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受需求下降和库存增加的影响,美国天然气价格连续数周下跌。

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-- 本周美国天然气市场走势趋于平稳,需求疲软和库存增加抵消了天气因素引发的波动以及一份利好的库存报告的影响。 6月交割的近月合约价格本周下跌至每百万英热单位2.789美元,低于4月24日的2.861美元/百万英热单位。 美国能源信息署(EIA)发布的《每周天然气库存补充报告》显示,截至4月29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0.05美元,至每百万英热单位2.559美元,低于前一周的2.61美元/百万英热单位。 EIA数据显示,截至4月29日当周,天然气现货价格下跌0.16美元/百万英热单位,至每百万英热单位2.60美元,低于前一周的2.76美元/百万英热单位。 这主要归因于美国天然气总需求量较前一周下降2%,即每日减少12亿立方英尺,其中居民和商业需求量下降了12%。 美国能源信息署(EIA)指出,亨利枢纽天然气价格在本周仍是美国所有主要定价枢纽中的最高纪录。 根据EIA的数据,截至4月24日当周,天然气净流入量为790亿立方英尺,低于前一周的1030亿立方英尺,使天然气总库存达到21420亿立方英尺。 去年同期,EIA报告的净流入量为1050亿立方英尺,而过去五年同期平均水平为630亿立方英尺。根据Investing.com汇编的数据,本周的净流入量为830亿立方英尺,低于预期,引发了市场反弹。 目前天然气总库存为21420亿立方英尺(Bcf),比去年同期高出1160亿立方英尺,增幅6%;比五年同期平均水平高出1530亿立方英尺,增幅8%。 截至4月24日当周,所有地区均报告净增可用天然气,其中中南部地区增幅最高,达260亿立方英尺,使其总库存达到9050亿立方英尺。中南部地区的天然气库存平衡目前比五年平均水平高出180亿立方英尺。 近几周天气预报依然乐观,据美国国家气象局预测,美国东部地区5月8日至17日气温将低于正常水平。 然而,Pinebrook Energy Advisors的分析师认为,随着气温在新月份逐渐回升,未来几周的寒冷天气“对天然气供暖需求的影响将较小”。 本周共有35艘液化天然气运输船离开美国港口,与上周持平,总运力为1330亿立方英尺(Bcf),较上周减少10亿立方英尺。 与此同时,根据贝克休斯公司(BKR)周五发布的数据,截至5月1日当周,美国天然气钻井平台数量较上周增加1座,从上周的129座增至130座。而一年前,美国运营的天然气钻井平台数量为108座。 北美油气钻井平台总数(未来产量水平的关键早期指标)较上周减少4座,从上周的674座降至670座。 国际市场方面,截至4月29日当周,欧洲TTF天然气平均价格为每百万英热单位(MMBtu)15.41美元,较上周上涨1.14美元。 日韩原油期货均价为每百万英热单位16.59美元,比前一周高出约0.93美元/百万英热单位。

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