-- 周五,生物燃料原料期货涨跌互现,大豆期货上涨,而豆油期货下跌,两者均受到伊朗霍尔木兹海峡重新开放引发的避险情绪影响。 芝加哥期货交易所(CBOT)5月大豆期货合约收盘上涨0.30%,报每蒲式耳11.67美元;CBOT 5月豆油期货合约收盘下跌1.69%,报每磅68.16美分。 周四,纽约商品交易所(Nymex)5月乙醇期货合约收盘下跌0.52%,报每加仑1.90美元。 DTN分析师雷特·蒙哥马利表示,大豆市场多头将关注下个月峰会上中国对大豆出口需求的确认,此前中国曾预测到2026-2027年将出口2500万吨大豆。 蒙哥马利在每日报告中指出:“目前看来,大豆市场正在权衡中东敌对行动结束带来的利弊:能源价格走低,但美中关系可能在特朗普总统5月访问前得到改善,从长远来看,这对大豆市场而言是一个净利好。”
Related Articles
Microsoft's Amended Agreement With OpenAI a 'Net Positive,' Wedbush Says
Microsoft's (MSFT) amended agreement with OpenAI is a "net positive" as the company locks in a six-year intellectual property control over OpenAI's technology and maintains a significant share of OpenAI, Wedbush Securities said in a note Monday.The agreement represents an important moment for Microsoft as it looks to develop tech independence from OpenAI, while building its Copilot assistant and leveraging AI models from Anthropic in its 365 tools, the brokerage said.Under the new deal, Microsoft will continue to hold a license to OpenAI technology through 2032, although the license is no longer exclusive, according to the note. Microsoft will no longer pay a revenue share to OpenAI while revenue share payments from OpenAI to Microsoft will continue through 2030 at the same percentage, subject to a total cap, Wedbush said.The amended agreement also puts OpenAI on a "strong path forward" amid its upcoming initial public offering, giving it a clearer opportunity in the cloud environment while reducing barriers from its original partnership with Microsoft, the brokerage said.Wedbush maintained its outperform rating on Microsoft with a $575 price target.Price: $422.15, Change: $-2.45, Percent Change: -0.58%
MediPharm Labs Says "Welcomes" Implementation of U.S. Final Order Cannabis Rescheduling
MediPharm Labs (LABS.TO) "welcomes" the implementation of the U.S. final order rescheduling certain cannabis products from Schedule I to Schedule III of the Controlled Substances Act, it said Monday.The order, which took effect April 22, recognizes the medical use of cannabis and is anticipated to materially reduce barriers to U.S. clinical research and pharmaceutical development, the company noted."The order is expected to accelerate U.S. research by enabling access to standardized medical-grade cannabis from registered suppliers," said the company in a statement. "For MediPharm Labs, this could mean an expanded pipeline of U.S. researchers and pharmaceutical companies advancing clinical trials and evaluating compliant active pharmaceutical ingredient ("API") suppliers."The order also "creates a clearer regulatory pathway" for FDA-approved drug products containing cannabis, which is directly aligned with MediPharm Labs pharmaceutical manufacturing strategy, it said.Shares of the company were last seen up $0.01 to $0.07 on the Toronto Stock Exchange.Price: $0.08, Change: $+0.01, Percent Change: +15.38%
EU Sees Stable Gas Supply, Monitors Oil Markets Amid Hormuz Risks
European Union officials said gas storage remains near targets with 80% seen as sufficient for winter, while oil markets face risks from Hormuz disruptions, the European Commission said Friday.Experts from the European Commission, EU countries, and the International Energy Agency met to assess supply security as the Middle East conflict entered its third month.The Gas Coordination Group said supply conditions remain stable, with storage levels only slightly below pre-crisis averages despite ongoing geopolitical tensions.Officials said reaching 80% storage by the end of summer would adequately secure winter demand, according to the commission.EU countries are balancing storage refilling with economic considerations and have not introduced additional interventions so far, it said.Countries can activate regulatory flexibility in a timely manner if they fail to meet storage targets under EU legislation, officials said.The Oil Coordination Group is implementing actions under the April 22 AccelerateEU plan and introducing a Fuel Observatory to track supply, stocks, imports, and exports, the Commission said.Energy ministers mandated the European Commission at the extraordinary Transport, Telecommunications and Energy Council meeting on March 31 to collect national data on stocks and market conditions.The European Commission is using the collected data to build an EU-wide regional assessment of supply conditions and market developments, it said.Current data shows jet fuel supplies can meet demand, but a prolonged Strait of Hormuz closure could disrupt markets in the coming weeks and months, the Commission added.The European Commission will use the collected data to guide coordinated EU actions, including potential stock releases already committed under the IEA's collective response framework, it said.The European Commission will keep assessing impacts, coordinate actions, and stay in close contact with EU countries, the IEA, and market participants, the Commission added.