-- 原油価格は火曜日に下落したものの、米イラン戦争の再燃によるボラティリティの高まりを受け、依然として高値圏で推移した。 ブレント原油は直近で1.2%下落し1バレル=113.12ドル、ウエスト・テキサス・インターミディエイト(WTI)原油は1.9%下落し1バレル=104.40ドルとなった。ロイター通信は火曜日の報道で、これは米国とイランがホルムズ海峡の支配権獲得を目指し、湾岸地域で新たな攻撃を開始したことを受けてのものだと述べた。 アナリストらは、ここ数セッションにおける価格の下落はファンダメンタルズの改善によるものではなく、一時的な緩和に過ぎないと指摘した。しかし、限定的ではあるものの安全な航行が可能となり、最悪の供給シナリオを回避するのに役立っているとアナリストらは述べている。 ロイター通信は、フィリップ・ノヴァのシニア市場アナリスト、プリヤンカ・サチデヴァ氏の「価格はホルムズ海峡における緊張の高まりを主な要因として、依然として非常に変動の激しいレンジで推移している」との発言を引用した。
Related Articles
Research Alert: Ingr: Tough Start To Year As Operational Disruptions Continue; Guidance Cut
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:INGR delivered disappointing Q1 results with adj. EPS of $2.34 (-21% Y/Y), missing consensus by $0.13, while net sales declined 1% to $1,792M, in line with expectations. Adj. operating income dropped 22% to $212M, with the Food & Industrial Ingredients - U.S./CAN segment particularly weak as operating income plunged 63% to $34M due to ongoing Argo facility disruptions. The company cut its 2026 outlook, now expecting adj. EPS of $10.45-$11.15 (from $11.00-$11.80) and net sales flat to up low single digits. Management indicated the Argo facility recovery has taken longer than expected following the 2025 thermal event, with sequential improvement anticipated in Q2 2026 and a return to normal operations targeted for H2 2026. We are disappointed with the results as our expectation was that the Argo facility issues would have been resolved by now, though we expect gradual improvement as operational challenges normalize in the second half.
Research Alert: It: Growth Metrics Fight Off Deceleration But Remain Stuck; Margins Impress
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:IT reported Q1 2026 sales of $1.51B (-1.5% Y/Y, -4.3% ex-FX), near consensus of $1.52B, with Insights (87% of total) flat Y/Y to continue a deceleration from +1% in Q4 and +4% in Q3. Non-GAAP EPS of $3.32 (+11%) beat Street estimates of $2.92, helped by Insights contribution margin expanding 110 bps Q/Q to 78.2% and strong buyback activity of $535M. Global CV growth remains stuck, growing by just 1.0% Y/Y to $5.3B, but these results improved from 0.8% in Q4, reversing a multi-quarter deceleration. We expect CV growth to improve from here on AskGartner momentum. Wallet retention of 77.7% (+20 bps Q/Q, -530 bps Y/Y) and Client retention of 85.0% (-30 bps Q/Q, +60 bps Y/Y) were largely unchanged Q/Q. FY 26 sales guidance was revised from >$6.455B to >$6.405B (-1% Y/Y), with Q1's weak Consulting results (-17%) contributing the entirety of the reduction, which may spook investors worried about AI competition. Still, IT raised its EPS forecast to >$13.25 (flat Y/Y) from >$12.30 prior, providing decent support.
USA Compression Partners Adds Horsepower in Q1 with J-W Power Acquisition, Usage Intensity Slips
USA Compression Partners (USAC) said Tuesday its Q1 average horsepower utilization stood at 91.9%, down from 94.4% for Q1 2025, when total active horsepower was a smaller 3.56 million.The company said its acquisition of J-W Power and parent J-W Energy added 800,000 active horsepower across the Northeast, Midcontinent, Rockies, Gulf Coast and the Permian Basin, taking its total to 4.4 million active horsepower.CEO Clint Green said that the acquisition was particularly timely given the fact that new engine procurement lead times have recently begun to exceed two years.USA Compression Partners is one of the largest independent natural gas compression services in the country in terms of compression fleet horsepower.The company's customer base comprises producers, processors, gatherers and transports of natural gas and crude oil.