-- 週四盤後交易中,美國天然氣期貨價格維持了早盤超過4%的漲幅,此前政府數據顯示天然氣庫存增幅低於預期,引發市場空頭回補。 近月亨利樞紐天然氣合約和連續合約均上漲4.19%,結算價為每百萬英熱單位2.76美元。 美國能源資訊署(EIA)報告稱,截至4月24日當週,天然氣庫存增加790億立方英尺。 此次增幅低於前一周的1,030億立方英尺,也低於去年同期的1,050億立方英尺。不過,這一增幅比五年平均增幅630億立方英尺高出200億立方英尺。分析師先前預期增幅將高達830億立方英尺,因此公佈的數據略低於預期。 庫存增加推動天然氣總工作量達到21,420億立方英尺(Bcf),比去年同期水準高出1,160億立方英尺,增幅約6%;比五年平均19,890億立方英尺高出1,530億立方英尺,增幅約8%,高於上週的7%。 分析師將價格反彈主要歸因於部位調整。 FX Empire在一份報告中指出,交易員先前預期繼上週三位數增幅之後,本週將出現另一波大幅增幅,而此次增幅較小引發了空頭回補。 儘管週四有所上漲,但由於供應充足和季節性需求疲軟,天然氣價格在近幾個交易日一直承壓。美國能源資訊署(EIA)表示,截至4月29日當週,亨利樞紐天然氣現貨價格下跌16美分,至每百萬英熱單位(MMBtu)2.60美元。 然而,供應方面開始出現一些趨緊跡象。 Gelber & Associates指出,美國天然氣產量逐日下降,而加拿大進口量的減少也導致近期供需平衡趨緊。 根據Barchart引述彭博新能源財經(BNEF)的數據,週四美國乾氣日產量為1,105億立方英尺,較去年同期成長3.2%;需求量達747億立方英尺/日,較去年同期成長9.6%。 出口方面,美國能源資訊署(EIA)報告稱,截至4月29日當週,美國透過35艘船舶出口液化天然氣(LNG),出口量為1330億立方英尺,較前一周減少10億立方英尺。彭博新能源財經的數據顯示,週四美國LNG出口終端的淨流量平均為186億立方英尺/日,季減5.7%。
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