-- 周一盘后交易中,欧洲天然气期货价格飙升近7%,伊朗地区冲突再度升级扰乱了整个能源市场的情绪。阿联酋一个重要的石油港口遭到袭击,多艘船只遇袭,再次引发了人们对天然气供应的担忧。 荷兰TTF近月合约上涨6.935%,至每兆瓦时48.94欧元(57.20美元)。由于五月初的银行假日,英国NBP合约休市。 伊朗警告称,未经其批准,美国军舰和商船若试图通过霍尔木兹海峡,伊朗将对其发起攻击,此举加剧了地缘政治风险。此前,波斯湾地区的军事活动有所增加。 美国总统特朗普周末表示,华盛顿将根据一项新的保护安排,为船只安全通过霍尔木兹海峡提供便利,但他并未提供太多操作细节。周一,美国中央司令部表示,两艘悬挂美国国旗的船只已安全通过该海峡。 另据报道,阿联酋称,在报告一起涉及四枚导弹和多架无人机的袭击事件后,该国自4月初以来首次启动了空袭警报。当局证实,无人机袭击引发了富查伊拉石油枢纽的火灾,该枢纽是绕过霍尔木兹海峡附近伊朗影响的关键出口设施。 海湾地区紧张局势的升级加剧了欧洲天然气市场的上涨压力,在基本面本已紧张的情况下,供应风险也随之上升。 由于4月至9月期间挪威正在进行季节性维护,来自挪威的管道天然气进口量仍然减少,而欧洲各地的天然气库存水平仍然低于去年同期水平。欧洲天然气基础设施协会的数据显示,欧盟天然气库存占总容量的33.42%,而去年同期为40.29%,市场正进入冬季需求前的补充期。
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Research Alert: CFRA Maintains Sell Opinion On Shares Of Sirius Xm Holdings Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $5 to $22, applying an EV/revenue multiple of 2.0x to our 2026 estimate, a discount to its three-year historical average multiple of 2.5x. We trim our 2026 EPS estimate by $0.01 to $3.09 and raise 2027's by $0.14 to $3.45. There was mention of a softer auto sales environment, which created headwinds for trial starts and impacted subscriber acquisition, particularly following last year's tariff-driven pull forward in vehicle sales. Conversion rates for self-pay subscribers saw slight declines, especially as younger car purchasers entered the trial funnel, and used car conversion rates remained lower than new car rates. Subscriber trends are expected to be modestly lower Y/Y, with management cautioning about ongoing pressures and declining to change subscriber guidance for the year due to uncertainties in auto sales and companion subscription take rates.
US Treasury Lifts Q2 Borrowing Estimate
The US Treasury said Monday that it expects to borrow $189 billion in Q2, a larger borrowing estimate than the $109 billion it announced in its previous statement.The reason for the increase in the borrowing estimate was lower projected net cash flows that were partially offset by a higher-than-expected cash balance at the start of the quarter. The Treasury still assumes a $900 billion end-of-quarter balance.Borrowing is seen at $671 billion in Q3, with an estimated cash balance of $950 billion at the end of September.The Treasury borrowed $577 billion in Q1, ending March with an $893 billion cash balance at the end of the quarter. The Treasury had previously expected to borrow $574 billion with an end-of-March cash balance of $850 billion.The slightly higher amount of Q1 borrowing was due to a higher-than-assumed end-of-quarter cash balance that were partially offset by higher net cash flows, the Treasury said.