美国能源信息署（EIA）数据：美国太平洋地区天然气库存减少30亿立方英尺。 ...

来源：滚动播报 美国天然气期货大幅走低，因1月上半月的天气预报转暖。EBW Analytics的Eli Rubin在一份报告中 称："2026年1月份的天气将呈现前后两重天的格局：预计开局非常温和，到月中至月末将急剧转 冷。"预计美国能源情报署(EIA)上周的库存报告将显示，库存减少460亿立方英尺，降幅小于往常，从 而使库存量恢复到较五年均值有盈余的水平。Rubin补充说，本周取暖需求前景出现的看跌变化"可能使 库存在1月份大部分时间里都略高于五年正常水平"。纽约商交所天然气价格下跌4.5%，报每百万英热 单位3.793美元。 ...

美国能源信息署（EIA）数据：美国太平洋地区天然气库存减少90亿立方英尺。 ...

每经AI快讯，周四，美国能源信息署(EIA)报告预计显示，美国上周天然气库存减少1660亿立方英尺。 ...

Core Insights - The U.S. EIA reported a decrease in natural gas inventories by 1.4 billion cubic feet last week, which was slightly higher than the expected decrease of 1.3 billion cubic feet [1] Industry Summary - The reduction in natural gas inventory indicates a tightening supply situation in the market, which could impact pricing and availability [1] - The actual inventory reduction of 1.4 billion cubic feet suggests stronger demand or lower production levels than anticipated [1] - Market participants may need to adjust their forecasts and strategies based on this unexpected inventory drawdown [1]

Core Insights - Domestic LNG ex-factory prices and import prices have increased month-on-month as of October 24, with U.S., Canadian, and UK natural gas futures prices also rising [1] Supply and Demand - In September, China's natural gas production decreased month-on-month, with a production volume of 596,680 tons, down 105,710 tons or 15.05% [2] - China's apparent natural gas consumption also fell month-on-month to 35.326 billion cubic meters, a decrease of 1.358 billion cubic meters or 3.70%, but showed a year-on-year increase of 4.83 billion cubic meters or 1.39% [2] Inventory - U.S. natural gas inventory has increased both month-on-month and year-on-year, with a total of 203,244 thousand barrels as of October 17, up 1,788 thousand barrels or 0.89% month-on-month and up 28,289 thousand barrels or 16.17% year-on-year [3] - European natural gas inventory also rose month-on-month to 94.564 billion kilowatt-hours as of October 22, an increase of 1.176 billion kilowatt-hours or 1.26%, but decreased year-on-year by 14.752 billion kilowatt-hours or 13.50% [3] Imports and Exports - In September, Europe's cumulative natural gas imports fell month-on-month to 193,718.84 million cubic meters, down 4,882.90 million cubic meters or 2.46% [4] - Cumulative imports of natural gas from Russia to Europe also decreased, totaling 10,110.10 million cubic meters, down 2,352.70 million cubic meters or 18.88% month-on-month [4]

Investment Rating - The report maintains a "Positive" investment rating for the oil and petrochemical industry [1] Core Insights - Domestic LNG ex-factory prices have decreased month-on-month, with a notable drop in natural gas production in China for July [3][8] - As of August 8, 2025, the domestic LNG ex-factory price was 4220.00 CNY per ton, down by 205 CNY per ton, a decrease of 4.63% [1][8] - The report highlights significant changes in natural gas inventory levels in the US and Europe, with US LNG/LPG inventory increasing and European natural gas inventory showing a month-on-month rise [3][17][22] Summary by Sections 1. Natural Gas Prices - Domestic LNG ex-factory prices have decreased month-on-month and year-on-year, with a current price of 4220.00 CNY per ton, reflecting a month-on-month decrease of 4.63% and a year-on-year decrease of 14.38% [8] - US NYMEX natural gas futures closed at 3.00 USD per million BTU, down 6.55% month-on-month but up 39.15% year-on-year [8][11] 2. Supply and Demand - China's natural gas production in July was 537720.00 tons, showing a month-on-month decrease of 10.89% [16] - The apparent consumption of natural gas in China for June was 348.89 billion cubic meters, reflecting a month-on-month decrease of 1.33% but a year-on-year increase of 3.33% [16] 3. Inventory - As of August 8, 2025, US LNG/LPG inventory was 190026 thousand barrels, with a month-on-month increase of 6.13% [17] - European natural gas inventory reached 809.07 billion kWh, showing a month-on-month increase of 15.90% but a year-on-year decrease of 18.20% [22] 4. Imports and Exports - In June, Europe’s cumulative natural gas imports were 175158.71 million cubic meters, reflecting a month-on-month decrease of 0.23% but a year-on-year increase of 13.81% [24] - China's natural gas imports in July were 1063.18 million tons, with a month-on-month increase of 0.82% but a year-on-year decrease of 2.09% [29]

Core Insights - The total natural gas inventory in the United States as of the week ending July 18 is 30,750 billion cubic feet, which represents an increase of 23 billion cubic feet from the previous week [1] - Year-over-year, the inventory has decreased by 1,530 billion cubic feet, reflecting a decline of 4.7% [1] - The current inventory level is 1,710 billion cubic feet higher than the five-year average, indicating an increase of 5.9% [1] Inventory Analysis - Current inventory: 30,750 billion cubic feet [1] - Weekly change: +23 billion cubic feet [1] - Year-over-year change: -1,530 billion cubic feet, or -4.7% [1] - Comparison to five-year average: +1,710 billion cubic feet, or +5.9% [1]

Core Insights - The U.S. Energy Information Administration (EIA) reported an increase of 23 billion cubic feet in natural gas inventories last week, which was below analysts' expectations of a 29.22 billion cubic feet increase [1] - The week-over-week increase was 0.75%, a decrease from the previous week's increase of 1.53%, bringing total inventories to 3.08 trillion cubic feet [1]

Core Insights - The EIA reported an increase of 230 billion cubic feet in U.S. natural gas inventories last week, which was below the expected increase of 330 billion cubic feet [1] Industry Summary - The actual inventory increase of 230 billion cubic feet indicates a tighter supply situation compared to market expectations, which could impact natural gas prices and trading strategies [1]