-- 周三,能源股普遍上涨,纽约证券交易所能源板块指数上涨2%,道富能源精选板块SPDR ETF(XLE)上涨2.1%。 费城石油服务板块指数上涨0.9%,道琼斯美国公用事业指数下跌1.2%。 据报道,美国总统特朗普拒绝了伊朗提出的解除海上封锁的提议,受此消息提振,油价大幅上涨。特朗普告诉Axios新闻网,在德黑兰同意达成核协议之前,他将继续维持美国对伊朗港口的海上封锁。 西德克萨斯中质原油价格上涨8%,至每桶107.90美元;全球基准布伦特原油价格上涨7.8%,至每桶119.89美元。亨利枢纽天然气期货5月合约价格下跌1.7%,至每百万英热单位2.65美元。 截至上周五的一周,包括战略石油储备在内的美国原油库存减少了1340万桶,此前一周减少了220万桶。剔除战略石油储备后,商业原油库存减少了620万桶,此前一周增加了190万桶,降幅超过彭博社调查预期的19万桶。 公司新闻方面,Phillips 66 (PSX) 股价上涨5%。该公司公布的第一季度调整后每股收益为0.49美元,扭转了去年同期亏损0.90美元的局面。FactSet调查的分析师此前预期亏损0.54美元。 Entergy (ETR) 公布的第一季度调整后每股收益为0.86美元,高于去年同期的0.82美元。FactSet调查的分析师此前预期为0.84美元。该公司股价上涨1.3%。 Bloom Energy (BE) 股价在公布第一季度调整后每股收益为 0.44 美元(高于去年同期的 0.03 美元)后一天飙升 27%。FactSet 调查的分析师此前预期为 0.12 美元。 TotalEnergies (TTE) 股价上涨 1.4%,此前该公司公布的第一季度调整后收益和营收均有所增长。
Related Articles
Kratos Defense & Security Solutions Insider Sold Shares Worth $431,451, According to a Recent SEC Filing
Steven S. Fendley, President, US Division, on April 27, 2026, sold 7,000 shares in Kratos Defense & Security Solutions (KTOS) for $431,451. Following the Form 4 filing with the SEC, Fendley has control over a total of 351,039 common shares of the company, with 351,039 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1069258/000169543426000006/xslF345X05/primary_doc.xml
Antero Midstream Q1 Gathering Volumes Rise 14%
Antero Midstream (AM) reported higher gathering volumes in Q1 2026, while other operating metrics were mixed compared with the year-ago period.The company said gathering volumes rose 14% to 3,805 million cubic feet per day, up from 3,348 MMcf/d in Q1 2025.Centralized compression volumes increased modestly by 1% to 3,370 MMcf/d, compared with 3,330 MMcf/d a year earlier.Fresh water delivery volumes declined 21% to 83 thousand barrels per day, down from 105 MBbl/d in the prior-year quarter.Meanwhile, joint venture processing volumes increased 4% to 1,708 MMcf/d from 1,650 MMcf/d. Joint venture fractionation volumes were unchanged at 40 MBbl/d.
Research Alert: Allstate: Underwriting Strength Fuels Significant Q1 Eps Beat
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:ALL reported Q1 operating EPS of $10.65 vs. $3.53 in the prior year, topping our $6.85 estimate and the $7.24 consensus forecast. The strong results were led by improved underwriting performance. Q1 revenue growth of 3% was below our 4%-8% forecast, though P-C earned premiums rose 5.5%. The combined ratio improved to 82.0% from 97.4% on 44% lower catastrophe losses. The underlying combined ratio (ex-catastrophes) improved to 80.3% from 83.1%, validating the success of previous rate increases. The recent $2B sale of the employer voluntary benefits business, part of ALL's broader restructuring strategy, will free up capital for redeployment into core P-C operations. We expect ALL to maintain pricing discipline despite anticipated increased competition, particularly in auto insurance. The company's strong underlying underwriting results demonstrate the success of aggressive rate increases that were implemented to address adverse claim trends. We look forward to management's pricing outlook on the April 30 call.