FINWIRES · TerminalLIVE
FINWIRES

美国天然气最新动态:尽管库存数据疲软且天气温和,期货价格仍上涨

By

-- 周一午盘交易中,美国天然气期货价格上涨,主要原因是地缘政治紧张局势升级以及关键液化天然气(LNG)市场供应中断提振了全球价格预期。 近月亨利枢纽天然气期货合约和连续合约均上涨2.54%,至每百万英热单位2.59美元。 据Trading Economics称,受库存上升和温和天气的影响,美国天然气期货价格维持在18个月低点附近。 Trading Economics表示,截至4月24日当周,美国天然气库存水平较季节性平均水平高出8%,高于前一周的7%。与此同时,美国能源信息署(EIA)报告称,截至4月17日当周,美国天然气新增库存1030亿立方英尺,高于预期、去年同期的770亿立方英尺增幅以及五年平均水平640亿立方英尺。 据NRG能源公司称,由于产量和需求基本保持稳定,美国天然气价格近期承压,亨利枢纽天然气期货近月合约上周下跌,远期合约也随之走低。 NRG能源公司表示,美国天然气供应基本面稳定,产量接近1065亿立方英尺/日,需求约为1020亿立方英尺/日,而受天气影响的供暖需求出现波动,液化天然气原料气供应有所减少。 NRG能源公司补充道,从加拿大进口的天然气量从前一周的55亿立方英尺/日降至47亿立方英尺/日。 预计本周温和的天气将抑制天然气需求。Pinebrook能源顾问公司在一份每日报告中指出:“温和的天气持续抑制整体需求,只有北部市场仍有少量供暖负荷,全国范围内的早期制冷需求也有限。” 据NatGasWeather预测,未来几天,随着天气系统的移动,落基山脉和北部平原地区的气温预计将从温和转为凉爽,并伴有阵雨,最高气温在50至60华氏度之间。 NatGasWeather表示,除德克萨斯州气温将达到90华氏度以上外,美国其他地区预计气温宜人至温暖,最高气温在60至80华氏度之间。预计本周晚些时候,冷空气将蔓延至中西部、俄亥俄河谷和东北部地区,并延伸至德克萨斯州和南部,最高气温普遍在60至70华氏度之间,局部地区可达80华氏度。 NatGasWeather预测,未来七天整体天然气需求预计为中等水平。 与此同时,据报道,中东方面伊朗提议,如果美国解除经济和军事压力并同意结束敌对行动,同时推迟对其核计划的讨论,伊朗将放宽对霍尔木兹海峡过境的限制。

Related Articles

Asia Markets

US Equity Indexes Mixed Ahead of Trump's Response to Iran's New Peace Proposal

US equity indexes were mixed on Monday, while crude oil futures rose with government bond yields, as investors awaited President Donald Trump's response to Iran's new peace proposal offering safe passage through the Strait of Hormuz.The Nasdaq Composite rose 0.2% to 24,887.10, and the S&P 500 edged up 0.1% to 7,173.91, each hitting an intraday record high ahead of big-tech quarterly results due mid-week. The Dow Jones Industrial Average fell 0.1% to 49,167.79.Iran has made a new offer to stop its attacks on ships in Hormuz in exchange for a full end to the war, including the US's lifting of its naval blockade of Iranian ports and the postponement of nuclear negotiations, The Wall Street Journal reported, citing officials familiar with the matter.Iranian Foreign Minister Abbas Araghchi presented the offer during his tour of the region and Pakistan over the weekend. Trump discussed the proposal with his national security team on Monday, White House press secretary Karoline Leavitt said. The president earlier said negotiations with Iran could happen over the phone instead of in person."We doubt that the US will go for this, since the US's economic blockade of Iran remains its key 'pressure tactic' in making Iran concede to the US's fundamental demands pertaining to Iran's power," Thierry Wizman, global foreign-exchange and rates strategist at Macquarie, said in a note.West Texas Intermediate crude oil futures rose 2.2% to $96.48, and Brent crude futures advanced 2.6% to $108.09.In precious metals, gold futures fell 1% to $4,695.1, and silver futures declined 1.4% to $75.36.Most US Treasury yields rose, with the 10-year up three basis points to 4.34%, and the two-year climbed 2.3 basis points to 3.8%.In company news, Shell (SHEL) agreed to acquire Canadian energy company ARC Resources in a cash-and-stock deal with an enterprise value of US$16.4 billion, as the oil and gas giant looks to increase its exposure to low-cost shale gas and liquids production in Canada's Montney basin.Domino's Pizza (DPZ) reported weaker-than-expected Q1 results, with the company's chief executive officer saying consumer uncertainty and inflation weighed on demand late in the quarter. Shares slumped 8.8%, the worst performer on the S&P 500.Sandisk (SNDK) is expected to post another "strong" quarter and full-year outlook, benefiting from pricing momentum for NAND memory systems, Morgan Stanley said in a note Monday. Shares of Sandisk were up 8.1%, the top gainer on the Nasdaq.In economic news, the Dallas Fed's monthly manufacturing index fell to minus 2.3 in April from minus 0.2 in March, compared with expectations for a 0.8 print. The index indicates faster contraction, in contrast with other regional manufacturing readings already released.

$^DJI$^IXIC$^SPX$DPZ$SHEL$SNDK
Australia

Brown & Brown Q1 Adjusted Earnings, Revenue Rise

Brown & Brown (BRO) reported Q1 adjusted earnings late Monday of $1.39 per diluted share, up from $1.29 a year earlier.Analysts polled by FactSet expected $1.36.Revenue for the three months ended March 31 was $1.9 billion, up from $1.4 billion a year earlier.Analysts surveyed by FactSet expected $1.89 billion.The company's shares rose 2.8% in after-hours trading.

$BRO
Mining & Metals

Earnings Flash (SPOT.V) EarthLabs Reports Q4 Revenue $3.0M, 64.1% Lift in Advertising and Sponsorships Revs

$SPOT.V