由于市场对中东外交斡旋的预期盖过了日益加剧的供应中断担忧,欧洲天然气价格大幅下挫。早盘交易中,荷兰 TTF 近月基准合约下跌 6.4%,至每兆瓦时 50.58 欧元。
不过澳新银行分析师表示:“卡塔尔能源公司上周设施遭袭击后,已对部分供应合同宣布不可抗力。与此同时,在上周以色列袭击伊朗南帕尔斯气田后,伊朗已停止对土耳其的天然气出口。”
欧洲面临的主要风险是,在该地区计划赶在冬季前补充枯竭的储气库之际,与亚洲争夺液化天然气船货的竞争加剧。
即便达成停火协议,卡塔尔能源公司受损设施的修复工作也将耗时数年。
责任编辑:郭明煜
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