-- 週一，伊朗再次關閉霍爾木茲海峽，理由是美國持續對伊朗實施海上封鎖，受此影響，歐洲天然氣期貨價格上漲。 荷蘭TTF近月合約上漲5.86%，至每兆瓦時41.04歐元（48.26美元）；英國NBP期貨上漲6.38%，至每熱量單位103.31便士（1.38美元）。 儘管伊朗外長賽義德·阿巴斯·阿拉格奇宣布霍爾木茲海峽“在剩餘停火期內完全開放”，但周末期間，途經這條重要水道的船隻仍遭到襲擊。 據BBC新聞報道，伊朗伊斯蘭革命衛隊海軍週六發表聲明稱，「任何船隻不得離開其在波斯灣或阿曼海的錨地」。 美國總統川普週五在Truth Social網站上發文，對伊朗重新開放霍爾木茲海峽的決定表示歡迎，同時指出，對伊朗的封鎖將繼續，直至達成和平協議。 週日，美軍攔截了一艘試圖違反封鎖進入港口的伊朗籍船隻。據美國中央司令部稱，該船已被美國海軍陸戰隊登船，目前仍被美軍扣押，這標誌著衝突的重大升級。 同時，美伊第二輪談判將於週二在巴基斯坦伊斯蘭堡舉行，為期兩週的停火協議也將在同一時間到期。 霍爾木茲海峽已連續第八週關閉。根據霍爾木茲海峽監測機構的數據顯示，過去24小時內僅有6艘船通過，與通常的日均138艘相比大幅下降。 據SEB Research首席大宗商品分析師比雅恩·希爾德羅普(Bjarne Schieldrop)稱，市場押注衝突將迅速解決，但他警告說，海峽每關閉一天，「就意味著我們離可能出現的供應短缺和價格大幅上漲的局面更近一步」。 同時，根據歐洲天然氣基礎設施協會(Gas Infrastructure Europe)的數據顯示，歐洲天然氣庫存已大幅下降至30.20%，去年同期為36.45%。 根據阿格斯傳媒(Argus Media)報道，由於庫存跌至四年來的最低點，歐盟在本季天然氣回注季面臨嚴峻挑戰，而全球供應趨緊更是雪上加霜。
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