美国天然气期货涨跌不一,静待库存数据发布

投资观察
5 hours ago

美国东部时间14:38 - 美国天然气期货收盘涨跌不一,Nymex近月合约在明日库存报告发布前小幅下跌,而冬季月份合约则有所上涨。华尔街日报调查的分析师预计,本周库存将增加78 Bcf至3,421 Bcf。

美国银行的Clifton White和Francisco Blanch在报告中表示:"我们继续预测今秋天然气库存总量将超过3.9 Tcf",其中包括超过350 Bcf的盐穴库存。他们指出,高盐穴库存限制了市场在LNG原料气需求中断时的平衡能力。

美国银行将第四季度Henry Hub价格预估下调至3美元/百万英热单位,并维持2026年预测在4美元,基于强劲的LNG需求,"但初冬天然气产量增长可能对2026年天然气价格构成下行风险。"

Nymex 10月交割天然气期货下跌0.1%至3.100美元/百万英热单位。

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