-- イランが外交的膠着状態を打開するため、米国に新たな提案を提示したとの報道を受け、欧州の天然ガス先物価格は月曜日に下落した。 オランダのTTFガス先物（期近）は1.16%安の1メガワット時あたり44.34ユーロ（52.11ドル）、英国のNBP（英国天然ガス価格指標）は0.95%安の1サーモあたり109.53ペンス（1.48ドル）となった。 Axiosの報道によると、イランは最新の提案でホルムズ海峡の再開と中東における敵対行為の終結を求めている。また、核開発計画に関する交渉は延期されるという。この報道は、米当局者や関係筋の話として伝えられている。 この提案は、イランのセイエド・アッバス・アラグチ外相が週末にパキスタンを訪問した際に提示され、その後米国に伝えられた。ドナルド・トランプ米大統領がこの提案を検討する意向があるかどうかは、今のところ不明である。 一方、世界のLNG輸送量の5分の1を占めるホルムズ海峡は、ホルムズ海峡モニターによると、9週連続で事実上閉鎖された状態が続いている。しかし、過去24時間で19隻の船舶が海峡を通過するなど、航行量は増加傾向にある。 ANZ銀行のシニア商品ストラテジスト、ダニエル・ハインズ氏は、ホルムズ海峡の閉鎖が続く中、国内供給を補うためにスポット市場に目を向ける買い手が増えていると述べた。 ハインズ氏はまた、オーストラリアのイクシスLNG施設でのストライキの可能性により、供給状況が悪化する恐れがあると指摘した。 国際エネルギー機関（IEA）は金曜日、カタールのインフラへの被害により、液化天然ガス（LNG）生産の拡大が少なくとも2年間遅れる可能性があり、2026年から2030年までの潜在供給量が累計で1200億立方メートル減少する可能性があると警告した。 一方、欧州のLNG在庫は依然として枯渇状態にあり、ガス・インフラストラクチャー・ヨーロッパ（Gas Infrastructure Europe）によると、在庫率は前年同期の38.14%に対し、現在はわずか31.47%にとどまっている。
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