-- 周五，美国天然气期货价格上涨，此前公布的净增库存低于预期，为国内天然气价格创造了利好环境。 亨利枢纽天然气期货近月合约和连续合约均上涨1.81%，至每百万英热单位2.81美元。据TradingEconomics预测，基准价格本周有望上涨1%。 此前，美国能源信息署（EIA）发布的每周库存报告显示，截至5月1日当周，美国天然气净增库存630亿立方英尺，使总库存达到22050亿立方英尺，比五年同期平均水平高出1390亿立方英尺，增幅达7%；比去年同期高出750亿立方英尺，增幅达4%。 然而，这一净增库存低于前一周的790亿立方英尺、去年同期的1050亿立方英尺以及五年同期平均水平770亿立方英尺。根据 Investing.com 汇编的数据，实际注入量也低于此前预期的 720 亿立方英尺。 此外，据 TradingEconomics 的数据，由于现货价格走低，各公司缩减产量，美国本土 48 州的天然气产量也略有下降。 彭博液化天然气原料气模型显示，由于部分关键设施正在进行例行维护，美国液化天然气出口设施的原料气供应量预计为 178.3 亿立方英尺，远低于 30 天移动平均值 191.9 亿立方英尺。 与此同时，据美国国家气象局预测，5 月 15 日至 21 日期间，美国大部分地区的气温将高于正常水平，这将增加制冷需求。
Related Articles
Commodities
Wison New Energies Unveils 16 MW Floating Wind Energy Platform Design
Wison New Energies has unveiled a new floating wind platform design aimed at supporting the industry's shift toward massive, next-generation turbines, the company said on Wednesday.The Chinese offshore engineering firm said its engineers had developed a four-column semi-submersible floating platform and compared it with a conventional three-column design under North Atlantic operating conditions.The research comes as floating offshore wind developers increasingly seek platform designs capable of supporting next-generation turbines exceeding 16 MW, which require greater stability and resilience in harsh offshore environments."As floating wind moves toward large-capacity turbine, platform optimization requires an integrated assessment of structural dynamics, hydrodynamics, and coupled responses," Weimin Chen, director of Offshore Wind at Wison Energies, said in a statement.Chen said the study reflects that systems-level approach and highlights the importance of comprehensive evaluation at the early design stage.Floating wind technology is viewed as critical for expanding offshore renewable energy generation into deeper waters where fixed-bottom turbines are not feasible.
Australia
Monster Beverage Posts 'Very Strong' Results, Morgan Stanley Says
Monster Beverage (MNST) offers "outsized" long-term growth potential after reporting "very strong" Q1 and April performance, Morgan Stanley said in a Friday note.The note pointed to organic sales growth of 22% in the last four months, reinforcing confidence in long-term growth prospects above market expectations.The report also said its gross margin performance/forward outlook was better than feared."MNST valuation has moved up after stock outperformance," the report said. "But we continue to believe that Monster's growth profile is unique in CPG and more durable in nature...which should drive a scarcity valuation premium."Morgan Stanley raised its price target to $100 from $96 while maintaining its overweight rating on the stock.Price: $85.89, Change: $+9.92, Percent Change: +13.06%
$MNST
Australia
Apple Likely to see Major Inflection Point in Growth, Wedbush Says
Apple (AAPL) is likely to see a major inflection point in growth as it prepares to unveil its artificial intelligence strategy at WWDC next month, Wedbush said in a Friday research report.The brokerage forecast that around 20% of the world's population will access AI through an Apple device over the coming years, Wedbush stated.Apple will be able to monetize AI and storage services over the coming years, expected to add $75 to $100 to the stock and generate an additional $15 billion of annual services revenue, while the company's collaboration with Alibaba (BABA) on AI will be key as it targets a growing installed base in China, analysts wrote.Monetization depends on Apple's installed base, but innovation in foldable phones, AI smartphone, and affordable Apple Glasses will be the hearts and lungs of the company's success, according to the note.The brokerage said it reiterated its outperform rating on the stock and boosted its price target to $400 per share from $350.Price: $292.90, Change: $+5.48, Percent Change: +1.91%
$AAPL$BABA