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美国天然气最新动态:期货价格上涨,受天气变化支撑

-- 周四盘后交易中,美国天然气期货价格延续涨势,受天气预报变化的提振,库存增幅超出预期,引发尾盘买盘。 近月亨利枢纽天然气期货合约和连续基准天然气期货均上涨2.41%,收于每百万英热单位2.673美元。 Barchart表示,周四晚间价格走高,是由于天气前景不明朗引发空头回补。该公司援引商品天气集团(Commodity Weather Group)的预测称,4月20日之前,美国东部三分之二地区的气温将有所下降,而4月21日至25日,美国东部和中西部北部地区的气温预计将高于平均水平。 周四早些时候,美国能源信息署(EIA)公布了连续第三周的天然气库存增长数据,截至4月10日当周,地下天然气库存增加590亿立方英尺,达到19700亿立方英尺。据Investing.com的数据显示,这一增幅超过了市场预期的550亿立方英尺。 EIA表示,目前的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。此次库存增幅也超过了去年同期的220亿立方英尺增幅和五年平均增幅380亿立方英尺。 供应方面,据Barchart援引彭博新能源财经(BNEF)的数据,周四美国本土48州干气日产量估计为1107亿立方英尺,同比增长3.3%。美国本土48州的液化天然气需求量为每日700亿立方英尺(Bcf),同比下降4.3%。预计液化天然气净流入出口终端的流量为每日199亿立方英尺,与上周持平。 Gelber & Associates公司表示,美国产量加上加拿大进口量,供应量为每日1140亿立方英尺,而需求量为每日1050亿立方英尺。需求方面,电力消耗量已回升至每周每日320亿立方英尺,但由于供暖需求持续下降,居民和商业需求从上周的每日208亿立方英尺大幅下降至每日135亿立方英尺,抵消了电力需求的支撑。 Gelber & Associates公司周四早些时候表示:“由于库存盈余扩大,整体供需平衡仍然较为充足,除非天气能够带来更持久的需求响应,否则短期供需曲线可能仍将承压。”

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