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美国天然气最新动态:受供应过剩担忧影响,期货价格下跌,EIA数据即将公布

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-- 周三盘后交易中,美国天然气期货延续早盘跌势,市场担忧国内天然气库存将再次大幅增加,加剧了本已供应过剩的市场局面。 亨利枢纽近月合约和连续合约均下跌1.64%,至每百万英热单位2.647美元。 市场预期美国能源信息署(EIA)周四发布的天然气库存报告将新增790亿至840亿立方英尺的库存,远高于五年同期平均增幅630亿立方英尺。截至4月17日,库存已处于高位,比五年平均水平高出7.1%,这意味着任何高于正常水平的增幅都将进一步扩大库存过剩。 低于正常水平的气温预测在一定程度上限制了价格下跌,这可能会支撑供暖需求。商品气象集团(Commodity Weather Group)周三表示,预计到5月3日,美国东部三分之二地区的气温将低于平均水平。 即便如此,市场情绪依然谨慎。 Gelber & Associates表示,新一月期货合约交投清淡,原因是天气状况不均衡,导致区域需求不平衡,尽管天气预报显示气温偏低,但市场多空双方的信心均受到限制。 供应方面,天然气产量略低于2026年初的峰值。Barchart援引彭博新能源财经(BNEF)的数据称,天然气产量为1099亿立方英尺/日,同比增长2.9%;而需求量为738亿立方英尺/日,同比增长12.5%。 液化天然气(LNG)原料气需求持续支撑市场,在强劲的全球需求和新建出口设施持续增产的推动下,LNG原料气需求接近季节性高位。BNEF数据显示,LNG原料气流量为191亿立方英尺/日,环比增长4.2%。

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