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市场新闻

Kiewit settles dispute with Venture Global LNG over construction disclosures

UPDATE 1-Kiewit settles dispute with Venture Global LNG over construction disclosures Adds details and background throughout HOUSTON, Sept 19 (Reuters) - Construction contractor Kiewit on Thursday said it has settled a lawsuit with LNG developer Venture Global LNG over disclosures to Shell SHEL.L of information on the Calcasieu Pass LNG plant, the president of Kiewit Energy said.
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RBC trims PTs on European, U.S. energy majors, cuts Aker BP to 'underperform'

BUZZ-RBC trims PTs on European, U.S. energy majors, cuts Aker BP to 'underperform' ** "A time for reflection," RBC says on European and U.S. energy majors as it sees earnings drivers normalising after a nearly three-year period of exceptional growth ** It prefers upstream-heavy companies such as Shell SHEL.L , Eni ENI.MI , Chevron CVX.N , Galp Ener
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Struggling Northvolt stokes fear for Europe's battery future

FOCUS-Struggling Northvolt stokes fear for Europe's battery future Northvolt's troubles trigger doubts about its ability to produce enough batteries for Europe Northvolt to buy cathode active materials from Asian suppliers, source says Delivery issues triggered BMW contract cancellation, sources says Northvolt's struggles raise questions about future gigafactories and joint ventures, industry analysts say By Marie Mannes STOCKHOLM, Sept 13 (Reuters) - Northvolt's shock decision this week to shri
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Galp-Northvolt lithium refinery project in Portugal faces delay

Galp-Northvolt lithium refinery project in Portugal faces delay LISBON, Sept 12 (Reuters) - A plan to build one of Europe's largest battery-grade lithium refineries in Portugal by end-2025 is facing delays due to the complexity of the project and uncertainty about grant funding, one of the partners, Galp GALP.LS , said on Thursday. The 50-50 joint venture Aurora between the Portuguese oil company and Swedish battery maker Northvolt, set up in November 2021, had previously expected the refinery t
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Deals of the day-Mergers and acquisitions

Deals of the day-Mergers and acquisitions Adds: Schenker, Vianode, Kinaxis Updates: Tapestry Sept 9 (Reuters) - The following bids, mergers, acquisitions and disposals were reported by 1943 GMT on Monday: ** CVC CVC.AS is improving its offer for Deutsche Bahn's logistics business Schenker, with the private equity firm asking for a fair assessment of its bid by the German railway's board and supervisory board in a letter seen by Reuters on Monday.
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Exxon withdraws from race to buy stake in Namibia oil block from Galp, sources say

Exxon withdraws from race to buy stake in Namibia oil block from Galp, sources say By Wendell Roelf, Ron Bousso and Sabrina Valle LONDON, Sept 9 (Reuters) - Exxon Mobil XOM.N has pulled out of the race to buy half of Galp Energia's GALP.LS stake in a large oil discovery in Namibia that has attracted interest from top energy companies, sources with knowledge of the matter said.
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MS forecasts softer European oil & gas markets, favours Eni over peers

BUZZ-MS forecasts softer European oil & gas markets, favours Eni over peers ** Morgan Stanley forecasts a softer outlook for the European energy sector, favouring Eni ENI.MI , while expressing concern for Equinor EQNR.OL and Galp Energia GALP.LS , both downgraded to 'underweight' ** The broker sees downside risks due to weakening oil and gas market
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Bank of Georgia, Tracsis, Victrex

EUROPE RESEARCH ROUNDUP- Bank of Georgia, Tracsis, Victrex Aug 29 (Reuters) - Securities analysts revised their ratings and price targets on several European companies, including Bank of Georgia, Tracsis and Victrex, on Thursday. HIGHLIGHTS * Bank of Georgia BGEO.L : Peel Hunt raises target price to 6,200p from 6,000p * Close Brothers Group Plc CBRO.L : RBC raises to outperform from sector perform * Rathbones Group RAT.L : RBC raises target price to 1,950p from 1,850p * Tracsis Plc TRCS.L : Bere
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Cheniere Energy falls short of core profit estimates on lower LNG margins

UPDATE 5-Cheniere Energy falls short of core profit estimates on lower LNG margins Adds Cheniere's high level of LNG contracts and its confidence that recent court decisions won't hurt its ability to get plants built, in paragraphs 7-8 and 13 By Tanay Dhumal and Curtis Williams Aug 8 (Reuters) - Cheniere Energy LNG.N fell short of its second-quarter core profit estimates on Thursday, as weaker margins hurt the liquefied natural gas (LNG) producer.
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African Markets - Factors to watch on Aug 8

African Markets - Factors to watch on Aug 8 NAIROBI, Aug 8 (Reuters) - The following company announcements, scheduled economic indicators, debt and currency market moves and political events may affect African markets on Thursday. - - - - - GLOBAL MARKETS Tech shares led a selloff in stock markets around Asia, while the yen and U.S. bonds rebounded, as global investors struggled to find their footing in a wild week for markets.
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Angola's Etu Energias aims for IPO in 2026 after Galp stake buy

Angola's Etu Energias aims for IPO in 2026 after Galp stake buy CAPE TOWN, Aug 7 (Reuters) - Angola's Etu Energias plans to hold an initial public offering in 2026, its chief executive said on Wednesday, weeks after it finalised a $400 million deal to buy Galp Energia's GALP.LS Angolan offshore stakes. CEO Edson dos Santos said the acquisition , completed in June, would allow Etu Energias, formerly Somoil, to double its production capacity to around 24,000 barrels per day (bdp).
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US natgas slips to one-week low on lower demand outlook, storm impact

UPDATE 1-US natgas slips to one-week low on lower demand outlook, storm impact Adds latest prices Aug 5 (Reuters) - U.S. natural gas futures fell more than 1% to a one-week low on Monday on forecasts for lower demand over the next two weeks, while traders assessed the potential impact from Hurricane Debby. Front-month gas futures NGc1 for September delivery on the New York Mercantile Exchange settled 2.5 cents, or 1.3%, lower at $1.94 per million British thermal units .
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Galp To Distribute Dividend Of 0.28 Eur/Shr Gross On Aug 19

BRIEF-Galp To Distribute Dividend Of 0.28 Eur/Shr Gross On Aug 19 Aug 5 (Reuters) - Galp Energia SGPS SA GALP.LS : TO DISTRIBUTE AN INTERIM DIVIDEND OF €0.28 GROSS PER SHARE DIVIDEND WILL BE PAYABLE AS FROM AUGUST 19, 2024 Source text: https://tinyurl.com/38b97ywz Further company coverage: GALP.LS (Gdansk Newsroom)
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US natgas slips to one-week low on lower demand outlook, storm impact

US natgas slips to one-week low on lower demand outlook, storm impact Aug 5 (Reuters) - U.S. natural gas futures fell more than 1% to a one-week low on Monday on forecasts for lower demand over the next two weeks, while traders assessed the potential impact from Hurricane Debby, which could lead to lower demand for the fuel. Front-month gas futures NGc1 for September delivery on the New York Mercantile Exchange were down 1.79 cents, or about 1%, to $1.95 per million British thermal units at 10:0
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Cheniere strikes 20 year LNG deal with Portugal's Galp Energia

Cheniere strikes 20 year LNG deal with Portugal's Galp Energia Aug 5 (Reuters) - Cheniere Energy LNG.N said on Monday it has agreed to supply 0.5 million tonnes per annum of liquefied natural gas to a subsidiary of Galp Energia GALP.LS for 20 years. Deliveries are expected to begin in the early 2030s, but are dependent on the approval for an additional liquefaction unit (Train Eight) for Cheniere's Sabine Pass Liquefaction Expansion Project.
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Galp Enters Into Agreement With Cheniere for U.S. LNG

BRIEF-Galp Enters Into Agreement With Cheniere for U.S. LNG Aug 5 (Reuters) - Galp Energia SGPS SA GALP.LS : SIGNS SPA WITH CHENIERE MARKETING FOR ACCESS TO U.S. LNG SPA INCLUDES 20-YEAR 0.5 MTPA DELIVERY CONTINGENT TO FID OF SECOND TRAIN OF SABINE PASS LIQUEFACTION EXPANSION PROJECT, NOW UNDER DEVELOPMENT AGREEMENT ALSO INCLUDES ACCESS TO LIMITED
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Power Up: All eyes on Namibia

Power Up: All eyes on Namibia Power Up is published on Mondays and Thursdays. Think your friend or colleague should know about us? Forward this newsletter to them. They can also subscribe here . July 29 - By Liz Hampton U.S. Energy Markets Editor Hello Power Up readers! Today we're going to take a look at new oilfields off the coast of the southwest African nation Namibia.
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TotalEnergies says will quit South African offshore gas block

TotalEnergies says will quit South African offshore gas block CAPE TOWN, July 29 (Reuters) - French oil major TotalEnergies TTEF.PA said on Monday it would withdraw from an offshore natural gas block off South Africa's southern coast because developing the finds commercially would be too difficult. Earlier this month, TotalEnergies had signalled its intention to withdraw from Block 11B/12B, dealing a blow to South Africa's efforts to become energy independent by developing its largest offshore g
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Petrobras bids for Galp's oil field in Namibia, seeking opportunity abroad

EXCLUSIVE-Petrobras bids for Galp's oil field in Namibia, seeking opportunity abroad Recasts headline, adds quotes in paragraphs 3 and 7, and context By Marta Nogueira ARACAJU, Brazil, July 26 (Reuters) - Brazil's state-run oil firm Petrobras PETR4.SA has made a non-binding offer to buy a major stake in Galp Energia's GALP.LS huge offshore oil discovery in Namibia, Petrobras exploration and production director Sylvia dos Anjos told Reuters on Friday.
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Petrobras bids to operate Galp's Mopane oil field in Namibia

EXCLUSIVE-Petrobras bids to operate Galp's Mopane oil field in Namibia Adds context and quote By Marta Nogueira ARACAJU, Brazil, July 26 (Reuters) - Brazil's state-run oil firm Petrobras PETR4.SA has made a non-binding offer to buy a major stake in Galp Energia's GALP.LS huge oil offshore discovery in Namibia , Petrobras Exploration and Production Director Sylvia dos Anjos told Reuters on Friday.
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