-- 根據週二提交給澳洲證券交易所的文件，截至3月底，BCI Minerals（ASX：BCI）位於西澳大利亞州的馬迪鹽礦和鉀肥項目已完成81%的整體建設，較原計劃2025年底的77%有所提前。 文件顯示，該公司最新預計的全面完工建設成本為3.33億澳元，低於2025年底的4億澳元。 該公司表示，熱帶氣旋米切爾和納雷爾在3月的季度期間襲擊了馬迪，但並未對人員或基礎設施造成重大影響。 BCI Minerals表示，氣旋帶來的雨水高於預期，導致結晶器襯裡工程延期，池塘密度降低，但隨著池塘密度增加和結晶器中鹽分開始重新結晶，鹽礦作業在季度末恢復。 該公司股價在周二的交易中上漲超過1%。
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Research
Research Alert: Barclays Delivers In-line Q1 With Broad-based Growth; Reaffirms All Targets
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:Barclays delivered solid Q1 2026 results with profit before tax of GBP2.81B (+3% Y/Y) and RoTE of 13.5%, in line with consensus expectations of GBP2.83B. Total income grew 6% to GBP8.16B, reflecting broad-based performance, with the Investment Bank achieving record quarterly income exceeding GBP4B (Global Markets up 6%, Banking fees up 17%) and U.K. businesses continuing growth with net interest income (NII) up 12%. We believe Barclays remains on track to achieve its targets given the momentum shown in Q1 2026, with all divisions achieving double-digit returns, including the U.S. Consumer Bank RoTE improving to 18.8% from 4.5%. Management reaffirmed all 2026 and 2028 financial targets, expressing confidence in achieving more than 12% RoTE in 2026 and more than 14% in 2028, supported by its diversified platform. Capital strength remains robust with a 14.1% CET1 ratio near the top of its 13%-14% target range, supporting the announced GBP500M share buyback following completion of the ongoing GBP1.0B program.
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Oil & Energy
EMEA Oil Update: Brent Hits 3-Week Peak Amid Hormuz Standoff
Crude prices extended gains on Tuesday with Brent futures hovering above a three-week peak as the market remained skeptical of a new Iranian peace proposal.The Brent futures contract gained 2.3% to $110.72 per barrel, taking the contract to its highest since April 7.Murban closed at $104.19 on April 27 and was not trading as of the time of publishing this oil price update.While reports emerged that Tehran offered a deal to reopen the Strait of Hormuz in exchange for an end to the US naval blockade, analysts at Commerzbank noted that the market is "losing its faith" in such stories after numerous false starts."US-Iran peace talks remain at an impasse, with efforts to resume negotiations stalled. Iran reportedly offered the US a proposal to reopen the Strait of Hormuz over the weekend, which the White House confirmed is being discussed by President Trump's national security team," Saxo Bank analysts said.The physical impact of the US-led blockade is becoming increasingly stark.Data from Kpler reveals that Iranian oil exports have collapsed by 70%, dropping to just 567,000 barrels per day from a March average of 1.85 million.With Iranian storage facilities estimated to have less than 22 days of capacity remaining, the country faces forced production cuts of up to 1.5 million barrels per day by mid-May.This possibility of such a supply cut was reinforced on Monday when two Iran-linked supertankers, the Tifani and Phonix, were seen turning east away from the blockade after being intercepted by US forces near Sri Lanka.Looking ahead, the prospect of a "cruel summer" for global consumers is growing, strategists at RBC Capital Markets noted.RBC analysts warned that the conflict, now entering its third month, has triggered the largest supply shock in modern history by displacing nearly one billion barrels of crude and refined products.Even if a diplomatic breakthrough occurs, experts caution that damage to infrastructure and logistics entail a slow future recovery in Middle Eastern oil and gas output, ensuring higher prices and tighter inventories persist.
Asia
Market Chatter: Idemitsu Kosan to Supply Nearly 4 Million Barrels of Crude Oil to Vietnam
Japanese petroleum company Idemitsu Kosan (TYO:5019) will supply Vietnam with around 4 million barrels of crude oil via shipping routes that avoid the Strait of Hormuz, the Nikkei Asian Review reported Monday.The crude, sourced from the Middle East, will be refined in Vietnam and supports both domestic fuel supply and plastic feedstock production used in Japan-bound exports, reportedly.The shipment equals roughly 10 days of Vietnam's crude consumption and is expected to help maintain operations at key refineries, including the Nghi Son complex in Thanh Hoa province, the report said.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)
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