-- 週五盤後交易中,美國天然氣期貨價格小幅走低,原因是美國大部分地區氣溫偏暖的預測令市場對暖氣需求預期承壓。 亨利樞紐天然氣近月合約和連續合約均下跌0.64%,至每百萬英熱單位2.653美元。 天氣預報仍然是主要下行因素。預測機構商品天氣集團(Commodity Weather Group)預測,4月19日之前,美國東部地區的氣溫將高於平均水平,這將降低季末暖氣需求。 季節性的「過渡期」也對現貨市場構成壓力。美國能源資訊署(EIA)表示,截至週三的一周內,亨利樞紐天然氣現貨價格下跌0.19美元,至每百萬英熱單位2.80美元,低於前一周的每百萬英熱單位2.99美元,原因是氣溫普遍偏高抑制了天然氣消費。 需求指標也反映了疲軟的市場狀況。根據Barchart引述彭博新能源財經(BNEF)的數據,美國本土48州(Lower 48)週五的天然氣需求量估計為每日683億立方英尺,年減9.7%。 供應方面,天然氣產量較上季小幅回升,整體產量水準依然強勁。 NRG能源公司的數據顯示,產量在本週稍早從每日1086億立方英尺降至1066億立方英尺後,週五回升至每日1070億立方英尺。 Barchart引用的另一份BNEF數據顯示,美國本土48州乾氣產量為每日1,113億立方英尺,較去年同期成長3.9%。 液化天然氣(LNG)需求依然強勁。 NRG表示,原料氣流量接近產能,估計每日189億立方英尺,反映出全球供需仍緊張。然而,出口量略有下降。根據美國能源資訊署(EIA)數據顯示,截至4月8日當週,液化天然氣(LNG)船共運輸1,410億立方英尺(Bcf),由37艘油輪運輸,較前一週減少80億立方英尺和2艘油輪。 週四,EIA報告稱,截至4月3日當週,LNG淨增加500億立方英尺,與去年同期530億立方英尺的增幅基本持平,但遠高於五年平均增幅120億立方英尺。總庫存比去年同期高出890億立方英尺,比五年歷史平均高出870億立方英尺。
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Hana Microelectronics (BKK:HANA) has an average rating of overweight and mean price target of 25.44 Thai baht, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)