Core Viewpoint - The Japanese Prime Minister announced that Japan will implement additional measures to curb natural gas prices [1] Industry Summary - The announcement indicates a proactive approach by the Japanese government to address rising natural gas prices, which may impact the energy sector and related industries [1]

Core Viewpoint - Tokyo Gas Co., Ltd. executives expect that the Iran-Israel conflict will not have a direct impact on the company's liquefied natural gas (LNG) procurement [1] Group 1: Company Insights - The company is closely monitoring the Middle East conflict as it may affect oil-linked prices and spot LNG prices [1]

Core Viewpoint - European natural gas benchmark futures prices rose by 2.7% as traders prepared for potential escalation of conflict between Israel and Iran, alongside global energy supply risks [1] Group 1: Market Dynamics - Despite currently sufficient supply in Europe, the region's high dependence on global liquefied natural gas flows makes prices susceptible to significant fluctuations due to geopolitical risks affecting international energy trade [1] - Europe will require more natural gas in the coming months to replenish inventories, as current winter stock levels have dropped to a three-year low [1]

Core Viewpoint - European natural gas prices increased by 5.7% following an attack on Iranian facilities by Israel [1] Group 1 - The rise in natural gas prices is attributed to geopolitical tensions in the Middle East, particularly the conflict involving Israel and Iran [1] - The increase in prices may impact energy markets and consumer costs across Europe [1] - Investors should monitor the situation closely as further developments could lead to additional volatility in energy prices [1]

Core Point - Following the attack on Iranian facilities by Israel, European natural gas prices increased by 5.7% [1] Industry Impact - The rise in natural gas prices indicates heightened market volatility in response to geopolitical tensions [1] - Investors may need to monitor energy sector stocks closely as fluctuations in gas prices can impact profitability [1]

美国天然气期货在库存数据公布前回升 金十数据6月12日讯，美国天然气期货在连续三天下跌后走高，受气温预报变暖和液化天然气需求增加 的推动。美国西部变暖的天气可能会推高对发电的需求。Rystad Energy分析师Christoph Halser认为，这 将为亨利港天然气的价格反弹至4美元大关提供动力。 ...

高温天气席卷欧洲 欧洲天然气价格上涨 金十数据6月11日讯，欧洲天然气价格扭转了连续三天的跌势，因为高于正常水平的气温开始影响欧洲 大陆，这可能会推高空调的使用量。欧洲天然气期货基准合约周三涨幅最高达2.2%。根据Atmospheric G2的数据，未来两周，欧洲各地的气温将保持在平均水平以上，制冷需求将飙升至2022年7月以来的最 高水平。在伦敦，气温将达到热浪的临界值，超过30摄氏度。随着夏季气温峰值的临近，欧洲和亚洲的 天然气市场可能会使有限的全球燃料供应更加紧俏。 ...

证券研究报告·行业跟踪周报·燃气Ⅱ 燃气Ⅱ行业跟踪周报 设施维护/高温天气带动欧洲/美国气价上涨， 国内气价平稳 增持（维持） [Table_Tag] [投资要点 Table_Summary] ◼ 风险提示：经济增速不及预期、极端天气、国际局势变化、安全经营风险。 2025 年 06 月 09 日 证券分析师 袁理 《需求偏弱国内气价回落，储库推进 欧洲气价回落》 2025-06-03 《库存大幅增长美国气价回落，需求 偏弱国内气价回落，库存偏低欧洲气 价微增》 2025-05-26 执业证书：S0600511080001 021-60199782 yuanl@dwzq.com.cn 证券分析师 谷玥 执业证书：S0600524090002 guy@dwzq.com.cn 行业走势 -11% -8% -5% -2% 1% 4% 7% 10% 13% 16% 19% 2024/6/11 2024/10/9 2025/2/6 2025/6/6 燃气Ⅱ 沪深300 相关研究 | 1. 价格跟踪：设施维护/高温天气带动欧洲/美国气价上涨，国内气价平稳 4 | | --- | | 2. 顺价进展：全国顺价逐步推进，城燃 ...

Core Viewpoint - Fitch Ratings anticipates that European natural gas prices will continue to experience high volatility, particularly in the context of ongoing adjustments to U.S. tariff policies [1] Group 1 - European natural gas prices are expected to remain highly volatile [1] - The volatility is influenced by the adjustments in U.S. tariff policies [1]

惠誉：欧洲天然气价格下跌将推动储量增加。 ...