FINWIRES · TerminalLIVE
FINWIRES

市場傳聞:第二批阿布達比國家石油公司液化天然氣貨船似乎將在伊朗戰爭期間離開波斯灣

By

-- 根據多家媒體通報,自2月底戰爭爆發以來,阿布達比國家石油公司(ADNOC)似乎已透過霍爾木茲海峽出口了第二批液化天然氣貨物。 船舶追蹤數據顯示,ADNOC旗下的「Mraweh」號油輪週三在印尼北部附近海域載貨。 該船於4月19日在霍爾木茲海峽東部航道附近停泊一段時間後,從追蹤系統中消失兩週多,之後重新出現。 據媒體報道,自衝突爆發以來,僅有另一批液化天然氣貨物從波斯灣運出,即“Mubaraz”號油輪,該船於3月底失踪後在印度南部附近海域重新出現。 彭博社報道稱,週二拍攝的衛星影像顯示,另一艘油輪停泊在達斯島,顯示ADNOC仍在繼續裝載液化天然氣貨物。 由於華盛頓和德黑蘭仍在努力達成和平協議,同時各自維持封鎖措施,霍爾木茲海峽的風險仍居高不下。 ADNOC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。這些資訊據信來自可靠來源,但可能包含傳聞和推測。準確性無法保證。)

Related Articles

Research

Research Alert: CFRA Maintains Buy Rating On Shares Of Teradata Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price to $35 from $44 on a forward P/E of 13x our 2026 EPS forecast of $2.66, below its five-year average. We increase our 2026 EPS projection to $2.66 from $2.60, and lift our 2027 EPS estimate to $2.89 from $2.74. Total revenue grew 6% Y/Y to $444 million (4% in constant currency), driven by stronger-than-expected recurring revenue of $400 million, up 12% Y/Y (9% in constant currency), from higher upfront on-premise subscription term licenses. Total ARR increased 3.5% to $1.492 billion, while public cloud ARR grew 13% to $686 million, supported by solid retention rates and accelerating demand for hybrid capabilities driven by security and sovereign AI requirements. Q1 results continue to show recovery, and we remain optimistic on its AI opportunity and core ARR growth from new offerings, improved go-to-market execution, and resonance of its hybrid deployment model for customers scaling their AI use. Margin expansion is also a positive, although higher memory prices are a watch area.

$TDC
Research

Research Alert: Tou Q1: Record Q1 Production, Raises 2026-2027 Fcf Outlook To Cad0.9b Annually

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:TOU reported Q1 production of 666,089 boe/d within guidance despite capital deferrals, with net earnings surging to CAD657.6M from CAD212.7M prior year. Cash flow declined 10% to CAD862.2M on lower North American gas prices, though free cash flow increased 36% to CAD202.0M benefiting from CAD350M capital reduction. TOU's scale and marketing diversification should pay off in coming quarters, with hedging covering 930 mmcf/d for remainder of 2026 at CAD5.13/mcf and 45% of propane receiving AFEI pricing that has appreciated 25% since late February. Management updated 2026/2027 free cash flow guidance to approximately CAD0.9B annually. Well performance continued outpacing historical averages with NEBC Montney wells up 13% and Alberta Deep Basin wells up 6% versus 2020-2025 averages. The company plans to drill 280 net wells in 2026 with CAD200M of additional capital identified for potential deferral, maintaining multi-decade development inventory with only 15.4% of drilling inventory booked.

$TOU
Asia

Santana Minerals Unit Secures OIO Approval to Acquire Land for South Island Gold Project

Santana Minerals' (ASX:SMI, NZE:SMI) wholly owned subsidiary, Matakanui Land, has been approved by New Zealand's overseas investment office (OIO) to acquire land across Bendigo and Ardgour stations, clearing the way for the company's proposed gold mining project, according to a Thursday filing with the Australian and New Zealand bourses.The approval includes 797 hectares at Bendigo station for mining infrastructure and pits, 92 hectares for a proposed Bendigo sanctuary, and 2,880 hectares at Ardgour station for processing facilities, tailings storage, offices, and ecological offset areas, per the filing.The project is expected to attract more than NZ$500 million in investment over 13 to 14 years, generate about 350 full-time jobs, increase exports, and strengthen the local economy, the filing said.The OIO consent key conditions include full settlement by December, securing resource consent by March 2035, and investing NZ$250 million in development within five years of receiving consent.The company expects to meet these requirements, with a final decision under the fast-track approvals act due in October and initial gold production planned for early 2028, the filing added.

$ASX:SMI$NZE:SMI