-- 加拿大皇家銀行資本市場（RBC Capital Markets）週日發布的研究報告指出，專注於阿巴拉契亞地區的美國油氣生產商EQT（EQT）正戰略性地擴大其2027年及以後的中游產能，並有望從中東衝突引發的能源市場動盪中獲益。 RBC分析師表示，儘管目前EQT的專案總產能為每日20億至30億立方英尺當量，但管理層預計與交易對手的磋商將使日產量提升至80億至100億立方英尺。 RBC特別指出，EQT在與同行競爭中率先鎖定液化天然氣（LNG）承購合同，這在伊朗衝突的背景下能夠帶來巨大的價值。 該公司第一季業績超出預期，這得益於其一體化商業模式的優勢。 第一季產量超出預期，恰逢冬季價格高峰期，而營運支出和資本支出均低於預期。 EQT已展現出快速識別中游環節問題的能力，使其商業團隊能夠進行價格套利。 該公司去年公佈的液化天然氣承購策略曾令部分投資人感到不安，擔心會出現天然氣價格波動，但由於中東衝突，這種擔憂已不再重要。加拿大皇家銀行（RBC）表示，其承購合約將於2030年開始生效，目的地合約也可能在相近的時間點簽訂。 加拿大皇家銀行對EQT的評級為“與行業持平”，目標價為69美元，而其近期股價約為58.91美元。
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