에 대한 최신 뉴스 Canadian Natural Res (NYSE:CNQ) 주식

Canadian Natural Res

Canadian Natural Resources Ltd is an independent crude oil and natural gas exploration, development, and production company. The Company's exploration and production operations are focused in North America, largely in Western Canada; the United Kingdom (UK) portion of the North Sea, and Cote d'Ivoire and South Africa in Offshore Africa. The Company's exploration and production activities are conducted in three geographic segments: North America, the North Sea, and Offshore Africa. These activities include exploring, developing, producing, and marketing crude oil, natural gas liquids, and natural gas. The company has two divisions; Oil Sands Mining and Upgrading, Midstream and Refining. It derives a majority of its revenue from North America.

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미국은 앞으로 며칠 동안 중서부 지역에서 오하이오 계곡, 오대호, 북동부 및 중부 대서양 지역에 영향을 미치는 극심한 폭염에 직면해 있다. 미국 국립해양대기청(NOAA)의 최신 업데이트에 따르면 높은 기온과 따뜻한 밤새 최저 기온은 일일 기록은 물론 일부 월간 기록을 넘어설 전망이다.

극심한 폭염에 미국 천연가스 가격 상승 전망: 올 여름 주목해야 할 에너지 주식 10종목

Canadian Natural Resources Limited Common Stock

Canadian Natural Resources Ltd

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Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) has outperformed the market over the past 20 years by 3.1% on an annualized basis producing an average annual return of 11.5%. Currently, Canadian Natural Res has a market capitalization of $76.50 billion. 
Buying $100 In CNQ: If an investor had bought $100 of CNQ stock 20 years ago, it would be worth $904.87 today based on a price of $35.81 for CNQ at the time of writing.
<h3>Canadian Natural Res's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1720555220_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

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Here's How Much $100 Invested In Canadian Natural Res 20 Years Ago Would Be Worth Today

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Shares of several oil and gas companies are trading higher amid a rise in the price of crude. Strength is due to potential demand and growing tension in the Middle East.

The U.S. <a href="https://apnews.com/article/us-extreme-heat-wave-f4877dd84b047cdb7f4b5f2ae61da106">faces</a> severe heat waves, impacting areas from the Midwest into much of the Ohio Valley, Great Lakes, Northeast, and Mid-Atlantic through <a href="https://www.benzinga.com/topic/weather">the next few days.</a>
According to the latest updates from the National Oceanic and Atmospheric Administration (NOAA), high temperatures and warm overnight lows will likely challenge daily and even some monthly records.
Heat index readings are expected to peak from 100 to 105 degrees in many locations. 
&#8220;Those without access to reliable air conditioning are urged to find a way to cool down. Record warm overnight temperatures will prevent natural cooling and allow the heat danger to build over time indoors without air conditioning,&#8221; the NOAA wrote.
<h3 class="wp-block-heading">Increased Demand and Rising Prices</h3>
During heat waves, electricity demand typically surges. People rely heavily on air conditioning to cool their homes and businesses.
This surge in electricity use typically drives up natural gas prices. For example, in June 2023, U.S. natural gas prices — as tracked by the US Natural Gas Fund LP (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNG#NYSE">UNG</a>) — climbed for four consecutive weeks due to elevated temperatures boosting electricity demand.
A similar trend is emerging this year. <a href="https://www.benzinga.com/news/21/08/22684772/henry-hub-remains-the-center-of-natural-gas-markets">Henry Hub gas prices</a> are poised for their third consecutive month of increases, fueled by higher-than-average temperatures in late spring.
<h3 class="wp-block-heading">Analyst Insights</h3>
As the summer of 2024 heats up, investors and analysts are closely watching the implications of soaring temperatures on natural gas prices and related stocks. 
Eli Rubin, a senior analyst at EBW Analytics Group, told Natural Gas Intelligence that the market is poised to seize upon the heat theme throughout the summer. 
&#8220;Chances for significantly hotter-than-normal weather during July and August could raise natural gas demand and drive prices higher,&#8221; Rubin stated.
Cooling degree days (CDD) are increasing. Forecasters use these to estimate the energy demand for air conditioning. DTN's 15-day forecast called for 57 CDD above the 30-year averages, with every single day exceeding peak summer CDD averages.
The combination of shrinking storage surpluses and scorching record heat could drive natural gas prices to exceed long-term fundamentals over the next 30-45 days. &#8220;Medium-term bullish upside is likely, but it is increasingly dependent on blistering weather forecasts coming to fruition,&#8221; Rubin added.
In major areas across the Midwest and Northeast, observers expect heat waves to span at least three days with temperatures of 90 degrees or higher. And tropical storm Alberto — the first tropical storm of the hurricane season — is <a href="https://www.nbcnews.com/news/us-news/tropical-storm-texas-extreme-heat-wave-northeast-rcna157893">currently</a> aiming for Texas and Mexico, putting the Gulf Coast region on flood watch.
AccuWeather forecasts that these high temperatures will likely persist throughout the week, contributing to increased natural gas consumption. &#8220;The increased demand for cooling is going to be a problem here. This could have some impacts on the power grid,&#8221; AccuWeather meteorologist Bernie Rayno warned.
<a href="https://www.benzinga.com/news/24/06/39360337/heat-wave-hits-us-10-stocks-to-watch-during-junes-sweltering-temperatures">Heat Wave Hits US: 10 Stocks To Watch During June&#8217;s Sweltering Temperatures</a>
<h3 class="wp-block-heading">10 Stocks To Watch</h3>
Here are some key stocks for investors to watch:
<ul>
<li>EQT Corporation (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>):&nbsp;The largest producer of natural gas in the United States, focusing on the Appalachian Basin.</li>
<li>Chesapeake Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHK#NYSE">CHK</a>): A leading producer of natural gas, oil, and natural gas liquids in the U.S.</li>
<li>Cheniere Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LNG#NYSE">LNG</a>):&nbsp;The top exporter of liquefied natural gas (LNG) in the U.S., operating the Sabine Pass and Corpus Christi LNG terminals.</li>
<li>Canadian Natural Resources Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>):&nbsp;One of the largest independent producers of crude oil and natural gas in the world.</li>
<li>Antero Resources (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AR#NYSE">AR</a>)&nbsp;A top producer of natural gas and natural gas liquids, primarily operating in the Appalachian Basin.</li>
<li>EOG Resources Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EOG#NYSE">EOG</a>)&nbsp;A producer of crude oil and natural gas, with operations across the U.S.</li>
<li>Kinder Morgan Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>)&nbsp;A major energy infrastructure company, operating one of the largest natural gas pipeline networks in North America. The company&#8217;s extensive midstream assets are critical for the transportation and storage of natural gas.</li>
<li>Diamondback Energy Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FANG#NYSE">FANG</a>)&nbsp;An independent oil and natural gas company with significant operations in the Permian Basin.</li>
<li>ONEOK Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKE#NYSE">OKE</a>)&nbsp;A leading midstream service provider, focusing on natural gas gathering, processing, storage, and transportation.</li>
<li>Vistra Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>)&nbsp;An integrated power company combining power generation, retail electricity, and natural gas-fired power plants.</li>
</ul>
Now Read: <a href="https://www.benzinga.com/markets/esg/24/05/39012013/noaa-meteorologists-predict-aggressive-hurricane-season-what-it-means-for-home-depot-generac-other-s">NOAA Meteorologists Predict Aggressive Hurricane Season: What It Means For Home Depot, Generac, Other Storm-Related Stocks</a>
Image by Ron Porter from Pixabay

Extreme Heat Waves Set To Drive Up US Natural Gas Prices: 10 Energy Stocks To Watch This Summer

Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) has outperformed the market over the past 5 years by 6.91% on an annualized basis producing an average annual return of 20.04%. Currently, Canadian Natural Res has a market capitalization of $72.43 billion. 
Buying $100 In CNQ: If an investor had bought $100 of CNQ stock 5 years ago, it would be worth $251.80 today based on a price of $33.91 for CNQ at the time of writing.
<h3>Canadian Natural Res's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1718382616_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Here's How Much You Would Have Made Owning Canadian Natural Res Stock In The Last 5 Years

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Shares of oil companies are trading lower amid a rise in U.S. stockpiles. Also, the sector may be moving after the Fed reduced rate cut expectations.

Scotiabank analyst Jason Bouvier maintains Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) with a Sector Perform And Adjust PT to C$57- To reflect&nbsp;2-for-1 share split

Analyst Ratings

Scotiabank Maintains Sector Perform on Canadian Natural Res

Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) has outperformed the market over the past 5 years by 8.88% on an annualized basis producing an average annual return of 21.67%. Currently, Canadian Natural Res has a market capitalization of $77.77 billion. 
Buying $100 In CNQ: If an investor had bought $100 of CNQ stock 5 years ago, it would be worth $267.69 today based on a price of $72.81 for CNQ at the time of writing.
<h3>Canadian Natural Res's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1717529421_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

Canadian Natural Resources shares are trading lower as natural gas stocks fall amid reports indicating a Norway pipeline will be repaired by Friday, alleviating supply concerns.

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Shares of several oil & gas companies are trading lower following an OPEC+ meeting in which members said they would start phasing out voluntary production cuts in October.

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Shares of oil and gas companies are trading lower amid a drop in the price of crude.

Oil prices had their strongest session in over two months Tuesday, with West Texas Intermediate (WTI) light crude climbing 2% to $80 a barrel, and Brent crude rising 1.7%<a href="https://www.benzinga.com/topic/oil"> to $84 a barrel.</a>
The surge in prices is attributed to the anticipation of increased demand with the start of the driving season and ongoing supply constraints. The market expects that OPEC+ will maintain its voluntary output cuts of 2.2 million barrels per day into the second half of the year during its upcoming June 2 meeting. 
The United States Oil Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/USO#NYSE">USO</a>), which tracks the WTI price, rose 3%, factoring in Monday&#8217;s oil performance while U.S. markets were closed for Memorial Day.
Energy stocks also rallied, with the Energy Select Sector SPDR Fund (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XLE#NYSE">XLE</a>) up 1%, outperforming all other S&amp;P 500 sectors.
<h3 class="wp-block-heading">Chart: WTI Rebounds To $80, Breaking April-May Downtrend</h3>
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="500" src="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/28152847/image-117-1024x500.png" alt="" class="wp-image-359445" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/28152847/image-117-1024x500.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/28152847/image-117-300x147.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/28152847/image-117-768x375.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/28152847/image-117-1536x750.png 1536w,https://editorial-assets.benzinga.com/wp-content/uploads/2024/05/28152847/image-117.png 1920w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
<h3 class="wp-block-heading">Goldman Sachs Raises Long-Term Oil Demand Outlook</h3>
Goldman Sachs has revised its long-term global crude demand forecast upward, projecting continued growth until 2034, after which it expects oil consumption to plateau.
&#8220;Peak oil demand is still a decade away,&#8221; Goldman analysts said in a report. Goldman Sachs now forecasts global oil demand to reach 108.5 million barrels per day (mb/d) by 2030, up from a previous estimate of 106 mb/d. The firm predicts peak demand around 2034 at approximately 110 mb/d, followed by a flat trend to 2040.
&#8220;Our view is more bullish than the IEA, which assessed that oil demand peaks before 2030,&#8221; Goldman Sachs said. 
The investment bank foresees a potential scenario where oil demand could even rise to about 113 mb/d by 2040, driven by a slower transition to electric vehicles.
&#8220;The EV market is facing a few headwinds,&#8221; analysts said. 
&#8220;EV subsidies are being cut in several European markets, and continued price competition has led to profit pressure for OEMs and a slower pace of new EV investments. Our Auto team thinks our EV slow-adoption scenario, which predicts a pause this year in EV sales penetration increase, has become more realistic.&#8221;
Goldman Sachs said capital expenditure on crude oil production is slowing, contributing to medium-term supply constraints across the oil value chain.
Goldman Sachs named 23 Buy- and Sell-rated stocks across the energy sector to reflect its long-term views on the oil market.
<h2 class="wp-block-heading">Goldman Sachs&#8217; Energy-Stock Strategies</h2>
<h3 class="wp-block-heading">Upstream/Integrated Exposure</h3>
Theme 1: Own FCF Leaders
Goldman Sachs highlights Buy-rated Shell plc (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SHEL#NYSE">SHEL</a>), Petrobras (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PBR#NYSE">PBR</a>), CNOOC Ltd., Cenovus Energy (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVE#NYSE">CVE</a>), and Canadian Natural Resources Ltd. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) as free cash flow leaders.
Sell-rated ONGC has weaker FCF due to limited production growth.
Theme 2: Own Growth Assets
The firm points to Buy-rated ENI S.p.A. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/E#NYSE">E</a>), ConocoPhillips (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/COP#NYSE">COP</a>), and Devon Energy Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DVN#NYSE">DVN</a>) as companies with significant growth assets, citing successful exploration and shale oil access as key opportunities.
Theme 3: Own Profitable Projects
Goldman Sachs identifies Buy-rated PTTEP, Santos Ltd. (OTCPK: SSLZY), and Chevron Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVX#NYSE">CVX</a>) as leaders based on the profitability of their projects.
<h3 class="wp-block-heading">Refining Exposure</h3>
Theme 1: Own Exposure to Refining Market Tightness
The investment bank recommends Buy-rated Thai Oil Public Co. (OTCPK: TOIPF), S-Oil, Reliance Industries, and Repsol S.A. (OTCPK: REPYY) for their high exposure to middle distillates. It also favors Buy-rated HF Sinclair Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DINO#NYSE">DINO</a>), Marathon Petroleum Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MPC#NYSE">MPC</a>), and Phillips 66 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PSX#NYSE">PSX</a>) as beneficiaries of broader refining margin strength.
Theme 2: Own Biofuel Leaders
Goldman Sachs highlights Buy-rated Neste Oyj (OTCPK: NTOIY) and Calumet Specialty Products Partners L.P. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/CLMT#NASDAQ">CLMT</a>) for their exposure to sustainable aviation fuel.
Theme 3: Avoid Demanding Valuation
The firm is Sell-rated on Indian Oil Corp. and HelleniQ Energy Holdings S.A. (OTCPK: HLPMF), citing high valuations and weaker FCF generation.
Read now: <a href="https://www.benzinga.com/analyst-ratings/analyst-color/24/05/39044604/us-stocks-waver-nvidia-lifts-chipmaker-boats-gamestop-spikes-moderna-tumbles-whats-">US Stocks Waver, Nvidia Lifts Chipmakers, GameStop Spikes, Moderna Tumbles: What&#8217;s Driving Markets Tuesday?</a>
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WTI Crude Hits $80, Notches Best Day In Over 2 Months: 'Peak Oil Demand Still A Decade Away'

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Shares of oil and gas stocks are trading lower amid a drop in the price in crude.

Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) has outperformed the market over the past 5 years by 10.02% on an annualized basis producing an average annual return of 23.03%. Currently, Canadian Natural Res has a market capitalization of $80.64 billion. 
Buying $1000 In CNQ: If an investor had bought $1000 of CNQ stock 5 years ago, it would be worth $2,843.91 today based on a price of $75.50 for CNQ at the time of writing.
<h3>Canadian Natural Res's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1715972452_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$1000 Invested In Canadian Natural Res 5 Years Ago Would Be Worth This Much Today

Guidance

Canadian Natural Res Expects FY24 Production Of 1,330,000 Boe/d - 1,380,000 Boe/d

Earnings

Canadian Natural Res Q1 Average Production 1,333,502 Boe/D, Comprising Total Liquids Production Of 975,668 Bbl/d And Natural Gas Production Of 2,147 Mmcf/d

Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) reported quarterly earnings of $1.02 per share which missed the analyst consensus estimate of $1.46 by 30.14 percent. The company reported quarterly sales of $6.116 billion which missed the analyst consensus estimate of $7.716 billion by 20.74 percent. This is a 4.20 percent decrease over sales of $6.384 billion the same period last year.

Earnings Misses

Canadian Natural Res Q1 2024 Adj EPS $1.02 Misses $1.46 Estimate, Sales $6.116B Miss $7.716B Estimate

Shares of oil and gas companies are trading lower amid reports of Middle East peace talks.

Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) has outperformed the market over the past 5 years by 9.5% on an annualized basis producing an average annual return of 21.07%. Currently, Canadian Natural Res has a market capitalization of $83.50 billion. 
Buying $100 In CNQ: If an investor had bought $100 of CNQ stock 5 years ago, it would be worth $257.58 today based on a price of $77.97 for CNQ at the time of writing.
<h3>Canadian Natural Res's Performance Over Last 5 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1714163422_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $100 In This Stock 5 Years Ago, You Would Have $300 Today

Shares of some large-cap energy stocks are trading lower despite strength in energy prices. Stocks across sectors are down amid rate cut uncertainty.

Canadian Natural Res (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>) has outperformed the market over the past 20 years by 4.85% on an annualized basis producing an average annual return of 12.67%. Currently, Canadian Natural Res has a market capitalization of $87.06 billion. 
Buying $1000 In CNQ: If an investor had bought $1000 of CNQ stock 20 years ago, it would be worth $10,862.40 today based on a price of $81.29 for CNQ at the time of writing.
<h3>Canadian Natural Res's Performance Over Last 20 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2024/1712770224_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

If You Invested $1000 In This Stock 20 Years Ago, You Would Have $11,000 Today

RBC Capital analyst Gregory Pardy maintained a Buy rating on Canadian Natural (CNQ – Research Report) on June 18 and set a price target of C$60.00....

RBC Capital Remains a Buy on Canadian Natural (CNQ)

Wells Fargo analyst Roger Read maintained a Hold rating on Canadian Natural (CNQ – Research Report) today and set a price target of C$52.00. The co...

Wells Fargo Reaffirms Their Hold Rating on Canadian Natural (CNQ)

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미국은 <a href="https://www.benzinga.com/topic/weather" target="_blank" rel="noopener">앞으로 며칠 동안</a> 중서부 지역에서 오하이오 계곡, 오대호, 북동부 및 중부 대서양 지역에 영향을 미치는 극심한 폭염에 <a href="https://apnews.com/article/us-extreme-heat-wave-f4877dd84b047cdb7f4b5f2ae61da106" target="_blank" rel="noopener">직면해</a> 있다.
미국 국립해양대기청(NOAA)의 최신 업데이트에 따르면 높은 기온과 따뜻한 밤새 최저 기온은 일일 기록은 물론 일부 월간 기록을 넘어설 전망이다.
열지수(Heat index) 수치는 많은 지역에서 화씨(Fahrenheit) 100~105도 (섭씨 37.8~40.6도) 사이에서 최고조에 달할 것으로 예상된다.
"안정적인 에어컨을 이용할 수 없는 사람들은 더위를 식힐 수 있는 방법을 찾아야 한다. 밤새 따뜻한 기온을 기록하면 자연 냉각이 방지되고 에어컨이 없는 실내에서 시간이 지남에 따라 열 위험이 커질 수 있다"라고 NOAA가 밝혔다.
<h3 class="wp-block-heading">수요 증가와 가격 상승</h3>
폭염 기간에는 일반적으로 전력 수요가 급증한다. 사람들은 집과 사업장을 시원하게 유지하기 위해 냉방기에 크게 의존한다.
이러한 전력 사용 급증은 일반적으로 천연가스 가격을 상승시킨다. 예를 들어, 2023년 6월 미국 천연가스 펀드(US Natural Gas Fund LP)(NYSE:<a class="ticker" href="https://www.benzinga.com/stock/UNG#NYSE">UNG</a>)가 추적하는 미국 천연가스 가격은 기온 상승으로 인해 전기 수요가 증가하면서 4주 연속 상승했다.
올해도 비슷한 추세가 나타나고 있다. <a href="https://www.benzinga.com/news/21/08/22684772/henry-hub-remains-the-center-of-natural-gas-markets" target="_blank" rel="noopener">헨리 허브(</a><a href="https://www.benzinga.com/news/21/08/22684772/henry-hub-remains-the-center-of-natural-gas-markets">Henry Hub</a><a href="https://www.benzinga.com/news/21/08/22684772/henry-hub-remains-the-center-of-natural-gas-markets" target="_blank" rel="noopener">)의 휘발유 가격</a>은 늦은 봄의 평균보다 높은 기온으로 인해 3개월 연속 상승할 전망이다.
<h3 class="wp-block-heading">분석가의 견해</h3>
2024년 여름이 더워지면서 투자자와 분석가들은 기온 급등이 천연가스 가격과 관련 주식에 미치는 영향을 면밀히 관찰하고 있다.
EBW 애널리틱 그룹의 선임 분석가인 엘리 루빈(Eli Rubin)은 내추럴 가스 인텔리전스(Natural Gas Intelligence)와의 인터뷰에서 시장이 여름 내내 무더운 날씨를 주제로 잡을 것으로 전망했다.
루빈은 "7월과 8월에 평소보다 날씨가 훨씬 더 더울 가능성은 천연가스 수요를 증가시키고 가격을 상승시킬 수 있다"고 말했다.
냉각도일(CDD)이 증가하고 있다. 예측가들은 이를 사용하여 에어컨의 에너지 수요를 추정한다. DTN의 15일 예측에서는 30년 평균보다 높은 57 CDD를 요구했으며, 매일 최고 여름 CDD 평균을 초과했다.
감소하는 잉여 재고와 기록적인 폭염으로 인해 천연가스 가격이 향후 30~45일 동안 장기적인 펀더멘털을 초과할 수 있다. 루빈은 &#8220;중기적으로 상승세를 보일 가능성이 높지만, 이는 계속해서 무더운 날씨 예보에 좌우될 가능성이 높다&#8221;고 덧붙였다.
관측자들은 중서부와 북동부의 주요 지역에서 기온이 화씨 90도 (섭씨 32.22도) 이상인 폭염이 최소 3일 동안 지속될 것으로 예상하고 있다. 그리고 허리케인 시즌의 첫 번째 열대성 폭풍인 열대성 폭풍 알베르토(Alberto)는 <a href="https://www.nbcnews.com/news/us-news/tropical-storm-texas-extreme-heat-wave-northeast-rcna157893" target="_blank" rel="noopener">현재</a> 텍사스와 멕시코를 목표로 삼고 있어 멕시코만 연안 지역에 홍수 경보가 발령되고 있다.
아큐웨더(AccuWeather)는 이러한 고온이 일주일 내내 지속되어 천연가스 소비 증가에 기여할 것으로 예측한다. "냉방에 대한 수요 증가가 여기서 문제가 될 것이다. 이는 전력망에 어느 정도 영향을 미칠 수 있다"고 아큐웨더의 기상학자 버니 레이노(Bernie Rayno)가 경고했다.
<a href="https://www.benzinga.com/news/24/06/39360337/heat-wave-hits-us-10-stocks-to-watch-during-junes-sweltering-temperatures" target="_blank" rel="noopener" data-google-interstitial="false">폭염이 미국을 엄습: 6월의 무더위 속에서 주목해야 할 10가지 주식</a>
<h3 class="wp-block-heading">지켜볼 10가지 주식</h3>
투자자들이 주목해야 할 몇 가지 중요한 주식들은 다음과 같다:
<ul>
<li> EQT 코퍼레이션 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EQT#NYSE">EQT</a>): 미국 최대 천연가스 생산자로 애플러치안 분지에 중점을 둔다.</li>
<li>체사피크 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CHK#NYSE">CHK</a>): 미국 천연가스, 석유 및 천연가스 액체의 선도적인 생산자이다.</li>
<li>셰니에르 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LNG#NYSE">LNG</a>): 미국에서 액화천연가스(LNG) 최대 수출국으로 작동하고 있는 사빈 패스(Sabine Pass) 및 코퍼스 크리스티(Corpus Christi) LNG 터미널 운영사이다.</li>
<li>캐네디언 내추럴 리소시스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CNQ#NYSE">CNQ</a>): 세계 최대의 독립형 원유 및 천연가스 생산자 중 한 곳이다.</li>
<li>안테로 리소시스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/AR#NYSE">AR</a>), 애플래치안 분지(Appalachian Basin)를 주요 운영지로 하는 천연가스 및 천연가스 액체의 선도적인 생산자 중 하나이다.</li>
<li>EOG 리소시스 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/EOG#NYSE">EOG</a>): 미국 전역에서 석유 및 천연가스를 생산하는 회사이다.</li>
<li>킨더 모건 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>): 북아메리카에서 가장 큰 천연가스 파이프라인 네트워크 중 하나를 운영하는 주요 에너지 인프라 기업이다. 본사의 중앙부 활용 자산은 천연가스의 운송 및 저장에 중요하다.</li>
<li>다이아몬드백 에너지 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/FANG#NYSE">FANG</a>): 퍼미안 분지에서 상당한 사업을 운영하는 독립형 석유 및 천연가스 회사이다.</li>
<li>원오크 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/OKE#NYSE">OKE</a>): 천연가스 수집, 처리, 저장 및 운송에 중점을 둔 주요 중간 서비스 제공업체이다.</li>
<li>비스트라 (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/VST#NYSE">VST</a>): 전력 발전, 소매 전기 및 천연가스 발전소를 결합한 통합형 전력 회사이다.</li>
</ul>
다음 읽기: <a href="https://www.benzinga.com/markets/esg/24/05/39012013/noaa-meteorologists-predict-aggressive-hurricane-season-what-it-means-for-home-depot-generac-other-s">NOAA 기상학자들은 공격적인 허리케인 시즌을 예측: 홈디포, 제네락, 기타 폭풍 관련 주식에 대한 의미</a>
Image by Ron Porter from Pixabay

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