FINWIRES · TerminalLIVE
FINWIRES

美国天然气最新动态:库存增幅低于预期,期货价格反弹

By

-- 周四,美国天然气期货价格走高,此前低于预期的库存增幅缓解了部分近期供应压力,加上天气因素驱动的需求预期也提供了支撑。 亨利枢纽天然气期货近月合约和连续合约均上涨1.50%,至每百万英热单位2.771美元。 价格早盘走低,但在每周库存报告公布后立即反弹,盘中最高触及每百万英热单位2.813美元。 美国能源信息署报告称,本周地下天然气库存增加了630亿立方英尺,低于预期,此前预期增幅为720亿至800亿立方英尺。 即使增幅较小,库存仍维持在22050亿立方英尺的高位,比去年同期高出750亿立方英尺,比五年平均水平20660亿立方英尺高出1390亿立方英尺。不过,与季节性正常水平相比,库存盈余较前一周的1530亿立方英尺有所收窄。 天气预报进一步推高了天然气价格。预计中西部和东北部地区将持续出现低于正常水平的冷空气,直至周五,这将支撑季末的供暖需求。与此同时,西部和佛罗里达州的气温正在升高,预计5月初最高气温将达到90华氏度甚至三位数,这将提振制冷需求。 展望未来,NRG能源公司援引的预测显示,未来6-15天的天气预报表明,升温趋势将蔓延至美国大平原和东部地区。 供应方面,美国干气日产量下降9亿立方英尺至1060亿立方英尺。NRG表示,需求也出现疲软,下降13亿立方英尺至789亿立方英尺,主要原因是电力行业消耗量减少。 液化天然气出口原料气量小幅增长3亿立方英尺至172亿立方英尺。然而,由于季节性维护仍在继续,销量仍低于 4 月份的高点,部分被 Golden Pass 矿区活动逐步恢复带来的增量需求所抵消。

Related Articles

Insider Trading

Teva Pharmaceutical Industries Insider Sold Shares Worth $384,444, According to a Recent SEC Filing

Amir Weiss, Chief Accounting Officer, on May 06, 2026, sold 10,679 shares in Teva Pharmaceutical Industries (TEVA) for $384,444. Following the Form 4 filing with the SEC, Weiss has control over a total of 20,016 ordinary shares of the company, with 20,016 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/818686/000119312526211855/xslF345X05/ownership.xml

$TEVA
Research

Research Alert: CFRA Maintains Buy Opinion On Shares Of Doordash, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our price target by $2 to $240, based on 30x our 2027 EPS view, just below DASH's three-year average (~32x) given competitive threats from AI and Uber Eats, offset by the company's dominant market position and positive network effects. We raise our 2026 adjusted EPS view by $0.10 to $5.63 and 2027's by $0.06 to $7.99. We are encouraged by DASH's Q2 Marketplace GOV guidance (+36% Y/Y), an encouraging result following relatively soft guidance for Q1, especially given fears of a weakening consumer. International sales continue to scale solidly, with Deliveroo accelerating to 14% Y/Y growth in Q1 vs. 7% growth in Q4 (we expect continued improvement all year). Margin pressure remains (adjusted EBITDA margin -20 bps Y/Y to 2.4%) but should fade as platform integration activities finish up early next year. Adjusted EBITDA guidance (midpoint of $820M) was above expectations ($742M), despite the company expecting another $50M gas relief charge, which should persist amid the Strait of Hormuz closure.

$DASH
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of Tyson Foods, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target remains $76, a 15x multiple of projected FY 27 EPS of $5.09 (raised by $0.02). We also lift our FY 26 (Sep.) EPS est. by $0.09 to $4.11. This multiple is slightly above TSN's long-term average of 14x, reflecting favorable secular tailwinds, including a continued shift in consumer preferences toward protein and improved earnings growth potential as the Beef segment recovers, likely in FY 27. Operationally, TSN is executing well, particularly in Chicken, where margins continue to widen, up 290 bps year over year in FQ2. Beef remains pressured by historically tight cattle supplies, with the U.S. herd at its lowest level since 1951, though we expect margins to improve following recent restructuring actions, including rightsizing production to improve capacity utilization. TSN's balance sheet is solid, noting its leverage ratio (net debt/adjusted EBITDA) has now improved to 2.2x vs. 3.9x two years ago. This provides a decent degree of financial flexibility in our view.

$TSN