-- 美國能源資訊署(EIA)週四表示,2025年下半年,美國再生柴油和永續航空燃料的日均出口量接近5萬桶。 在此期間,出口量約占美國再生柴油和可持續航空燃料總產量的五分之一,其中加拿大接收了超過一半的出口量,荷蘭接收了約三分之一。 EIA在其2025年3月發布的《石油供應月報》中引入了再生柴油出口追蹤數據,以提高美國各地再生燃料消費區域趨勢的透明度。 該機構根據煉油廠和調配廠的淨投入量,以及包括產量、進口量、庫存量和出口量在內的產品供應量計算結果,得出再生柴油消費量估算值。 EIA表示,在開始追蹤出口數據之前,由於出口量被計入產品供應量數據,再生柴油消費量估算值明顯偏高。 美國人口普查局根據協調關稅表代碼 2710.19.4550 追蹤再生柴油出口,該代碼也涵蓋可持續航空燃料的出口。 美國能源資訊署 (EIA) 追蹤的其他生物燃料包括再生暖氣油、再生石腦油、再生丙烷、再生汽油以及與再生柴油和可持續航空燃料 (SAF) 一同生產的其他燃料。 生產再生柴油和永續航空燃料的工廠還會產生其他生物燃料作為副產品,將這些出口量合併起來可以更準確地衡量再生燃料的總出口量。 2025 年下半年,美國出口了約 20% 的再生柴油和其他生物燃料,超過了燃料乙醇(13%)和生質柴油(7%)的出口份額。 在此期間,加拿大接收了略多於一半的美國再生柴油出口,荷蘭約佔三分之一,其餘大部分出口到其他歐洲市場。 去年下半年,美國墨西哥灣沿岸和西海岸的碼頭處理了大部分再生柴油出口,貨物主要運往歐洲市場,少量運往加拿大。 美國能源資訊署(EIA)表示,中西部和洛磯山脈地區的出口量佔總出口量的比例較小,但這些地區的出口量全部運往加拿大。 該機構表示,由於生產商在等待3月27日公佈的最終可再生燃料標準(RFS)摻混目標期間閒置產能,預計2026年前兩個月美國可再生柴油和其他生物燃料的出口量平均為3.5萬桶/日,低於2025年下半年的近5萬桶/日。
Related Articles
Research Alert: Dxc Sees Deteriorating Bookings, Provides Disappointing Fy 27 Outlook
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DXC's Q4 FY 26 (Mar-Q) revenue of $3.13B declined 1.2% Y/Y (-6.6% organically), missing Street expectations of $3.15B, with DXY's FY 26 organic decline showing a continued downward acceleration to 4.8% from 4.6% in FY 25. Non-GAAP EPS of $0.77 beat consensus of $0.70 but declined by 8.3% Y/Y. Q4 bookings of $3.3B fell 13.5% Y/Y, offsetting the positive milestone of DXC's book-to-bill (1.07x) exceeding 1.0x for the first time since Q4 FY 25. We expect continued pressure as deteriorating bookings performance raises concerns about future revenue visibility. Management's FY 27 guidance suggests ongoing headwinds, with revenue expected to decline 3%-5% organically, non-GAAP EPS guided to $2.65 at the midpoint (well below expectations of $3.06), and FCF of $600M (-16% Y/Y) missing expectations for $662M. While the company emphasizes AI initiatives including its OASIS platform, we believe the extended timeline for meaningful contribution (10% of revenue by Q2 FY 29) provides limited support.
Research Alert: Net: Soft Guidance Offsets Q1 Beats; Announces Workforce Restructuring
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:NET delivered strong Q1 2026 results, with revenue of $639.8M (+34% Y/Y), beating consensus by $17.2M, while non-GAAP EPS of $0.25 improved 56% from $0.16 in the prior year, exceeding estimates by $0.02. Non-GAAP gross margins compressed to 72.8% from 77.1% Y/Y due to infrastructure investments for AI workloads, though operating leverage remained strong, with margins of 11.4% declining only 30 bps. Management announced a significant AI-first transformation, planning to reduce its workforce by ~1,100 people, with $140M-$150M in restructuring charges. For Q2 2026, NET expects revenue of $664M-$665M (~30% growth) with non-GAAP EPS of $0.27, while full-year guidance calls for $2,805M-$2,813M in revenue (~29% growth), below the Street's projections of $2,797M after incorporating the beat, and EPS of $1.19-1.20. Free cash flow surged 59% to $84.1M (13% of revenue), reflecting strong fundamentals, while the balance sheet remains robust with $4.16B in cash and securities.
Research Alert: Draftkings Beats Estimates; Maintains Full-year Guidance
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:DKNG delivered solid Q1 results with revenue up 17% to $1.646B and positive GAAP net income of $21.1M vs. a $33.9M loss in the prior year, while adjusted EBITDA surged 64% to $167.9M. Sportsbook revenue jumped 24% to $1.095B with net revenue margin expanding 140 basis points to 7.8%, demonstrating enhanced pricing power and favorable sports outcomes. We are impressed with continued momentum in the company's profitability push but worry about stagnant monthly active user growth and execution in prediction markets. Management maintained 2026 guidance for revenue of $6.5B-$6.9B and adjusted EBITDA of $700M-$900M, emphasizing plans to invest aggressively in Sports Predictions. MUPs declined 4% to 4.2M due to the Texas lottery exit but increased 2% excluding lottery operations, while average revenue per MUP jumped 21% to $131. The company ended with $999.4M in cash and shares trade at 16x consensus 2026 EBITDA estimates.