-- 週三下午，能源股走低，紐約證券交易所能源板塊指數下跌3.8%，道富能源精選板塊SPDR ETF（XLE）下跌4.2%。 費城石油服務類股指數下跌1.6%，道瓊美國公用事業指數下跌1.2%。 根據Axios報道，白宮認為與德黑蘭達成協議——一份旨在結束戰爭並為更詳細的核談判設定框架的單頁諒解備忘錄——已接近完成。 Axios引述兩位美國官員和另外兩位知情人士的話稱，如果伊朗接受這份諒解備忘錄，將導致霍爾木茲海峽逐步重新開放，並解除美國對伊朗港口的封鎖。一位知情人士告訴彭博社。 近月西德州中質原油期貨價格下跌7%，至每桶95.14美元；全球基準布蘭特原油期貨價格下跌7.4%，至每桶101.72美元。亨利樞紐天然氣期貨價格下跌2.5%，至每百萬英熱單位2.72美元。 截至5月1日當週，包括戰略石油儲備在內的美國原油庫存減少了750萬桶，此前一周減少了1,340萬桶。在剔除戰略石油儲備後，商業原油庫存減少了230萬桶，此前一周減少了620萬桶，而彭博社先前的一項調查顯示，市場預期庫存將減少340萬桶。 在行業新聞方面，Triton Uranium總裁斯科特·埃文斯告訴路透社，該公司正考慮於2026年通過與一家特殊目的收購公司（SPAC）合併的方式在美國上市，以期抓住核燃料需求增長的機遇並增強國內供應。報告稱，這家總部位於加拿大的公司已開始在薩斯喀徹溫省鈾城的阿特拉斯計畫進行開發工作，該計畫擁有約46,742英畝的礦權。 企業新聞方面，Equinor（EQNR）股價下跌超過8%，此前該公司公佈的第一季營收年減，且低於分析師預期。 Vermilion Energy（VET）週三公佈的第一季每股攤薄虧損為0.95加幣（0.70美元），而去年同期獲利為0.10加幣。其股價下跌超過12%。 Nano Nuclear Energy (NNE) 週三宣布，已與 Super Micro Computer (SMCI) 簽署諒解備忘錄，探討將 Nano 的能源系統與 Supermicro 的人工智慧伺服器和資料中心平台進行整合。 Nano 股價應聲飆漲 22%。 Terrestrial Energy (IMSR) 和 Riot Platforms (RIOT) 週三宣布，雙方正在合作開發計劃中的資料中心與配套核電廠相結合的項目。 Terrestrial 股價上漲超過 16%。
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