文章核心观点 - 能源需求持续增长为能源公司扩大业务投资提供支持 [1] - 康菲石油和MPLX因有明确的长期增长项目而被视为明智的长期投资选择 [2][13] 康菲石油 - 公司拥有业内最低成本资源地位之一 能在较低油价下产生大量现金流 [4] - 收购马拉松石油预计在今年底产生10亿美元成本协同效应 超出最初预期两倍 [5] - 预计到明年底可从该收购中获得另外10亿美元的成本和利润提升 [5] - 正在对长周期资本项目进行重大投资 包括三个在2027年至2028年间投产的液化天然气项目 [6] - 投资超过70亿美元开发阿拉斯加Willow石油项目 预计2029年开始生产 [6] - 假设油价为每桶70美元 这些长周期项目预计到2029年将增加60亿美元的年增量自由现金流 [7] - 加上马拉松石油收购带来的额外推动 到本年代末总自由现金流增量将达70亿美元 [7] - 公司预计到2029年其年自由现金流将比今年水平翻倍 [7] - 现金流增长将支持公司以远高于平均水平的速度增加其股息收益率3.3%的股息 [8] - 目标实现股息年增长率在标普500公司中排名前25% 并计划每年回购数十亿美元股票 [8] MPLX - 公司运营多元化的中游业务 资产产生稳定可预测现金流 支持其7.6%的分配收益率 [9] - 预计未来几年收益将以中个位数年增长率增长 [10] - 拥有不断增长的商业担保扩建项目储备 项目计划每年持续投产直至2029年 [10] - 今年进行了多项收购 包括以24亿美元收购Northwind Midstream 这些收购将立即增加增量现金流并增强长期增长前景 [11] - 公司财务状况非常强劲 有充足能力投资更多扩建项目和进行进一步收购 [11] - 来自扩建项目和收购的现金流增长应支持年度分配持续增加 [12] - 自2012年上市以来每年都增加支付 自2021年以来复合年增长率超过10% [12] 行业背景 - 能源需求持续增长 使能源公司能够投资资本以扩大业务 [1]

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APA Corporation (NASDAQ: APA ) is an oil and gas producer with operations in the US, UK, and Egypt, plus exploration assets that’s undergoing significant changes, marked by portfolio rebalancing actions and an accelerated cost savingsAs of 2025, I've got over 10 years of researching companies. In total, throughout my investing life, I estimate that I researched (in depth) well over 1000 companies, from commodities like oil, natural gas, gold and copper to tech like Google or Nokia and many emerging market s ...

By Nicole Jao NEW YORK (Reuters) -Oil prices steadied on Thursday after hitting a seven-week high in the previous session as Russia moved to restrict fuel exports until the end of the year, but the gains were limited by new U.S. economic data that tempered optimism around further interest rate cuts. Brent futures settled 11 cents, or 0.16%, higher at $69.42 a barrel while U.S. West Texas Intermediate futures lost 1 cent, or 0.02%, to $64.98. Both benchmarks gained 2.5% on Wednesday to reach their highes ...

TotalEnergies has already adjusted its production profile to reflect Namibian realities. The company initially proposed a more aggressive development strategy with peak output of 200,000 barrels a day, but it has since revised that figure downward to 150,000 b/d. This reassessment is likely tied to the company’s broader strategy of prioritizing value over volume, aiming to sustain the production plateau for seven to eight years rather than pursuing rapid early gains (see chart). It also reflects an understa ...

原油市场动态 - 标普500指数连续第二日下跌 [1] - 俄罗斯与乌克兰紧张局势推动原油期货价格连续第二日上涨 乌克兰对俄罗斯石油基础设施的持续攻击引发供应担忧 [1] - 米祖霍公司的罗伯特·耶格尔指出 俄罗斯方面的出价继续支撑原油价格 [1] 美国原油供需基本面 - 美国能源信息署报告显示 美国原油库存减少607,000桶 此为继前一周大幅下降后的又一次减少 [2] - 原油库存下降发生在进口增加和出口降低的背景下 [2] - 美国汽油和柴油库存亦出现下降 [2]

NEW YORK, Sept. 24, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Sable Offshore Corp. (NYSE: SOC): (1) between May 19, 2025 and June 3, 2025, both dates inclusive (the “Class Period”); and/or (2) pursuant and/or traceable to Sable’s May 21, 2025 secondary public offering (the “SPO”), of the important September 26, 2025 lead plaintiff deadline in the securities class action first filed by the Firm. SO WHAT: If you purchased Sable securi ...

网站内容与目的 - 网站提供的内容包括一般新闻和出版物、个人分析与观点以及第三方提供的内容 [1] - 所有内容仅用于教育和研究目的 [1] 信息性质与责任 - 网站上的信息不一定实时提供也不一定准确 [1] - 所提供的价格可能来自做市商而非交易所 [1] - 网站可能包含广告和其他促销内容，FX Empire可能从第三方获得与内容相关的补偿 [1] 金融工具风险 - 网站提供有关加密货币、差价合约和其他金融工具的信息 [1] - 加密货币和差价合约是复杂工具，具有高资金损失风险 [1]

SPRING, Texas--(BUSINESS WIRE)--Perma-Pipe International Holdings, Inc. (NASDAQ: PPIH) today announced that its Saudi Arabian business unit has received formal technical and commercial approval from Saudi Aramco, the world's largest oil company. This approval significantly expands Perma-Pipe's business opportunities in the Kingdom, enabling the Company to directly serve the oil and gas sector, a critical step forward in its long-term strategic plan to strengthen its presence and broaden its pro. ...

(Bloomberg) -- Oil companies in Iraq’s Kurdistan agreed with the federal and regional governments to resume oil exports that have been halted for more than two years, paving the way for supply into a market on the brink of a glut. Eight companies that together account for more than 90% of the Kurdistan region’s production have reached in-principle deals, according to a statement from the group representing the firms. Shipments through a pipeline to Turkey’s Mediterranean coast should begin “in the coming ...