-- 週一下午，能源股走高，紐約證券交易所能源板塊指數上漲1%，道富能源精選板塊SPDR ETF（XLE）上漲0.7%。 費城石油服務板塊指數下跌0.3%，道瓊美國公用事業指數持平。 產業新聞方面，由於美伊停火協議本週即將到期，兩國衝突似乎再次升級，油價週一上漲。此前，伊朗宣布霍爾木茲海峽開放，滿足了美國的關鍵需求，導致油價週五暴跌。然而，德黑蘭於週六重新控制了該水道。雙方均指責對方違反了將於週二到期的為期兩週的停火協議。 近月西德州中質原油期貨價格上漲6.8%，至每桶89.56美元；全球基準布蘭特原油期貨價格上漲5.9%，至每桶95.72美元。亨利樞紐天然氣期貨價格上漲0.9%，至每百萬英熱單位2.70美元。 公司新聞方面，美國稀土公司（USAR）週一同意以現金加股票的方式收購巴西稀土礦商Serra Verde，股權價值約28億美元。這家關鍵礦產生產商旨在提升其稀土業務。美國稀土公司股價上漲超過8%。 根據彭博社報道，埃尼集團（E）和雷普索爾公司已與委內瑞拉政府達成協議，開始從委內瑞拉灣的佩爾拉氣田出口天然氣，並透過浮式終端以液化天然氣的形式運輸。此外，埃尼集團也宣佈在印尼近海的庫泰盆地發現了天然氣。埃尼集團股價上漲1%。 Sable Offshore公司（SOC）股價上漲0.4%，此前該公司表示，預計今年4月至12月期間，其各項資產的資本支出約為1.8億美元。
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Commodities
US Natural Gas Update: Prices Maintain Weather-related Gains in After-Hours Trade
US natural gas futures managed to keep some of the day's advances in after-hours trading on Monday, supported by colder weather forecasts and marking a fourth straight session of gains.Both the front-month Henry Hub contract and the continuous contract edged up 0.07% to $2.676 per million British thermal units.The front-month contract traded between $2.672 and $2.746 on Monday.Weather-driven demand expectations firmed after forecasts turned cooler. Weather Group projected below-average temperatures across the western US from Apr. 25-29 and in the eastern half of the country from Apr. 30 to May 4, according to Barchart. Energy Buyers Guide also pointed to a broadly cooler-than-normal pattern over the next two weeks, though it noted the anomalies are more likely to limit early-season cooling demand than significantly extend heating needs.On the supply side, US gas production averaged 109.1 billion cubic feet per day, up 2% year over year, Barchart reported, citing BNEF data. Demand was estimated at 72.8 Bcf/d, an increase of 13.2% from a year earlier, while LNG feedgas flows were pegged at 20.3 Bcf/d, up 3.8% from the prior week.Analysts at Gelber & Associates said geopolitical uncertainty, particularly around the Middle East and shipping risks through the Strait of Hormuz, has contributed to volatility in global gas markets, intermittently supporting Henry Hub prices despite weak underlying fundamentals."Still, the move higher is starting from a depressed base," the firm said, adding that the market continues to view gains as tactical rather than the beginning of a sustained rally, with the $3/MMBtu level remaining a key resistance point.
Treasury
Silvercorp Metals Secures US$220 Million Syndicated Loan From Global Banks
Silvercorp Metals (SVM.TO) after trade Monday said it secured a three-year loan agreement with a group of international banks.The total loan amounts to RMB1.5 billion (about US$220 million), with total bank commitments reaching RMB2 billion, which is double the company's original target. The loan will mature three years after the funds are first drawn, according to the statement.Silvercorp added that the loan will be repaid in RMB using dividends from its operations in China. The funds will be used for general corporate purposes, including working capital and improving financial flexibility."This landmark financing complements the company's robust cash reserves, consistent operating cash flow, and established financing platform, reinforcing the financial foundation to deliver on its long-term strategic growth objectives across a global mining portfolio - including growth opportunities in Kyrgyzstan and Ecuador," the company said.Silvercorp shares closed down $0.61 to $16.96 on the Toronto Stock Exchange.
$SVM$SVM.TO
Equities
Warrior Met Coal Keeps Quarterly Dividend at $0.08 per Share, Payable May 7 to Holders of Record May 1
$HCC