-- 据路透社报道，秘鲁国家石油公司（Petroperu）董事长罗杰·阿雷瓦洛（Roger Arevalo）周二在国会委员会作证时表示，该公司需要约25亿美元的贷款才能维持炼油厂的正常运转，避免燃料供应中断。 阿雷瓦洛警告称，如果该公司无法获得政府担保的私人融资以继续为其炼油厂采购原油，那么“未来几天”可能会出现燃料短缺。目前，该公司的债务负担已飙升至79亿美元。 阿雷瓦洛表示，私人银行已准备好提供20亿美元的贷款，但仍低于其25亿美元的需求。不过，政府正计划颁布一项紧急法令，为该公司提供国家担保，以帮助其进行私人融资，但不会直接提供资金。 由于缺乏资金购买原材料，该公司的两家主要炼油厂——塔拉拉炼油厂（Talara）和孔昌炼油厂（Conchan）——目前均未达到其产能。 仅过去三年，该公司就获得了53亿美元的国家资助，但塔拉拉现代化项目的延误和成本超支（最终超过60亿美元）恶化了秘鲁石油公司的资产负债表基本面。 秘鲁石油公司尚未回复就此事的置评请求。 （市场闲谈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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Bank of Canada Is in No Hurry to React to Higher Oil Prices, Says Desjardins
The Bank of Canada's Governing Council left rates unchanged at 2.25% on Wednesday and signaled that elevated oil prices won't do much to boost gross domestic product or underlying inflationary pressures, said Desjardins.For its projections, the BoC assumed that Brent oil prices will fall to around US$75/barrel by mid-2027, roughly in line with the bank's forecasts.That said, policymakers expect investment and employment to be less responsive to higher crude prices than in the past, leaving real gross domestic product up just 1.2% in 2026, while previously it saw at 1.1%. So while the composition of growth will look different -- many households and businesses will be squeezed by higher energy costs even as some firms and governments benefit -- the economy is still expected to absorb slack only slowly this year, stated Desjardins.The good news is that officials share the bank's view that spillovers to core inflation will be limited. The BoC expects core inflation to end 2026 at 2.0%, which is actually a touch lower than the 2.1% penciled in back in January's Monetary Policy Report (MPR).The commentary accompanying the rate decision also highlighted the favorable starting point for underlying inflation, with the BoC's preferred core measures just slightly above 2% in March and the proportion of components rising above 3% also having declined in recent months. So while officials acknowledged the cost pressures associated with high oil prices, they implied that their operational target, underlying inflation, wouldn't be impacted, added the bank.Wednesday's MPR also included projections for an alternative scenario in which oil prices remain around US$100 per barrel. Even in that scenario, the economy is expected to struggle over the next few years, as many households and businesses would face higher costs and the benefits of elevated crude prices would translate into increased activity in oil-producing regions with a lag.That said, the forecasts include a further rise in headline inflation, which is substantially more persistent and broad-based than in the base case projections. Governor Tiff Macklem appears to suggest that such a situation could warrant consecutive increases in the policy rate, according to Desjardins.Overall, the BoC appears comfortable leaving rates unchanged for the rest of the year, unless oil prices remain high, added the bank. Assuming oil prices decline to levels consistent with their assumptions, the central bank's communications suggest that any changes in the target rate will be small.Desjardins takes that to mean that once the economy recovers to full health, central bankers will raise the policy rate gradually to 2.75%, the mid-point of their estimated neutral rate range. The bank's expectation is that those rate increases aren't in the cards until 2027.
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Research Alert: Avt Beats Q3; Expansion Challenges Structural Concerns
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:AVT delivered a strong Q3 beat with revenue of $7.12B (+34% Y/Y, +13% Q/Q) vs. $6.4B consensus and adjusted EPS of $1.48 (+76% Y/Y, +41% Q/Q) vs. $1.32 consensus. Operating margins expanded to 2.9% (+58bps Q/Q) with Electronic Components achieving 3.5% margins, demonstrating quality operating leverage as sequential operating income grew more than twice as fast as sales. Broad-based strength across all regions Asia +39%, EMEA +31%, Americas +27% suggests a genuine demand recovery beyond AI infrastructure into traditional electronics markets. Q4 guidance of $7.30B-$7.60B sales (midpoint $7.45B) and adjusted EPS of $1.70-$1.80 significantly exceeded consensus of $6.5B revenue and $1.41 EPS. Inventory optimization reached management's target with total days declining to 77 days, enabling $800M sales growth with only $54M operating cash flow usage. We believe the inventory destocking cycle has conclusively ended and AVT is well-positioned to capitalize on the electronics market recovery with sustained momentum.
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Research Alert: Bip Q1: Data Segment Growth Of 46% Powers 10% Ffo Growth
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Brookfield Infrastructure generated FFO per unit of $0.90, up 10% from $0.82 in the prior year, with total FFO reaching $709M versus $646M, driven by organic growth and $1.4B of new investments. The partnership reported a net loss of $61M compared to net income of $125M in Q1 2025, primarily due to unrealized hedge losses from elevated commodity prices. We view the quarter positively, with FFO growing 10% driven by Data's outsized 46% FFO increase to $149M from the U.S. bulk fiber acquisition and 200 MW of commissioned data center capacity. Management expects hedge losses to settle throughout the year. The partnership secured $400M of new investment opportunities and completed $1B in capital recycling proceeds year-to-date, maintaining $5.3B liquidity with only 5% of debt maturing over 12 months. We expect the 6% distribution increase to $0.455 per unit to be covered by executing partnerships with mega-theme oriented names like Bloom using recycled capital.
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