紐約期金突破4700美元/盎司，日內漲2.05%。

TRUMP: HEGSETH NOW IN SITUATION ROOM

European natural gas fell up to 3% on Friday after Israel and the US reassured markets following attacks on Persian Gulf energy facilities. Prices remain up about 20% for the week and have doubled since the war began. Missile strikes on Qatar’s Ras Laffan LNG plant damaged two trains, representing 17% of exports, with repairs potentially taking five years. Morgan Stanley sees a 4% supply shortfall in 2026, with prolonged outages affecting 2027–2028 oversupply forecasts.