初步数据显示，6月份全球石油库存再次上升。 IEA月报：5月份观察到的石油库存激增7390万桶。 ...

Group 1 - The IEA report forecasts that non-OPEC+ countries' oil supply will increase by 1.4 million barrels per day (bpd) this year and by 0.94 million bpd by 2026 [1] - Global oil supply is expected to rise by 2.1 million bpd this year and by 1.3 million bpd in 2026 [1] - Countries affected by tariffs are projected to experience the largest decline in oil demand [1] Group 2 - Oil demand growth in the second quarter has decreased to 550,000 bpd year-on-year, down from 1.1 million bpd in the first quarter [1] - Recent months have seen a "significant" slowdown in oil demand [1]

IEA月报：6月全球石油供应环比增加95万桶/日，主要由沙特阿拉伯带动。 ...

Core Insights - The IEA monthly report indicates that price indicators suggest a tighter actual oil market than the significant surplus reflected in the balance [1] Group 1 - The report highlights a discrepancy between the perceived surplus in the oil market and the actual market conditions, suggesting increased tension [1]

Hungarian Oil Company Comes Up With an Unlikely Pipeline Plan https://t.co/ouEhohBv8a ...

Francisco Blanch, head of global commodities and derivates research at Bank of America, discusses OPEC+'s recent decision to increase oil production for the month of August. "It's been a good time to add those barrels and the market hasn't struggled for the time being to absorb it," Blanch tells Bloomberg Television. "We are negative into the second half of the year," he adds, saying that Bank of America sees Brent hit "low sixties" and WTI "high fifties." -------- More on Bloomberg Television and Markets L ...

Revenue Performance - Russia's oil revenue in June hit a two-year low [1] Market Factors - Global crude prices fell [1] - The ruble strengthened, reducing the ruble value per barrel for the Kremlin [1]

Core Insights - The article discusses the importance of generating passive income through investments in high-yielding dividend stocks, highlighting three specific companies: Brookfield Infrastructure, Chevron, and W.P. Carey as attractive options for income generation [2][13]. Brookfield Infrastructure - Brookfield Infrastructure is a leading global infrastructure investor with a diversified portfolio that includes utilities, energy midstream, transportation, and data assets, generating stable cash flow and supporting a dividend yield of over 4% [4]. - The company derives 85% of its funds from operations (FFO) from contracted or regulated assets, which are indexed to inflation, potentially adding 3% to 4% to its FFO per share annually, alongside an expected 1% to 2% growth from global economic expansion [5]. - Brookfield pays out 60% to 70% of its stable cash flow in dividends, allowing for reinvestment in growth projects, which are anticipated to boost FFO per share by 2% to 3% annually, with an overall expectation of more than 10% annual FFO per share growth [6]. Chevron - Chevron's dividend yield is nearing 5%, supported by a strong foundation with the lowest breakeven levels in the sector at approximately $30 per barrel, significantly below recent price points [7]. - The company has maintained a robust balance sheet with a leverage level of 14%, well below its target range of 20%-25%, enabling consistent dividend increases for 38 consecutive years [8]. - Chevron expects its growth projects to contribute an additional $9 billion to free cash flow next year at a $60 oil price and is pursuing an acquisition of Hess to enhance its production and cash flow growth outlook [9]. W.P. Carey - W.P. Carey is a diversified real estate investment trust (REIT) that owns critical operational real estate, including warehouse and retail properties, with leases that feature rental escalations tied to inflation, supporting a dividend yield of 5.5% [10]. - The REIT pays out about 70% to 75% of its stable cash flow in dividends, allowing for reinvestment in additional income-generating properties, supported by a strong balance sheet [11]. - W.P. Carey has consistently raised its dividend every quarter since late 2023, following a strategic exit from the office sector, and had previously increased its dividend annually for 25 years [12].

An alliance forged between Big Oil and US farmers over biofuels is crumbling as lawmakers craft Trump's tax legislation, writes @KimChipman1 https://t.co/LskvdQY4pQ ...

这意味着，伦敦上市的Burford Capital Ltd.（BUR）在美国纽约法庭胜诉。 美国法官判决，阿根廷必须转让对国有石油公司YPF 51%的持股。 ...