SD Guthrie's 2Q Upstream Earnings Could Improve on Lower Costs -- Market Talk

Dow Jones

05/07

0925 GMT - SD Guthrie's upstream earnings are expected to rebound strongly in 2Q on lower maintenance costs and as yields improve with seasonal factors, Citi analyst Gan Huan Wen says in a note. The weaker 1Q upstream performance was mainly due to higher upkeep expenses brought forward to take advantage of the low-production season and dry weather, he notes. However, downstream margin pressure is expected in 2Q as higher feedstock costs become harder to pass on amid softer demand, he says. The company expects only a 5% impact on production costs if crude oil stays near $100 a barrel, while fertilizer costs are largely locked in for the rest of 2026, he adds. Citi maintains a buy rating on SD Guthrie and keeps its target price at 7.60 ringgit. Shares closed at 6.20 ringgit. (yingxian.wong@wsj.com)

(END) Dow Jones Newswires

May 07, 2026 05:25 ET (09:25 GMT)

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The weaker 1Q upstream performance was mainly due to higher upkeep expenses brought forward to take advantage of the low-production season and dry weather, he notes. However, downstream margin pressure is expected in 2Q as higher feedstock costs become harder to pass on amid softer demand, he says. The company expects only a 5% impact on production costs if crude oil stays near $100 a barrel, while fertilizer costs are largely locked in for the rest of 2026, he adds. Citi maintains a buy rating on SD Guthrie and keeps its target price at 7.60 ringgit. Shares closed at 6.20 ringgit. 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The weaker 1Q upstream performance was mainly due to higher upkeep expenses brought forward to take advantage of the low-production season and dry weather, he notes. However, downstream margin pressure is expected in 2Q as higher feedstock costs become harder to pass on amid softer demand, he says. The company expects only a 5% impact on production costs if crude oil stays near $100 a barrel, while fertilizer costs are largely locked in for the rest of 2026, he adds. Citi maintains a buy rating on SD Guthrie and keeps its target price at 7.60 ringgit. Shares closed at 6.20 ringgit. (yingxian.wong@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 07, 2026 05:25 ET (09:25 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"SD","symbol_name":"SandRidge Energy","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633111947","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633111947","pubTimestamp":1778145900,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0925 GMT - SD Guthrie's upstream earnings are expected to rebound strongly in 2Q on lower maintenance costs and as yields improve with seasonal factors, Citi analyst Gan Huan Wen says in a note. The weaker 1Q upstream performance was mainly due to higher upkeep expenses brought forward to take advantage of the low-production season and dry weather, he notes. However, downstream margin pressure is expected in 2Q as higher feedstock costs become harder to pass on amid softer demand, he says. The company expects only a 5% impact on production costs if crude oil stays near $100 a barrel, while fertilizer costs are largely locked in for the rest of 2026, he adds. Citi maintains a buy rating on SD Guthrie and keeps its target price at 7.60 ringgit. Shares closed at 6.20 ringgit. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"SD":"SandRidge Energy"},"translate_title":"SD Guthrie第二季度上游盈利可能因成本降低而改善——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SD":1.5},"content_text":"0925 GMT - SD Guthrie's upstream earnings are expected to rebound strongly in 2Q on lower maintenance costs and as yields improve with seasonal factors, Citi analyst Gan Huan Wen says in a note. The weaker 1Q upstream performance was mainly due to higher upkeep expenses brought forward to take advantage of the low-production season and dry weather, he notes. However, downstream margin pressure is expected in 2Q as higher feedstock costs become harder to pass on amid softer demand, he says. The company expects only a 5% impact on production costs if crude oil stays near $100 a barrel, while fertilizer costs are largely locked in for the rest of 2026, he adds. Citi maintains a buy rating on SD Guthrie and keeps its target price at 7.60 ringgit. Shares closed at 6.20 ringgit. (yingxian.wong@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 07, 2026 05:25 ET (09:25 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"}}}