--- title: "欧盟天然气价格达到 2023 年能源危机水平，而特朗普的 “经济 D 日” 使霍尔木兹海峡的重开蒙上阴影" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/296512018.md" description: "欧洲天然气价格飙升至每兆瓦时超过 65 欧元，达到 2023 年危机水平，这一情况是由于特朗普对伊朗的 “经济决战” 威胁所引发的。这增加了霍尔木兹海峡中断的风险，限制了欧洲对海湾液化天然气的获取。随着储存库存远低于季节性标准，冬季临近，分析师警告称，天然气和柴油短缺可能导致严重的能源危机，进而引发高通胀和寒冷的冬季" datetime: "2026-08-20T15:21:43.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/296512018.md) - [en](https://longbridge.com/en/news/296512018.md) - [zh-HK](https://longbridge.com/zh-HK/news/296512018.md) generator: "portal-rs" --- # 欧盟天然气价格达到 2023 年能源危机水平，而特朗普的 “经济 D 日” 使霍尔木兹海峡的重开蒙上阴影 European natural gas prices surged to **levels last seen during the energy crisis** triggered by Russia's invasion of Ukraine, when severe supply disruptions sent global markets into turmoil. The **catalyst was an overnight** Truth Social post from President Trump declaring "ECONOMIC D-DAY" against Iran. The announcement raises the probability of prolonged disruption in the Strait of Hormuz, a critical maritime transit corridor for Gulf energy exports. For Europe, continued disruptions in the Strait of Hormuz would constrain access to Gulf LNG, intensify competition for seaborne cargoes, and deepen the continent's reliance on US supplies. With **European storage inventories already well below seasonal norms** and the winter replenishment window narrowing, traders are slapping a premium on natural gas prices on Thursday. Dutch front-month futures, Europe's gas benchmark, **rose as much as 2.5% today and soared above 65 euros per megawatt-hour, a level last seen in 1Q23**. Trump stated in an overnight Truth Social post that, with Tehran's military and military-industrial base reduced to "now rubble" and its "currency worthless," he will unleash severe economic consequences against "**ANY country that allows its financial institutions, businesses, airports, or government entities to provide any type of lifeline to Iran**." Earlier this week, Simon Penn, a London-based UBS macro strategist, focused on **Germany's NatGas storage**, which is only 50% full, compared with 57% a year ago and well below the 2009-25 average of 77%. **Europe, more broadly,** is well below the 2009-25 average of 74%, with storage currently at around 61%. It'snot just low NatGas storage levels that Europeans have to worry about at this time of year, but also a diesel shortage. Combining these two problems, **Samantha Dart, co-head of global commodities research at Goldman Sachs, recently warned that this energy crunch is "what keeps her up at night."** **Must-Reads:** - *"Really Only One Thing Worries Us A Lot": Here's What Keeps Goldman's Commodities Guru Up At Night* - Winter Is Coming: Europe Faces Twin Diesel And NatGas Crunch - *"Generates A Number Of Risks": UBS Warns German NatGas Storage Levels Alarmingly Below Seasonal Norms* Morgan Stanley analyst Martijn Rats wrote earlier that "**the window to normalize before winter is rapidly closing**." **Translation**: *Lower NatGas stockpiles will put a bid under prices and fuel inflation across the EU.* At this point, **Europeans had better hope that a strong El Niño**would produce relatively mild weather. Otherwise, the continent could face a cold and extremely expensive winter. ### 相关股票 - [FCG.US](https://longbridge.com/zh-CN/quote/FCG.US.md) - [KOLD.US](https://longbridge.com/zh-CN/quote/KOLD.US.md) - [BOIL.US](https://longbridge.com/zh-CN/quote/BOIL.US.md) - [UNG.US](https://longbridge.com/zh-CN/quote/UNG.US.md) - [LNGZ.US](https://longbridge.com/zh-CN/quote/LNGZ.US.md) - [UNL.US](https://longbridge.com/zh-CN/quote/UNL.US.md) - [GUSH.US](https://longbridge.com/zh-CN/quote/GUSH.US.md) - [DRIP.US](https://longbridge.com/zh-CN/quote/DRIP.US.md) - [USO.US](https://longbridge.com/zh-CN/quote/USO.US.md) - [BNO.US](https://longbridge.com/zh-CN/quote/BNO.US.md) - [UCO.US](https://longbridge.com/zh-CN/quote/UCO.US.md) - [UBS.US](https://longbridge.com/zh-CN/quote/UBS.US.md) - [GS.US](https://longbridge.com/zh-CN/quote/GS.US.md) - [MS.US](https://longbridge.com/zh-CN/quote/MS.US.md) - [W4VR.SG](https://longbridge.com/zh-CN/quote/W4VR.SG.md) - [MS-O.US](https://longbridge.com/zh-CN/quote/MS-O.US.md) - [MS-Q.US](https://longbridge.com/zh-CN/quote/MS-Q.US.md) - [MS-E.US](https://longbridge.com/zh-CN/quote/MS-E.US.md) - [MS-I.US](https://longbridge.com/zh-CN/quote/MS-I.US.md) - [MS-L.US](https://longbridge.com/zh-CN/quote/MS-L.US.md) - [MS-P.US](https://longbridge.com/zh-CN/quote/MS-P.US.md) - [MS-A.US](https://longbridge.com/zh-CN/quote/MS-A.US.md) - [MS-F.US](https://longbridge.com/zh-CN/quote/MS-F.US.md) - [MS-K.US](https://longbridge.com/zh-CN/quote/MS-K.US.md) ## 相关资讯与研究 - [欧洲正面临冬季，天然气供应不足且价格飞涨](https://longbridge.com/zh-CN/news/298410927.md) - [由于冬季临近，液化天然气供应的担忧导致欧洲天然气价格上涨](https://longbridge.com/zh-CN/news/298190059.md) - [一周回顾 | 美国布伦特原油期货基金累涨 9.37%，逼近历史新高](https://longbridge.com/zh-CN/news/298784190.md) - [一周回顾 | BOIL.US 累跌 5.54%，美国天然气库存超预期](https://longbridge.com/zh-CN/news/298784129.md) - [由于对液化天然气供应的担忧，欧洲 TTF 天然气价格上涨](https://longbridge.com/zh-CN/news/298561845.md) --- > **免责声明: 本文仅供参考，不构成任何投资建议。**