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美國天然氣最新動態:液化天然氣出口放緩導致價格走軟

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-- 週五盤後交易中,美國天然氣期貨價格延續跌勢,此前受美國政府數據顯示庫存增幅低於預期的影響,天然氣期貨價格一度上漲,但隨後因輸往液化天然氣(LNG)終端的原料氣供應放緩而下跌。 亨利樞紐天然氣期貨近月合約和連續合約均小幅下跌0.69%,至每百萬英熱單位2.75美元。 價格下跌的原因是出口系統中天然氣使用量減少,導致更多天然氣在美國國內流通。 據Barchart引述彭博新能源財經(BNEF)的數據稱,週五輸往LNG出口終端的原料氣供應量較上週下降4.6%,至177億立方英尺。 LNG原料氣供應量近期曾達到約2000億立方英尺/天的峰值,但由於包括科珀斯克里斯蒂、卡梅倫和卡爾克蘇帕斯在內的多個終端持續進行維護和運營受限,供應量有所下降。 Gelber & Associates表示,隨著Golden Pass天然氣處理廠持續增產,其輸送量增加,部分天然氣缺口得以抵銷。該廠近期在調試期間產量已達歷史新高。 美國能源資訊署(EIA)表示,截至5月6日當週,共有30艘天然氣船離開美國,運載天然氣1,150億立方英尺(Bcf),較前一週減少5艘,天然氣運載量減少180億立方英尺。 週四,EIA公佈截至5月1日當週天然氣淨注入量為630億立方英尺,低於分析師預期的720億至800億立方英尺,受此消息提振,天然氣價格上漲。該週淨注入量也遠低於五年平均770億立方英尺,以及去年同期1,040億立方英尺的淨注入量。 週四,天然氣總看跌期權庫存為22050億立方英尺,比五年平均高出1390億立方英尺,增幅達7%;比去年同期高出750億立方英尺,增幅達4%。 產量為 1,106 億立方英尺/日,比去年同期成長近 4%;需求量為 675 億立方英尺/日,比去年同期成長 0.8%。

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