-- 本周美國天然氣市場走勢趨於平穩,需求疲軟和庫存增加抵消了天氣因素引發的波動以及一份利好的庫存報告的影響。 6月交割的近月合約價格本週下跌至每百萬英熱單位2.789美元,低於4月24日的2.861美元/百萬英熱單位。 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29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0.05美元,至每百萬英熱單位2.559美元,低於前一周的2.61美元/百萬英熱單位。 EIA數據顯示,截至4月29日當週,天然氣現貨價格下跌0.16美元/百萬英熱單位,至每百萬英熱單位2.60美元,低於前一周的2.76美元/百萬英熱單位。 這主要歸因於美國天然氣總需求量較前一周下降2%,即每日減少12億立方英尺,其中居民和商業需求量下降了12%。 美國能源資訊署(EIA)指出,亨利樞紐天然氣價格在本週仍是美國所有主要定價樞紐的最高紀錄。 根據EIA的數據,截至4月24日當週,天然氣淨流入量為790億立方英尺,低於前一周的1030億立方英尺,使天然氣總庫存達到21420億立方英尺。 去年同期,EIA報告的淨流入量為1,050億立方英尺,而過去五年同期平均為630億立方英尺。根據Investing.com彙編的數據,本週的淨流入量為830億立方英尺,低於預期,引發了市場反彈。 目前天然氣總庫存為21,420億立方英尺(Bcf),比去年同期高出1,160億立方英尺,增幅6%;比五年同期平均高出1,530億立方英尺,增幅8%。 截至4月24日當週,所有地區均報告淨增可用天然氣,其中中南部地區增幅最高,達260億立方英尺,使其總庫存達到9,050億立方英尺。中南部地區的天然氣庫存平衡目前比五年平均高出180億立方英尺。 近幾週天氣預報依然樂觀,根據美國國家氣象局預測,美國東部地區5月8日至17日氣溫將低於正常。 然而,Pinebrook Energy Advisors的分析師認為,隨著氣溫在新月份逐漸回升,未來幾週的寒冷天氣「對天然氣供暖需求的影響將較小」。 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1,330億立方英尺(Bcf),較上週減少10億立方英尺。 同時,根據貝克休斯公司(BKR)週五發布的數據,截至5月1日當週,美國天然氣鑽井平台數量較上週增加1座,從上週的129座增至130座。而一年前,美國營運的天然氣鑽井平台數量為108座。 北美油氣鑽井平台總數(未來產量水準的關鍵早期指標)較上週減少4座,從上週的674座降至670座。 國際市場方面,截至4月29日當週,歐洲TTF天然氣平均價格為每百萬英熱單位(MMBtu)15.41美元,較上週上漲1.14美元。 日韓原油期貨均價為每百萬英熱單位16.59美元,比前一周高出約0.93美元/百萬英熱單位。
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