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受伊朗停火和悲观天气预报的影响,美国天然气价格周线下跌。

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-- 受美国、以色列和伊朗停火协议以及不利天气预报的影响,美国天然气期货本周结算价走低。 近月合约价格本周跌至每百万英热单位2.65美元,低于4月2日的2.80美元/百万英热单位。 本周市场开局强劲,但在伊朗宣布停火谈判后走低,这暗示着中东地区的敌对行动有望迅速解决。 尽管停火协议只是暂时的,仅持续两周,而且已经显露出脆弱性,但它确实在本周起到了一定的市场稳定作用。 美国能源信息署发布的《每周天然气库存补充报告》显示,截至4月8日当周,2026年5月交割的纽约商品交易所(Nymex)天然气合约价格下跌0.09美元,至每百万英热单位2.72美元,而前一周为每百万英热单位2.81美元。 据美国能源信息署(EIA)数据显示,截至4月8日当周,天然气现货价格下跌0.19美元,至2.80美元/百万英热单位(MMBtu),低于上周的2.99美元/百万英热单位。大多数区域枢纽的价格走势不一,从瓦哈枢纽(Waha Hub)下跌0.56美元/百万英热单位到南加州边界上涨0.20美元/百万英热单位不等。 墨西哥湾沿岸和东南部地区的价格走势也类似,佛罗里达天然气区3(Florida Gas Zone 3)下跌0.21美元,至2.83美元/百万英热单位,而休斯顿航道(Houston Ship Channel)上涨0.06美元,至2.44美元/百万英热单位。 据EIA援引伦敦电力集团(LSEG)的数据称,东南部电力行业的天然气消费量增长了3%,即每日增加2亿立方英尺。 美国能源信息署(EIA)报告称,截至4月3日当周,天然气净流入量为500亿立方英尺(Bcf),高于上周的360亿立方英尺,使天然气总库存达到19110亿立方英尺。 去年同期,EIA报告的净流入量为530亿立方英尺,而过去五年同期平均净流入量为130亿立方英尺。根据Investing.com汇编的数据,本周的数据也高于此前410亿立方英尺的预测值。 目前天然气总库存为19110亿立方英尺,比去年同期增长890亿立方英尺,增幅为5%;比过去五年同期平均水平高出870亿立方英尺,同样高出5%。 除山区外,所有地区的天然气库存均有所增加,其中中南部地区的增幅最大,达到320亿立方英尺,使其库存余额比五年平均水平高出1.2%。 与此同时,东部和中西部地区的天然气库存缺口已收窄至仅比各自五年平均水平低11%。 据Pinebrook Energy Advisors称,美国能源信息署(EIA)的周报并未给市场带来多少新的方向。由于全国大部分地区气温高于正常水平,预计需求将继续季节性下降,这将抑制冷却天然气的需求。 本周共有37艘液化天然气运输船离开美国港口,低于上周的39艘。这些船舶的总运力为1410亿立方英尺,比前一周减少了80亿立方英尺。 天气预报持续转为悲观,据美国国家气象局预测,4月17日至23日期间,几乎全美各地气温都将高于正常水平。 根据贝克休斯公司(BKR)周五发布的数据,截至4月10日当周,美国天然气钻井平台数量从前一周的130座减少至127座,减少了3座。一年前,美国共有105座天然气钻井平台在运营。 北美油气钻井平台总数(未来产量水平的关键早期指标)较前一周减少10座,从前一周的690座降至680座。 国际市场方面,截至4月8日当周,欧洲TTF天然气平均价格为每百万英热单位16.88美元,较前一周下降0.86美元/百万英热单位。日韩市场天然气平均价格为每百万英热单位19.85美元,较前一周下降约0.43美元/百万英热单位。

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