-- 据Axios报道,周三美国天然气期货开盘走低,交易员们正在权衡有关美伊两国可能即将结束两个多月冲突的消息。 美国亨利枢纽天然气期货下跌3.3%,至每桶2.70美元;亨利枢纽连续合约下跌3.1%,价格相同。 Axios一篇题为《官员称,美伊即将就一份结束战争的单页备忘录达成一致》的文章披露了这一进展。 该报道援引两位美国官员和两位知情人士的话称,白宫认为已接近与伊朗就拟议的单页框架达成协议,并正在等待伊朗在周五之前的回应。 在欧洲,天然气进口一直是其能源领域的一大软肋,中东冲突期间的交易波动性也随之加剧。截至当日晚些时候,欧洲天然气期货合约下跌超过6%。 美国总统唐纳德·特朗普周三在社交媒体网站Truth Social上发表的一篇文章似乎暗示,尽管Axios新闻网的文章援引消息人士的话称白宫方面持乐观态度,但伊朗方面仍将继续抵抗。 特朗普重申,如果无法达成协议,美国将诉诸武力来实现其要求,包括伊朗放弃核浓缩活动。 “假设伊朗同意做出已经达成的协议——这或许是一个很大的假设——那么已经名声大噪的‘史诗级愤怒’(Epic Fury)将会结束,而高效的封锁将使霍尔木兹海峡对所有人开放,包括伊朗。如果他们不同意,轰炸就会开始,而且不幸的是,轰炸的规模和强度将比以前高得多。”特朗普写道。
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Sector Update: Consumer Stocks Mixed in Afternoon Trading
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US Natural Gas Update: Futures Drop in Line with Crude on Middle East Peace Progress
US natural gas futures declined on Wednesday, tracking declines in crude as energy markets reacted to reports that Iran is reviewing a US-backed peace proposal that could ease tensions in the Strait of Hormuz and restore critical global shipping flows.The front-month Henry Hub contract and the continuous benchmark both fell 2.33% to $2.724 per million British thermal units.Analysts said the move largely followed the drop in oil prices alongside subdued near-term weather-driven demand."This market appears to be seeing spillover from the huge decline in oil pricing, and with the weather factor offering little support," Ritterbusch & Associates said in a note cited by the Wall Street Journal.The Strait of Hormuz remains a key geopolitical focal point, with any de-escalation seen as potentially restoring stable flows of liquefied natural gas to Asian buyers, who account for a large share of global LNG demand.On the domestic side, US fundamentals remain broadly stable. Production is forecast to hold near 107.3 billion cubic feet per day, roughly in line with recent levels and slightly above April averages, NRG Energy said.Demand trends were mixed. According to Aegis Hedging, residential and commercial consumption rose by 2.5 Bcf/d, offsetting a 1.4 Bcf/d decline in power burn demand.Looking ahead, weather models show short-term cooling across the Midwest before a shift to above-normal temperatures in western regions next week, which could support cooling demand later in the month. Ritterbusch said it still sees upside risk for prices over the next one to two months if hotter weather materializes.Storage expectations remain in focus ahead of Thursday's government report. NRG Energy said it expects a 70 Bcf injection for the week ending May 1, below both last year's build and the five-year average. Even so, inventories are projected to remain about 7% above the seasonal norm.Liquefied natural gas export demand is currently subdued, with feedgas flows forecast around 17 Bcf/d, NRG said. Lower volumes at the Corpus Christi and Cameron facilities due to maintenance are weighing on exports, limiting near-term support for prices.