美国天然气价格下跌4%

据6月2日Oil Monster消息：美国天然气期货周一下跌逾4%，原因是欧洲和亚洲的液化天然气出口继续以创纪录的低价格下跌。

尽管预计未来两周天气转暖，空调需求将高于此前预期，但价格仍出现了下滑。

截至美国东部时间8点36分(格林威治标准时间12点36分)，7月交割的近月天然气期货价格下跌7.7美分，跌幅4.2%，至每百万英国热量单位1.772美元。

数据提供商Refinitiv表示，美国48个州的天然气产量有望在6月1日降至876亿立方英尺/天，低于5月893亿立方英尺/天的年度低点和11月954亿立方英尺/天的月度高点。

随着天气转暖，Refinitiv预计包括出口在内的需求将从本周的802亿立方英尺/天升至下周的818亿立方英尺/天。这远高于Refinitiv上周五的预测，即本周785亿立方英尺/天和下周的793亿立方英尺/天。

由于美国天然气价格预计到9月仍将高于欧洲基准价格，输往美国液化天然气出口工厂的管道天然气量有望在6月第一天降至9个月来的最低水平，即430亿立方英尺/天。

Refinitiv早期数据显示，预计每天最大的LNG出口量下降将出现在Cheniere Energy Inc的路易斯安那州Sabine Pass和德克萨斯州Corpus Christi的出口工厂。

能源方面的分析师表示，据估计今年夏天约有125艘美国船只将被关闭，与预期相比，这有可能导致向欧洲输送的液化天然气减少多达4240亿立方英尺。

冯娟 摘译自 Oil Monster

原文如下：

U.S. Natural Gas Fall 4% as LNG Exports Drop on Record Low Global Prices

U.S. natural gas futures fell over 4% on Monday as liquefied natural gas (LNG) exports continue to drop on record low gas prices in Europe and Asia.

That price decline came despite forecasts for warmer weather and higher air conditioning demand over the next two weeks than previously expected.

Front-month gas futures for July delivery fell 7.7 cents, or 4.2%, to $1.772 per million British thermal units at 8:36 a.m. EDT (1236 GMT).

Data provider Refinitiv said gas output in the U.S. Lower 48 states was on track to fall to 87.6 billion cubic feet per day (bcfd) on the first day of June, down from a one-year low of 89.3 bcfd in May and an all-time monthly high of 95.4 bcfd in November.

With warmer weather coming, Refinitiv projected demand, including exports, would rise from 80.2 bcfd this week to 81.8 bcfd next week. That is much higher than Refinitiv's forecasts on Friday of 78.5 bcfd this week and 79.3 bcfd next week.

With U.S. gas prices expected to remain higher than European benchmarks through September, the amount of pipeline gas flowing to U.S. LNG export plants was on track to fall to a nine-month low of 4.3 bcfd on the first day of June as buyers cancel cargoes. That is down from an 8-month low of 6.4 bcfd during May and a monthly record high of 8.7 bcfd in February.

Most of the daily decline in LNG exports is expected at Cheniere Energy Inc's exports plants at Sabine Pass in Louisiana and Corpus Christi in Texas, according to early Refinitiv data.

Analysts at Energy Aspects said they expect around 125 U.S. cargoes to be shut-in this summer, potentially slashing LNG deliveries to Europe by up to 424 billion cubic feet compared to what was expected at the start of the summer.