-- 在週三午盤交易中,美國天然氣期貨價格變動不大,市場參與者在等待週四即將公佈的每周政府庫存報告前保持觀望。 近月亨利樞紐天然氣期貨合約以及連續基準價格小漲0.08%,至每百萬英熱單位2.60美元。 交易員們正密切關注美國能源資訊署(EIA)的庫存數據,以尋找新的市場方向。儘管近期產量出現短暫下滑,目前市場仍受需求疲軟和供應充足的影響。 根據Gelber & Associates的數據,由於東北部和中南部地區的維護工作,美國天然氣日產量下滑至1,079億立方英尺,但預計下週將恢復到正常水準。 Aegis Hedging表示,阿巴拉契亞盆地的天然氣產量降至2月凍害以來的最低水準。但產量下降的同時,正值異常溫暖的過渡季節,這已將東部天然氣南部地區的現貨價格推至六個月來的最低點,即每百萬英熱單位1.79美元。 對大規模儲氣量增加的預期也限制了價格上漲空間。 Gelber & Associates 預測本週儲氣量將增加 480 億立方英尺,遠高於去年同期的 160 億立方英尺增幅。 「這一對比應該會限制價格上漲空間,並表明儲氣量將迅速恢復到淡季的較大水平,」該公司表示。 NRG Energy 預測,截至 4 月 10 日當週的儲氣量將增加 660 億立方英尺。如果預測得到證實,儲氣量將比五年平均高出 1,150 億立方英尺,比去年同期高出 1,130 億立方英尺。 天氣仍然是影響因素。預計下週初一股季末冷空氣將提振居民和商業需求,但整體淡季前景仍顯示供暖需求疲軟,冷氣需求有限。 Aegis Hedging 引述 Criterion 的數據報道稱,預測中重新納入了一些供暖度日數,作為未來 6 至 15 天的展望。 Gelber & Associates指出,液化天然氣需求持續提供關鍵的結構性支撐,原料氣流量維持在每日200億立方英尺左右。 儘管存在一些支撐因素,但整體供需平衡仍然鬆散。 Gelber & Associates表示:“市場可能會對庫存趨緊做出積極反應,但仍需要更強勁的天氣信號、持續的供應不足,或出口需求的進一步走高,才能突破當前的低價區間。”
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