-- 周三盘后交易中,美国天然气期货价格小幅上涨,受美国政府周四即将公布的每周库存报告前空头回补的支撑。 近月亨利枢纽天然气合约和连续基准价格均上涨0.54%,收于每百万英热单位2.613美元。 据Barchart数据显示,常规交易时段价格也小幅上涨,市场参与者认为,在持续下跌导致市场超卖后,技术性买盘推动了价格上涨。 周三的反弹结束了此前连续五个交易日的下跌,此前的下跌主要受季节性需求疲软和产量强劲的影响,导致供应过剩,价格承压,预计这种情况将持续到4月份,并对库存造成压力。《华尔街日报》援引BOK Financial的丹尼斯·基斯勒的话说:“我认为,一旦夏季制冷需求到来,市场将低估美国真正的需求。” 周二,受春季异常温和天气的影响,天然气期货价格跌至17个月以来的最低点。春季天气抑制了供暖需求,导致库存增加。商品气象集团(Commodity Weather Group)的预测显示,美国东部三分之二地区的气温将高于平均水平,直至4月19日,并将在4月20日至24日期间延伸至中西部北部地区。 市场关注的焦点目前集中在周四公布的库存数据上,市场普遍预期该数据将显示库存远高于历史平均水平。《华尔街日报》报道称,库存盈余可能比正常季节性水平高出近1000亿立方英尺。 Gelber & Associates公司预计,本周库存将增加480亿立方英尺,远高于去年同期160亿立方英尺的增幅。NRG Energy公司预测,截至4月10日当周的库存增幅将高达660亿立方英尺。NRG表示,如果预测成真,库存将比五年平均水平高出约1150亿立方英尺,比去年同期高出约1130亿立方英尺。 与此同时,基本面依然反映出供应充足。据Barchart援引彭博新能源财经(BNEF)的数据,周三美国本土48州天然气产量估计为1096亿立方英尺/日,较上年同期增长2.0%。需求量估计为685亿立方英尺/日,同比下降6.0%。液化天然气出口量接近产能上限,为198亿立方英尺/日,但较上周略有下降。
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