-- 周二,由于美国军方启动“自由行动”以打破霍尔木兹海峡的封锁,油价下跌。 穆尔班原油期货近月合约下跌1.2%,至每桶106美元;布伦特原油期货下跌2%,至每桶112.06美元。 然而,分析人士指出,美伊军队之间的直接交火以及阿联酋富查伊拉石油码头遭到无人机袭击,打破了持续一个月的停火协议,并重新引发了人们对全球能源危机长期存在的担忧,油价跌幅因此大幅收窄。 分析人士指出,在美军舰艇遭到袭击的消息传出后,石油市场仍处于高度戒备状态。 此次冲突爆发之际,美国正发起一项行动,旨在营救目前被困在波斯湾的商船。 据报道,美国中央司令部证实两艘美国商船已成功通过霍尔木兹海峡,但随后美伊军队之间发生的直接交火危及了四周前达成的停火协议。 阿联酋报告称,自4月8日停火协议生效以来,首次成功拦截了伊朗的导弹和无人机,地区局势因此进一步恶化。 然而,一架伊朗无人机成功袭击了富查伊拉港的一个石油码头,引发了该设施的大火。 创纪录的每日1000万桶的供应损失已经耗尽了全球库存,专家警告称,如果霍尔木兹海峡继续受阻,这场能源危机可能会持续到2026年底甚至2027年。
Related Articles
Avista Q1 Energy Volumes Drop Across Segments Amid Softer Demand
Avista (AVA) reported Q1 earnings Tuesday, with electricity and natural gas volumes declining as milder weather reduced demand, with residential usage down 10% and commercial down 6%.The company reported total residential electricity sales through its operating unit, Avista Utilities, at 1.15 gigawatt-hours, down from 1.27 GWh a year earlier.Electricity sales to the commercial sector were 768 megawatt-hours for the quarter ended March 31, compared with 808 MWh a year earlier.The company reported industrial electricity sales for 455 MWh for the quarter, down from 469 MWh a year earlier, while wholesale sales were 912 MWh, down from 951 MWh a year earlier.The company reported total residential natural gas sales through its operating unit, Avista Utilities, of 8,490.7 billion British thermal units delivered, down from 9,888.1 billion Btu delivered a year earlier.Commercial natural gas sales were 5,116.1 billion Btu delivered for the quarter ended March 31, compared with 5,961.9 billion Btu delivered a year earlier.The company reported wholesale natural gas volumes of 5,446.1 billion Btu delivered in Q1, down from 6,752.8 billion Btu delivered a year earlier.Other natural gas volumes were 5,446.1 billion Btu delivered for the quarter, compared with 5,401.9 billion Btu delivered a year earlier.Avista is also advancing a new enterprise resource planning system targeted for completion in 2028, with estimated capital expenditures of about $130 million to enhance operational efficiency and financial reporting capabilities.Price: $40.81, Change: $+0.25, Percent Change: +0.62%
Primo Brands' Q1 Faces Pressure From Service Disruptions, Cost Headwinds, RBC Says
Primo Brands (PRMB) is expected to face pressure in Q1 from extended service disruptions tied to winter storms and higher input costs linked to the Middle East conflict, RBC Capital Markets said in a note emailed Tuesday.The firm said Q1 is likely to be the weakest quarter of the year and could be further affected by lost or unrecoverable delivery sales from the winter storms.Retail business trends appear supportive, with sales growth of 6% in scanner data, RBC said, adding that the company has taken pricing on about 15% of its retail volume outside its core case pack business.Primo Brands also remains highly sensitive to petroleum-linked costs, including resin, glass, aluminum and diesel fuel, though it has significant hedge coverage in place for 2026 and levers such as pricing and fuel surcharges, the note said.Primo Brands is expected to report Q1 financial results on Thursday.RBC maintained its outperform rating on Primo Brands and kept its price target at $28.Price: $20.37, Change: $+0.27, Percent Change: +1.37%
BioMarin Enters 'Transition Year' as Enzyme Portfolio Expands After Amicus Deal, Morgan Stanley Says
BioMarin Pharmaceutical (BMRN) is entering a "transition year" in 2026, prioritizing growth acceleration and market share gains as its expanded enzyme portfolio scales following the acquisition of Amicus Therapeutics (FOLD), Morgan Stanley said in a report Tuesday.In its Q1 results, BioMarin raised its fiscal 2026 revenue guidance to $3.825 billion to $3.925 billion, driven by contributions from newly added therapies Galafold and Pombiliti plus Opfolda, but lowered its non-GAAP earnings per share outlook to $4.85 to $5.05 due to integration-related costs and higher interest expenses, associated with the transaction, the report said.BioMarin is focused on scaling its expanded enzyme portfolio and driving commercial execution, with its management expected to outline a detailed roadmap in Q2 covering "long-term revenue potential," peak sales and cost synergies, the investment bank said.Earnings are expected to be weighted toward the second half of 2026, with the Amicus deal seen by the management as "slightly dilutive" this year but "accretive" within 12 months and more meaningful in start of 2027, the report said.The "combined enzyme portfolio" is expected to support durable growth and help offset rising competition for Voxzogo, while pipeline developments and new launches, including Palynziq expansion and BMN-333, could further support long-term growth, according to the report.Morgan Stanley has an overweight rating on BioMarin Pharmaceutical and lowered its price target to $119 from $120.Price: $54.26, Change: $-1.20, Percent Change: -2.16%