FINWIRES · TerminalLIVE
FINWIRES

美国能源信息署(EIA)表示,布伦特原油期货价差突破25美元/桶,预示着供应紧张和期货溢价大幅上升。

By

-- 美国能源信息署(EIA)周五发布的一份报告指出,4月初,布伦特原油现货价格较期货合约价格溢价超过每桶25美元,表明霍尔木兹海峡持续的输油中断导致短期供应极度紧张。 报告称:“近几周来,布伦特原油期货合约溢价居高不下,这可能反映了霍尔木兹海峡关闭后,短期内市场供应极度紧张。” 这一溢价标志着现货价格和期货价格之间的价差扩大,表明由于买家争相确保即期货源,现货供应面临严重压力。 反映原油即期交割的现货价格对霍尔木兹海峡的中断反应强烈,而反映未来几个月交割的原油期货合约价格,由于包含了供应紧张将随时间推移而缓解的预期,其反应则相对较弱。 布伦特原油价格指的是一篮子北海原油,例如布伦特原油、福蒂斯原油、奥斯伯格原油、埃科菲斯克原油和特罗尔原油,也称为BFOET。 据美国能源信息署(EIA)称,由于这些原油的产量逐渐下降,大多数布伦特原油价格评估机构都制定了方法,将以米德兰原油价格为基准的美国西德克萨斯中质原油纳入2023年布伦特原油价格篮子。 在洲际交易所(ICE)交易的布伦特原油期货合约仍然是金融和现货市场参与者中流动性最强、引用最广泛的布伦特原油价格指标。 EIA表示,目前在4月份交易的近月合约(代表6月份交割)是主要的套期保值和定价工具,即使在市场剧烈波动期间,其价格走势与现货市场走势存在差异。 相比之下,布伦特原油现货价格反映的是北海码头装载的实物原油,由标普普氏能源资讯、阿格斯和路透社等定价机构进行评估。 美国能源信息署(EIA)指出:“买方购买这些原油后,会将其运往港口设施,再由港口转运至炼油厂加工成成品油。” 在通常情况下,布伦特原油期货市场处于现货溢价状态,这意味着“布伦特原油现货价格与近月布伦特原油期货价格之间的价差较窄,且往往为正值。” 这表明,即期交割的原油价格高于两个月后交割的原油价格。 美国能源信息署表示:“通常情况下,两种价格会因相似的新闻和市场动态而同步波动。”

Price: $156.43, Change: $-1.05, Percent Change: -0.67%

Related Articles

Research

Research Alert: Arc Resources To Be Acquired By Shell For Cad22b, Growing Lng Canada Synergies

CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Shell plc (SHELL LN GBP33 ***) agreed to acquire ARC Resources Ltd. in a CAD22B cash-and-stock transaction at CAD32.80 per share, a 27% premium to ARC's April 26 closing price. ARC shareholders will receive 0.40247 Shell shares plus CAD8.20 cash per share, with the deal unanimously recommended by ARC's board. The acquisition strategically strengthens Shell's integrated gas business by adding high-quality Montney reserves and creating synergies with Shell's existing 40% stake in LNG Canada to accelerate export value. The transaction requires 66.67% shareholder approval at a July 2026 meeting and regulatory clearances, with closing expected in H2 2026. We believe the deal establishes a scaled Canadian growth platform with decades of resource runway while bringing deep Montney technical expertise to Shell's global organization. ARC's status as a top-quartile low carbon intensity producer aligns with Shell's "more value, less emissions" strategy. ARX trades flat year-to-date and down about 4% over 12 months.

$ARX
Research

National Bank Maintains Its Sector Perform Rating and $36 Target

Price: $29.96, Change: $+1.30, Percent Change: +4.54%

$AKT-A.TO$AKT-B.TO$POU.TO
Insider Trading

Everforth Insider Bought Shares Worth $999,786, According to a Recent SEC Filing

Theodore S. Hanson, Director, Chief Executive Officer, on April 24, 2026, executed a purchase for 51,965 shares in Everforth (EFOR) for $999,786. Following the Form 4 filing with the SEC, Hanson has control over a total of 476,526 common shares of the company, with 99,683 shares held directly and 376,843 controlled indirectly.SEC Filing:https://www.sec.gov/Archives/edgar/data/890564/000155033726000004/xslF345X05/edgardoc.xmlPrice: $20.89, Change: $+1.92, Percent Change: +10.09%

$EFOR