FINWIRES · TerminalLIVE
FINWIRES

バレロ・エナジーの第1四半期精製処理量が増加

By

-- 米国の石油精製会社バレロ・エナジー(VLO)は木曜日、第1四半期の精製処理量がほとんどの事業地域で増加したと発表した。 3月31日締めの四半期における精製処理量は平均290万バレル/日となり、2025年同期の280万バレル/日を上回った。 米国メキシコ湾岸、中西部、北大西洋の製油所の処理量はわずかに増加したが、米国西海岸の製油所の処理量は減少した。 その結果、精製収率は280万バレル/日から290万バレル/日に増加し、ガソリンおよびブレンド用成分は138万バレル/日から140万バレル/日に、留出油は108万バレル/日から111万バレル/日に増加した。 報告書によると、エタノール生産量も前年同期の450万ガロン/日から460万ガロン/日に増加した。 同社は、同期間の再生可能ディーゼルの販売量が前年同期の240万ガロン/日から300万ガロン/日に増加したと発表した。 今後、バレロは、総額2億3000万ドルの設備最適化を経て、セントチャールズ製油所の流動接触分解装置が第3四半期に稼働を開始する見込みだ。

Price: $247.16, Change: $-4.14, Percent Change: -1.65%

Related Articles

Research

Research Alert: Oled Delivers Disappointing Results, Stable Guidance As Demand Remains Weak

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:OLED reported challenging Q1 results with revenue declining 14.5% Y/Y to $142M, well short of consensus expectations ($161M), while EPS of $0.76 fell 44% Y/Y and missed Street estimates ($1.20). The weakness was broad-based, with material sales down 2.9% to $84M and royalty/license fees declining 26.4% to $54M, representing the largest drag on quarterly performance. Management lowered 2026 revenue guidance to $650M from a prior $675M view, citing weak demand conditions. CFO noted near-term market conditions have become more measured while maintaining confidence in longer-term growth prospects, including Gen 8.6 capacity additions in Korea and China expected online this year. We agree with management's longer-term optimism but note weak current conditions may slow new OLED fab ramp timelines. We think the revised Q2-Q4 implied performance ($508M) creates room for downside risk below company projections, as the environment remains volatile.

$OLED
Asia

China Shipbuilding Industry's 2025 Profit Slips 7%, Revenue Rises 12%

China Shipbuilding Industry Group Power's (SHA:600482) net profit attributable to shareholders in 2025 slipped 6.5% to 1.30 billion yuan from 1.39 billion yuan a year earlier, according to a Shanghai bourse filing on Thursday.Earnings per share declined 4.9% year on year to 0.58 yuan from 0.61 yuan.The Chinese shipbuilding conglomerate's operating revenue rose 12% to 57.80 billion yuan from 51.70 billion yuan in the prior year.

$SHA:600482
Equities

Mercuria Files Lawsuit Against Baltic Exchange Over TD3C Shipping Benchmark

Mercuria Energy Group said it has filed a lawsuit in London's High Court against Baltic Exchange Information Services, alleging distortion of a key oil shipping benchmark, Bloomberg reported on Thursday.The dispute centers on the TD3C route, which tracks the cost of shipping crude from the Middle East to China.Mercuria said the rate "no longer accurately or reliably represents the underlying market it is intended to measure," according to the claim form seen by Bloomberg, adding that the impact has led to losses estimated in the "hundreds of millions of US dollars."The Baltic Exchange, owned by Singapore Exchange, publishes freight rates widely used in global oil markets and derivatives trading.