-- 周三盘后交易中,美国天然气期货价格回吐早盘涨幅,但仍维持在两周高位,中东冲突引发的地缘政治紧张局势加剧,支撑了天然气价格。 近月亨利枢纽天然气期货合约和连续基准天然气期货均小幅上涨0.63%,至每百万英热单位2.714美元。 盘中价格一度触及每百万英热单位2.76美元的高位。 市场情绪受到霍尔木兹海峡可能长期关闭的预期支撑,这一进展可能会维持或提振美国液化天然气出口需求。 然而,疲软的近期国内需求前景限制了涨幅。预计未来几天气温将高于平均水平,从而降低供暖需求。Barchart援引商品气象集团(Commodity Weather Group)的数据显示,美国东部地区的气温可能将持续高于正常水平至4月26日,之后气温将下降至5月。 Gelber & Associates表示,未来的天气模式可能会提供一些支撑,并指出5月初气温偏低可能会略微提振供暖需求。不过,该公司补充说,制冷需求不足仍然限制了整体消费量。 库存预期也对市场构成压力。分析师预计,美国能源信息署(EIA)将于周四发布的周报将显示库存增幅高于正常水平。市场估计,截至4月17日当周,库存将增加940亿至970亿立方英尺,远高于过去五年同期平均增幅640亿立方英尺。 供应方面,彭博新能源财经(BNEF)的数据显示,美国本土48州的干气产量估计为1103亿立方英尺/日,同比增长3.3%。该地区的需求量预计为684亿立方英尺/日,同比增长2.2%。 美国液化天然气出口终端的流量保持稳定,净原料气交付量估计为 201 亿立方英尺/日,比前一周增长 1.6%。
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