FINWIRES · TerminalLIVE
FINWIRES

米天然ガス最新情報:予想を下回る貯蔵量注入と生産量減少を受け、先物価格が上昇

By

-- 米国の天然ガス先物価格は金曜日、貯蔵へのガス注入量が予想を下回ったことと、過去1週間の生産量減少を受けて上昇した。 TradingEconomicsのデータによると、ヘンリーハブの期近天然ガス先物と継続先物価格はともに0.47%上昇し、100万BTUあたり2.78ドルで取引を終えた。両先物価格は週を通して3.11%上昇する見込みだ。 米国エネルギー情報局(EIA)は、4月24日までの1週間で貯蔵へのガス注入量が790億立方フィートとなり、総ガス在庫は2,144Bcfになったと発表した。これは前週の注入量1,030億立方フィートから減少したものの、過去5年間の平均630億立方フィートを上回った。 しかし、Investing.comのデータによると、注入量は830億立方フィートと予想を下回り、昨年の880億立方フィートにも及ばなかった。これは、報告書全体の強気な傾向を示している。 一方、TradingEconomicsによると、米国の天然ガス生産量は過去1週間で減少しており、日量20億立方フィート(Bcf)減少した。EQT(EQT)などの大手生産企業は、価格低迷を受けて生産量を削減している。 気象予報も強気な方向に転換しており、米国国立気象局によると、5月上旬の数週間は米国東部3分の2の地域で平年を下回る気温が予想される。 しかし、平年並みの気温が今月中に上昇する見込みであるため、暖房用ガスの需要増加にはつながらないとみられている。 最後に、ブルームバーグLNGフィードガスモデルの推計によると、液化天然ガス(LNG)輸出施設への天然ガス供給量は、木曜日の188.1億立方フィートから金曜日には191億立方フィートへとわずかに増加した。ただし、この推計値は依然として30日移動平均の196.7億立方フィートを下回っている。

Price: $58.39, Change: $-1.69, Percent Change: -2.81%

Related Articles

Mining & Metals

TSX Down 11 Points at Midday, With Energy The Worst Performer

The Toronto Stock Exchange is down just 11 points at midday with energy, down 1.2%, the biggest decliner.Info tech (+2.4%) and utilities (+0.8%) are the best performers.CIBC writes, in a note entitled 'Top-10 Best Ideas' for May said its factor mapping for the TSX index is "more positively skewed towards quality, value, and free-cash-flow yield, with less emphasis on the AI-growth factor" compared to its' U.S. mapping. "In today's narrow breadth environment, high grading and barbell strategies may serve as effective diversifiers. Combining momentum and trend factors for capital appreciation with value and yield for cheapness and income can support risk management," the bank added.CIBC notes the large-cap S&P/TSX 60 index recently began to outperform the broader S&P/TSX Composite index and the small-cap TSX Venture index. It said this shift in relative strength by size may indicate investors' preference for quality and liquidity, high grading is often associated with a defensive stance. CIBC said its best ideas for the month of April returned 8.53% with a 80% positive hit rate and 488 bps of positive alpha relative to the TSX index. Year to date, the monthly baskets have returned +12.75%, outperforming the benchmark TSX Index by 564 bps. Comparatively, the TSX Index returned +7.1% and SPX index returned +5.3%.The following are its top-10 best ideas for the month of May: Cenovus Energy (CVE.TO), Keyera (KEY.TO), Whitecap Resources (WCP.TO), Bank of Montreal (BMO.TO); Manulife Financial (MFC.TO), Power Corp (POW.TO); Magna International (MG.TO), Restaurant Brands (QSR.TO), Methanex (MX.TO), Granite Real Estate (GRT-UN.TO).

$^GSPTSE$.GSPTSE
Insider Trading

Halliburton Insider Sold Shares Worth $255,538, According to a Recent SEC Filing

Tobi M. Young, Director, on April 30, 2026, sold 6,125 shares in Halliburton (HAL) for $255,538. Following the Form 4 filing with the SEC, Young has control over a total of 15,250 common shares of the company, with 15,250 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/45012/000191427626000003/xslF345X05/wk-form4_1777651893.xmlPrice: $41.56, Change: $-0.74, Percent Change: -1.75%

$HAL
Australia

Roku's Q1 Results and Outlook Reflect Upside to Platform Growth Strategy, Wedbush Says

Roku's (ROKU) Q1 results and guidance reflect the upside to its platform growth strategy, even as the uncertain macro backdrop tightens advertiser budgets, Wedbush Securities said in a note Friday.The company's accelerating monetization of its ad and subscription platform, improving profitability, and favorable tax position place it on Wedbush's best ideas list, the brokerage added.Given Roku's expense discipline, the brokerage said it expects the company to achieve its $1 billion free cash flow guidance well before its 2028 target.Roku's net operating losses will act as a tax shield, allowing pre-tax income to efficiently convert into distributable cash, the firm noted. A clean balance sheet and improving liquidity suggest ongoing share buybacks are likely, according to the note.Wedbush added that Roku is best-positioned within the Connected TV ecosystem, even amid macro headwinds, as it can meet advertisers across the demand curve.Wedbush maintained an outperform rating on Roku and raised the price target to $155 from $140.Price: $122.02, Change: $+5.46, Percent Change: +4.68%

$ROKU