-- 週二收盤前，美國股市指數上漲，此前美國國防部長皮特·赫格塞斯表示，與伊朗達成的停火協議仍然有效，原油期貨價格下跌。 那斯達克指數上漲1.1%，收在25,338.1點，盤中一度觸及25,361.05點的歷史新高。標普500指數上漲1%，收在7,269.8點；道瓊工業指數上漲0.8%，收在49,349.5點。 根據《華爾街日報》報道，在五角大廈週二舉行的記者會上，參謀長聯席會議主席丹凱恩將軍表示，伊朗的軍事行動尚未達到重啟戰爭的程度。赫格塞斯在同一新聞發布會上承諾，將繼續推進開放霍爾木茲海峽的工作，該海峽是全球約五分之一原油運輸的咽喉要道。 此前，德黑蘭週一在霍爾木茲海峽和阿聯酋發動空襲，導致緊張局勢升級，引發人們對停火協議岌岌可危的擔憂。 西德州中質原油期貨下跌4%至每桶102.45美元，布蘭特原油期貨下跌4.5%至每桶109.92美元。
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Research Alert: Su Q1: Record Q1 Production, Increases Share Repurchases 30%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SU reported adjusted operating earnings of CAD2.3B, up 41%, driven by improved downstream margins, higher upstream price realizations, and volume growth. Adjusted funds from operations increased 32% to CAD4.03B while free funds flow surged 53% to CAD2.91B, with upstream production reaching 875.2k bbl/d (+2.6%) and refining throughput at 497.8k bbl/d with 97% utilization. The company returned CAD1.54B to shareholders through buybacks and dividends, while management increased monthly share repurchases by 27% to CAD350M, projecting total 2026 buybacks of nearly CAD4B, a 30%+ increase over 2025 levels. The Investor Day outlined three-year targets including CAD2B increase in free funds flow by 2028, USD5/bbl reduction in corporate WTI breakeven to USD38/bbl, and 100k bbl/d upstream production growth. We remain bullish on their highly efficient integrated positioning, as crude price drops should enable return to ~100% utilization with higher throughput capacity and benefit from that pricing environment.
$SU
Research
Research Alert: Su Q1: Record Q1 Production, Increases Share Repurchases 30%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:SU reported adjusted operating earnings of CAD2.3B, up 41%, driven by improved downstream margins, higher upstream price realizations, and volume growth. Adjusted funds from operations increased 32% to CAD4.03B while free funds flow surged 53% to CAD2.91B, with upstream production reaching 875.2k bbl/d (+2.6%) and refining throughput at 497.8k bbl/d with 97% utilization. The company returned CAD1.54B to shareholders through buybacks and dividends, while management increased monthly share repurchases by 27% to CAD350M, projecting total 2026 buybacks of nearly CAD4B, a 30%+ increase over 2025 levels. The Investor Day outlined three-year targets including CAD2B increase in free funds flow by 2028, USD5/bbl reduction in corporate WTI breakeven to USD38/bbl, and 100k bbl/d upstream production growth. We remain bullish on their highly efficient integrated positioning, as crude price drops should enable return to ~100% utilization with higher throughput capacity and benefit from that pricing environment.
$SU
Oil & Energy
US Oil Update: Crude Settles Lower as US-Iran Truce Holds Despite Hormuz Standoff
Crude oil futures settled lower in after-hours trading on Tuesday, as the US-Iran ceasefire held despite skirmishes in the Strait of Hormuz and strikes on the UAE.Front-month West Texas Intermediate crude futures dropped by 3.51% to $102.68 per barrel, while Brent futures fell by 3.58% to $110.35/bbl."Despite US plans to restore shipping, security risks may keep the route closed until a US-Iran deal, sustaining concern over energy prices," Saxo Bank strategists said in a note on Tuesday.The latest data from the American Petroleum Institute showed on Tuesday that US crude oil inventories decreased by 8.1 million barrels in the week ended May 1, following a 1.79-mmbbl draw the previous week.The oil market now awaits the US Energy Information Administration's petroleum inventory report, scheduled for release on Wednesday.On Tuesday, the US said it had drafted a UN Security Council resolution to safeguard freedom of navigation in the Hormuz, accusing Iran of threatening global shipping through attacks, mining activity and attempts to impose tolls on commercial vessels."We're asking the UN to call on Iran to stop blowing up ships, remove the mines, and allow humanitarian relief. If the international community can't rally behind this and solve something so straightforward, then I don't know what the utility of the UN system is," said US Secretary of State Marco Rubio.The UAE's Defense Ministry said on Tuesday that its air defenses were dealing with missile and drone attacks from Iran after four weeks of relative calm since President Trump announced a ceasefire.The second day of attacks on the UAE came after Iran's Revolutionary Guards Navy issued a map it said was expanding the areas under Tehran's control near the Strait to include the UAE's ports of Fujairah and Khorfakkan, as well as the coast of the UAE's emirate of Umm Al Quwain.US Defence Secretary Pete Hegseth said the operation to protect commercial ships was temporary and that the four-week-old truce was not over."We're not looking for a fight", Hegseth said at a press conference on Tuesday. "Right now the ceasefire certainly holds, but we're going to be watching very, very closely".Hegseth said the US had secured a path through the Hormuz and that hundreds of commercial ships were lining up to pass through. Danish shipping giant Maersk reportedly said one of its commercial vessels successfully transited the Strait under US military protection."US forces said they repelled Iranian attacks while escorting two US-flagged ships, and the UAE reported intercepting missiles and a fire at its Fujairah oil terminal," Saxo Bank strategists said in a note Tuesday.