-- 据路透社周四报道，总部位于澳大利亚的伍德赛德能源公司（Woodside Energy，股票代码：WDS）正努力为其计划在路易斯安那州建设的液化天然气（LNG）出口设施寻找买家。 报道称，主要障碍在于该公司坚持收取液化费，即在天然气基础价格基础上增加的加工运输成本，而这一费用远高于目前美国市场的平均水平。 报道指出，尽管由于劳动力短缺和建设成本上升，全球液化费普遍上涨，但伍德赛德的高昂定价可能已经设定了美国液化天然气出口价格的上限。 报道称，伍德赛德最初要求的液化费超过每百万英热单位（BTU）2.80美元，远高于美国通常2.40至2.50美元的水平。 相比之下，行业领头羊切尼尔能源公司（Cheniere Energy，股票代码：LNG）的收费约为每百万英热单位2.60美元，而Venture Global公司（股票代码：VG）的收费则较低，约为每百万英热单位2.30美元。 伍德赛德公司未回复的置评请求。 （市场动态新闻来源于与全球市场专业人士的对话。这些信息据信来自可靠来源，但可能包含传闻和推测。准确性无法保证。）
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Equities
Repsol Kept at Outperform as RBC Notes 'Strong' Refining Margins
RBC Capital Markets kept Repsol (REP.MC) at outperform, noting the Spanish oil and gas giant looks well placed to capitalize on the current refining environment."Refining margin capture has been a key concern over recent weeks, with investors worried about crude availability, particularly for coastal refiners. Repsol's indicator margin is less relevant in these volatile times, but importantly, [realized] refining margins remain strong, and look set to remain strong through the summer. In 1Q, the refining margin premium ($5.7/bbl) was higher than we had seen in recent years (highest in 1Q23 at $4/bbl), but management have noted a particularly strong start to 2Q26, with realised refining margins well above $20/bbl in April. Repsol's complex refining system is also well set up to take advantage of crude spreads (light-heavy, sweet-sour, etc.), which should support refining margins and be a relative advantage to peers," analysts said Thursday.According to the research firm, this refining strength and anticipated upstream growth offer "material upside" for Repsol's capital distribution. As such, the research firm now projects 1.5 billion euros in buybacks for the company, noting the figure is more than double the company's current guidance.On the financial front, RBC updated its estimates, including higher EPS forecasts for full-year 2026 through 2028, following Repsol's first-quarter results. The revised model accounts for a $10 per barrel refining indicator and a $5/bbl realized premium for 2026, alongside other adjustments.The stock has a price target of 32 euros.
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International
US Dollar Falls Early Friday Ahead of April Manufacturing Data
The US dollar fell against its major trading partners early Friday ahead of the release of manufacturing data from S&P Global at 9:45 am ET and from ISM at 10:00 am ET.The St. Louis and Atlanta Federal Reserve banks are due to release their GDP nowcast estimates for Q2 around midday.A quick summary of foreign exchange activity heading into Friday:EUR/USD rose to 1.1750 from 1.1736 at the Thursday US close and 1.1706 at the same time Thursday morning. There are no Eurozone data on Friday's schedule. The next European Central Bank meeting is scheduled for June 11.GBP/USD rose to 1.3617 from 1.3607 at the Thursday US close and 1.3517 at the same time Thursday morning. UK manufacturing PMI rose in April, while UK home prices increased in the same month, and UK mortgage lending improved in March. The next Bank of England meeting is scheduled for June 18.USD/JPY fell to 156.5495 from 156.5626 at the Thursday US close and 157.0274 at the same time Thursday morning. Growth in Tokyo CPI, an early indicator of Japanese consumer prices, accelerated in April, but core CPI growth slowed, according to data released overnight. In the same month, manufacturing PMI rose more than expected. The next Bank of Japan meeting is scheduled for June 15-16.USD/CAD fell to 1.3563 from 1.3583 at the Thursday US close and 1.3657 at the same time Thursday morning. Canadian manufacturing PMI for April is due to be released at 9:30 am ET. The next Bank of Canada meeting is scheduled for June 10.
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Research
Keefe Bruyette & Woods Downgrades First Interstate to Market Perform From Outperform, Trims Price Target to $37 From $38
First Interstate BancSystem (FIBK) has an average rating of Hold and mean price target of $36.88, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)
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