-- 周四午盘交易中,受库存增幅超出预期以及天气预报更新支撑,美国天然气期货价格走高。 近月亨利枢纽天然气期货合约和连续基准价格均上涨0.92%,至每百万英热单位2.634美元。 美国能源信息署(EIA)报告称,截至4月10日当周,地下天然气库存连续第三周增加,增加590亿立方英尺,达到19700亿立方英尺。根据Investing.com的数据,这一增幅超过了市场预期的550亿立方英尺。 EIA表示,库存比去年同期高出1260亿立方英尺,比五年平均水平18620亿立方英尺高出1080亿立方英尺,但仍在五年历史区间内。 关于价格,NRG能源公司表示:“总体而言,自1月初触底以来,短期市场已找到新的底部。” NRG表示,近期天气预报显示,南部和东部地区将出现显著的高温异常,预计周末前将有一股冷锋过境。随后,平原地区气温将短暂回升,东北部地区气温将有所下降。展望后半段,气温将逐渐回落,全国大部分地区,尤其是中部地区,将面临降温风险。 Aegis Hedging公司表示,基本面方面,近几周来,消费疲软抵消了产量下降的影响。 该公司援引标普数据称:“尽管过去两周产量可能较低,但总消费量更低。” 该公司表示:“总消费量(电力、可再生能源和工业需求)已连续一周左右低于每日700亿立方英尺。” Aegis表示,美国本土48州大部分地区的天然气产量有所下降,但受德克萨斯州产量增长的支撑,干气产量仍接近每日1035亿立方英尺。 关于出口,Aegis 指出,Corpus Christi LNG 第三阶段 6 号生产线可能在 5 月份开始输送天然气,而 Golden Pass LNG 预计下周将达到每天约 4.5 亿立方英尺的产量,这表明其吞吐量稳定性正在提高。
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