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受庫存增加和天氣預報偏暖影響,美國天然氣價格連續第七週下跌

-- 由於庫存飆升、產量穩定以及天氣預報偏暖,美國天然氣期貨價格連續第二週下跌。 近月合約價格本週跌至每百萬英熱單位2.52美元,低於4月17日的2.68美元/百萬英熱單位。 美國天然氣價格已連續第七週下跌,上一次週線上漲是在3月6日。 本週開局強勁。週一,受產量下降以及隨著停火協議接近尾聲,美伊和平協議前景不明朗的推動,天然氣價格大幅上漲。 然而,由於市場預期庫存將大幅增加,加上天氣偏暖,天然氣價格在本週剩餘時間內大幅回落。 根據美國能源資訊署(EIA)發布的《每週天然氣庫存補充報告》顯示,截至4月22日當週,2026年5月交割的紐約商品交易所(Nymex)天然氣期貨合約價格下跌0.11美元,至2.61美元/百萬英熱單位(MMBtu),而前一周為2.72美元/百萬英熱單位。 EIA數據顯示,截至4月22日當週,天然氣現貨價格上漲0.01美元/百萬英熱單位,至2.76美元/百萬英熱單位,高於前一周的2.75美元/百萬英熱單位。 價格上漲主要歸因於美國國內天然氣總需求量較前一周增長4%,即每日23億立方英尺,以及居民和商業用氣量增加10%。 EIA報告稱,週三,亨利樞紐天然氣價格仍然是美國所有主要天然氣價格中心中最高的。 本週,全美氣溫基本上正常,介於華氏40度至80度之間。 美國能源資訊署(EIA)公佈,截至4月17日當週,天然氣淨流入量為1030億立方英尺(Bcf),高於前一周的590億立方英尺,使天然氣總庫存達到20630億立方英尺。 去年同期,EIA報告的淨流入量為770億立方英尺,而過去五年同期平均淨流入量為640億立方英尺。根據Investing.com的數據,本週的淨流入量也高於先前預測的960億立方英尺。 目前,天然氣總庫存為19,700億立方英尺,比去年同期高出1,420億立方英尺,增幅為7%;比過去五年同期平均高出1,370億立方英尺,增幅為7%。 截至4月17日當週,所有地區的天然氣淨流入量均有所增加,其中中南部地區的淨流入量最高,為400億立方英尺,該地區天然氣總庫存達8,790億立方英尺。中西部和東部地區分別報告了330億立方英尺和260億立方英尺的天然氣注入量。 Pinebrook Energy Advisors指出,本週的注入量是“有史以來同期最高的”,並將其歸因於同期天氣相關需求的大幅下降。 儘管過去幾週天氣狀況持續溫和,但近期天氣預報已轉為樂觀。根據美國國家氣象局預測,5月1日至7日期間,東部、中部和北部地區近一半的美國地區氣溫預計將低於正常水平。 本週共有35艘液化天然氣運輸船離開美國港口,與上週持平,總運力為1,340億立方英尺,比上週增加10億立方英尺。 在國際市場上,截至4月22日當週,歐洲TTF天然氣平均價格為每百萬英熱單位14.27美元,比上週下降0.96美元。 日韓原油均價為每百萬英熱單位15.66美元,較前一週下跌約3.72美元/百萬英熱單位。 同時,根據貝克休斯公司(BKR)週五公佈的數據,截至4月24日當週,美國天然氣鑽井平台數量較前一周增加4座,從前一周的125座增至129座。一年前,美國共有107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)較前一週增加1座,從前一週的673座增至674座。

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