-- 周一,美国天然气期货价格上涨超过2%,此前美伊和平谈判破裂,促使美国总统特朗普宣布对德黑兰实施海上封锁。 亨利枢纽天然气近月合约以及连续合约均上涨2.04%,至每百万英热单位2.70美元。 特朗普周日在Truth Social网站上发帖称,美国海军将通过阻止船只进出伊朗港口来开始对伊朗实施封锁。 周日,美国中央司令部在X网站上发帖称,将于周一上午10点(美国东部时间)开始实施封锁,并指出不会妨碍其他船只“往返非伊朗港口”通过霍尔木兹海峡的航行自由。 所有这些事态发展都给全球能源市场,包括美国天然气和液化天然气出口,带来了新的不确定性。 上周国内天然气总产量持平,平均日产量为1073亿立方英尺(约37.6亿立方米),而据NRG能源公司的数据显示,从加拿大进口的天然气量下降了60亿立方英尺(约37.6亿立方米),至50亿立方英尺(约37.6亿立方米)。 由于全国气温升高,天然气需求量在过去一周大幅下降,从900亿立方英尺(约37.6亿立方米)降至750亿立方英尺(约37.6亿立方米)。 天气预报依然悲观,据美国国家气象局预测,4月20日至26日期间,全国大部分地区的气温将高于正常水平,这将进一步抑制国内天然气需求。
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