-- 周四午盘交易中，美国天然气期货价格上涨，此前政府数据显示库存增幅低于预期，引发空头回补，推高了价格。 近月亨利枢纽天然气期货合约和连续合约均上涨4.34%，至每百万英热单位2.76美元。 美国能源信息署（EIA）报告称，截至4月24日当周，天然气库存增加了790亿立方英尺。 这一增幅低于前一周的1030亿立方英尺增幅和去年同期的1050亿立方英尺增幅，但仍比五年平均增幅630亿立方英尺高出200亿立方英尺。市场参与者此前预期增幅将高达830亿立方英尺，因此公布的数据略低于预期。 目前，美国天然气总库存为21420亿立方英尺，比去年同期高出1160亿立方英尺，比五年平均水平19890亿立方英尺高出1530亿立方英尺。 “交易员们在数据公布前预期，继上周1030亿立方英尺的天然气注入之后，本周天然气供应量将进一步大幅增加。但实际数据低于预期，这足以引发一些空头回补。这就是今天价格反弹背后的原因，”FX Empire写道。 在需求方面，NRG Energy表示，预计周四电力消耗量将减少28亿立方英尺/日，但工业需求将增加4亿立方英尺/日，居民和商业需求将增加17亿立方英尺/日，从而抵消部分降幅。 4月30日至5月6日期间，天然气需求预测值被下调。NatGasWeather.com表示，预计中西部、俄亥俄河谷和东北部地区的气温将低于正常水平，最低气温在华氏20多度到30度之间。预计未来七天整体需求将保持温和水平。 NRG能源公司表示，过去一周天然气产量稳定在1060亿立方英尺/日以上，周四环比增长0.3亿立方英尺/日，达到1064亿立方英尺/日。液化天然气出口原料气流量保持相对强劲，在180亿至190亿立方英尺/日之间，但预计周四将降至176亿立方英尺/日。
Related Articles
International
TSX Closer: Index Up For the First Day In Six On Bargain Hunting, Economic Rebound In Q1
The Toronto Stock Exchange on Thursday posted its first wining session in six, recovered all the 630 points and more lost over the prior five sessions, on some bargain hunting and a first-quarter rebound for the Canadian economy.The S&P/TSX Composite Index rose 645.94 points, or 1.9% to close at 33,964.33, with most sectors higher, led by Base Metals, up near 3%, even with gold prices deflated. Even Energy was up 0.8%, despite lower oil prices.The Battery Metals Index lost 2.7%.On the economy, Derek Holt, Head of Capital Markets Economics at Scotiabank noted Canada's economy rebounded in Q1 and "might be performing a smidge better" than the Bank of Canada's published forecast yesterday. "Still," Holt said, "it's backward data that settles nothing much other than to reject gloomier consensus views on the underlying performance of the economy coming into the start of the year."Holt noted the economy grew by 0.17% month over month seasonally-adjusted, rounded up to 0.2% on screens. Statcan's preliminary guidance for March was that GDP was unchanged, absent any details. What this translates into is Q1 GDP tracking growth of 1.7% on a quarter over quarter SAAR (Seasonally Adjusted Annual Rate), a rebound from the 0.3% q/q SAAR contraction in Q4, "with an asterisk beside both readings", Holt added.That asterisk speaks to the fact that we're using monthly, production-side GDP accounts, Holt said. The BoC and the street focuses upon more complete quarterly GDP accounts that also consider how activity was generated, such as by considering swings in inventory investment, he added.Holt said the difference may be material. Q4 GDP in expenditure-based terms shrank by -0.6% q/q SAAR because inventory depletion drove a 4.2 percentage point weighted drag against GDP economy. Final domestic demand excludes inventory effects and it grew by 2.3% q/q SAAR in Q4. "We don't have the complete inventory and trade picture for Q1 yet and so there continues to be some tracking risk," Holt added.Holt cited a chart that shows what drove February GDP. Manufacturing punched above its weight while the rest was an evenly distributed mixture of small growth additions and drags, he said. Some of the drags were weather oriented in his view, like construction, and maybe some of the leisure categories, he added.So, while GDP rebounded, it likely outpaced the supply side of the economy which will probably translate into a narrower output gap when we get the full set of Q1 GDP accounts, according to Holt.Of commodities, gold traded higher by midafternoon Thursday as the dollar dropped after a report showed a key U.S. inflation measure rose last month, while first-quarter gross domestic product rose less than expected. Gold for June delivery was up US$71.30 to US$4,632.80 per ounce, remaining within the US$200 range it has traded within for the past month.But West Texas Intermediate crude oil closed lower, falling off four-year highs touched overnight during Asian trade on a report the U.S. may end the ceasefire with Iran as the largest-ever supply shock hits hardest for the continent that relies on Persian Gulf supplies now trapped behind the closed Strait of Hormuz. WTI crude oil for June delivery closed down US$1.81 to settle at US$105.07 per barrel after touching US$110.93 overnight, while June Brent oil was last seen down US$4.12 to US$113.91, after it reached US$126.34 overnight, the highest since 2022.
$^GSPTSE$.GSPTSE
Mining & Metals
Earnings Flash (CYBT.CN) Cybeats Technologies Reports Q4 Revenue $0.72M Vs $0.511M Year Ago; Net Loss in Q4 $299,318 Vs Loss of $3.226M
$CYBT.CN
Commodities
EU Clears Itochu, Peninsula Petroleum Ammonia Marine Fuel Joint Venture
The European Commission on Thursday cleared an Itochu-Peninsula joint venture for ammonia fuel trading, citing limited market share and negligible activity in the European Economic Area.The Commission approved the joint venture between Japan-based Itochu and Peninsula Petroleum, based in Ireland, under the EU Merger Regulation.The companies will focus on marketing services for ammonia bunkering and trading ammonia as a marine fuel, according to the Commission.The Commission found no competition concerns due to the venture's minimal presence in the European Economic Area and the companies' limited combined market positions, following a simplified review process.