FINWIRES · TerminalLIVE
FINWIRES

修正案為E15全國全年銷售注入活力

-- 週三,立法者提出一項法案,允許在全美全年銷售E15汽油。 該提案還要求環境保護署(EPA)完成待定的規則制定,承認E15與現有基礎設施和設備相容。 此外,愛荷華州再生燃料協會(IRFA)在聲明中表示,由E15農村國內能源委員會成員提出的眾議院農業法案修正案,通過明確2028年起哪些煉油廠符合「小型」煉油廠的資格,改革了再生燃料標準(RFS)煉油廠豁免流程。 符合新標準的煉油廠將自動獲得75%的RFS義務減免。 規模較大的煉油廠可以緊急申請RFS豁免。 IRFA表示,今後RFS豁免名額將不再重新分配。 IRFA執行董事蒙特·肖表示:「IRFA很高興看到這項妥協性法案最終得以提出。」我們的訊息很簡單:立即將此法案送交總統簽署生效。 再生燃料協會主席傑夫·庫柏表示,該修正案在眾多利益相關者之間取得了恰當的平衡,這些利益相關者在過去幾個月裡與眾議院委員會進行了真誠的磋商。 「我們相信,農業、煉油、生物燃料和燃料零售等各方都會廣泛支持這項修正案,」庫柏說。 今年1月,立法者從一項撥款法案中移除了全年使用E15燃料的條款,轉而成立了E15農村國內能源委員會,負責研究該問題並在2月提出相關立法。 由工會工人和美國獨立煉油商組成的「促進美國就業聯盟」(FAJC)反對這些措施。 「很明顯,乙醇產業對全年使用E15燃料的妥協方案不感興趣,因為該方案會抑制再生燃料標準監管成本的波動,」FAJC領導層在一份新聞稿中表示。

Related Articles

Research

Research Alert: CFRA Maintains Hold Rating On Shares Of United Rentals Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target price to $1,100 from $950 following a strong first quarter, valuing shares at 20.5x our 2027 EPS outlook of $54.28 (in line with previous estimate; 2026 EPS also in line). We believe a higher multiple is justified given URI's firming market leadership within an expanding rental equipment industry. A robust Q1 beat enabled URI to raise its full-year revenue guidance to $16.9B-$17.4B and adjusted EBITDA to $7.625B-$7.875B, citing momentum heading into a busy season. With leverage well below historical levels, we believe accretive M&A deals could serve as a potential catalyst for additional guidance increases. Margin compression has been a sticky issue for URI, but Q1 indicated that pricing may have turned around and that headwinds are starting to ease as quarterly results begin to lap when tariff-related inflation began to pick-up. We remain cautious on margins, though are encouraged by signs of stabilization. New project activity is likely supporting pricing trends, in our view.

$URI
Equities

Petro Rabigh Emerges From Loss in Q1; Revenue Grows

Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, said Sunday it swung back to profit in the first quarter of 2026, while revenue increased year over year.Net profit attributable to shareholders of the issuer for the three months ended March 31 was 1.47 billion Saudi riyals, compared with the attributable loss of 691 million riyals earlier. EPS moved to 0.88 riyal from a loss per share of 0.41 riyal.The Tadawul-listed oil refining and petrochemical company's revenue was 14.85 billion riyals, compared with 11.21 billion riyals a year ago.

$SASE:2380
Research

Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.

$HIG