-- 週三盤後交易中,美國天然氣期貨延續早盤跌勢,市場擔憂國內天然氣庫存將再次大幅增加,加劇了本已供應過剩的市場局面。 亨利樞紐近月合約和連續合約均下跌1.64%,至每百萬英熱單位2.647美元。 市場預期美國能源資訊署(EIA)週四發布的天然氣庫存報告將新增790億至840億立方英尺的庫存,遠高於五年同期平均增幅630億立方英尺。截至4月17日,庫存已處於高位,比五年平均高出7.1%,這意味著任何高於正常水平的增幅都將進一步擴大庫存過剩。 低於正常水平的氣溫預測在一定程度上限制了價格下跌,這可能會支撐暖氣需求。商品氣象集團(Commodity Weather Group)週三表示,預計到5月3日,美國東部三分之二地區的氣溫將低於平均值。 即便如此,市場情緒依然謹慎。 Gelber & Associates表示,新一月期貨合約交投清淡,原因是天氣狀況不均衡,導致區域需求不平衡,儘管天氣預報顯示氣溫偏低,但市場多空雙方的信心均受到限制。 供應方面,天然氣產量略低於2026年初的高峰。 Barchart引述彭博新能源財經(BNEF)的數據稱,天然氣產量為1099億立方英尺/日,年增2.9%;而需求量為738億立方英尺/日,較去年同期成長12.5%。 液化天然氣(LNG)原料氣需求持續支撐市場,在強勁的全球需求和新建出口設施持續增產的推動下,LNG原料氣需求接近季節性高位。 BNEF數據顯示,LNG原料氣流量為191億立方英尺/日,季增4.2%。
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