Oil notched its biggest weekly gain in more than three months as mounting pressure on Russia to end its war in Ukraine muddies the outlook for exports from the OPEC+ member, with algorithmic traders adding momentum to the rally. Global benchmark Brent advanced to settle above $70 a barrel for the first time since late July, and was up roughly 5.2% this week, while West Texas Intermediate closed near $66. Most Read from Bloomberg The commodity followed broader markets higher on Friday amid stronger-than- ...

The arbitrage window for U.S. crude sold in Asia is shrinking amid higher tanker rates and a climbing WTI price, Reuters has reported, citing traders. The publication cited LSEG data showing that Very Large Crude Carrier rates jumped to 12.5 million last week, which was the highest since March 2023. The rate increase resulted from increased demand for U.S. crude from Asian buyers that emerged during the summer. Since then, rates have eased somewhat to $12 million but remain elevated enough to sap appetite ...

油价环境分析 - 西德克萨斯中质原油(WTI)价格目前交易于每桶60美元以上 目前徘徊在64美元附近[1] - 当前油价显著高于康菲石油在主要资源区的盈亏平衡价格 对该公司整体业务非常有利[3] - 优越的油价环境有助于提升公司盈利水平[3] 康菲石油业务优势 - 公司拥有国际和美国境内的低成本资源 特别重视被称为"Lower 48"的美国本土资源[2] - 在二叠纪盆地 Eagle Ford和Bakken等主要页岩区拥有重要资产[2] - 去年底收购马拉松石油公司增强了在美国本土的上游业务实力[2] - 业务模式展现出较强的韧性[2] 同业公司比较 - 埃克森美孚在二叠纪盆地和圭亚那近海拥有丰富的油气资源[4] - 来自这两个资源的优势产量增长支撑着埃克森美孚的上游活动[4] - 上游业务对公司总盈利规模贡献显著[4] - EOG资源在美国和特立尼达拥有原油储量[5] - 公司在美国主要页岩区开展业务 能够充分利用可观的原油价格优势[5] 股价表现与估值 - 康菲石油股价过去一年下跌11.6% 优于行业综合指数17.7%的跌幅[6] - 公司企业价值与EBITDA比率为5.49倍 低于行业平均的11.10倍[7][8] - 估值指标显示公司交易价格低于行业平均水平[8] - 2025年盈利预期在过去七天内被上调[10]