-- 受美國、以色列和伊朗停火協議以及不利天氣預報的影響,美國天然氣期貨本週結算價走低。 近月合約價格本週跌至每百萬英熱單位2.65美元,低於4月2日的2.80美元/百萬英熱單位。 本週市場開局強勁,但在伊朗宣布停火談判後走低,暗示中東地區的敵對行動有望迅速解決。 儘管停火協議只是暫時的,僅持續兩週,而且已經顯露出脆弱性,但它確實在本週起到了一定的市場穩定作用。 美國能源資訊署發布的《每週天然氣庫存補充報告》顯示,截至4月8日當週,2026年5月交割的紐約商品交易所(Nymex)天然氣合約價格下跌0.09美元,至每百萬英熱單位2.72美元,而前一周為每百萬英熱單位2.81美元。 根據美國能源資訊署(EIA)數據顯示,截至4月8日當週,天然氣現貨價格下跌0.19美元,至2.80美元/百萬英熱單位(MMBtu),低於上週的2.99美元/百萬英熱單位。大多數區域樞紐的價格走勢不一,從瓦哈樞紐(Waha Hub)下跌0.56美元/百萬英熱單位到南加州邊界上漲0.20美元/百萬英熱單位不等。 墨西哥灣沿岸和東南部地區的價格走勢也類似,佛羅裡達天然氣區3(Florida Gas Zone 3)下跌0.21美元,至2.83美元/百萬英熱單位,而休士頓航道(Houston Ship Channel)上漲0.06美元,至2.44美元/百萬英熱單位。 據EIA引述倫敦電力集團(LSEG)的數據稱,東南部電力產業的天然氣消費量增加了3%,即每日增加2億立方英尺。 美國能源資訊署(EIA)報告稱,截至4月3日當週,天然氣淨流入量為500億立方英尺(Bcf),高於上週的360億立方英尺,使天然氣總庫存達到19110億立方英尺。 去年同期,EIA報告的淨流入量為530億立方英尺,而過去五年同期平均淨流入量為130億立方英尺。根據Investing.com彙編的數據,本週的數據也高於先前410億立方英尺的預測值。 目前天然氣總庫存為19,110億立方英尺,比去年同期成長890億立方英尺,增幅為5%;比過去五年同期平均高出870億立方英尺,同樣高出5%。 除山區外,所有地區的天然氣庫存均有所增加,其中中南部地區的增幅最大,達到320億立方英尺,使其庫存餘額比五年平均高出1.2%。 同時,東部和中西部地區的天然氣庫存缺口已收窄至僅比各自五年平均低11%。 據Pinebrook Energy Advisors稱,美國能源資訊署(EIA)的周報並未為市場帶來多少新的方向。由於全國大部分地區氣溫高於正常水平,預計需求將繼續季節性下降,這將抑製冷卻天然氣的需求。 本週共有37艘液化天然氣運輸船離開美國港口,低於上週的39艘。這些船舶的總運力為1410億立方英尺,比前一周減少了80億立方英尺。 天氣預報持續轉為悲觀,根據美國國家氣象局預測,4月17日至23日期間,幾乎全美各地氣溫都將高於正常水準。 根據貝克休斯公司(BKR)週五發布的數據,截至4月10日當週,美國天然氣鑽井平台數量從前一周的130座減少至127座,減少了3座。一年前,美國共有105座天然氣鑽井平台在營運。 北美油氣鑽井平台總數(未來產量水準的關鍵早期指標)較前一週減少10座,從前一週的690座降至680座。 國際市場方面,截至4月8日當週,歐洲TTF天然氣平均價格為每百萬英熱單位16.88美元,較前一周下降0.86美元/百萬英熱單位。日韓市場天然氣平均價格為每百萬英熱單位19.85美元,較前一周下降約0.43美元/百萬英熱單位。
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