-- オーストラリア株式市場は月曜日に下落する見込みだ。投資家は火曜日にオーストラリア準備銀行（RBA）が政策金利を4.35%に引き上げる可能性が高いと見込んでおり、インフレ圧力の継続と中東の供給途絶に関連した燃料価格の高騰が、世界の主要通貨が横ばいであるにもかかわらず、中央銀行をタカ派的な姿勢に維持させている。 5月1日、S&P500種株価指数は0.3%、ナスダック総合指数は0.9%上昇した一方、ダウ工業株30種平均は0.3%下落した。 マクロ経済指標では、オーストラリアの建築許可件数とANZ-Indeedの求人広告数がシドニー時間午前11時30分に発表される予定だ。 企業ニュースでは、ナショナル・オーストラリア銀行（ASX:NAB）が月曜日に、会計年度上半期の1株当たり現金利益が0.861豪ドル、純営業利益が108億7000万豪ドルだったと発表した。前年同期は1株当たり現金利益が1.145豪ドル、純営業利益が102億7000万豪ドルだった。 ビバ・エナジー・グループ（ASX:VEA）は、火災に見舞われたジーロング製油所の残油接触分解装置の再稼働に必要な修復作業に約6週間かかり、6月に操業再開する見込みだと発表した。 オーストラリアの主要株価指数は5月1日、0.7％（64ポイント）上昇し、8,729.80で取引を終えた。
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Chrysos Reports Additional Lease Agreements for PhotonAssay, Maintains Fiscal Year 2026 Guidance
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Asia
Elixir Energy Completes Stimulation Activities at Queensland Well Site
Elixir Energy (ASX:EXR) completed stimulation activities at all target zones within the Diona-1 well site in the Surat-Bowen basin in Queensland, with equipment now demobilized, according to a Monday Australian bourse filing.During the flowback period post-stimulation, the presence of gas was observed along with the return fluids.Milling and completion operations are underway, after which the flow testing and pressure monitoring operations will begin.Elixir holds 49% of the ATP2077 Diona sub-block joint venture, while Xstate Resources (ASX:XSR) holds a 51% stake.
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US Markets
ADB Pledges $70 Billion For Energy, Digital Networks Across APAC as Middle East Conflict Batters Outlook
The Asian Development Bank is committing $70 billion to support new energy and digital infrastructure initiatives across the Asia-Pacific region by 2035.ADB President Masato Kanda announced the pledge on Sunday during the lender's annual meeting in Uzbekistan."Energy and digital access will define the region's future," said Kanda. "These two initiatives build the systems Asia and the Pacific need to grow, compete, and connect. By linking power grids and digital networks across borders, we can lower costs, expand opportunity, and bring reliable power and digital access to hundreds of millions of people."The pledge comes as the ADB sharply downgraded its forecast for the APAC region, citing energy disruptions from the ongoing Middle East conflict.On Wednesday, the ADB slashed its GDP growth outlook for developing Asia and the Pacific to 4.7% in 2026 from the previous 5.1% forecast.Inflation for 2026 is projected to accelerate to 5.2% in 2026 from 3% in 2025, before easing to 4.1% in 2027."Our revised outlook is a significant downward revision for growth and a sharp increase in inflation following a special update to reflect the deepening crisis," Kanda said at the time.The bank's new outlook assumes that oil prices average around $96 a barrel in 2026, well above the $69 per barrel average in January and February before the Middle East conflict. The bank expects oil prices to ease to around $80 per barrel in 2027."We are confronting systemic, long-lasting disruptions to global energy and trade networks, not just temporary volatility. ADB will remain an agile partner in protecting the region's economy; tracking fast-moving risks, and moving with urgency to scale up our support," Kanda added.Diesel prices across several Southeast Asian countries have increased by more than 100% since late February, the ADB said in its updated outlook report.The ADB also noted in its Wednesday report that the energy shock is also affecting fertilizer prices, which it said could add to food inflation, particularly for economies most dependent on Middle East imports.Against that backdrop, the ADB is committing $70 billion to build new energy and digital infrastructure in Asia and the Pacific by 2035.The largest investment, worth $50 billion, will be allocated towards cross-border power infrastructure to unlock renewable energy at scale, the ADB said.The project will focus on transmission and grid integration, including cross-border lines, substations, storage, and grid digitalization, according to the lender.By 2035, the bank aims to integrate about 20 gigawatts of renewable energy across borders, connect 22,000 circuit-kilometers of transmission lines, and cut regional power sector emissions by 15%, while improving energy access for around 200 million people.The remaining $20 billion will fund the Asia-Pacific Digital Highway, targeting digital corridors, data infrastructure, and AI-ready economies.The project aims to bring first-time broadband access to 200 million people and cut connectivity costs in remote and landlocked areas by about 40%.The South Korean government will back a new Center for AI Innovation and Development in Seoul with a $20 million contribution. The center will aim to train about 3 million people in digital and AI-related skills by 2035.Separately on Sunday, the ADB also unveiled a Critical Minerals-to-Manufacturing Financing Partnership Facility designed to help the region move beyond mining into higher-value industries such as processing, manufacturing, and recycling.Japan committed $20 million to the grant window, the UK contributed $1.6 million, and the Korea Eximbank and the Korean Trade Insurance Corporation each signed $500 million memorandums as the facility's first partners.
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