-- Truist Securities週五在一份報告中指出，儘管人們擔憂伊朗戰爭的影響，但工業部門在第一季可能仍表現出強勁的需求。 報告稱，整體成長動能主要歸功於機械市場需求的改善，以及資料中心、航空航太和暖通空調產業的成長。 Truist分析師，包括Jamie Cook，表示：“與伊朗戰爭相關的投入成本上昇在短期內是可控的。” Cook表示，雖然存在關稅方面的擔憂，“但我們更擔心與伊朗的戰爭曠日持久及其潛在的宏觀經濟影響。” 在黎巴嫩和以色列達成停火協議後，伊朗週五開放了霍爾木茲海峽，導致油價暴跌。此前，美國和以色列與伊朗爆發戰爭，能源價格飆升。美國總統川普對在雙方為期兩週的停火協議到期前與伊朗達成協議的前景表示樂觀。 庫克寫道：“我們預計機械、多元化工業和基礎設施服務行業第一季的業績將呈現積極態勢。” 在機械產業方面，鑑於訂單成長勢頭強勁，該券商維持了對迪爾（Deere，DE）、愛科（AGCO，AGCO）和凱斯紐荷蘭工業（CNH Industrial，CNH）2026年的業績預期。庫克表示，卡特彼勒（Caterpillar，CAT）預計將再次迎來強勁的季度業績。 基礎設施服務公司AECOM（ACM）和傑克布斯（Jacobs，J）必須以可持續的內生成長和利潤率提升來說服投資者，儘管傑克布斯預計本季業績穩健。 庫克表示，多元化工業企業派克漢尼汾（Parker-Hannifin，PH）有望繼續實現盈利超預期並上調業績預期，有跡象表明工業內生成長正在改善。研究報告指出，AMETEK（AME）正在復甦，並具備更多收購能力。 AMETEK將於2025年完成對Faro Technologies的收購。
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US Natural Gas Extends Weekly Losses on Bearish Fundamentals Amid US-Iran Diplomacy Signals
US natural gas futures posted another weekly decline amid swelling inventories, driven by relatively strong production and weak shoulder-season demand.The front-month contract price fell over the week to $2.68 per million British thermal units, from $2.72/MMBtu on April 10."Natural gas futures traded in an unusually tight range this week, with limited volatility despite a near-term backdrop that remains broadly bearish," Pinebrook Energy Advisors said in a daily note.The week that started with a reported US blockade of the Strait of Hormuz ended Friday with statements from US President Donald Trump and Iranian officials indicating the waterway would remain open. Further talks are reportedly scheduled for the weekend.The update triggered a sharp selloff in oil, prompting immediate financial outflows from energy-linked funds that include US natural gas contracts, according to a Bloomberg analysis. The move came even as the near-term supply-demand outlook for US gas remains largely unchanged.President Donald Trump posted on Truth Social that Iran had declared the Strait of Hormuz "fully open and ready for full passage."For the week ended April 15, the May 2026 Nymex contract was down $0.11 at $2.61/MMBtu, compared with $2.72/MMBtu the prior week, the Energy Information Administration's Weekly Gas Storage Supplement said.Natural gas spot prices fell by $0.05 to $2.75/MMBtu during the week ended April 15, according to the EIA, from $2.80/MMBtu a week earlier. This decline was largely attributed to a 31% drop in demand from the residential and commercial sectors, to 6.4 billion cubic feet per day.Spot prices varied across most regional hubs, from a $4.38/MMBtu decline at the Waha Hub to a $0.23/MMBtu increase at Algonquin Citygate.Prices across western hubs were relatively unchanged during the week, with most trading around $1/MMBtu. Northwest Sumas and the SoCal Border regions were below this mark, largely due to flat demand, as temperatures averaged 56.9 degrees Fahrenheit.The EIA reported a net injection of 59 Bcf into storage for the week ended April 10, up from a net injection of 50 Bcf the previous week, bringing total gas inventories to 1,970 Bcf.During the same week last year, the EIA reported a net injection of 22 Bcf, while the five-year average for this period was an injection of 38 Bcf. This week's figures were also above the 55 Bcf forecast, according to data compiled by Investing.com.Total gas inventories at 1,970 Bcf are now 126 Bcf, or 7%, above the corresponding period a year ago, and 108 Bcf, or 6%, higher than the five-year average for this period.Working gas in storage rose across all regions for the week ended April 10, with South Central seeing the biggest inflow at 32 Bcf, taking its total inventories to 839 Bcf. The Mountain and Pacific regions saw injections of 2 Bcf and 6 Bcf, respectively, the EIA reported.According to Pinebrook Energy Advisors, storage injections should continue growing at a healthy rate "through at least the end of April," amid tepid weather-related demand across most parts of the country.Weather forecasts had been bearish for most of this month, but conditions may shift, with large swathes of the Central US expected to see below-normal temperatures from April 24 to April 30, according to the National Weather Service.A total of 35 liquefied natural gas-carrying vessels left US ports during the week, down from 37 vessels the previous week. The total capacity of these vessels stood at 133 Bcf, down 7 Bcf from the prior week.Meanwhile, the US gas rig count decreased by two, from 127 the previous week to 125 in the week ending April 17, according to data from Baker Hughes released Friday. That compares with 106 gas rigs in operation a year earlier.The consolidated North American oil and gas rig count, a key early indicator of future production levels, dropped by seven to 673 from 680 the previous week.In international markets, European TTF gas prices averaged $15.23/MMBtu for the week ended April 15, $1.65/MMBtu lower than the previous week. The Japan-Korea Marker averaged $19.38/MMBtu, about $0.47/MMBtu lower than the prior week.
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Insider Trading
Ouster Insider Sold Shares Worth $754,395, According to a Recent SEC Filing
Mark Frichtl, Chief Technology Officer, on April 17, 2026, sold 30,000 shares in Ouster (OUST) for $754,395. Following the Form 4 filing with the SEC, Frichtl has control over a total of 712,297 common shares of the company, with 712,297 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1816581/000119312526161906/xslF345X05/ownership.xml
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Oil & Energy
Market Chatter: India Settles Iran Oil Trades in Chinese Yuan
Indian refiners used Chinese yuan via ICICI Bank to settle roughly $200 million in Iran oil trades under a US waiver, Reuters reported Friday, citing four sources familiar with the matter.Sources said payments for Iranian cargoes are being routed through ICICI Bank's Shanghai branch in Chinese yuan.The arrangement follows a 30-day US waiver introduced last month to allow purchases of Russian and Iranian oil, aimed at easing energy prices during the Middle East conflict, the report said.US Treasury Secretary Scott Bessent said Wednesday the waivers will not be extended, according to the report.Indian Oil bought 2 million barrels of Iranian crude earlier this month in its first such deal in seven years, with the cargo valued at about $200 million, the report added.Reliance Industries has also taken delivery of Iranian crude, with four vessels allowed to berth and at least one cargo already discharged, the report said, citing LSEG data and a shipping source.Sources said both refiners are settling transactions in yuan via ICICI, though the identity of the counterparties receiving funds remains unclear.IOC paid about 95% of the cargo value upon the supplier's notice of readiness, an uncommon structure compared with typical payment after delivery, sources told Reuters.Indian Oil does not intend to purchase additional Iranian crude, the report said, citing one of the sources.Indian refiners have previously used yuan for Russian oil purchases, according to the report.India had largely avoided Iranian crude since 2019 due to US sanctions, while Chinese independent refiners have remained the primary buyers of Iran's exports, the report added.ICICI Bank, Indian Oil, and India's Foreign Ministry did not immediately respond to' request for comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)