【LNG：需求回暖叠加局部供应缩减，海气领涨】金十期货2月17日讯，元宵过后，下游市场大面积复工，工业及交通用气的需求增加相对明显；同时山西个别工厂检修，部分接收站船期到港减少，供需局面有所改善，上游随之涨价。成本方面，近期国际LNG现货价格高位震荡，支撑上游挺价心理；2月下半月直供西部LNG工厂原料气成交价2.25-2.26元/立方米，上游盈亏局面有所扭转，弥亏心理强烈。未来几天冷空气又有活动，但势力不强，预计上游低价补涨为主，价格窄幅上行。
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