FINWIRES · TerminalLIVE
FINWIRES

US Oil Update: Futures Slide on Hopes for US-Iran Talks, Hormuz Reopening

作者

-- Crude oil futures retreated in after-hours trading on Friday after reports that Iran had sent a new peace proposal to the US via Pakistani mediators, easing fears of a further supply disruption from the Middle East and raising hopes for the reopening of the Strait of Hormuz.

Front-month West Texas Intermediate crude futures slipped by 2.45% to $102.50 per barrel, while Brent futures were down by 1.21% to $109.06/bbl.

On Friday, President Trump sent letters to Congress explaining that, due to the ceasefire, he doesn't need its authorization for military operations in Iran, even though the conflict hit the 60-day mark this week.

"On April 7, 2026, I ordered a 2-week ceasefire. The ceasefire has since been extended. There has been no exchange of fire between United States Forces and Iran since April 7, 2026. The hostilities that began on February 28, 2026, have terminated," Trump said in letters to the House and the Senate.

Trump said that despite the success of US operations against Iran and continued efforts to secure peace, the threat posed by Tehran to the US and its forces remains significant.

The IRGC Navy command said it will enforce "new rules" over waters near Iran's coast in the Arabian Sea and the Hormuz, making it "a source of security and prosperity for the region."

Iran reportedly sent its latest proposal for negotiations with the US to Pakistani mediators on Thursday, according to media reports, as Trump threatens to maintain the blockade of Iranian ports amid behind-the-scenes diplomacy to end the Middle East conflict.

The US reportedly sent its list of amendments on Monday to reinsert the nuclear issue into the agreement under discussion, with one of the amendments demanding that Iran commit to not attempting to move any enriched uranium.

On Friday, the US Department of the Treasury's Office of Foreign Assets Control said it could sanction vessels that pay tolls to Iran for safe transit through the Strait of Hormuz, even if those payments are made in the form of charitable donations to Iranian NGOs.

The Department said Iranian demands for toll payments may include fiat currency, digital assets, offsets, informal swaps, or charitable donations made to the Iranian Red Crescent Society, Bonyad Mostazafan, or Iranian embassy accounts.

Traffic through the Hormuz was cut by half on April 30 to seven crossings from the previous day, with traffic split between four commercial and three non-commercial movements, according to Kpler.

相关文章

Research

研究快讯:CFRA维持对辛辛那提金融公司股票的买入评级。

独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们将CINF的12个月目标价上调7美元至185美元,对CINF股票(目前股息收益率为2%)的估值相当于20倍的2027年每股收益预期(上调0.10美元,即9.15美元)和21.5倍的2026年每股收益预期(上调0.10美元,即8.60美元)。CINF的五年平均远期市盈率为21倍,同业平均水平也与之相近。CINF第一季度每股收益为2.10美元,而去年同期每股亏损0.24美元,与我们的预期相符,并高于1.94美元的市场普遍预期。这主要得益于营业收入增长12%,其中保费收入增长11%,净投资收益增长14%。预计7%的保费收入增长率将处于同业平均水平的高端。我们认为,CINF的竞争优势在于其灵活的承保方式以及将承保资本配置到基本面最有前景的领域的能力,这使其在日益激烈的市场竞争中占据有利地位。我们认为,CINF持续实现高于同行的增长和承保盈利能力的能力将支撑其股票相对于同行的溢价估值。

$CINF
Research

研究快讯:CFRA维持对林德集团股票的“持有”评级

独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:我们将LIN的12个月目标股价上调48美元至537美元,市盈率为27.1倍,与LIN过去三年的平均预期市盈率持平。我们将2026年每股收益预期上调0.05美元至18.03美元,2027年每股收益预期上调0.26美元至19.81美元。LIN公布的第一季度调整后每股收益为4.33美元,超出市场预期0.06美元,30%的营业利润率和24%的资本回报率表明其商业模式具有韧性。管理层将全年业绩指引的下限上调至17.60美元至17.90美元(增长7%至9%),并表示尽管面临地缘政治逆风,但仍对公司充满信心。预计到年底,71亿美元的项目积压订单将超过80亿美元,这主要得益于支持人工智能芯片制造的电子项目。美洲地区的销量同比增长2%,其中硬商品销量实现了两位数增长,但欧洲、中东和非洲地区(EMEA)仍受工业活动疲软的挑战。商用航天领域正成为重要的增长动力,航空航天销售额实现了两位数增长。氦气供应紧张带来了超出预期的上涨机会。我们认为,目前股价已充分反映在我们2027年每股收益预期的25.6倍,短期内上涨空间有限。

$LIN
Research

研究快讯:CFRA维持对Silgan Holdings Inc.股票的买入评级。

独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下:基于8.9倍的EV/EBITDA(基于我们对2026年EBITDA的预期),我们将12个月目标股价下调13美元至46美元,该倍数与SLGN过去三年的平均倍数一致。我们将2026年每股收益预期上调0.05美元至3.90美元,并将2027年每股收益预期上调0.05美元至4.20美元。金属容器业务开局强劲,同比增长2%,宠物食品销量增长11%。管理层认为,随着香水、美容和保健品业务全面整合到Weener的产品组合中,该领域仍有巨大的增长空间。我们预计2027年将有更多产品上市并建立客户合作关系,从而推动该领域的增长。分销和特种瓶盖业务面临不利因素,主要是由于库存成本上升,且北美地区的极端天气事件对销量造成了负面影响。管理层还指出,随着今年早些时候达成的新业务尚未商业化,预计2026年下半年销量将有所改善。

$SLGN