-- 周三，欧洲天然气期货价格上涨，此前有报道称，美国总统特朗普在社交媒体上暗示将延长对伊朗的封锁，并警告德黑兰“尽快醒悟”。 荷兰TTF近月合约上涨4.01%，至每兆瓦时45.34欧元（53.05美元）；英国NBP合约上涨3.51%，至每热量单位112.21便士（1.52美元）。 据《华尔街日报》援引知情美国官员的消息报道，特朗普不仅没有结束该地区的敌对行动，反而要求助手准备延长对伊朗港口的封锁，以加大对德黑兰的经济压力。 周三，特朗普在Truth Social网站上发帖警告伊朗“最好尽快醒悟”，因为双方的谈判仍然陷入僵局。 据霍尔木兹海峡监测机构称，占全球液化天然气（LNG）流量五分之一的霍尔木兹海峡已连续第九周处于实际上的关闭状态，过去24小时内仅有五艘船只通过。 据彭博社援引船舶追踪数据报道，周二，一艘LNG运输船自冲突爆发以来两个多月以来首次成功通过该海峡。 澳新银行（ANZ）高级大宗商品策略师丹尼尔·海恩斯表示，欧洲地区在“下一个冬季到来之前补充枯竭的天然气库存”方面仍然面临挑战。 他表示，过去五年，该地区的天然气库存通常在供暖季开始时达到80%至100%的满仓率。 据欧洲天然气基础设施协会（Gas Infrastructure Europe）的数据，此次库存仅为总容量的31.97%，随着成本攀升和供应限制持续存在，该地区在下一个冬季到来之前将面临严峻的补充挑战。 与此同时，天气预报显示，由于罕见的北极冷空气团入侵，未来几天东欧和东南欧气温将下降。
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Commodities
EU Steps Up Energy Enforcement, Targets Member States Over Power Rules
Europe has stepped up legal action against several member states over failures to implement key energy laws, including new electricity market reforms and renewable energy rules, the European Commission said on Wednesday.The Commission, in its latest monthly infringement package, issued reasoned opinions to Croatia, Poland, and Portugal for failing to fully transpose updated EU electricity market design rules into national law.The reforms are intended to make power prices more stable and less tied to volatile fossil fuel costs, while strengthening consumer protections and expanding contract choices.EU countries were required to implement the rules by Jan. 17, 2025, with some provisions extending to mid-2026.The bloc said Croatia, Poland, and Portugal have two months to respond or risk referral to the Court of Justice of the European Union, potentially facing financial penalties.The Commission also sent a reasoned opinion to Hungary over breaches of EU rules prohibiting intra-EU investor-state arbitration.The case relates to actions by Hungarian oil and gas company MOL Group, which sought to enforce an arbitral award and initiated new arbitration proceedings under the Energy Charter Treaty.The EU's executive body said such actions contravene the bloc's laws as clarified by the EU court's Komstroy ruling, which bars such disputes between member states. Hungary has two months to comply or face possible referral to the EU court.Meanwhile, the Commission referred Greece, Malta, and Portugal to the Court of Justice for failing to fully implement updated renewable energy rules.The legislation is designed to accelerate the rollout of renewable energy across sectors, including transport, industry and buildings, while supporting the bloc's climate goals and reducing reliance on imported fuels.The three countries had already received formal notices and reasoned opinions in 2025, but failed to adequately address the concerns, the Commission said. It is now seeking financial sanctions.
Sectors
Sector Update: Energy
Energy stocks were higher late Wednesday afternoon, with the NYSE Energy Sector Index adding 1.8% and the State Street Energy Select Sector SPDR ETF (XLE) rising 2.2%.The Philadelphia Oil Service Sector Index was increasing 0.6%, and the Dow Jones US Utilities Index was shedding 1.3%.Front-month West Texas Intermediate crude oil jumped 7.6% to $107.47 a barrel, and the global benchmark Brent crude contract climbed 7.2% to $119.22 a barrel. Henry Hub natural gas futures rose 0.4% to $2.56 per 1 million BTU.In corporate news, Entergy (ETR) shares rose 1.4% after it reported Q1 adjusted earnings Wednesday of $0.86 per share, up from $0.82 a year earlier. Analysts polled by FactSet expected $0.84.
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US Markets
Planet Fitness Could Miss Quarterly Street Views for Net Adds, Same-Store Sales Growth, RBC Says
Planet Fitness' (PLNT) first-quarter member net adds and same-store sales could fall short of Wall Street's estimates, while the company could "slightly" lower its full-year outlook amid high macro uncertainty, RBC Capital Markets said in a note e-mailed Wednesday.The brokerage lowered the fitness center operator's first-quarter net adds estimates to 680,000 from 990,000 and its same-store sales growth outlook to 3.1% from 4.4%. The Street expects net adds of 790,000 and a 3.5% increase in same-store sales, according to the RBC note to clients."Our RBC Elements app data tracker suggested (first-quarter) downloads were only up 0.3% (year over year), and the company called out elevated churn to start the year, given it was the first (first-quarter) with click-to-cancel," RBC analyst Logan Reich said. "While (Planet Fitness) may be a relative trade-down beneficiary in times of macro volatility, the elevated uncertainty in March could have been an incremental headwind to net member growth."The brokerage said the company could guide down its 2026 views "slightly" amid elevated macro pressures due to the Middle East conflict, worsening consumer sentiment, and the absence of a permanent chief financial officer.Last month, Planet Fitness said it appointed Tom Fitzgerald as interim CFO following the departure of Jay Stasz. Fitzgerald previously served as the company's finance chief. At the time, the fitness center operator reaffirmed its 2026 financial outlook.RBC reduced its price target on Planet Fitness' stock to $85 from $120 with an outperform rating. The brokerage cut its 2026 and 2027 top- and bottom-line projections for the company.Planet Fitness shares were down 1.1% in Wednesday late-afternoon trade. The stock has slumped 41% so far this year."We continue to believe all the medium- and long-term secular, demographic, and idiosyncratic drivers remain intact," Reich said. "However, we think the key factor to investors potentially getting more constructive following the print is what the company's commentary on the (long-term algorithm) is."Planet Fitness is scheduled to report its latest financial results May 7.Price: $63.98, Change: $-0.48, Percent Change: -0.74%
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