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歐洲、中東和非洲天然氣市場最新動態:期貨價格小幅上漲,需權衡中東和平計畫

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-- 週五,歐洲天然氣期貨收盤走高,但隨後回落,市場在美伊緊張局勢引發的地緣政治風險和對外交努力可能緩解供應擔憂的樂觀情緒之間搖擺不定。 荷蘭TTF近月合約上漲0.537%,至每兆瓦時43.795歐元(51.56美元);英國NBP近月合約上漲0.187%,至每熱量單位107.07便士(1.46美元)。 早盤,TTF一度觸及每兆瓦時45.40歐元,隨後回落。據報道,先前美國國務卿馬可·盧比奧表示,華盛頓預計伊朗「今天」就會做出回應,市場預期伊朗可能會對美國的和平提議作出回應。 供應支持主要來自挪威。由於特羅爾氣田(Troll field)的長期維護導致輸往歐洲的天然氣量減少,近期供應趨緊。但挪威國家天然氣公司(Equinor)也啟用了艾琳氣田(Eirin field),並透過吉娜·克羅格(Gina Krog)和斯萊普納A(Sleipner A)平台出口天然氣,增加了新的供應。 根據歐洲天然氣基礎設施協會(Gas Infrastructure Europe)的數據顯示,歐盟天然氣庫存佔總產能的34.26%,低於一年前的41.58%,庫存重建速度遠低於季節性正常水準。 據報道,挪威國家天然氣公司(Equinor,股票代碼:EQNR)首席財務官托格里姆·雷坦(Torgrim Reitan)警告稱,歐洲不太可能在冬季前達到80%的庫存目標,理由是價格激勵疲軟和供應增長有限。他在本週稍早的分析師電話會議上表示,這將使市場更容易受到天氣和營運中斷的影響。 天氣風險加劇了前景的嚴峻性。預測人員認為,今年夏季厄爾尼諾現象發生的機率為60%至70%,這將增加高溫和乾旱的風險,並可能擾亂液化天然氣(LNG)的物流,包括通過巴拿馬運河的運輸。根據《蒙特爾新聞報》,由於倉儲能力仍然較低,地緣政治風險較高,分析師警告稱,冬季市場波動可能會加劇。

Price: $36.86, Change: $-0.05, Percent Change: -0.15%

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