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美國天然氣最新動態:庫存增幅低於預期,期貨價格反彈

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-- 週四,美國天然氣期貨價格走高,此前低於預期的庫存增幅緩解了部分近期供應壓力,加上天氣因素驅動的需求預期也提供了支撐。 亨利樞紐天然氣期貨近月合約及連續合約均上漲1.50%,至每百萬英熱單位2.771美元。 價格早盤走低,但在每週庫存報告公佈後立即反彈,盤中最高觸及每百萬英熱單位2.813美元。 美國能源資訊署報告稱,本週地下天然氣庫存增加了630億立方英尺,低於預期,此前預期增幅為720億至800億立方英尺。 即使增幅較小,庫存仍維持在2,2,050億立方英尺的高位,比去年同期高出750億立方英尺,比五年平均20,660億立方英尺高出1,390億立方英尺。不過,與季節性正常水準相比,庫存盈餘較前一週的1,530億立方英尺有所收窄。 天氣預報進一步推高了天然氣價格。預計中西部和東北部地區將持續出現低於正常水平的冷空氣,直至週五,這將支撐季末的供暖需求。同時,西部和佛羅裡達州的氣溫正在升高,預計5月初最高氣溫將達到90華氏度甚至三位數,將提振冷凍需求。 展望未來,NRG能源公司引用的預測顯示,未來6-15天的天氣預報表明,升溫趨勢將蔓延至美國大平原和東部地區。 供應方面,美國乾氣日產量下降9億立方英尺至1060億立方英尺。 NRG表示,需求也出現疲軟,下降13億立方英尺至789億立方英尺,主要原因是電力產業消耗量減少。 液化天然氣出口原料氣量小幅增加3億立方英尺至172億立方英尺。然而,由於季節性維護仍在繼續,銷量仍低於 4 月的高點,部分被 Golden Pass 礦區活動逐步恢復帶來的增量需求所抵消。

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