-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：Brookfield Infrastructure每单位FFO为0.90美元，较上年同期的0.82美元增长10%，FFO总额达到7.09亿美元，高于上年同期的6.46亿美元，主要得益于内生增长和14亿美元的新投资。该合伙企业报告称，2025年第一季度净亏损6100万美元，而2025年第一季度净利润为1.25亿美元，主要原因是商品价格高企导致未实现的对冲损失。我们对本季度持乐观态度，FFO增长10%主要得益于Data公司FFO大幅增长46%，达到1.49亿美元，这主要得益于美国大宗光纤收购和200兆瓦已投产的数据中心容量。管理层预计对冲损失将在年内逐步消除。该合伙企业已获得 4 亿美元的新投资机会，并完成了 10 亿美元的资本循环利用，维持了 53 亿美元的流动资金，仅有 5% 的债务将在 12 个月内到期。我们预计，每单位 0.455 美元的 6% 分红增长将通过与 Bloom 等大型主题型公司开展合作，并利用循环资金来实现。
Related Articles
Research
Update: Mizuho Keeps Price Target on Immix Biopharma to $15, Maintains Outperform Rating
(Updated to keep price target unchanged).(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $8.57, Change: $-0.04, Percent Change: -0.41%
$IMMX
Australia
Bloom Energy Fuel Cell Demand Driven by Time to Power, Grid Constraints, Water Scarcity, RBC Says
Bloom Energy (BE) is seeing strong demand for its fuel cell solutions given the time to power, grid constraints, water scarcity, and community air-quality concerns linked to alternative solutions, RBC Capital Markets said Wednesday.Amid accelerating demand, Bloom Energy is scaling capacity to 5 gigawatts from 2 gigawatts, with a recent air permit indicating it has the regulatory approval to start scaling its California facility, according to the note.RBC estimates equipment backlog at over $15 billion. If orders remain consistent with previous commentary, then demand could exceed 2 GW in 2027 and double to more than 4 GW in 2028, the brokerage said.RBC maintained an outperform rating on Bloom Energy and raised the price target to $335 from $143.Shares of the company rose 21% in Wednesday trading.Price: $278.74, Change: $+52.37, Percent Change: +23.13%
$BE
Commodities
US Oil, Gas Reserves Fall as Alaska Gains on New Projects, EIA Says
US oil and gas proved reserves declined in 2024 as lower prices weighed on estimates, though Alaska bucked the national trend with gains driven by increased development activity, the Energy Information Administration strategists said in a note on Wednesday.Steven Grape, EIA analyst, said total US proved reserves of crude oil and lease condensate fell 1% to about 46 billion barrels at year-end 2024, while natural gas reserves dropped 3% to 584 trillion cubic feet.Alaska, in contrast, posted increases in both categories. Crude oil and lease condensate proved reserves in the state rose 5% to 3.1 billion barrels, while natural gas reserves climbed nearly 7% to 103 Tcf.Benchmark prices declined for a second consecutive year in 2024, weighing on reserve estimates nationwide. Average spot prices for West Texas Intermediate crude oil slipped 1% from 2023 levels, while Henry Hub natural gas prices fell 13%.The EIA said the price downturn contributed to reserve reductions in key producing states. Texas recorded the largest drop in crude oil reserves, down 529 million barrels, or 3%, followed by North Dakota, down 487 million barrels, or 11%.For natural gas, Texas again led losses with a 10.2 Tcf decline, or 7%, while Louisiana saw reserves fall by 8.4 Tcf, or 26%, the agency said.Alaska's gains were supported by increased exploration and development activity, which led to upward revisions despite the weaker price environment. EIA analysts said the startup of the Nuna project, operated by ConocoPhillips (COP), contributed to higher oil reserves during the year.Future projects are projected to further boost Alaska's reserves, including new drilling at Prudhoe Bay and infrastructure developments such as the planned Alaska LNG Project.Meanwhile, recent US policy measures have also aimed to accelerate resource development in the state. President Trump signed an executive order in January 2025 to expedite permitting and leasing of energy projects in Alaska and promote LNG exports to domestic and allied markets.The Bureau of Land Management awarded leases covering 1.3 million acres in the National Petroleum Reserve in Alaska in March.Price: $126.79, Change: $+2.47, Percent Change: +1.99%
$COP