FINWIRES · TerminalLIVE
FINWIRES

Phillips 66第一季煉油廠產能利用率達95%,多個專案取得進展

By

-- 煉油商及化學和再生燃料生產商菲利普斯66(PSX)週三表示,其第一季煉油產能利用率達95%,清潔產品收率為87%。 該公司第一季財報顯示,其位於斯威尼(Sweeny)的天然氣凝析油(NGL)分餾產能和位於弗里波特(Freeport)的液化石油氣(LPG)出口碼頭產能分別提升了23%和15%,這反映了該公司在2025年實現「瓶頸消除」的目標。 另一項進展是,在成功完成第二次公開招標並獲得長期托運商承諾後,西部門戶管道計畫取得了進展。 此外,設計產能為每日3億立方英尺的鐵梅薩(Iron Mesa)天然氣處理廠的建設在本季也取得了進展。該廠計劃於2027年第一季投產。 該公司表示,本月已完成對林賽石油煉油廠及其物流資產的收購,並將利用這些資產增強其在英國的綜合業務。 該公司表示,其位於卡達拉斯拉凡的聚合物計畫和位於德州奧蘭治的黃金三角化學品聚合物計畫均預計在2027年全面投入生產。 由於檢修費用,該公司化學品業務板塊在本季面臨成本上升和銷售下降的雙重壓力。

Related Articles

Australia

Werner Enterprises' Pivot to Dedicated Services May Reduce Torque, Morgan Stanley Says

Werner Enterprises' (WERN) move away from one-way truckload toward dedicated fleet services just as the market turns may reduce the company's immediate torque to the truckload cycle, Morgan Stanley said in a note Tuesday.Overall, the investment firm said the company may benefit from the shift as the dedicated business is likely to be a "big share-gainer" in an upcycle, with management lifting its full-year dedicated rate guidance on a "very strong" pipeline.Management said Q1 saw the "strongest" pricing inflection in over 3 years and Q2 guidance indicates a modest upside to consensus, while being consistent with Morgan Stanley estimates, according to the note.While one-way truckload revenue per total mile guidance of 1% to 4% growth in Q2 was a little soft versus market trends, management said this reflects the pivot into dedicated, the firm said.Morgan Stanley said Werner remains somewhat of a show-me story within truckload, given the timing of its pivot, completing the FirstFleet acquisition, and proving it has resolved some of its recent cost issues.Morgan Stanley maintained an overweight rating on the stock and lifted the price target to $47 from $45.Shares of Werner Enterprises rose more than 6% in Wednesday trading.Price: $36.68, Change: $+2.28, Percent Change: +6.63%

$WERN
Australia

BNP Paribas Adjusts Price Target on United Rentals to $995 From $825, Maintains Neutral Rating

United Rentals (URI) has an average rating of overweight and mean price target of $1,074.84, according to analysts polled by FactSet.(covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www..com/contact-us)Price: $953.33, Change: $-9.39, Percent Change: -0.98%

$URI
Australia

Sandisk Seen Benefiting From Better NAND Pricing Setup, Wedbush Says

Sandisk (SNDK) is expected to benefit from better than expected NAND conditions in fiscal Q3 and a stronger pricing setup heading into the next quarter, Wedbush Securities said in a Wednesday note.The firm said it is raising its estimates after conversations indicated Sandisk has been able to lift pricing faster than industry peers.Wedbush now models fiscal Q3 EPS of $14.66 on revenue of $4.74 billion.Sandisk's fiscal Q3 guide implied about 55% price increases and "with PX's lifting thought the quarter, we believe SNDK should handily exceed that initial outlook," Webush said.The company will publish its fiscal Q3 results on Thursday.Wedbush maintained its outperform rating on Sandisk and raised its price target to $1,200 from $740.Shares of Sandisk were 8.5% higher in Wednesday trading.Price: $1087.98, Change: $+85.62, Percent Change: +8.54%

$SNDK