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石油分析_尽管全球供应过剩格局不变,但因经合组织库存下降,我们上调价格预测;地缘政治风险持续Oil Analyst_ Raising Our Price Forecast on Lower OECD Stocks Despite Same Global Surplus; Geopolitical Risks Persist
2026-02-24 14:16
22 February 2026 | 6:57PM EST Commodities Research OIL ANALYST Raising Our Price Forecast on Lower OECD Stocks Despite Same Global Surplus; Geopolitical Risks Persist Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC Alexandra Paulus +1(212)902-7111 | alexandra.paulus@gs.com Goldman Sachs & Co. LLC Filippo Cuscito +44(20)7051-9073 | filippo.cuscito@gs.com Goldman Sachs International Investors sh ...
Expand Energy and Evolution Well Services Announce New Strategic Partnership to Drive Operational Excellence and Stewardship through Electric Frac Technology
Businesswire· 2026-02-24 14:00
OKLAHOMA CITY & THE WOODLANDS, Texas--(BUSINESS WIRE)-- #efrac--Expand Energy Corporation (NASDAQ: EXE) ("Expand Energy† ) today announced a new agreement to deploy Evolution's 100% electric hydraulic fracturing technology for use in Expand Energy's upcoming completions program with a fleet in Northeast Appalachia. The deployment of Evolution's fully integrated, patent-protected gas conditioning, power generation services, and electric frac operations will provid. ...
24日零时,今年第三“涨”!
Sou Hu Cai Jing· 2026-02-24 13:46
本文自南都·湾财社。 图片由AI生成 2月24日24时,国内成品油零售价格迎来"三连涨",这是2026年第四次调价,也是第三次上调。 据发改委消息,近期国际市场油价波动上升,根据2月24日的前10个工作日平均价格与上次调价前10个工作日平均价格对比情况,按照现行成品油 价格机制,自2月24日24时起,国内汽、柴油价格(标准品,下同)每吨分别上涨175元和170元。 据悉,下一轮成品油调价窗口在2026年3月9日24时,市场人士指出,以当前的国际原油价格水平计算后的原油变化率仍以正值开端,因此下一轮 国内成品油零售价格调整将呈现上调预期。 综合央视新闻、新京报 ...
Market Gyration Narrative, AMD Rally, Crypto Crawls Lower
Youtube· 2026-02-24 13:44
Let's bring in Kevin Green, senior markets correspondent right away to help set up the action today. All right, KG, I get stuck at home one day because of the blizzard and it's like everything's broken. So, uh, catch us up to speed on what's going on here.>> Yeah, we continue to see the market gyate at this point in time, Diane. If you're looking at it from a technical level, the 100 day moving average has been our area of support, which we tested yesterday, and the 20-day moving average has been the area o ...
Black Stone Minerals, L.P. Q4 2025 Earnings Call Summary
Yahoo Finance· 2026-02-24 13:30
Management characterizes 2025 as a year of commercial milestones that established a foundation for future production despite headwinds from production and oil prices. The company successfully secured development agreements with Revenant Energy and Caturus Energy, placing approximately 500,000 gross acres under minimum drilling commitments. Performance in the Shelby Trough is accelerating as industry interest shifts toward available inventory to meet growing Gulf Coast natural gas demand. A strategic ...
Presidio Enters into Letter of Intent to Acquire Producing Assets for $80 Million
Globenewswire· 2026-02-24 13:20
Core Viewpoint - Presidio Investment Holdings LLC is set to acquire producing assets in the Arkoma Basin for $80 million, which is expected to enhance its annual dividend to $1.50 per share and generate levered returns exceeding 20% [1][2][3]. Acquisition Details - The acquisition will be funded through cash on hand, a Goldman Sachs ABS Warehouse Facility, and approximately $20 million of Presidio equity provided to the seller [2]. - The anticipated timeline for negotiation, signing, and closing of the acquisition is within the second quarter of 2026 [2][10]. Business Strategy - This acquisition is part of Presidio's strategy to grow as a public company by acquiring and optimizing mature oil and gas assets, aiming for ambitious returns [3][6]. - The company plans to hedge commodity prices and maintain low operating costs while focusing on returning cash to shareholders [6]. Production and Financial Metrics - The acquisition includes 56 producing wells with a net PDP production of approximately 22.6 million cubic feet equivalent per day (Mmcfe/d), consisting of 70% gas and 30% natural gas liquids (NGLs) [8]. - The expected decline rate is 12%, with a year-one expected free cash flow yield of 23% and net PDP reserves of approximately 100 billion cubic feet equivalent (Bcfe) [8]. Management Insights - Management emphasizes the acquisition as a reflection of their growth strategy, focusing on entering new basins to acquire producing assets suitable for consolidation and optimization [7][9]. - Vortus Investments, the seller, expresses confidence in Presidio's strategy and management team, indicating a long-term belief in the value of mature, producing assets [9]. Business Combination Status - The business combination with EQV Ventures Acquisition Corp. is progressing, with a shareholder vote scheduled for February 27, 2026, and the combined entity expected to trade under the ticker symbol "FTW" [11]. Financing and Investor Support - Institutional investors have committed over $236 million in financing to Presidio and EQV, with approximately $372 million in cash held in EQV's trust account as of February 24, 2026 [12][13].
Presidio Enters into Letter of Intent to Acquire Producing Assets for $80 Million
Globenewswire· 2026-02-24 13:20
Core Viewpoint - Presidio Investment Holdings LLC is set to acquire producing assets in the Arkoma Basin for $80 million, which is expected to enhance its annual dividend to $1.50 per share and generate levered returns exceeding 20% [1][2][3] Acquisition Details - The acquisition will be funded through cash on hand, a Goldman Sachs ABS Warehouse Facility, and approximately $20 million of Presidio equity provided to the seller [2] - The anticipated completion of the acquisition is expected in the second quarter of 2026, pending due diligence and board approval [2][10] Business Strategy - This acquisition is part of Presidio's strategy to grow as a public company by acquiring and optimizing mature oil and gas assets, aiming for ambitious returns [3][6] - The company focuses on low operating costs, minimal capital expenditures, and returning cash to shareholders, contrasting with traditional operators [6] Production and Financial Metrics - The acquisition includes 56 producing wells with a net production of approximately 22.6 million cubic feet equivalent per day (Mmcfe/d), consisting of 70% gas and 30% natural gas liquids (NGLs) [8] - The expected decline rate is 12%, with a projected year one free cash flow yield of 23% and net proved developed producing (PDP) reserves of approximately 100 billion cubic feet equivalent (Bcfe) [8] Management Insights - Management emphasizes the acquisition as a key step in their growth strategy, focusing on entering new basins for consolidation and optimization [7][9] - Vortus Investments, the seller, expresses confidence in Presidio's strategy and management team, indicating a long-term belief in the value of mature, producing assets [9]
“三连涨”来袭!92号汽油重返7元大关
Sou Hu Cai Jing· 2026-02-24 13:07
来源:视觉中国 今天正月初八,趁着午休,刚从老家自驾回到南京的市民李先生特意去加油站加满了油。"我查了一下,国内油价就要上调了,能省几块钱也好的。"他 说。 2 月 24日下午 5 点,记者从国家发改委、江苏发改委官网获悉,24日24时,国内汽柴油零售价将分别上调175和170元/吨,折合升价,92 号汽油上调 0.14 元/升。油价上调后,江苏省92号汽油将时隔近四个月重返7元大关。 目前,江苏省92号汽油零售价为6.91元/升,95号汽油为7.35元/升,0号柴油为6.54元/升。也就是说,今晚油价上调后,江苏省92号汽油将时隔约四个月重 返7元大关,达到7.05元/升。 记者为您算了一笔账,以 50升油箱计算,私家车主加满一箱油预计多花 7元左右。此次调价后,95号汽油最高零售价格7.50 元/升,0号柴油最高零售价格 6.69 元/升。 | 项目 | 最高零售价格 | | 最高批发价格 | | --- | --- | --- | --- | | | 吨价 | 升价 | 吨价 | | 89#国VIB汽油 | 8835 | 6.61 | 8535 | | 92#国VIB汽油 | 9365 | 7.05 | ...
Oil Price News: Trump's Ultimatum Sets the Clock — Geneva Is the Pivot Point
FX Empire· 2026-02-24 12:54
On February 19, President Trump put Iran on a 10-15 day ultimatum with the Geneva negotiations on Thursday marking the likely deadline after which military action could take place if no agreement is reached. The White House has stated that it is “very wise” for Iran to reach an agreement, while Vice President Vance has already accused Iran of not addressing the core issues raised by the U.S., indicating that there are still major differences between the two countries as they enter Thursday’s meeting – leavi ...
Chevron (CVX)’s the Only Company I Would Buy Here, Says Jim Cramer
Yahoo Finance· 2026-02-24 11:57
We recently published 10 Stocks Jim Cramer Talked About. Chevron Corporation (NYSE:CVX) is one of the stocks Jim Cramer talked about. Chevron Corporation (NYSE:CVX) is one of the largest oil companies in the world. Its shares are up by a modest 16.8% over the past year and by a stronger 18% year-to-date. Some of the gains in the stock have been due to US actions in Venezuela, which led Cramer to advise caution and recommend oil and gas drilling equipment providers instead. Melius Research discussed Chevr ...