BUZZ-能源公司因伊以冲突升级而获利
6月17日 - ** 在美国上市的能源 公司股价盘前上涨,追随原油价格上涨 O/R
** 布兰特原油期货LCOc1上涨1.7%,报74.50美元/桶;美国 西德克萨斯中质原油CLc1上涨1.6%,报72.89美元/桶
** 原油价格因伊朗-以色列冲突加剧而上涨 (link),尽管迄今为止主要石油和天然气基础设施和流量未受干扰
**Panmure Liberum 的分析师 Ashley Kelty 说:"有迹象表明,霍尔木兹海峡的出口受到干扰,油轮活动减少(bar 中国船只),这表明近期石油供应可能会下降,从而导致实物市场进一步收紧。
** 两艘油轮在霍尔木兹海峡附近相撞 (link) 并起火,该地区电子干扰激增,凸显了在该地区运输石油和燃料供应的公司面临的风险。
** 美国能源巨头雪佛龙CVX.N和埃克森美孚>分别 攀升0.7%。
** 德文能源DVN.N、西方石油OXY.N、康菲石油COP.N和EOG资源EOG.N上涨近1%至1.4%不等
** 油田服务公司哈里伯顿HAL.N上涨 1.1%,SLBSLB.N上涨 ~1
** 炼油公司 HF Sinclair DINO.N涨 ~1%, PBF Energy PBF.N涨 1.5
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