-- 米国の天然ガス先物価格は木曜日に下落し、2024年10月以来の安値付近で推移した。これは、同日後半に発表される週間の貯蔵量データが弱気材料となることが予想されるためだ。 ヘンリーハブの期近限月契約と継続限月契約はともに0.11%下落し、100万BTUあたり2.60ドルとなった。 予測によると、木曜日に発表される米国エネルギー情報局(EIA)の週間報告書では、貯蔵量への純流入量が830億立方フィートになると見込まれている。これは先週の1030億立方フィートからは減少するものの、Investing.comがまとめたデータによると、過去5年間の平均760億立方フィートを上回っている。 ブルームバーグのLNG供給ガスモデルによると、米国のLNG輸出ターミナルへの供給量はここ数週間軟化しており、木曜日の推定値は185.7億立方フィートで、30日移動平均の196.8億立方フィートを下回っている。 テキサス州のゴールデンパスLNGプロジェクトは今週初め、初の貨物を出荷しました。今後数ヶ月でさらに生産能力が増強される予定で、これが価格を支える要因となるでしょう。 しかしながら、気象予報は強気な方向に転じており、国立気象局によると、5月7日から13日にかけて、北部と東部を中心に国土の約3分の2で平年を下回る気温が予想されています。
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