寒潮“掏空”库存 欧洲天然气价格单月飙升38%

格隆汇
Jan 30

1月30日,受寒潮侵袭和燃料库存迅速消耗影响,市场情绪发生逆转,欧洲天然气价格正创下至少两年来的最大单月涨幅。基准期货周五微涨,使得本月累计涨幅达到38%左右。这是自2023年夏季以来的最大单月涨幅;若当日涨势得以维持,更有望创下自四年前能源危机以来的新高。尽管随着美国出口回升,供应担忧有所缓解,但预计2月初欧洲部分地区仍将面临严寒天气和更高的需求。

Energy Aspects以James Waddell为首的分析师在本周的一份报告中表示:“鉴于库存处于季节性低位,价格风险依然偏向上行。”他们写道,近几周天气预测模型一直不稳定,这也是气价波动加剧的部分原因。交易员还在密切关注伊朗局势,美国总统特朗普对该国不断升级的威胁令整个能源市场处于紧张状态。

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