-- 週一，Venture Energy與上海申基能源環保科技有限公司宣布簽署綠色甲醇採購及供應協議，旨在加強低碳船用燃料的供應。 根據協議，Venture Energy將從申基能源採購符合歐盟再生能源指令的ISCC歐盟認證綠色甲醇，首批貨物預計將於2026年上半年交付。 該燃料以生物質原料為原料生產，包括都市垃圾、農作物秸稈和牲畜糞便，旨在顯著降低生命週期碳排放。 兩家公司表示，該產品旨在幫助航運業者滿足日益嚴格的監管要求，包括歐盟排放交易體系和歐盟燃油海事法規。 Venture Energy計劃利用其航運網絡和香港作為區域海事樞紐的地位，將中國清潔燃料生產商與全球船用燃料買家連接起來。該公司還計劃提供供應鏈服務，支援從中國大陸生產基地到亞洲各地加油港的綠色船用燃料端到端交付。 申基能源表示，將供應經ISCC認證的生物甲醇，並提供經核實的可持續性證書，以確保整個價值鏈的可追溯性。 雙方的合作也包括在沼氣原料採購和ISCC認證系統的合作。兩家公司表示，這將有助於建立一個標準化、可追溯的可再生船用燃料交易框架。
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Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
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Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
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Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
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