FINWIRES · TerminalLIVE
FINWIRES

最新消息:WTI原油收在每桶100美元上方,伊朗戰爭仍未見結束跡象;美國原油庫存下降

By

-- 週三,西德州中質原油(WTI)收高,連續第四個交易日上漲。此前,市場對伊朗戰爭結束和霍爾木茲海峽重新開放的希望逐漸消退,與此同時,一份報告顯示美國原油庫存降幅超出預期。 6月交割的WTI原油期貨價格上漲6.95美元,收每桶106.88美元,創4月7日以來新高;6月交割的布蘭特原油期貨價格上漲6.74美元,收在每桶118.00美元。 自2月28日戰爭爆發以來,WTI原油價格已累計上漲59%。 2月28日,伊朗在遭到美國和以色列的襲擊後封鎖了霍爾木茲海峽,這是全球約20%石油供應的關鍵咽喉要道。目前,美國正在封鎖伊朗港口,伊朗要求美國在恢復和平談判前解除封鎖,但美國拒絕這樣做,導致伊朗石油供應持續受到有史以來最大的衝擊。 盛寶銀行寫道:“霍爾木茲海峽近乎關閉,加劇了全球能源市場的緊張局勢……交易員們目前關注和平談判的下一步進展以及今日發布的美國庫存報告,以進一步了解在強勁的出口需求下,美國庫存下降的速度。” 美國能源資訊署在每週調查中報告稱,上周美國商業原油庫存下降了620萬桶,而路透社調查的分析師普遍預期庫存將下降220萬桶。 石油市場也關注阿聯酋週二宣布退出歐佩克的決定。阿聯酋是歐佩克第三大產油國,也是全球第七大石油出口國。鑑於供應衝擊,這項決定短期內不太可能產生影響,但一旦衝突結束,可能會為市場增加供應。 「鑑於霍爾木茲海峽關閉導致全球石油供應短缺,阿聯酋的退出其實無關緊要,因為其產量已達極限。由於海峽關閉,阿聯酋透過管道向阿曼灣出口石油的能力已達極限(150萬至180萬桶/日),這也是阿聯酋3月總產量降至237萬桶/月為364萬桶/日)的原因。 Woo寫道。

Related Articles

Mining & Metals

Bausch Health Q1 Adjusted Earnings, Revenue, Advance, Beating Estimates

Bausch Health (BHC.TO) up 3.6% in after-hours New York trade, after the company on Wednesday said its first-quarter adjusted earnings and revenue both rose, beating estimates.Adjusted net income, which excludes most one-time items, rose to US$296 million, or US$0.78 per share, from US$220 million, or US$0.59, in the prior-year period. Analysts polled by FactSet had expected US$0.67 per share.Consolidated revenue jumped 12% to US$2.52 billion, beating the US$2.4 billion FactSet forecast.Bausch Health maintained its fiscal 2026 revenue guidance of US$5.25 billion to US$5.4 billion and adjusted EBITDA of US$2.875 billion to US$2.95 billion, both excluding Bausch + Lomb."Our first quarter performance marks twelve consecutive periods of year-over-year growth in revenue, adjusted EBITDA for Bausch Health excluding Bausch + Lomb, reflecting strategic execution and disciplined accountability across our organization. We continue to invest in our pipeline, including the advancement of larsucosterol to treat alcohol-associated hepatitis, while pursuing business development opportunities aligned with our strategic priorities. With this momentum, we reaffirm our full-year 2026 outlook and remain focused on driving sustainable performance and shareholder value," said chief executive Thomas Appio.Bausch Health shares were last seen up US$0.20, to US$5.79 in after-hours trade. They closed down $0.11 to $7.66 on the Toronto Stock Exchange.

$BHC$BHC.TO
Research

Research Alert: CFRA Raises Opinion On Shares Of Penske Automotive Group To Hold From Sell

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target by $25 to $170, based on a 2027 P/E of 11.8x, a premium to the stock's 10-year forward P/E of 9.8x. We lower our EPS estimates to $13.40 from $13.85 for 2026 and to $14.35 from $15.00 for 2027. However, we are raising our price target and our rating to Hold from Sell. This morning, PAG posted Q1 adjusted EPS of $3.05 vs. $3.59 (-15%), ahead of the $2.88 consensus. The beat was driven by a stronger-than-expected top line, as revenue fell 1.1% to $7.86B ($150M ahead of consensus) and gross margin contracted 10 bps to 16.5% (10 bps short of consensus). While we continue to view the stock's valuation as full and prefer other names in the auto dealership space, currency has provided a significant earnings tailwind for PAG given its significant international exposure, allowing it to exceed Street expectations. Additionally, the company continues to return cash to shareholders in the form of buybacks and dividends, helping support EPS amid demand-related headwinds.

$PAG
Mining & Metals

Earnings Flash (CS.TO) Capstone 2026 Production Guidance of 200,000-230,000 Tonnes Copper and C1 Cash Costs Guidance of US$2.45-$2.75 Per Payable Pound Unchanged

$CS.TO