中國石化新聞網(wǎng)訊 據(jù)彭博社7月20日報道稱，因挪威燃料供應(yīng)回升緩解了供應(yīng)擔(dān)憂，歐洲天然氣價格下跌，投資者再次變得悲觀。

電網(wǎng)數(shù)據(jù)顯示，基準(zhǔn)荷蘭期貨下跌6.2%，挪威供應(yīng)量周四早些時候回升至4月水平。在主要設(shè)施的季節(jié)性工程結(jié)束后，歐洲最大的天然氣供應(yīng)商北歐國家的出貨量最近有所反彈。再加上高于正常水平的燃料庫存和相對疲軟的工業(yè)需求，這增加了市場的供應(yīng)安全感。

洲際交易所周三公布的數(shù)據(jù)顯示，到上周末，投資基金對荷蘭天然氣的凈空頭頭寸出現(xiàn)一個多月來的首次增加，這也增加了看跌預(yù)期。早在6月初，凈空頭頭寸達(dá)到今年高點，但隨后許多投資者不得不平倉，原因是挪威的長期停電導(dǎo)致油價在數(shù)月相對平靜后大幅飆升。

在阿姆斯特丹，歐洲基準(zhǔn)的荷蘭近月期貨價格在上午8時58分下跌3.6%，至每兆瓦時26歐元，英國匯率下跌3.5%。

盡管如此，交易員們?nèi)蕴幱诰o張狀態(tài)，繼續(xù)對計劃外的供應(yīng)削減、天然氣使用量上升和全球燃料競爭的消息做出反應(yīng)。同時8月挪威將安排更多的季節(jié)性天然氣設(shè)施維護(hù)工程。

此外，前所未有的高溫繼續(xù)籠罩著歐洲南部地區(qū)，對關(guān)鍵基礎(chǔ)設(shè)施運(yùn)營產(chǎn)生影響，并增加了制冷能源需求。對8月份天氣的擔(dān)憂以及酷暑對市場的影響，導(dǎo)致本周早些時候天然氣價格上漲。

洪偉立 譯自 彭博社

原文如下：

European Gas Falls on Norway Flows With Bearish Mood Picking Up

European natural gas declined as recovering fuel flows from Norway eased supply concerns, with investors becoming more bearish again.

Benchmark Dutch futures fell as much as 6.2% with Norwegian supplies rising back to April levels early on Thursday, according to grid data. Shipments from the Nordic country, Europe’s top gas provider, have rebounded recently after seasonal works ended at major facilities. Coupled with higher-than-normal fuel stockpiles and relatively muted industrial demand, that’s adding to a sense of security in the market.

Adding to signs of bearishness, net short positions by investment funds in Dutch gas increased by the end of last week for the first time in over a month, according to data published Wednesday by the market operator, Intercontinental Exchange Inc. Back in early June, net short interest reached this year’s high, but later many investors had to close their positions after extended outages in Norway fueled sharp price spikes following months of relative calm.

Dutch front-month futures, Europe’s benchmark, traded 3.6% lower at €26.00 a megawatt-hour by 8:58 a.m. in Amsterdam. The UK equivalent fell 3.5%.

Still, traders remain on edge, continuing to react to news on unplanned supply curtailments, upticks in gas usage and global competition for the fuel. More seasonal works are scheduled in Norway next month.

In addition, unprecedented heat continues to blanket southern parts of the continent, threatening critical infrastructure and boosting energy needs for cooling. Worries about the impact of the heat wave on the market, together with concerns about the weather in August, caused prices to rise earlier this week.