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美国天然气市场最新动态:需求疲软令市场承压,期货价格下跌

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-- 周二午盘交易中,美国天然气期货价格下跌,结束了此前连续四个交易日的上涨势头。市场预测显示,国内需求疲软,且近期气温偏暖。 亨利枢纽近月合约和连续合约均下跌2.41%,至每百万英热单位2.798美元。 NRG公司表示,受东北部和中西部以外大部分地区天气温和的影响,预计周一天然气需求将减少40亿立方英尺/日,周二降至954亿立方英尺/日。这主要得益于居民和商业用气量的下降。 然而,电力行业的天然气需求却增加了约23亿立方英尺/日,达到324亿立方英尺/日,反映出气温升高带动了用电量的增加。 Aegis Hedging公司表示,夏季居民天然气需求相对较小且稳定,通常在80亿至110亿立方英尺/日之间,去年5月至9月的平均需求约为95亿立方英尺/日。 相比之下,电力需求远高于天然气,且波动性更大,去年平均日需求量为 411 亿立方英尺,并受天气影响出现剧烈波动。因此,在温暖的月份,电力需求已成为天然气市场走势的主要驱动因素。 Trading Economics 表示,在供应方面,由于价格低迷,生产商缩减了产量,导致产量有所下降。 Gelber and Associates 表示,天然气产量为 1100 亿立方英尺/日,预计下周将有所增长,而加拿大进口量仍为 44 亿立方英尺/日,远低于 4 月下旬的峰值,因此供应状况比需求状况更为稳定。 天然气库存水平仍比历史平均水平高出 7%。 近几日,液化天然气原料气流量也有所下降,NRG 周二估计为 173 亿立方英尺/日。 Gelber and Associates公司表示,目前液化天然气原料气的流量为178亿立方英尺/日,为两周以来的最低水平,比4月下旬的高点低约11%,春季检修持续限制了出口。 Aegis公司列出的当前检修地点包括Cameron、Calcasieu Pass和Corpus Christi LNG。

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