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。 ...

欧盟官员：欧盟将在年底前禁止与俄罗斯签订天然气现货合约。即期天然气合约定义为一年以下。 ...

欧盟能源委员：欧盟终止天然气合同的措施不会是制裁。 ...

草案文件显示，如果与新的液化天然气项目一起实施，预计逐步淘汰俄罗斯天然气对欧盟能源价格和供 应安全的影响有限。 ...

Group 1: Water Pricing and Supply Sector - Guangzhou's water price policy has been raised, with residential water prices increasing by 28.8%, 28.6%, and 93.2% for the first, second, and third tiers respectively, and non-residential prices up by 27.2% [1] - The report indicates a trend of rising water prices across various regions in China, reflecting market-oriented policy principles, making the water supply sector a preferred investment choice [1] - Companies such as China Water Affairs (00855), Cheung Kong Infrastructure (01038), and Xinao Energy (02688) are highlighted as favorable stocks within the water supply sector [1] Group 2: Power Generation and Coal Prices - The performance of some thermal power generation companies in Q1 2025 was subpar due to a decline in power generation and grid electricity prices, despite a drop in coal prices [2] - As of April 28, the price of Qinhuangdao 5500 kcal thermal coal was 655 RMB/ton, down 20.6% year-on-year, and down 14.0% compared to the end of 2024 [2] Group 3: Natural Gas Market - The TTF natural gas futures price was 32.7 euros/MWh as of April 30, up 11.9% year-on-year but down 32.7% from 48.6 euros at the end of last year [2] - The new U.S. government is expected to promote domestic oil and gas production, which may lead to further declines in natural gas supply prices [2] - A recent agreement between the U.S. and Ukraine regarding local mineral extraction is seen as potentially reducing geopolitical risks and stabilizing natural gas prices, benefiting Chinese natural gas operators reliant on LNG imports [2]

巴西国家石油局：巴西三月份天然气产量达1.6553亿立方米/天，同比增长15%。 ...

丨证券研究报告丨 联合研究丨公司点评丨新天然气（603393.SH） [Table_Title] 产量稳步释放，资源充足未来成长可期 分析师及联系人 [Table_Author] 魏凯 张韦华 王岭峰 司旗 SAC：S0490520080009 SAC：S0490517080003 SAC：S0490521080001 SAC：S0490520120001 SFC：BUT964 SFC：BQT627 报告要点 请阅读最后评级说明和重要声明 %% %% [Table_Summary] 公司发布 2025 年一季报。2025 年一季度，公司实现营业收入 10.64 亿元，同比减少 5.95%； 利润总额达到 5.38 亿元，同比增加 32.71%；实现归母净利润 3.77 亿元，同比增加 13.72%。 产量稳步提升，主业发展持续稳健；清洁能源专项资金期限延长，煤层气奖补力度加大；通过 "强链、延链和补链"战略，有望构筑和夯实"天然气全产业链化"。 research.95579.com 1 新天然气（603393.SH） cjzqdt11111 [Table_Title2] 产量稳步释放，资源充足未来成长可期 [ ...

Group 1 - WTI crude oil futures for June closed down by $0.95, a decline of over 1.60%, settling at $58.29 per barrel, with a cumulative drop of over 7.50% for the week [1] - Abu Dhabi Murban crude oil futures have seen a cumulative decline of approximately 8.32% this week, currently priced at $61.14 per barrel as of Saturday, 02:35 Beijing time [1] - NYMEX June natural gas futures increased by 4.34%, closing at $3.6300 per million British thermal units, with a cumulative rise of 16.57% for the week [1] Group 2 - NYMEX June gasoline futures closed at $2.0199 per gallon [1] - NYMEX June heating oil futures settled at $1.9932 per gallon [1]

Core Insights - The number of natural gas drilling rigs in the U.S. increased to 101 for the week ending May 2, up from a previous count of 99 [1] Industry Summary - The increase in drilling rigs indicates a potential rise in natural gas production, which may impact supply dynamics in the market [1]

Core Viewpoint - The total number of natural gas drilling rigs in the U.S. increased to 101 as of the week ending May 2, up from the previous count of 99 [1] Group 1 - The current count of natural gas drilling rigs stands at 101 [1] - The previous week's count was 99, indicating a rise in drilling activity [1]