FINWIRES · TerminalLIVE
FINWIRES

市場傳聞:歐盟計畫調整排放配額分配方法,擬增加免費碳排放配額

By

-- 歐盟委員會正考慮透過調整用於計算免費碳排放配額的基準,增加污染企業可獲得的免費碳排放配額數量。 彭博新聞週一報道,根據該提案,基準計算將不僅考慮直接排放,還將考慮間接排放。報道引用的是一份於4月30日分發給歐盟成員國的文件。 更新後的基準計畫於5月初至6月初進行公眾諮詢,之後將提交歐盟氣候變遷委員會批准。免費碳排放配額將在2016年至2030年期間分配。 歐盟委員會尚未回覆的置評請求。 (市場動態新聞來自與全球市場專業人士的對話。這些資訊被認為是來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

Related Articles

Australia

Chevron's Q1 Results Set up 'Meaningful Acceleration' for Rest of the Year, UBS Says

Chevron's (CVX) Q1 financial results set up a "meaningful" acceleration in sequential earnings, with momentum building through the rest of this year and into the first half of 2027, UBS analysts said in a Monday note.UBS said Chevron's Q1 results were ahead of expectations despite facing significant headwinds from timing effects.Analysts said that the conflict in the Middle East did not directly impact Chevron's assets, with projects shut as precautionary measures now back online.UBS said that several potential drivers could drive Chevron's earnings higher in Q2 and Q3, including from its TCO Kazakhstan project, which is running above announced capacity, with volumes from Kazakhstan/Eurasia expected to increase 60% in Q2.Analysts said that for long-term contract volumes, every $10 increase in Brent and Japan Crude Cocktail prices per barrel of oil will result in $600 million in pre-tax earnings and $450 million in after-tax earnings.UBS retained a buy rating on the stock and increased its price target to $220 from $218.Price: $191.83, Change: $+1.20, Percent Change: +0.63%

$CVX
Research

Research Alert: CFRA Lowers View On Shares Of Ati Inc. To Buy From Strong Buy

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our $179 12-month target is based on an EV/EBITDA of 19.0x applied to our 2027 EBITDA estimate, above ATI's trailing-12-month average forward EV/EBITDA of 17.4x but below peers' average forward EV/EBITDA of 27.2x. We raise our 2026 EPS by $0.03 to $4.46 and 2027's by $0.11 to $5.51. We lower our rating to Buy from Strong Buy based on elevated earnings multiples, not deteriorating fundamentals. ATI is executing well on its strategy to prioritize high-value aerospace, defense, and specialty energy markets. ATI raised full-year 2026 guidance with adjusted EBITDA now expected at $1.01B-$1.06B (up $35M at midpoint), representing 20% Y/Y growth. Record backlog of $4.1B and extending lead times (1+ years for nickel alloys, nearly 2 years for premium titanium) provide strong visibility. Management expects consolidated EBITDA margins above 20% with 40% incremental margins driven by favorable mix and long-term contract pricing. ATI's differentiated position in capacity-constrained markets supports our positive view.

$ATI
Research

Research Alert: CFRA Keeps Hold Opinion On Shares Of Oneok Inc.

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Our 12-month target price of $96, raised $7, reflects a combination of relative valuation and DCF model analyses. On a relative basis, we apply a 10.5x multiple of enterprise value to projected '27 EBITDA, in line with OKE's historical forward average, which yields an $89 value. Meanwhile, our DCF model, using medium-term free cash flow growth of 3.5% and terminal growth of 2.0%, discounted at a WACC of 5.4%, yields a value of $103 per share. We lift our '26 EPS estimate by $0.09 to $5.78, but cut '27's by $0.06 to $6.08. OKE noted that its U.S. Gulf Coast Permian NGL volumes rose 31% in Q1, which we think is at least partly due to the disruption in the Middle East and overseas buyers looking for alternative sourcing. We estimate that the combination of growth capex and dividend outlays will chew up about 83% of operating cash flow in 2026, implying a modest degree of safety, but only slightly better than peers. Shares yield 4.6%.

$OKE