-- 独立系調査会社CFRAは、に対し、以下の調査レポートを提供しました。CFRAのアナリストは、以下のように見解をまとめています。Dominion Energyは、2026年第1四半期の営業利益（EPS）が0.95ドルとなり、前年同期比2.2%増、市場予想を4.4%上回りました。売上高は50億1,900万ドルと23%増となり、市場予想を13%上回りました。バージニア州事業部門が収益成長を牽引し、営業利益は6億7,000万ドルと1億900万ドル増加しました。これは、2025年隔年見直し（BAN）の実施、株主資本利益率の向上、そして好天候の恩恵を受けたものです。規制電力販売は、平年比4.3%増と力強い伸びを示し、データセンター需要の堅調さを反映しています。契約容量は48.5GWから51.0GWに増加しました。経営陣は、2026年のEPSガイダンスを3.45ドル～3.69ドルに据え置き、2030年までの長期成長目標を5%～7%に維持し、2028年から2030年にかけては上半分に偏る方針を示した。バージニア沿岸洋上風力発電プロジェクトは、176基のタービンのうち9基が設置され、75%完了しており、予算は114億ドルに若干削減された。当社は、データセンターの継続的な拡張とインフラ投資がD社の成長軌道を支えると考えているが、洋上風力発電プロジェクトの実行は引き続き重要な焦点分野である。
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European natural gas futures traded lower after-hours on Friday after Iranian state media reported that Tehran had sent another proposal for negotiations with the US via Pakistani diplomatic channels, a development seen as potentially paving the way for renewed transit through the Strait of Hormuz.The front-month Dutch TTF contract fell 1.211% to 45.43 euros ($53.36) per megawatt-hour, while the UK NBP contract slipped 1.533% to 111.15 British pence ($1.51) per therm.US President Donald Trump, speaking to reporters at the White House on Friday, said, "Iran wants to make a deal, but I'm not satisfied with it," CNBC reported.Market participants continue to weigh geopolitical risk against relatively stable European supply conditions and weaker demand elsewhere. In a Thursday note, S&P Global analysts said Europe has benefited from "significant demand destruction elsewhere," noting that although the war has effectively removed about 20% of global LNG supply, European imports have remained broadly steady.The note said Asia has absorbed much of the demand adjustment. It said China recorded a 19% year-on-year drop in LNG imports in March, according to government data.Benchmark LNG prices remain elevated, but off recent highs, they said. The JKM benchmark for Northeast Asia put prices at $18.309/MMBtu on April 30, up 8.3% on the day. The DES Northwest Europe LNG marker was assessed at $15.719 per MMBtu on Apr. 29, up 7.9% day-on-day.The analysts said both benchmarks remain above pre-conflict levels but have retreated from peaks seen in the early weeks of the disruption.European storage levels remain below last year's levels. Gas Infrastructure Europe reported inventories at 32.49% as of Friday, compared with 39.22% a year earlier.CERA analysts project EU storage could reach about 80% by the end of October under a base-case scenario, assuming a resumption of steady Hormuz transit by Jun. 1.EU LNG imports rose slightly year over year in March, supported by cargoes already en route when the conflict began in late February, according to CERA data. However, that buffer has since faded, with April imports down roughly 6.9% from 2025 levels.Looking ahead, Severe Weather Europe said Friday it is monitoring the potential development of a "super El Nino" pattern. One scenario that could develop would be an increase in the risk of dry conditions and drought across Central Europe this summer.
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Nebius to Acquire Eigen AI in $643 Million Cash-And-Stock Deal
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