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美國天然氣期貨價格維持兩週高點

-- 週三盤後交易中,美國天然氣期貨價格回吐早盤漲幅,但仍維持在兩週高位,中東衝突引發的地緣政治緊張局勢加劇,支撐了天然氣價格。 近月亨利樞紐天然氣期貨合約和連續基準天然氣期貨均小漲0.63%,至每百萬英熱單位2.714美元。 盤中價格一度觸及每百萬英熱單位2.76美元的高點。 市場情緒受到霍爾木茲海峽可能長期關閉的預期支撐,這一進展可能會維持或提振美國液化天然氣出口需求。 然而,疲軟的近期國內需求前景限制了漲幅。預計未來幾天氣溫將高於平均水平,從而降低供暖需求。 Barchart引述商品氣象集團(Commodity Weather Group)的數據顯示,美國東部地區的氣溫可能將持續高於正常至4月26日,之後氣溫將下降至5月。 Gelber & Associates表示,未來的天氣模式可能會提供一些支撐,並指出5月初氣溫偏低可能會略微提振暖氣需求。不過,該公司補充說,冷凍需求不足仍限制了整體消費量。 庫存預期也對市場構成壓力。分析師預計,美國能源資訊署(EIA)將於週四發布的周報將顯示庫存增幅高於正常水平。市場估計,截至4月17日當週,庫存將增加940億至970億立方英尺,遠高於過去五年同期平均增加640億立方英尺。 供應方面,彭博新能源財經(BNEF)的數據顯示,美國本土48州的乾氣產量估計為1,103億立方英尺/日,較去年同期成長3.3%。該地區的需求量預計為684億立方英尺/日,年增2.2%。 美國液化天然氣出口終端的流量保持穩定,淨原料氣交付量估計為 201 億立方英尺/日,比前一周增加 1.6%。

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