-- 週一下午,能源股走高,紐約證券交易所能源板塊指數上漲0.3%,道富能源精選板塊SPDR ETF(XLE)小漲。 費城石油服務類股指數上漲1.4%,道瓊美國公用事業指數下跌1.2%。 產業新聞方面,根據美國有線電視新聞網(CNN)報道,在巴基斯坦舉行的周末和平談判破裂後,美國軍方於週一上午10點(美國東部時間)開始封鎖所有進出伊朗港口的船隻。川普在社交媒體上發文稱:“如果這些船隻(總統稱之為伊朗的‘快速攻擊艦’)靠近我們的封鎖線,它們將被立即摧毀。” 此外,石油輸出國組織(歐佩克)週一下調了第二季度石油需求預測,原因是中東衝突,但由於預期下半年石油需求將反彈,因此維持了全年預測不變。卡特爾在最新月度市場報告中表示,預計未來三個月全球石油日均消費量為1.051億桶。上個月,該組織預測第二季需求量為1.056億桶。 近月西德州中質原油期貨價格上漲3.2%,至每桶99.72美元;全球基準布蘭特原油期貨價格上漲5%,至每桶99.93美元。亨利樞紐天然氣期貨價格下跌0.6%,至每百萬英熱單位2.63美元。 根據路透社報道,雪佛龍(CVX)和殼牌(SHEL)即將簽署涉及委內瑞拉油氣區域的協議。雪佛龍股價上漲1.2%,殼牌股價上漲0.4%。 GFL Environmental (GFL) 同意以 64 億加元(約 46.3 億美元)的價格收購 Secure Waste Infrastructure,預計此舉將提升其在加拿大西部的廢棄物管理業務。 GFL 股價應聲下跌近 8%。 Equinor (EQNR) 股價上漲 1.3%,此前該公司週一表示,其董事會已決定提議透過註銷自身股份和贖回挪威政府在 2025 年回購計畫後持有的股份來減少股東的股本。
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