此外，由于OPEC+超预期增产，供应端显得愈发宽松，尤其是到今年下半年，预计原油供应过剩将会 扩大。显然，这一预期面临的风险在于OPEC+再次改变其政策，需要看到那些长期超额生产的成员国 开始遵守配额目标。据报道，哈萨克斯坦正在考虑应对措施以达到配额目标。ING预计，OPEC+在第三 季度将继续执行积极增产政策，与5、6月宣布的增产计划一致。 美国石油协会公布的数据较为乐观。上周，美国原油库存减少了449万桶，而WTI原油交割枢纽库欣的 库存减少了85.4万桶。成品油方面，汽油库存下降了197万桶，馏分油库存增加了224万桶。 荷兰国际集团(ING)发布研报指出，美国与中国经贸高层将在本周末举行会谈的消息推动了油价的反 弹。ING表示，谈判将是贸易紧张局势可能缓和的一个迹象，然而，尽管谈判将有助于改善原油市场的 情绪，但真正提振需求前景还需在降低关税方面取得实质性进展。 在其他大宗商品方面，欧洲基准荷兰TTF天然气期货价格在5月6月上涨了5.51%，为3月中旬以来的最大 单日涨幅。这一涨幅受欧盟计划在2027年底前逐步停止从俄罗斯进口天然气的举措的推动。欧盟的相关 举措包括到2027年底逐步取消长期天然气合同 ...

MRC Global (MRC) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Speaker0 and welcome to MRC Global's First Quarter twenty twenty five Earnings Conference Call. At this time, participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. I would now like to turn the conference over to your host, Monica Brouton. Thank you. You may begin. Speaker1 Thank you, and good morning. Welcome to the MRC Global First Quarter tw ...

Group 1 - The natural gas market has experienced significant volatility, with prices dropping over 15% before rebounding sharply due to increased demand from Asia [1][3] - European markets initially showed relief as inventory pressures eased, but this was quickly overshadowed by rising demand from Asia, creating a tug-of-war for global natural gas supplies [3][5] - The fluctuations in natural gas prices reflect the contrasting demand dynamics between different regions, with Europe experiencing reduced demand while Asia's demand surged due to seasonal and economic factors [5] Group 2 - To address the volatility in natural gas prices, companies should consider increasing strategic reserves and enhancing infrastructure flexibility to better respond to sudden market changes [7] - There is a strong recommendation for the development and promotion of renewable energy sources and a diversified energy structure as a long-term solution to reduce dependency on volatile fossil fuel markets [7]

美国天然气期货价格延续涨势，涨幅达5%，原因是得克萨斯州自由港液化天然气出口厂的恢复带来需 求增加，而天然气产量则有所下降。 ...

斯洛伐克总理：欧盟计划逐步停止使用俄罗斯天然气是不可接受的。 ...

Core Insights - Germany's largest gas storage facility remains empty despite being five weeks into the gas storage season, managed by SEFE, a company nationalized in 2022 that was previously part of Gazprom [2][3] - Current gas injection rates have reached 475 million cubic meters per day, the highest in two and a half years, with total gas volume in storage increasing by 1.27 billion cubic meters over five weeks [2][3] Group 1 - The current gas storage level in Germany is significantly lower than last year, at only 8.12 billion cubic meters, which is nearly half of the previous year's levels [3] - The "Reiden" storage facility, which has a capacity of over 4 billion cubic meters, has not received any gas injection for five weeks, marking a historic low [3] - SEFE, as a state-owned entity, is facing challenges due to high market prices and the lack of cheaper Russian pipeline gas, impacting its ability to fill storage [4] Group 2 - EU regulations require gas storage levels to be at least 90% by November 1, with Germany implementing a more lenient requirement of 70% [4] - Governments, including Germany's, are under pressure to secure additional billions of cubic meters of gas, with potential price increases if new gas projects in the US, Africa, and Canada do not meet demand [4] - SEFE announced a capacity auction for the "Reiden" storage facility on May 7, adjusting to new filling level requirements that allow for greater flexibility [5]

EIA短期能源展望报告：预计2025年天然气价格为4.28美元/桶，此前预期为4.44美元/桶。预计2026年天 然气价格为4.98美元/桶，此前预期为4.77美元/桶。 ...

智通财经5月7日电，EIA短期能源展望报告显示，预计2025年天然气价格为4.28美元/百万英热，此前预 期为4.44美元/百万英热。预计2026年天然气价格为4.98美元/百万英热，此前预期为4.77美元/百万英 热。 EIA：预计2025年天然气价格为4.28美元/百万英热 ...

美国5月EIA次年天然气产量预期 1064亿立方英尺/日，前值1071亿立方英尺/日。 ...

美国5月EIA当年天然气产量预期 1049亿立方英尺/日，前值1053亿立方英尺/日。 ...