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美国天然气市场最新动态:受悲观的天然气库存数据和天气预报影响,期货价格下跌

-- 周五,美国天然气期货价格保持稳定,此前公布的每周库存数据基本符合预期,并未给市场带来新的方向指引。 亨利枢纽天然气近月合约以及连续合约下跌0.52%,至每百万英热单位2.65美元。 美国能源信息署(EIA)报告称,截至4月3日当周,天然气净流入库存500亿立方英尺,高于前一周的360亿立方英尺,但低于去年同期的570亿立方英尺。 此外,根据Investing.com汇编的数据,实际数据高于此前预测的410亿立方英尺净流入。 《能源买家指南》指出,市场并未从这些数据中获得新的方向性动能,同时预计下周的报告将显示库存增幅略有下降,“之后几周库存注入量将会增加”。 全球范围内,随着美国总统万斯启程前往巴基斯坦与伊朗官员举行会谈,人们对美国、以色列和伊朗可能达成和平协议的乐观情绪日益高涨。万斯表示,伊朗方面的“诚意努力”可能促成一项“成功的”协议。 天气预报持续恶化,据美国国家气象局预测,4月17日至23日期间,美国大部分地区的气温预计将高于正常水平。 据NRG能源公司的数据,美国干气产量小幅回升至每日1070亿立方英尺,此前本周早些时候曾从每日1086亿立方英尺下滑至每日1066亿立方英尺。 由于全球供需关系依然紧张,液化天然气出口终端的原料气供应量仍接近满负荷,周五估计为189亿立方英尺。

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Fortescue Faces Pressure From Iron Bridge Weakness, Green Energy Shift, Jefferies Says

Fortescue (ASX:FMG) reported softer quarterly performance alongside ongoing challenges at Iron Bridge and increased spending on non-core green energy projects, raising concerns over returns and valuation, Jefferies said in an April 24 note.The company reported a softer quarter due to seasonal and weather impacts, with solid performance from its Pilbara hematite operations offset by ongoing underperformance at the Iron Bridge magnetite project, which continues to face throughput and margin challenges and may struggle to justify its value.Jefferies noted that the company's $680 million investment in green energy capacity for third-party customers, such as industrial users and data centers, represents a strategic shift, but views it as non-core capital allocation that may justify a higher discount rate for its mining business until clearer returns emerge.The equity research firm said that the company's Pilbara system is nearing port capacity constraints, a "good problem" that may allow higher-margin hematite production to displace costlier Iron Bridge volumes, as the company reviews its portfolio, trims Iron Bridge output, and keeps overall shipment guidance broadly unchanged.The research firm added that the company remains financially solid with $4.2 billion in cash despite dividends and capital expenditure outflows and is expected to return to a net cash position longer term, but highlighted Iron Bridge uncertainty and higher green energy spending as risks, including a potential write-down, supporting a cautious outlook.Jefferies maintained an underperform rating on Fortescue and reduced the price target to AU$16.50 from AU$17.50.

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Research Alert: CFRA Keeps Hold Opinion On Shares Of Otis Worldwide Corporation

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We cut our 12-month target to $90 from $100 following Q1 earnings, valuing OTIS shares at 19.6x our 2027 EPS outlook of $4.58 (down from $4.70; 2026 EPS view updated to $4.18 from $4.25), a modest discount to industrial machinery peers' and OTIS's five-year forward multiple average given unclear timing of ongoing margin headwinds. Service margins were disappointing in Q1 (contracting 160 bps to 23%) amid higher labor and material costs that came in above pricing. Weakness in China has yet to stabilize, though as noted in the past, this represents a shrinking area of OTIS's portfolio and will have a more limited effect going forward. Overall, the latest quarter was more of the same (China weakness/New Equipment decline), though with the added concern of margin quality being pressured within Service - the core profit driver for OTIS overall. While efforts to shore up profitability are underway, we see timing of recovery being uncertain.

$OTIS
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Saudi Shares Start Week Higher; US-Iran Peace Talks Canceled

The Tadawul All Share Index closed Sunday 0.11% higher as investors assessed the latest updates regarding the conflict in the Middle East.US President Donald Trump said on his Truth Social account that the Pakistani trip for his envoys, Steve Witkoff and Jared Kushner, was canceled. The announcement dimmed the hopes for peace talks between Iran and the US to happen any time soon.Further to this, Israel launched an attack in Lebanon on April 25. The strikes, which targeted Hezbollah, resulted in four casualties and facility damage in Southern Lebanon.Back at home, Rabigh Refining and Petrochemical (SASE:2380), d/b/a Petro Rabigh, and Thob Al Aseel (SASE:4012) posted their financial results for the three months ended March 31. Petro Rabigh emerged from a loss in the first quarter, while Thob Al Aseel logged a higher net profit and revenue."The reason for net profit reported during the current quarter compared to a net loss recorded in the same quarter of last year was primarily attributable to improved product margins resulting from stronger refined product pricing and higher sales volumes," Petro Rabigh said in its report.Petro Rabigh rose 10% at closing, while Thob Al Aseel ticked down 1.59%.Meanwhile, the local calendar will be mostly empty except for the kingdom's preliminary figures for its GDP growth rate for the first quarter and the M3 money supply and private bank lending data for March on Thursday.

$^TASI$SASE:2380$SASE:4012