以色列能源部表示已批准天然气田恢复运营。 ...

欧盟达成一份协议，将在天然气储存目标方面向成员国提供更多灵活性。 ...

欧洲天然气价格收盘下跌12%，创近两年来最大跌幅。 ...

RGC Resources Inc. (RGCO) shares rallied 9.1% in the last trading session to close at $22.18. This move can be attributable to notable volume with a higher number of shares being traded than in a typical session. This compares to the stock's 2.5% loss over the past four weeks. RGCO's share price surged on Monday, driven by a sharp increase in natural gas demand and prices amid an ongoing heatwave across the eastern U.S. The extreme temperatures significantly boosted power generation needs, prompting utiliti ...

截至6月24日收盘，天然气概念下跌1.58%，位居概念板块跌幅榜前列，板块内，通源石油20%跌停，洲 际油气、泰山石油、准油股份等跌停，首华燃气、新锦动力、潜能恒信等跌幅居前，股价上涨的有73 只，涨幅居前的有洪田股份、富临运业、维科精密等，分别上涨10.01%、5.18%、4.72%。 | 600681 | 百川能源 | -1.39 | 1.34 | -231.44 | | --- | --- | --- | --- | --- | | 603036 | 如通股份 | 0.29 | 3.41 | -219.94 | | 688377 | 迪威尔 | -2.18 | 1.04 | -194.76 | | 600860 | 京城股份 | 3.16 | 1.72 | -185.19 | | 002524 | 光正眼科 | 2.12 | 2.03 | -173.10 | | 600575 | 淮河能源 | 0.29 | 0.85 | -142.52 | | 300470 | 中密控股 | 1.55 | 0.62 | -134.68 | | 002490 | 山东墨龙 | -9.97 | 37.76 | -130.0 ...

荷兰合作银行：即使伊朗不封锁霍尔木兹海峡，战争保险风险也可能飙升，从而推高石油和液化天然气 价格。 ...

Core Viewpoint - The natural gas heavy truck market in China has experienced a significant decline in sales, with a year-on-year decrease of 34% in May 2025, marking the third consecutive month of decline, indicating a challenging market environment for the industry [2][6][10]. Sales Performance - In March and April 2025, the natural gas heavy truck market saw year-on-year declines of 26% and 35%, respectively, leading to a total sales volume of 14,000 units in May, which is a 34% decrease compared to the same month last year [2][6][10]. - The overall heavy truck market sold 63,100 units in May, showing an 18% year-on-year increase, while the natural gas heavy truck segment lagged behind, capturing only 22.10% of the market share in May, down from 24.86% in April [10][24]. Market Trends - The first five months of 2025 saw a cumulative sales volume of 78,000 units for natural gas heavy trucks, reflecting a 16% year-on-year decline, with a notable decrease of 14,600 units compared to the same period last year [29][33]. - The market share of natural gas heavy trucks has decreased from 36.47% in the same period last year to 27.33% in 2025 [10][33]. Regional Analysis - Sales distribution across regions remains uneven, with Hebei, Shanxi, Henan, Shandong, and Xinjiang accounting for a significant portion of the sales, with Hebei alone contributing nearly 15% [16][18]. - Some regions, such as Xinjiang, Sichuan, Inner Mongolia, Gansu, Chongqing, Jilin, and Beijing, have shown growth in sales during the first five months of 2025, while major provinces like Hebei and Shanxi have experienced declines [18]. Company Performance - In May 2025, the top-selling companies in the natural gas heavy truck market included FAW Jiefang, Dongfeng, and China National Heavy Duty Truck, with sales of 3,382, 2,966, and 2,963 units, respectively [20][22]. - Among the top ten companies, five experienced sales growth, while eight saw declines, with the most significant drop being 86% for one company [24][27]. Price Influence - Natural gas prices have remained relatively stable, averaging around 4,400 yuan/ton in January and February, rising to nearly 4,600 yuan/ton in March and April, before decreasing to approximately 4,500 yuan/ton in May [13][14]. - The narrowing price gap between natural gas and diesel, with diesel prices dropping below 6.5 yuan/L in many northern regions, has diminished the competitive advantage of natural gas heavy trucks [14].

Core Insights - The number of natural gas drilling rigs in the U.S. for the week ending June 20 is reported at 111, a decrease from the previous value of 113 [1] Industry Summary - The current drilling rig count indicates a slight decline in natural gas exploration activity, which may reflect broader market conditions or shifts in demand [1]

贝克休斯：美国钻井公司连续第八周削减石油和天然气钻井数量。 ...

美国至6月20日当周天然气钻井总数 111口，前值113口。 ...