-- 周三下午,能源股走高,纽约证券交易所能源板块指数和道富能源精选板块SPDR ETF(XLE)均上涨约2%。 费城石油服务板块指数上涨0.5%,道琼斯美国公用事业指数下跌0.5%。 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,油价周三大幅上涨。特朗普周三告诉Axios新闻网,他将继续维持美国对伊朗港口的海上封锁,直到德黑兰同意达成核协议。伊朗希望在双方能够就铀浓缩问题进行后续谈判之前,先开放霍尔木兹海峡。 近月西德克萨斯中质原油期货价格上涨7.3%,至每桶107.18美元;全球基准布伦特原油期货价格上涨7.4%,至每桶119.47美元。亨利枢纽天然气期货价格下跌2.2%,至每百万英热单位2.63美元。 公司新闻方面,菲利普斯66公司(PSX)股价飙升超过6%。该公司周三公布的第一季度调整后每股收益为0.49美元,扭转了去年同期每股亏损0.90美元的局面。FactSet调查的分析师此前预期该公司每股亏损0.54美元。菲利普斯66公司还将年度季度股息提高了7%。 布鲁姆能源公司(BE)股价在周二晚间公布的第一季度调整后每股收益为0.44美元后飙升近24%,高于去年同期的0.03美元。FactSet调查的分析师此前预期该公司每股收益为0.12美元。该公司营收也轻松超过市场预期。 道达尔能源公司(TTE)股价上涨0.9%,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。
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EU Steps Up Energy Enforcement, Targets Member States Over Power Rules
Europe has stepped up legal action against several member states over failures to implement key energy laws, including new electricity market reforms and renewable energy rules, the European Commission said on Wednesday.The Commission, in its latest monthly infringement package, issued reasoned opinions to Croatia, Poland, and Portugal for failing to fully transpose updated EU electricity market design rules into national law.The reforms are intended to make power prices more stable and less tied to volatile fossil fuel costs, while strengthening consumer protections and expanding contract choices.EU countries were required to implement the rules by Jan. 17, 2025, with some provisions extending to mid-2026.The bloc said Croatia, Poland, and Portugal have two months to respond or risk referral to the Court of Justice of the European Union, potentially facing financial penalties.The Commission also sent a reasoned opinion to Hungary over breaches of EU rules prohibiting intra-EU investor-state arbitration.The case relates to actions by Hungarian oil and gas company MOL Group, which sought to enforce an arbitral award and initiated new arbitration proceedings under the Energy Charter Treaty.The EU's executive body said such actions contravene the bloc's laws as clarified by the EU court's Komstroy ruling, which bars such disputes between member states. Hungary has two months to comply or face possible referral to the EU court.Meanwhile, the Commission referred Greece, Malta, and Portugal to the Court of Justice for failing to fully implement updated renewable energy rules.The legislation is designed to accelerate the rollout of renewable energy across sectors, including transport, industry and buildings, while supporting the bloc's climate goals and reducing reliance on imported fuels.The three countries had already received formal notices and reasoned opinions in 2025, but failed to adequately address the concerns, the Commission said. It is now seeking financial sanctions.
Sector Update: Energy
Energy stocks were higher late Wednesday afternoon, with the NYSE Energy Sector Index adding 1.8% and the State Street Energy Select Sector SPDR ETF (XLE) rising 2.2%.The Philadelphia Oil Service Sector Index was increasing 0.6%, and the Dow Jones US Utilities Index was shedding 1.3%.Front-month West Texas Intermediate crude oil jumped 7.6% to $107.47 a barrel, and the global benchmark Brent crude contract climbed 7.2% to $119.22 a barrel. Henry Hub natural gas futures rose 0.4% to $2.56 per 1 million BTU.In corporate news, Entergy (ETR) shares rose 1.4% after it reported Q1 adjusted earnings Wednesday of $0.86 per share, up from $0.82 a year earlier. Analysts polled by FactSet expected $0.84.
Planet Fitness Could Miss Quarterly Street Views for Net Adds, Same-Store Sales Growth, RBC Says
Planet Fitness' (PLNT) first-quarter member net adds and same-store sales could fall short of Wall Street's estimates, while the company could "slightly" lower its full-year outlook amid high macro uncertainty, RBC Capital Markets said in a note e-mailed Wednesday.The brokerage lowered the fitness center operator's first-quarter net adds estimates to 680,000 from 990,000 and its same-store sales growth outlook to 3.1% from 4.4%. The Street expects net adds of 790,000 and a 3.5% increase in same-store sales, according to the RBC note to clients."Our RBC Elements app data tracker suggested (first-quarter) downloads were only up 0.3% (year over year), and the company called out elevated churn to start the year, given it was the first (first-quarter) with click-to-cancel," RBC analyst Logan Reich said. "While (Planet Fitness) may be a relative trade-down beneficiary in times of macro volatility, the elevated uncertainty in March could have been an incremental headwind to net member growth."The brokerage said the company could guide down its 2026 views "slightly" amid elevated macro pressures due to the Middle East conflict, worsening consumer sentiment, and the absence of a permanent chief financial officer.Last month, Planet Fitness said it appointed Tom Fitzgerald as interim CFO following the departure of Jay Stasz. Fitzgerald previously served as the company's finance chief. At the time, the fitness center operator reaffirmed its 2026 financial outlook.RBC reduced its price target on Planet Fitness' stock to $85 from $120 with an outperform rating. The brokerage cut its 2026 and 2027 top- and bottom-line projections for the company.Planet Fitness shares were down 1.1% in Wednesday late-afternoon trade. The stock has slumped 41% so far this year."We continue to believe all the medium- and long-term secular, demographic, and idiosyncratic drivers remain intact," Reich said. "However, we think the key factor to investors potentially getting more constructive following the print is what the company's commentary on the (long-term algorithm) is."Planet Fitness is scheduled to report its latest financial results May 7.Price: $63.98, Change: $-0.48, Percent Change: -0.74%