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美国天然气市场最新动态:受国内基本面疲软影响,期货价格回吐涨幅

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-- 周一午盘,美国天然气期货价格回吐早盘涨幅,疲软的需求和强劲的供应抵消了早盘地缘政治风险溢价的影响。 近月亨利枢纽天然气合约和连续期货均下跌0.38%,至每百万英热单位2.64美元。 彭博社报道称,美国总统特朗普在周末与伊朗的和平谈判失败后下令封锁霍尔木兹海峡,引发了人们对波斯湾能源流动的担忧,天然气价格最初与原油价格同步上涨。但随着供需基本面重新占据主导地位,涨势逐渐消退。 天气预期在交易时段也发生了变化。此前,美国天然气期货价格曾受到天气预报和地缘政治紧张局势的支撑,但彭博社表示,在上周五收盘后,天气预报再次发生变化,而上周五的收盘价创下了17个月以来的最低水平。 商品气象集团表示,美国东部三分之二地区的气温高于正常水平,预计将从4月18日开始回落至季节性正常水平,并持续到4月27日。 供应依然充足。彭博社报道称,周一美国本土48州干气日产量为1188亿立方英尺,比去年同期增长约2.4%。 需求指标进一步疲软。彭博社估计,美国天然气总需求比去年同期下降约4%。NRG能源公司表示,随着气温回升,上周天然气需求下降,日消费量从900亿立方英尺降至750亿立方英尺。 NRG能源公司表示,居民和商业需求下降是造成需求下降的主要原因,而其他行业的需求则相对持平。 出口方面,彭博新能源财经(BNEF)表示,液化天然气原料气需求为199亿立方英尺/日,比前一周增长1.5%。

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