距离供暖季开启仅剩数周，交易员关注储气库补库工作，欧洲天然气价格走高。
基准期货周五盘中最大涨幅达2.8%，此前多个交易日随原油一同下跌。尽管美伊外交斡旋仍在推进，但储气库库存异常偏低仍是天然气市场的核心主线。
据报道，德国计划大幅扩容现有招标项目，向供应商支付费用以保障冬季天然气供应，以此激励交易商填充本国储气设施。全球天然气供应依旧紧张，欧洲加大采购的任何信号都将支撑价格。
自冲突爆发以来，欧洲天然气期货价格已上涨一倍有余，本月早些时候触及2022年末以来高点。中东持续冲突切断了全球约五分之一的液化天然气供应，几乎没有迹象表明霍尔木兹海峡的液化天然气运输会很快恢复。
情报分析师帕特里西奥·阿尔瓦雷斯在研报中写道：“霍尔木兹海峡仍是液化天然气当前的主要瓶颈，但卡塔尔产能长期受损意味着，仅靠海峡恢复通航无法让供应回归正常。”
外交层面，特朗普透露，他即将就是否再度升级对德黑兰的打击做出“重大决定”；下周联合国大会期间，美方计划在纽约与波斯湾国家举行会议。
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