美國天然氣期貨延續漲勢，日內漲超3%，因美國能源信息署報告的天然氣庫存增幅略低於預期。

The EU said it remains possible to fill gas storage facilities to 80% capacity before the end of summer.

Gold slid to a two-month low as a stalled U.S.-Iran situation coincided with rising Fed hawkish risk. Markets had priced an imminent deal and reopening of the Strait of Hormuz, but there is no official confirmation—only noise and rumors. Limited reciprocal strikes occurred recently while the U.S. says the ceasefire still holds. A growing number of Fed policymakers favor abandoning dovish leanings, increasing the odds of a hawkish outcome at the June FOMC. If tensions remain unchanged, persistent inf and resilient U.S. data raise the risk of a hawkish surprise. Near term, resolution and Strait reopening would likely push oil lower and revive easing/cut expectations, supporting gold; prolonged closure and sustained high oil would increase pressure for Fed tightening, weighing on bullion.