
欧洲天然气价格延续涨势,交易员们正在权衡中东冲突及该地区供应平衡的不确定前景。
European natural gas extended gains as traders weighed an uncertain outlook for the conflict in the Middle East and the region’s supply balance.
基准期货在上一交易日上涨2.7%后,价格突破每兆瓦时85欧元。结束伊朗战争的谈判进展甚微,而霍尔木兹海峡的油轮袭击事件本周仍在继续。据伊朗官方媒体伊通社报道,德黑兰最高安全官员否认了与美国正在进行的谈判。
Benchmark futures pushed above €85 a megawatt-hour after adding 2.7% in the previous session. Talks to end the Iran war have shown little progress, while tanker attacks in the Strait of Hormuz have persisted this week. Tehran’s top security official denied ongoing negotiations with the US, according to Iran’s state-run IRNA.
欧洲的液化天然气进口量落后于去年的水平,随着供暖季的到来,本已异常偏低的冬季库存开始下降。该地区今年冬天的供应平衡在很大程度上取决于霍尔木兹海峡的物流恢复速度,尤其是来自主要出口国卡塔尔的供应。
Europe’s liquefied natural gas imports are lagging behind last year’s levels and unusually low winter stockpiles have started decreasing as the heating season kicks in. The region’s supply balance this winter depends heavily on how quickly flows through Hormuz can recover, especially from top exporter Qatar.
伊朗战争导致全球近五分之一的液化天然气出口退出市场,迫使欧洲不得不与亚洲争夺有限的供应。这两个地区的天然气价格近期均飙升至2022年以来的最高水平,是今年年初的三倍多。
The Iran war has taken nearly a fifth of global LNG exports off the market, leaving Europe to compete with Asia for a limited pool of supplies. Gas prices in both regions recently surged to their highest levels since 2022, more than triple where they started the year.

尽管由于对美国中期选举后不断升温的和谈进展抱有希望,本月价格有所回落,但由于市场持续紧张,价格依然居高不下。
While they’ve eased this month on hopes for progress in peace talks, which have mounted since the US midterm election, prices remain elevated due to ongoing tightness in the market.
在主要液化天然气出口国卡塔尔遭受新打击之际,波兰能源公司奥伦股份公司终止了其与卡塔尔能源公司的一份长期合同,理由是中东冲突中断了运输,导致对方无法交货。
In a fresh blow to major LNG exporter Qatar, Polish energy company Orlen SA terminated one of its long-term contracts with QatarEnergy, citing its inability to deliver as the conflict in the Middle East disrupts shipments.
截至阿姆斯特丹时间上午9点03分,作为欧洲天然气基准的荷兰近月期货上涨2.4%,至每兆瓦时86.78欧元。
Dutch front-month futures, Europe’s gas benchmark, traded 2.4% higher at €86.78 a megawatt-hour by 9:03 a.m. in Amsterdam.