-- 金曜午後、エネルギー関連株は急落し、ニューヨーク証券取引所エネルギーセクター指数は4.4%、ステート・ストリート・エネルギー・セレクト・セクターSPDR ETF(XLE)は3.4%それぞれ下落した。 フィラデルフィア石油サービスセクター指数は0.6%、ダウ・ジョーンズ米国公益事業指数は0.7%それぞれ下落した。 セクターニュースでは、イラン外相がレバノンでの停戦合意を受け、ホルムズ海峡が「完全に開放された」と発言したことを受け、原油価格が金曜に急落した。イランのセイエド・アッバス・アラグチ外相は金曜、Xプラットフォームへの投稿で、「レバノンでの停戦合意に基づき、ホルムズ海峡を通過するすべての商船の航行は、停戦期間の残りの期間、完全に開放されると宣言する」と述べた。 期近のWTI原油先物価格は12%下落し、1バレル83.24ドルとなった。国際指標であるブレント原油先物も10%下落し、1バレル89.24ドルとなった。ヘンリーハブ天然ガス先物価格は1.8%上昇し、100万BTUあたり2.69ドルとなった。 企業ニュースでは、ブルームバーグの報道によると、アスタナの裁判所は、カザフスタンのカシャガン油田を操業するノース・カスピアン・オペレーティング社に対し、2兆3560億テンゲ(50億ドル)の環境罰金を科す判決を支持した。同社の株主には、エクソンモービル(XOM)、シェル(SHEL)、トタルエナジーズ(TTE)、エニ(E)などが名を連ねている。エクソンモービルの株価は4.7%、シェルは5.1%、トタルエナジーズは4.9%、エニは7.2%それぞれ下落した。 ペトロブラス(PBR)は金曜日、オラント・ペトロリアムと契約を締結し、サントメ・プリンシペ沖合の探査鉱区であるブロック3の権益75%を取得し、操業権を引き継ぐと発表した。ペトロブラスの株価は5.6%下落した。 クリティカル・メタルズ(CRML)の株価は、グリーンランド政府がタンブリーズ・マイニング・グリーンランドの残りの50.5%の株式譲渡を承認し、CRMLの所有比率が92.5%に上昇したと金曜日に発表したことを受け、36%急騰した。
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