天然气:主产地供应收紧,LNG价格窄幅探涨

金十财经
28 Mar

【天然气:主产地供应收紧,LNG价格窄幅探涨】金十期货3月28日讯,供应端,供暖季结束之后,液厂进入常规检修阶段,主产地供应收紧,整体库存可控,出货压力减小,支撑内陆LNG价格上调;同时沿海船期到港稳定,液态槽批出货变动不大。需求端,季节性采暖需求进一步萎缩,而工业、交通领域恢复仍较一般,当前市场刚需采购为主,供强需弱行情下,市场难掩疲弱之势。心态端,供暖季结束后,天然气淡季市场开启,而不断探涨的LNG价格与管道气相比,价格优势缩小,部分双气源用户开始切换管道气,市场对LNG后市看跌情绪较浓。综合来看,液厂检修导致主产地供应收紧,上游出货压力减小,然而淡季开启需求弱势局面,加之对后市看空心态下,本周国内LNG市场仅窄幅探涨。后市来看,市场涨跌均缺乏主导驱动力,供需宽松与成本高位僵持,下周价格小幅震荡为主。

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