-- 周四，在美国总统特朗普拒绝伊朗开放霍尔木兹海峡的提议后，欧洲天然气期货价格上涨。 荷兰TTF近月合约上涨0.80%，至每兆瓦时47.24欧元（55.21美元）；英国NBP合约上涨0.68%，至每热量单位116.53便士（1.57美元）。 据报道，特朗普周三告诉Axios，他拒绝了伊朗本周早些时候提出的开放海峡的提议，该提议涉及推迟两国之间的核谈判。特朗普还表示，对德黑兰的海上封锁将继续，直到伊朗政权同意一项能够解决美国对其核计划所有关切的协议。 与此同时，据Axios援引知情人士消息称，美国中央司令部正在准备对伊朗发动“短暂而有力”的打击，旨在打破目前的僵局。 尽管过去几周该地区曾寄希望于结束敌对行动，但此次冲突仍标志着局势的重大升级。 据霍尔木兹海峡监测机构（Hormuz Strait Monitor）的数据显示，具有重要战略意义的霍尔木兹海峡已连续第九周关闭，过去24小时内仅有13艘船只通过。 壳牌公司（SHEL）首席执行官瓦埃勒·萨万（Wael Sawan）周三在接受彭博社采访时警告称，冲突造成的石油和液化天然气短缺可能会持续数月，甚至可能延续到明年。 澳新银行（ANZ）高级大宗商品策略师丹尼尔·海恩斯（Daniel Hynes）指出，这对欧洲来说将是一个问题，“因为欧洲正在为下一个供暖季补充空置的储气库”。 根据欧洲天然气基础设施协会（Gas Infrastructure Europe）的数据，欧洲已开始在库存水平大幅下降的情况下重新注入天然气，目前仅占总容量的32.23%，而去年同期为38.96%。
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Update: -- Parex Resources Announcing Preliminary Q1 Results; Expects To generate FFO of US$114 million and FFO per share of $1.18
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Equities
Parex Resources Announcing Preliminary Q1 Results; Expects To generate FFO of $114 million and FFO per share of $1.18
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Research
Research Alert: Xpo Q1 Earnings Beat As Margins Expand And Tonnage Turns Positive
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:XPO reported Q1 EPS of $1.01 vs. $0.73 a year ago, beating consensus by $0.13, while revenue of $2.1B grew 7% and beat estimates by $60M. Adjusted EBITDA surged 15% to $319M, demonstrating accelerating momentum across the business. We believe the combination of margin expansion, positive volume inflection, and strong cash generation supports XPO's trajectory toward accelerating free cash flow generation. North American LTL performance was solid, with adjusted operating ratio improving 200 bps to 83.9% and 20% growth in adjusted operating income. Critically, tonnage per day turned positive at +0.1% vs. Q4 2025's -4.5% decline, marking an inflection point and suggesting early demand stabilization signs. Yield growth excluding fuel remained robust at 4.0%, supported by service improvements and AI-driven network optimization, while cash from operations grew 29% to $183M. In our view, XPO's insourcing strategy and operational leverage position the company well for continued margin expansion and cash flow growth.
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