【今日LPG价格大幅上涨，或受这些因素推动！】金十期货特约新湖期货点评：今天PG2502合约上涨202元/吨，涨幅4.6%。除了美国寒潮的突发利好因素外，也跟仓单较少有关。当前PG基差偏高，厂库注册仓单的意愿较低，因此基差有向下修复需求，PG2502上涨。昨日美国国家气象局预计未来两周，美国东部和中西部出现严寒天气的可能性很高，取暖和发电需求增加，此外，部分天然气井口可能被冻结，美国天然气期货大涨。美国LPG产量主要来自于天然气加工厂和油田伴生气，若寒潮波及原油和天然气产量，LPG产量也将下降。需求端，月底国内有三套PDH装置计划开车，化工需求预期增加。FEI-CP价差开始收窄，说明远东地区基本面改善。考虑到美国LPG库存较高，丙烷价格对寒潮反应或不及2021年强烈，后期美国LPG产量下降程度有待证实。今天沙特即将公布1月CP官价，市场预期小幅下跌，进口成本支撑减弱。待仓单增加后，盘面上行空间不大。
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