美国银行的Noah Hungness表示，Matador Resources"在需要时能够灵活应对"，其强大的执行力反映在过 去12个月令人印象深刻的21.7%的营收增长上。此外，该公司最近表示，由于油价暴跌和需求前景黯 淡，到今年年中，其钻井平台数量将从9个减少到8个。此举将节省约1亿美元的资本支出，并有助于在 WTI原油价格为每桶60美元的情况下产生额外的7100万美元自由现金流。 智通财经APP获悉，美国银行最近首次覆盖Matador Resources(MTDR.US)，予"买入"评级，目标价为56 美元。美国银行分析师对Matador Resources的前景持乐观看法，原因包括该公司的勘探生产资产(在WTI 价格为37-43美元区间实现盈亏平衡)、股票回购、中游业务扩张以及实现外延式增长。 Matador Resources上个月公布了强劲的2025年第一季度业绩。数据显示，该公司Q1营收同比增长逾 28%，至10亿美元左右，超出市场预期;调整后每股收益为0.99美元，也超出市场预期。 截至周二收盘，Matador Resources跌0.02%，报44.28美元。该股本月以来上涨了近13%。 据 ...

市场消息：印尼将向 雪佛龙提供东部地区的 石油、 天然气区块。 ...

Core Viewpoint - The article highlights the ongoing economic instability in Russia, emphasizing the lack of trust in the financial system and the adverse effects of political decisions on foreign investments and local businesses [3][5][7]. Group 1: Economic Instability - The simultaneous failure of ATMs in Moscow and the plummeting value of the ruble illustrate the immediate financial distress faced by investors and analysts [1]. - Historical context shows that Russia has experienced significant economic upheavals, such as the currency reset in the late 1990s and the impact of sanctions following the Crimea incident in 2014, leading to a drastic decline in foreign investment [3][5]. - In 2022, over 1,200 foreign companies announced their exit from Russia, resulting in a net foreign direct investment inflow of less than $4 billion, the lowest in 20 years [3]. Group 2: Trust and Investment Climate - The article discusses the erosion of trust in the Russian market, where contracts are often disregarded, and arbitration is viewed as ineffective, making investments seem risky and uncertain [7][9]. - Domestic capital is also fleeing, with wealthy individuals investing abroad and local talent seeking opportunities outside Russia, indicating a lack of confidence in the local economy [5][7]. - The article suggests that without a stable and predictable regulatory environment, even abundant resources cannot foster economic growth, as investors require assurance that the rules will remain consistent [9][10].

北达科他州监管机构预计石油和天然气钻机数量将减少约5台，压裂队伍将减少约2支。 ...

Core Viewpoint - DNO ASA reported strong operational performance in Q1 2025, highlighted by a significant acquisition and increased production levels, indicating a positive outlook for the company moving forward [2][6]. Financial Performance - The company achieved an operating profit of USD 28 million and revenues of USD 188 million in Q1 2025, both reflecting quarter-on-quarter increases [1]. - Net profit for the quarter was reported at a loss of USD 4 million, an improvement from a loss of USD 98 million in Q4 2024 [9]. - Free cash flow was negative at USD 19 million, compared to a negative USD 5 million in the previous quarter [10]. Production and Operations - DNO's net production rose by 8% to 84,200 barrels of oil equivalent per day (boepd), with contributions from Kurdistan (61,600 boepd), North Sea (19,300 boepd), and West Africa (3,400 boepd) [2]. - In the Kurdistan Tawke license, production increased by 11% quarter-on-quarter, demonstrating effective management despite challenges [3]. - The company maintained production levels with minimal investment, showcasing operational efficiency [5]. Acquisition Impact - DNO announced a transformative USD 1.6 billion acquisition of Sval Energi Group AS, expected to close around midyear 2025 [2][6]. - Post-acquisition, DNO's North Sea proven and probable reserves will quadruple to 189 million barrels of oil equivalent (MMboe), and production will also quadruple to 80,000 boepd [6]. Exploration Activities - The company continued its exploration efforts offshore Norway, achieving two discoveries that added recoverable resources of 26 million barrels of oil equivalent net to DNO [5]. Financial Strategy - Following the Sval acquisition announcement, DNO completed a USD 600 million bond placement, enhancing its financial position with cash deposits of USD 1,473 million at the end of the quarter [7]. - The Board of Directors authorized a dividend payment of NOK 0.3125 per share, reflecting confidence in the company's financial health [8].

白宫发言人：叙利亚总统告诉美国总统特朗普，他邀请美国公司投资叙利亚的石油和天然气行业。 ...

金十数据整理：每日全球大宗商品市场要闻速递（5月14日） 能源： 1. 俄罗斯总统普京：俄罗斯仍向美国供应核燃料。 2. 埃及在西部沙漠和苏伊士湾发现三处石油和天然气，西部沙漠发现的气井预计日产3000万立方英尺天 然气。 3. 高盛：鉴于近期贸易缓和，预计布伦特/WTI原油价格在2025年剩余时间内有大约3到4美元/桶的上行 风险，预测为60/56美元。 4. 高盛：通过对特朗普近900条有关油价的推文进行分析，其倾向于将油价维持在40-50美元/桶区间。 贵金属和矿业： 1. 美银调查：5月黄金高估程度创纪录最高。 其他： 1. 欧盟准备在几周内对乌克兰进口商品征收更高的关税。 2. 英国建议对钢铁进口设定国别配额上限。 3. 刚果民主共和国部长：正在审查为期四个月的钴出口禁令。 4. 哈萨克斯坦4月份黄金和外汇净储备为505.67亿美元，环比增长5.3%。 ...

Company Overview - Petrobras held its Q1 2025 Earnings Conference Call on May 13, 2025, featuring key executives including CEO Magda Chambriard and CFO Fernando Melgarejo [1][3]. Participants - The conference call included participants from major financial institutions such as Goldman Sachs, Bank of America, JPMorgan, and Morgan Stanley, among others [2]. Executive Team - The executive team present during the call included various directors responsible for different sectors such as Exploration and Production, Logistics, and Energy Transition [3].

法国总统马克龙：对俄罗斯的制裁可能涉及金融服务以及石油和天然气领域。 ...

埃及石油部发表声明称，在西部沙漠和苏伊士湾发现了三处石油和天然气。 ...