在7月15日，美國天然氣期貨價格攀升至近兩週高位，因天氣預報顯示持續高溫可能提振需求預期，儘管創紀錄產量和低迷的夏季消費令市場情緒謹慎。

紐約商品交易所8月交割的天然氣期貨合約結算價上漲5.7美分，漲幅1.6%，報每百萬英熱單位3.52美元。盤中一度下跌2%。俄克拉荷馬城C.H. Guernsey and Company管理顧問Zhen Zhu指出：“期貨價格近幾周橫盤震盪，表明市場方向不明朗。但未來數週天氣將轉熱，雖屬季節性，卻可能成爲推升價格的主因。”

儘管今夏氣溫已高於正常水平，分析師預計能源公司仍將超常規注入庫存。產量在6月創紀錄後，7月有望再創新高，而液化天然氣出口自4月峯值後持續疲軟。當前庫存較五年均值（2020-2024）高出約6%，分析師預期盈餘將繼續擴大。然而，部分人士指出，液化天然氣出口增加或於年底削減過剩。美國國家颶風中心稱，佛羅里達東海岸一熱帶系統有40%概率下週增強爲熱帶氣旋，移向墨西哥灣沿岸。分析師警告，風暴雖可能中斷約2%的天然氣生產，但更易成爲需求破壞因素——斷電會減少發電用氣量，並關閉出口工廠。

氣象預測顯示，至少至7月30日前天氣將偏熱，但不及先前預期。供應方面，LSEG數據顯示7月迄今本土48州平均產量升至106.9億立方英尺/日，高於6月峯值106.4億立方英尺/日。需求方面，包括出口在內的本土48州平均需求預計從本週107.8億立方英尺/日降至下週106.8億立方英尺/日，低於週五預測。美國八大液化天然氣廠平均流入量7月迄今升至15.8億立方英尺/日，因部分工廠維護結束，但仍低於4月峯值16.0億立方英尺/日。美國2023年超越澳大利亞和卡塔爾成爲全球最大液化天然氣供應國，部分源於俄烏衝突引發的價格波動。

Gas was trading around $12 per mmBtu at the Dutch Title Transfer Facility TRNLTTFMc1 benchmark in Europe and $13 at the Japan Korea Marker JKMc1 benchmark in Asia. NG/EU Week ended Jul 11 Forecast Week ended Jul 4 Actual Year ago Jul 11 Five-year average Jul 11 U.S. weekly natgas storage change (bcf):+45+53+18+41 U.S. total natgas in storage (bcf):3,0513,0063,2082,874 U.S. total storage versus 5-year average+6.2%+6.1% Global Gas Benchmark Futures ($ per mmBtu) Current Day Prior Day This Month Last Year Prior Year Average 2024 Five-Year Average (2019-2023) Henry Hub NGc13.413.472.212.413.52 Title Transfer Facility (TTF) TRNLTTFMc111.8612.3110.3210.9515.47 Japan Korea Marker (JKM) JKMc113.1213.1212.3211.8915.23 LSEG Heating (HDD), Cooling (CDD) and Total (TDD) Degree Days Two-Week Total Forecast Current Day Prior Day Prior Year 10-Year Norm 30-Year Norm U.S. GFS HDDs34333 U.S. GFS CDDs237242218213203 U.S. GFS TDDs240246221216206 LSEG U.S. Weekly GFS Supply and Demand Forecasts Prior Week Current Week Next Week This Week Last Year Five-Year (2020-2024) Average For Month U.S. Supply (bcfd) U.S. Lower 48 Dry Production106.5105.8105.2103.397.8 U.S. Imports from Canada8.27.97.7N/A7.8 U.S. LNG Imports0.00.00.00.00.1 Total U.S. Supply114.7113.7112.9N/A105.7 U.S. Demand (bcfd) U.S. Exports to Canada2.02.02.0N/A2.3 U.S. Exports to Mexico7.06.66.5N/A 6.4 U.S. LNG Export Feedgas15.215.615.511.110.0 U.S. Commercial4.34.44.44.44.7 U.S. Residential3.63.53.63.63.5 U.S. Power Plant45.246.045.249.048.1 U.S. Industrial22.222.222.221.821.7 U.S. Plant Fuel5.35.25.25.35.4 U.S. Pipe Distribution2.22.22.22.23.3 U.S. Vehicle Fuel0.10.10.10.10.2 Total U.S. Consumption82.983.782.986.486.9 Total U.S. Demand107.1107.8106.8N/A99.2 N/A is Not Available U.S. Northwest River Forecast Center (NWRFC) at The Dalles Dam (Fiscal year ending Sep 30) 2025 Current Day% of Normal Forecast 2025 Prior Day % of Normal Forecast 2024% of Normal Actual 2023% of Normal Actual 2022% of Normal Actual Apr-Sep 77777483107 Jan-Jul79797677102 Oct-Sep80807776103 U.S. weekly power generation percent by fuel - EIA Week ended Jul 18 Week ended Jul 11 2024 2023 2022 Wind 5 7 11 10 11 Solar 7 7 5 4 3 Hydro 5 5 6 6 6 Other 1 1 1 2 2 Petroleum 0 0 0 0 0 Natural Gas 45 44 42 41 38 Coal 19 19 16 17 21 Nuclear 17 17 19 19 19 SNL U.S. Natural Gas Next-Day Prices ($ per mmBtu) Hub Current Day Prior Day Henry Hub NG-W-HH-SNL 3.21 3.22 Transco Z6 New York NG-CG-NY-SNL 3.20 2.75 PG&E Citygate NG-CG-PGE-SNL 3.70 3.38 Eastern Gas (old Dominion South) NG-PCN-APP-SNL 2.74 2.58 Chicago Citygate NG-CG-CH-SNL 3.11 2.98 Algonquin Citygate NG-CG-BS-SNL 7.76 3.57 SoCal Citygate NG-SCL-CGT-SNL 3.94 3.76 Waha Hub NG-WAH-WTX-SNL 1.63 1.47 AECO NG-ASH-ALB-SNL 0.67 0.76 ICE U.S. Power Next-Day Prices ($ per megawatt-hour) Hub Current Day Prior Day New England E-NEPLMHP-IDX 126.65 76.50 PJM West E-PJWHDAP-IDX 78.03 66.86 Mid C W-MIDCP-IDX 58.68 57.15 Palo Verde W-PVP-IDX 51.67 53.58 SP-15 W-SP15-IDX 36.45 38.49 text_section_type="notes">For gas data on the LSEG terminal type ENERGY in the search bar and then go to the GAS drop down and the NORTH AMERICA drop down. For Interactive Map, type 'Interactive Map' in the box at upper left of the LSEG terminal For graphics on Baker Hughes rig counts, see: http://graphics.thomsonreuters.com/15/rigcount/index.html For next-day SNL U.S. gas prices, see: 0#SNL-NG For next-day SNL U.S. power prices, see: 0#SNL-PWR For U.S. natgas price and storage polls, see: NGAS/POLL For U.S. nuclear power outages, see: NUKE/ For U.S. Northwest hydro power report, see: NWRFC For U.S./Canada natural gas rig count vs Henry Hub futures price, see: http://tmsnrt.rs/2eT9k44 For the U.S. natural gas speed guide, see: USGAS For the U.S. power speed guide, see: USPOWER To determine CFTC managed money net position add (NYMEX Henry Hub options and futures combined 3023651MNET) plus (ICE Henry Hub options and futures combined 3023391MNET divided by four) plus (NYMEX Henry Hub swaps options and futures combined 303565BMNET divided by four) plus (NYMEX Henry Hub penultimate gas swaps 303565CMNET divided by four) NYMEX Henry Hub options and futures combined 0#3CFTC023651 NYMEX Henry Hub futures only 0#1CFTC023651 ICE Henry Hub options and futures combined 0#3CFTC023391 NYMEX Henry Hub swaps options and futures combined 0#3CFTC03565B NYMEX Henry Hub Penultimate gas swaps 0#3CFTC03565C