美國天然氣價格風險升高,UBS發出警告




UBS預測美國天然氣價格面臨短期風險

根據UBS的最新報告,由於二月份的天氣預報較為溫和,該行警告美國天然氣價格在短期內可能會面臨下行風險。然而,UBS同時上調了對下半年天然氣價格的預測,理由是液化天然氣出口的增加和庫存的收緊。

過去幾個月,由於美國冬季氣候低於平均水平,天然氣需求達到自2022年底以來的最高水平,這推高了價格。同時,供應中斷和Freeport LNG出口終端的關閉進一步加劇了市場的波動。UBS預計,到三月天然氣庫存將在1.7至1.8萬億立方英尺之間,略低於五年平均水平。

儘管未來幾周面臨價格壓力,UBS仍然將其九月和十二月的價格預測上調了每百萬英熱單位0.20美元,預期新出口終端的啟用,包括Plaquemines和Corpus Christi第三階段,將會帶來支持。此外,墨西哥的液化天然氣設施也將成為驅動因素。UBS預計到十月底庫存將達到約3.7萬億立方英尺,低於之前預測的3.9萬億立方英尺。

雖然UBS對天然氣價格的長期前景持樂觀態度,但由於高滾動成本和短期風險,該行目前不會進行投資建議,仍然保持觀望。

在當前的市場環境中,UBS的報告顯示出天然氣市場的複雜性以及外部因素對價格的影響。隨著氣候變化和能源需求的波動,天然氣市場的未來走向值得投資者密切關注。特別是隨著新出口終端的啟用,未來的供應鏈將可能會變得更加穩定,這對於投資者來說是一個潛在的機會。然而,短期內的風險仍不容忽視,投資者應謹慎評估市場動向,以制定適合的投資策略。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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