中东战火升温,亚洲天然气价格创三年多新高

凤凰网港股
Sep 03

据彭博社9月3日报道,美国与伊朗的敌对行动升级后,亚洲液化天然气(LNG)现货价格升至三年多来最高,市场担忧经霍尔木兹海峡的运输将长期中断。交易员称,现货价升至每百万英热单位25.908美元,为2022年12月以来最高,本周累计涨幅超过5%,较战前水平已上涨逾一倍。

推动这轮上涨的是中东数周平静后重启的交火。美国总统唐纳德·特朗普称,对伊朗的打击可能持续时间不长,但同时警告美方随时准备发动下一轮,没有给出结束时点。就在局势持续紧张之际,特朗普还提出将霍尔木兹海峡更名为“特朗普海峡”,进一步引发外界对这条全球能源运输要道的关注。

不确定性尚未解除,成本已经落到买家身上。巴基斯坦因收到的报价过高取消了一项紧急招标,此后电力短缺进一步恶化。价格维持在当前水平,还将推高消费者的水电燃气账单,而各国同时仍在应对俄乌战争造成的供应冲击。

亚洲价格对中东局势如此敏感,原因在供应路径。战前,全球约五分之一的LNG供应经由霍尔木兹海峡运输。(国际财闻汇)

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