金吾财讯 | 受伊朗关闭霍尔木兹海峡、美国扣押伊朗船只事件影响，中东外交和解预期降温，欧洲天然气期货周一盘中最高大涨 11%。
周末该航道因船只遇袭及伊朗通行警告已暂停航运，多艘载有卡塔尔气源的 LNG 油轮在临近海峡后掉头或停泊。此前因航道恢复商用通行，荷兰 TTF 近月合约周五曾走低，最新上涨 4.7%，报 40.60 欧元 / 兆瓦时。
里斯塔德能源表示，欧洲将与亚洲争夺液化天然气，以弥补卡塔尔供应缺口，可能导致欧亚气价价差收窄或欧洲需求进一步被抑制。澳新银行则指出，当前亚洲需求相对疲软，一定程度缓解了欧洲的供应压力。
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