-- 週五，生質燃料原料期貨收高，原因是美伊兩國互相發動攻擊，交易員的目光轉向下週的美中貿易高峰會。 芝加哥期貨交易所（CBOT）7月大豆期貨合約週五收漲1.32%，報每蒲式耳12.08美元；CBOT 7月豆油期貨合約收漲0.23%，報每磅74.32美分。 週四，紐約商品交易所（Nymex）6月乙醇期貨合約收跌1.53%，每加侖1.93美元。 DTN分析師雷特蒙哥馬利表示，大豆期貨引領大宗農作物期貨本週收盤走高，交易員可能受到週四技術支撐位反彈的提振，因為距離川普總統對中國的關鍵訪問僅剩一周時間。 蒙哥馬利在每日報告中表示：“在川普總統本月中旬訪華之前，市場仍然保持樂觀。” 這位分析師表示，在下週發布的《世界農業供需預測報告》中，交易員將有機會提前了解2026年美國大豆的產量預測，預計產量將比2025年溫和增加4-5%。
Related Articles
Commodities
Hawaiian Electric Q1 Power Sales Edge Higher, Expands Grid Investment Plans
Hawaiian Electric Industries (HE) reported Q1 earnings on Friday, showing total electricity sales of 1,972 GWh, compared with 1,965 GWh a year earlier.The company reported Hawaiian Electric sales rose to 1,457 GWh for the quarter ended Mar. 31, up from 1,453 GWh a year earlier.Electricity sales for Hawaii Electric Light were 258 GWh for the quarter, compared with 255 GWh a year earlier.Maui Electric maintained quarterly electricity sales at 257 GWh in Q1, unchanged from a year earlier, according to Hawaiian Electric.Hawaiian Electric secured approval for the Waiau Repower project with a revised estimated cost of about $1.16 billion, compared with the original $847 million estimate submitted earlier in the process.Hawaiian Electric forecast total capital expenditures of $625 million to $750 million in 2026, compared with $368 million in 2025, as the utility expands wildfire safety and grid modernization programs.
$HE
Commodities
US Natural Gas Update: Prices Soften on Slower LNG Exports
US natural gas futures prices extended losses in after-hours trade on Friday amid slower feedgas flows to LNG terminals, after earlier gains following US government data showing a smaller-than-expected inventory build.Both the front-month Henry Hub futures contract and the continuous contract edged down by 0.69% to $2.75 per million British thermal units.Prices dipped as less natural gas was used in the export system, leaving more floating around in the domestic US.Feedgas flows to LNG export terminals slowed by 4.6% from last week to 17.7 billion cubic feet on Friday, Barchart said, citing BNEF data. LNG feedgas had recently reached peak levels of about 20 Bdf per day but declined due to ongoing maintenance and operational constraints at several terminals, including Corpus Christi, Cameron, and Calcasieu Pass.Some of the deficit was offset by increased flows to the Golden Pass facility as it continues to ramp up and has recently reached record output levels during commissioning, Gelber & Associates said.A total of 30 vessels left the US carrying 115 Bcf in the week ended May 6, down five vessels and 18 Bcf from the previous week, the US Energy Information Administration said.On Thursday, prices rose after the EIA said net injections into storage totaled 63 Bcf for the week ending May 1, below analyst expectations of 72 to 80 Bcf. The build was also significantly smaller than the five-year average of 77 Bcf and last year's net injection of 104 Bcf during the same week.Thursday's total put stocks at 2,205 Bcf, 139 Bcf, or 7% above the five-year average and 75 Bcf, or 4% more than last year at this time.Production was pegged at 110.6 Bcf/d, up nearly 4% from year-ago levels and demand was 0.8% stronger than it was a year ago at 67.5 Bcf/d.
Research
Research Alert: CFRA Maintains Strong Buy Rating On Shares Of Datadog Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our target price from $161 to $231 on an EV/S of 16x our 2027 sales projection of $5.216B, above DDOG's three-year average. We increase our 2026 EPS forecast from $2.28 to $2.42 and trim our 2027 EPS estimate to $2.80 from $2.81. DDOG reported strong Q1 2026 results with revenue of $1.01B (up 32% Y/Y), accelerating from 29% in Q4 2025, with sequential revenue growth of 6% marking the strongest Q1 performance since 2022. DDOG is seeing broad-based demand beyond its AI-native installed base as customers increasingly consolidate solutions on its unified platform for greater cost efficiency and more effective results. Management also highlighted a growing opportunity to serve AI training workloads as they become more prevalent. Non-GAAP gross margin was 80.2%, and operating margin was 22%, flat Y/Y but down from 24% in Q4 2025, as the company ramps investments to pursue long-term growth opportunities.
$DDOG