-- 美國煉油商瓦萊羅能源公司（Valero Energy，股票代號：VLO）週四公佈，第一季其大部分營運區域的煉油加工量均有所成長。 截至3月31日的第一季度，煉油加工量平均為每日290萬桶，高於2025年同期的280萬桶/日。 美國墨西哥灣沿岸、中大陸和北大西洋沿岸煉油廠的處理量略有上升，而美國西海岸煉油廠的處理量則有所下降。 因此，煉油收率從280萬桶/日增加到290萬桶/日，其中汽油和調和組分收率從138萬桶/日增至140萬桶/日，餾分油收率從108萬桶/日增加到111萬桶/日。 報告顯示，乙醇日產量也從去年同期的450萬加侖增加到460萬加侖。 該公司表示，同期再生柴油日銷量為300萬加侖，高於去年同期的240萬加侖。 展望未來，瓦萊羅預計聖查爾斯煉油廠的流化催化裂解裝置將在第三季投產，此前該裝置已投入2.3億美元進行優化改造。
Price: $247.16, Change: $-4.14, Percent Change: -1.65%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target by $1 to $55, 20.0x our next-12-month EPS view of $2.75, a premium to its five-year average of 15.6x. We reduce our 2026 EPS view by $0.02 to $2.72 and 2027 EPS by $0.01 to $2.93. The Q1 core EPS increase (+7.5% Y/Y) breaks a three-quarter streak of declines, and we see continued momentum throughout our forecast horizon. We see positive data center demand trends, with long-term contracted demand (4.3 GW) up 4% since February 2026 (4.1 GW) and up 47% since February 2025 (2.9 GW), while pipeline demand (14.9 GW) is up 15% since February 2026 (12.9 GW) and has more than doubled since February 2025 (6.1 GW). FE has reduced base O&M by over $200M (15%) since 2022, with Q1 2026 showing an additional ~5% YoY decline, while simultaneously improving reliability metrics. We think FE's cost discipline, service quality improvement, and competitive rate positioning should translate into more favorable rate case outcomes, reduced disallowance risk, and potentially higher allowed ROEs.
Consumer stocks were higher Thursday afternoon, with the State Street Consumer Staples Select Sector SPDR ETF (XLP) rising 1.4% and the State Street Consumer Discretionary Select Sector SPDR ETF (XLY) increasing 0.4%.In corporate news, Lamb Weston (LW) shares rose 1.6% after shareholder Starboard Value said in a letter to the board Thursday that the company should hold an investor day and reset earnings to a normalized level.
The US Food and Drug Administration's Oncology Drugs Advisory Committee rejected the benefits AstraZeneca's (AZN) Camizestrant drug candidate to treat breast cancer, Bloomberg reported Thursday.Six committee members voted against the drug due to disagreement over the trial design and the potential implications in the clinical setting, according to Bloomberg.The drug trial met is primary endpoint of progression-free survival as well as the progression-free survival 2 endpoint, however, FDA does not consider PFS2 a suitable endpoint for regulatory decision making, according to a briefing document.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $189.60, Change: $+4.40, Percent Change: +2.37%