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美國天然氣最新動態:受溫和天氣預期和需求疲軟影響,期貨價格下調

-- 週五盤後交易中,美國天然氣期貨價格小幅走低,原因是美國大部分地區氣溫偏暖的預測令市場對暖氣需求預期承壓。 亨利樞紐天然氣近月合約和連續合約均下跌0.64%,至每百萬英熱單位2.653美元。 天氣預報仍然是主要下行因素。預測機構商品天氣集團(Commodity Weather Group)預測,4月19日之前,美國東部地區的氣溫將高於平均水平,這將降低季末暖氣需求。 季節性的「過渡期」也對現貨市場構成壓力。美國能源資訊署(EIA)表示,截至週三的一周內,亨利樞紐天然氣現貨價格下跌0.19美元,至每百萬英熱單位2.80美元,低於前一周的每百萬英熱單位2.99美元,原因是氣溫普遍偏高抑制了天然氣消費。 需求指標也反映了疲軟的市場狀況。根據Barchart引述彭博新能源財經(BNEF)的數據,美國本土48州(Lower 48)週五的天然氣需求量估計為每日683億立方英尺,年減9.7%。 供應方面,天然氣產量較上季小幅回升,整體產量水準依然強勁。 NRG能源公司的數據顯示,產量在本週稍早從每日1086億立方英尺降至1066億立方英尺後,週五回升至每日1070億立方英尺。 Barchart引用的另一份BNEF數據顯示,美國本土48州乾氣產量為每日1,113億立方英尺,較去年同期成長3.9%。 液化天然氣(LNG)需求依然強勁。 NRG表示,原料氣流量接近產能,估計每日189億立方英尺,反映出全球供需仍緊張。然而,出口量略有下降。根據美國能源資訊署(EIA)數據顯示,截至4月8日當週,液化天然氣(LNG)船共運輸1,410億立方英尺(Bcf),由37艘油輪運輸,較前一週減少80億立方英尺和2艘油輪。 週四,EIA報告稱,截至4月3日當週,LNG淨增加500億立方英尺,與去年同期530億立方英尺的增幅基本持平,但遠高於五年平均增幅120億立方英尺。總庫存比去年同期高出890億立方英尺,比五年歷史平均高出870億立方英尺。

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