-- 周四下午晚些时候,能源股走低,纽约证券交易所能源板块指数下跌0.5%,道富能源精选板块SPDR ETF(XLE)下跌1%。 费城石油服务板块指数上涨0.2%,道琼斯美国公用事业指数上涨1%。 板块方面,尽管华盛顿和伊朗之间达成了为期两周的停火协议,但由于霍尔木兹海峡的石油运输活动仍然受到限制,周四油价上涨。此前,由于美国和伊朗同意暂时停止席卷中东的敌对行动,油价在前一交易日经历了2020年以来最大单日跌幅。此次反弹正值油价反弹之后。 近月西德克萨斯中质原油期货上涨5%,至每桶99.24美元;全球基准布伦特原油期货上涨2.5%,至每桶97.12美元。 亨利枢纽天然气期货下跌1.5%,至每百万英热单位2.68美元。 截至4月3日当周,美国天然气库存增加500亿立方英尺,高于彭博社截至美东时间上午7:35汇总的调查预期的480亿立方英尺增幅,也高于前一周修正后的320亿立方英尺增幅。 公司新闻方面,高盛将Kosmos Energy (KOS)的股票评级从“中性”下调至“卖出”,目标价为2.25美元,受此影响,Kosmos Energy股价下跌8.1%。 雪佛龙(CVX)预计,受中东冲突影响,大宗商品价格上涨将使其上游业务第一季度盈利增加至多22亿美元,但时间因素可能会对其最终利润造成压力。该公司股价下跌1.2%。 路透社周三晚间报道称,埃克森美孚(XOM)计划在春季对其位于德克萨斯州博蒙特的炼油厂进行一次全面改造,并在年底进行另一次改造。埃克森美孚股价下跌0.8%。 Energy Vault (NRGV) 的股价在周四上涨了 3%,此前该公司表示已同意从一家日本当地公司收购一系列电池储能系统 (BESS) 项目。
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