-- 根據路透社週四報道，總部位於澳洲的伍德賽德能源公司（Woodside Energy，股票代號：WDS）正努力為其計劃在路易斯安那州建設的液化天然氣（LNG）出口設施尋找買家。 報告稱，主要障礙在於該公司堅持收取液化費，即在天然氣基礎價格基礎上增加的加工運輸成本，而這筆費用遠高於目前美國市場的平均水平。 報告指出，儘管由於勞動力短缺和建設成本上升，全球液化費普遍上漲，但伍德賽德的高昂定價可能已經設定了美國液化天然氣出口價格的上限。 報道稱，伍德賽德最初要求的液化費超過每百萬英熱單位（BTU）2.80美元，遠高於美國通常2.40至2.50美元的水平。 相較之下，產業領頭羊切尼爾能源公司（Cheniere Energy，股票代號：LNG）的收費約為每百萬英熱單位2.60美元，而Venture Global公司（股票代號：VG）的收費則較低，約為每百萬英熱單位2.30美元。 伍德賽德公司未回覆的置評請求。 （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。）
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Research Alert: Lea: Q1 Earnings Well Ahead Of Consensus; 2026 Guidance Maintained
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Lear Corporation (LEA) posted Q1 adjusted EPS of $3.87 vs. $3.12 (+24%), well ahead of the $3.51 consensus. Revenue rose 5% to $5.82B ($20M below consensus) and gross margin expanded 120 bps to 7.7% (20 bps below consensus). The beat was attributable to a share count reduction from buybacks, as LEA repurchased $75M of stock in Q1 and its average share count was 5% lower Y/Y. In LEA's largest market of Europe and Africa (40% of LEA's total Q1 revenue), content per vehicle rose by a robust 7.5% Y/Y, while North American content fell by 4.1%. The North American decline appears to reflect mix effects, while the European/African improvement aligns with the secular trend of increasing safety and content per vehicle. LEA maintained all prior full-year guidance. LEA shares are currently trading 3% higher in pre-market trading following the release. We think that with Q1 earnings coming in well ahead of expectations, the probability of the company raising full-year guidance later this year is significantly higher.
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Research
Research Alert: Lyondellbasell Reports Mixed Q1 Results, Provides Optimistic Q2 Guidance
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:LyondellBasell Industries N.V. (LYB) reported Q1 operating EPS of $0.49 vs. $0.33 in the prior-year period, beating consensus by $0.21 after missing estimates in four of the prior six quarters. Revenue of $7.2B missed consensus by 2% and declined 6% Y/Y. The company completed a strategic milestone with the sale of four European assets, advancing its portfolio transformation initiative expected to improve margins and reduce costs while positioning LYB with increased resilience. Management provided positive Q2 guidance, planning to maximize North American O&P operating rates, raise European O&P rates to 80%, and maintain I&D rates at 75%. However, operating cash flow deteriorated significantly to negative $269M in Q1 despite the earnings recovery, attributable to a working capital build and serving increased global demand. We believe the sustainability of expected improvements remains uncertain given persistent structural overcapacity and ongoing geopolitical volatility.
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Equities
Repsol Kept at Outperform as RBC Notes 'Strong' Refining Margins
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