to lift the naval blockade. Trump told Axios on Wednesday he will maintain the US naval blockade of Iranian ports until Tehran agrees to a nuclear deal. Iran wanted the Strait of Hormuz opened before the two sides could sit down to discuss uranium enrichment at a later stage.Front-month West Texas Intermediate crude oil jumped 7.3% to $107.18 a barrel, and the global benchmark Brent crude contract climbed 7.4% to $119.47 a barrel. Henry Hub natural gas futures fell 2.2% to $2.63 per 1 million BTU.In corporate news, Phillips 66 (PSX) shares jumped past 6%. The firm reported Q1 adjusted earnings Wednesday of $0.49 per diluted share, swinging from a loss of $0.90 a share a year ago. Analysts polled by FactSet expected a loss of $0.54 a share. Phillips 66 also raised its annualized quarterly dividend by 7%.Bloom Energy (BE) shares surged nearly 24% after it reported Q1 adjusted earnings late Tuesday of $0.44 per diluted share, up from $0.03 a year earlier. Analysts polled by FactSet expected $0.12. Revenue also handily beat market consensus.TotalEnergies (TTE) shares were up 0.9% after it posted higher Q1 adjusted earnings and revenue.
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