-- 根據週一提交給澳洲證券交易所的文件，紐蒙特礦業公司（ASX：NEM）已與MLG Oz公司（ASX：MLG）續約，繼續並擴大其位於北領地塔奈米礦區的綜合現場服務。 文件顯示，該協議自5月起生效，為期五年，並包含兩次為期一年的續約選擇權。預計該協議將在有效期限內為MLG Oz公司帶來約2億澳元的收入。 週一午盤交易中，紐蒙特礦業公司股價下跌近2%，MLG Oz公司股價下跌超過3%。
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Qingling Motors Signs Repurchase Deal for 10 New Energy Vehicles
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Research Alert: Oil & Gas E&p: Uae Departure From Opec Should Have A Long Fuse
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:The UAE departed OPEC on Friday, removing the cartel's third-biggest member with 3.64 mmb/d crude production, trailing only Iraq (4.50 mmb/d) and Saudi Arabia (10.40 mmb/d). The departure gives the UAE flexibility to boost production beyond current quotas, though it remains constrained by Persian Gulf blockades limiting tanker traffic through the Strait of Hormuz. We think the impact is likely a 2027 event, as the UAE exports 2.75 mmb/d but its Habshan-Fujairah Pipeline only handles 1.5 mmb/d, making incremental volumes dependent on Strait transit. The departure could enhance crude oil volatility for 2026-2027. We think 2026 will see considerable scarcity, benefiting E&Ps with spot exposure over the next two quarters while prices stay high. We see high potential for an oil price debacle in 2027 when more crude reaches markets, coupled with economic toll from nosebleed prices. Even U.S.-centric firms like FANG remain price-takers exposed to global crude pricing.
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