美国天然气延续涨势,冬季风暴推高需求

投资观察
Jan 26

美国天然气期货价格持续攀升,触及新的三年高点,主要受冬季风暴“费恩”影响,该风暴推高了供暖需求,同时导致大量天然气生产设施关闭。尽管因油井冻结造成的产量损失部分被液化天然气出口下降所抵消,但市场供应紧张局势仍未缓解。

将于本周中到期的2月纽约商品交易所天然气期货合约大涨11%,报每百万英热单位5.880美元,隔夜曾一度触及6.293美元的高位。更为活跃的3月合约亦上涨4.1%,至每百万英热单位3.756美元。

气象预报机构NatGasWeather.com在一份分析报告中指出:“截至目前,此次北极寒潮的影响基本符合预期,未出现重大意外情况。”然而,该机构补充道,鉴于严寒天气预计将持续至本周并延续到二月份,“我们密切关注即将成为主力合约的2026年3月期货价格是否被合理定价或存在低估。”

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