-- 周一早盘,天然气价格上涨,从2024年11月以来的最低水平反弹。尽管春季需求疲软,但由于美伊和平谈判破裂,全球能源价格普遍上涨,天然气价格依然走高。 5月交割的天然气价格最新上涨0.05美元,至每百万英热单位2.70美元。 此次上涨是由于美伊周末的谈判未能达成协议,伊朗拒绝了美国停止其铀浓缩计划的要求。由于未能达成协议,霍尔木兹海峡仍然封闭,导致来自阿曼的全球液化天然气(LNG)日供应量的20%无法进入市场,从而增加了美国LNG生产商的现货需求。 尽管如此,受春季天气影响,国内需求依然疲软。美国国家气象局的长期预测显示,未来6至14天,大多数州的气温将达到或高于季节性水平,因此制冷需求仍然较低。
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