Core Viewpoint - Canada Pension Plan Investment Board and U.S. private equity firm Stonepeak are set to launch an offer to acquire a stake of up to 26% in Castrol's Indian unit, indicating a strategic investment move in the Indian market [1] Group 1 - The investment by Canada Pension Plan Investment Board and Stonepeak highlights the growing interest of foreign investors in India's lubricant market [1] - The deal reflects a broader trend of increasing private equity involvement in the Indian energy sector [1] - The acquisition aims to leverage Castrol's established brand presence and distribution network in India [1]

Group 1: BP and Castrol Stake Sale - BP is selling a 65% stake in its lubricant unit Castrol to Stonepeak, valuing the unit at $10.1 billion [3] - BP will retain a 35% minority stake, while the Canada Pension Plan Investment Board will contribute up to $1.05 billion for an indirect stake [3] - Initial discussions for the sale began in November 2025 as part of BP's $20 billion divestment strategy, with early valuations around $8 billion [4] Group 2: S&P Index Changes - UiPath will replace Synovus Financial in the S&P MidCap 400, effective January 2, 2026, due to Synovus's acquisition by Pinnacle Financial Partners [4] - Versant Media Group will replace Brandywine Realty Trust in the S&P SmallCap 600, effective January 6, 2026, following its spin-off from Comcast [5] Group 3: Waymo's Software Update and Response to Power Outage - Waymo plans to update its software across its fleet and improve emergency response protocols after a power outage in San Francisco affected its vehicles [5][6] - The blackout caused several Waymo vehicles to become immobilized, contributing to traffic congestion in the city [8] - Waymo has trained over 25,000 first responders globally on how to interact with its autonomous vehicles [7]

每经记者｜岳楚鹏 每经编辑｜何小桃 高涵 ③ 【库克豪掷295万美元增持，耐克涨超2%】当地时间12月23日，监管文件披露，苹果公司CEO库克斥资约295万美元，以平均每股58.97美元的价格购入 50000股耐克股票。作为耐克董事会成员，库克此次增持后，其持有的耐克股份总数已达到105480股，若按23日收盘价计算，这些持仓的总市值约为604万 美元。截至发稿，耐克上涨2.3%。 （免责声明：文章内容和数据仅供参考，不构成投资建议。投资者据此操作，风险自担。） ④ 【车队管理软件公司Motive申请美国IPO】当地时间12月23日，据媒体报道，车队管理软件公司Motive寻求按代码"MTVE"在纽交所挂牌交易其股票。 该公司的投资方包括谷歌母公司Alphabet旗下GV、Base10 Partners、Greenoaks、Index Ventures、Kleiner Perkins以及Scale Venture Partners。 ⑤ 【在美召回超5万辆汽车，丰田跌超1%】当地时间12月23日，美国国家公路交通安全管理局(NHTSA)表示，丰田汽车公司将在美国召回55405辆汽车， 原因是逆变器内部的螺栓可 ...

BP Plc agreed to sell a majority stake in its Castrol lubricants division to US investment firm Stonepeak Partners, marking a key milestone as the oil and gas major seeks to reduce debt and reset its business. The UK energy giant will raise about $6 billion from the sale of a 65% interest, which includes some prepayment of future dividends on its remaining stake. While the price falls short of earlier expectations, it’s a notable move by new Chairman Albert Manifold, who’s already made his mark by replaci ...

③ 【库克豪掷295万美元增持，耐克涨超2%】当地时间12月23日，监管文件披露，苹果公司CEO库克 斥资约295万美元，以平均每股58.97美元的价格购入50000股耐克股票。作为耐克董事会成员，库克此 次增持后，其持有的耐克股份总数已达到105480股，若按23日收盘价计算，这些持仓的总市值约为604 万美元。截至发稿，耐克上涨2.3%。 ④ 【车队管理软件公司Motive申请美国IPO】当地时间12月23日，据媒体报道，车队管理软件公司 Motive寻求按代码"MTVE"在纽交所挂牌交易其股票。该公司的投资方包括谷歌母公司Alphabet旗下 GV、Base10 Partners、Greenoaks、Index Ventures、Kleiner Perkins以及Scale Venture Partners。 ① 【三大期指齐跌】截至发稿，道指期货跌0.07%、标普500指数期货跌0.07%、纳指期货跌0.06%。 ② 【赛诺菲斥资22亿美元收购，Dynavax涨超37%】当地时间12月24日，赛诺菲以每股15.50美元现金收 购生物技术公司Dynavax，收购价较Dynavax周二收盘价溢价39%。赛 ...

Core Insights - Leading oil and gas companies are focusing on decarbonisation targets through a mix of existing measures and emerging technologies, with carbon capture being a key strategy for emission reduction [1] - Companies are reviewing their interim targets set for 2030 due to market volatility and policy uncertainties, leading to adjustments in timelines and investment priorities [2] - The pace of investment in renewable energy sources like solar and wind has slowed, as major firms prioritize financial discipline and value maximization from traditional hydrocarbon assets [3] Group 1 - Oil and gas firms are actively involved in solar and wind projects, recognizing their long-term growth potential, but investment has been tempered by market challenges and geopolitical instability [3] - Heightened energy security concerns and high capital costs for renewable projects have led to increased fossil fuel demand, prompting companies to focus on conventional operations [4] - The transition to low-carbon energy is ongoing but at a slower, more pragmatic pace, shifting from immediate action to a risk-adjusted, demand-driven approach [5]

Castrol was a major sponsor in the motorsports world BP is selling a $6bn (£4.4bn) stake in the historic British engine oil business Castrol in an effort to pay down a mountain of debts. The oil giant confirmed on Wednesday that it was selling a majority stake in the lubricants company to Stonepeak, a New York-based investment firm. It is the biggest sale by BP in 12 years and comes as the company is in the midst of a major leadership shake-up. Castrol, founded 126 years ago, became a household name t ...

BP Plc agreed to sell a majority stake in its Castrol lubricants division to Stonepeak Partners to raise about $6 billion. The UK oil giant will divest a 65% stake, retaining the remaining interest via a joint venture. Bloomberg's Mitchell Ferman reports. ...

欧洲传统能源巨头英国石油公司(BP.US)已经同意将其Castrol润滑油业务部门的大部分股权出售给美国 知名投资公司Stonepeak Partners，预计此次出售将筹集约60亿美元。英国石油旗下的Castrol(嘉实多)润 滑油业务乃大英帝国的百年老牌润滑油品牌，在汽车、工业使用场景中具有重要地位，在全球能源行业 价值链中也具有重要地位，此次英国石油剥离嘉实多大部分股权则意味着该能源巨头基本放弃该项百年 润滑油业务，以期筹集更庞大现金来削减债务以及扭转多年业绩不佳局面。 对于嘉实多本身来说，被Stonepeak等资本方接手后，可能在润滑油及相关技术领域获得更专注的资本 投入，推动技术创新(例如嘉实多液体冷却技术在AI数据中心的应用等)以及市场拓展。 根据声明，Stonepeak的交易使该业务部门的估值达到了101亿美元，包括债务。英国石油公司保留的剩 余股权则为其提供了对于嘉实多未来几年的"加速增长计划"风险配置敞口，并表示，经过两年的锁仓期 后，该公司有权出售该部分股权。 在英国石油公司此前于2月宣布战略重组后，Elliott批评该计划不够彻底。尽管时任CEO Auchincloss在 夏季承诺公司" ...

BP has agreed to divest a majority stake in its Castrol lubricants business to Stonepeak at a $10 billion enterprise value, generating roughly $6 billion in proceeds to accelerate debt reduction and streamline its downstream portfolio. BP reached the deal following a strategic review of Castrol, concluding in a sale that values the business at an implied 8.6x EV/LTM EBITDA and establishes a new joint venture in which Stonepeak will hold 65%, and BP will retain 35%. The transaction marks one of BP’s larges ...