-- 根據Axios週三報道,美國總統唐納德·川普和多位高級政府官員週二在白宮會見了石油和天然氣行業的管理人員,討論伊朗戰爭的影響。 雪佛龍公司(CVX)執行長麥克沃斯也出席了會議,該公司發言人向Axios證實了這一消息。 一位白宮官員告訴Axios,討論內容涵蓋了國內石油生產、委內瑞拉石油產業、石油期貨市場、天然氣和航運,但目前尚不清楚會談的結論(如果有的話)。 儘管自2月28日伊朗戰爭爆發以來,美國受主要衝擊亞洲的供應衝擊影響相對較小,但由於對碳氫化合物的競爭日益激烈,美國汽油價格上漲可能會對政府造成不利影響。 Axios引述美國汽車協會的數據稱,週二美國汽油平均價格為每加侖4.18美元。這是自2022年以來的最高水準。 Axios指出,由於價格下調空間有限,長期高價可能導緻美國需求萎縮,即消費減少,這種情況在其他地區已經出現。 白宮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
Werner Enterprises' Pivot to Dedicated Services May Reduce Torque, Morgan Stanley Says
Werner Enterprises' (WERN) move away from one-way truckload toward dedicated fleet services just as the market turns may reduce the company's immediate torque to the truckload cycle, Morgan Stanley said in a note Tuesday.Overall, the investment firm said the company may benefit from the shift as the dedicated business is likely to be a "big share-gainer" in an upcycle, with management lifting its full-year dedicated rate guidance on a "very strong" pipeline.Management said Q1 saw the "strongest" pricing inflection in over 3 years and Q2 guidance indicates a modest upside to consensus, while being consistent with Morgan Stanley estimates, according to the note.While one-way truckload revenue per total mile guidance of 1% to 4% growth in Q2 was a little soft versus market trends, management said this reflects the pivot into dedicated, the firm said.Morgan Stanley said Werner remains somewhat of a show-me story within truckload, given the timing of its pivot, completing the FirstFleet acquisition, and proving it has resolved some of its recent cost issues.Morgan Stanley maintained an overweight rating on the stock and lifted the price target to $47 from $45.Shares of Werner Enterprises rose more than 6% in Wednesday trading.Price: $36.68, Change: $+2.28, Percent Change: +6.63%
BNP Paribas Adjusts Price Target on United Rentals to $995 From $825, Maintains Neutral Rating
United Rentals (URI) has an average rating of overweight and mean price target of $1,074.84, 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)Price: $953.33, Change: $-9.39, Percent Change: -0.98%
Sandisk Seen Benefiting From Better NAND Pricing Setup, Wedbush Says
Sandisk (SNDK) is expected to benefit from better than expected NAND conditions in fiscal Q3 and a stronger pricing setup heading into the next quarter, Wedbush Securities said in a Wednesday note.The firm said it is raising its estimates after conversations indicated Sandisk has been able to lift pricing faster than industry peers.Wedbush now models fiscal Q3 EPS of $14.66 on revenue of $4.74 billion.Sandisk's fiscal Q3 guide implied about 55% price increases and "with PX's lifting thought the quarter, we believe SNDK should handily exceed that initial outlook," Webush said.The company will publish its fiscal Q3 results on Thursday.Wedbush maintained its outperform rating on Sandisk and raised its price target to $1,200 from $740.Shares of Sandisk were 8.5% higher in Wednesday trading.Price: $1087.98, Change: $+85.62, Percent Change: +8.54%