Ukraine hit an important hub for Russia’s network of crude-export pipelines in the southern Krasnodar region. As a result of Ukrainian drone attack, a large fire broke out at a terminal in Tikhoretsk, where a major oil depot and a pumping station are located, according to a person familiar with the matter, who wasn’t authorized to speak publicly. The facility is owned by Transneft PJSC , Russia’s state-run oil-pipeline operator. Transneft didn’t respond to a Bloomberg request for a comment on whether export flows or supplies to domestic refineries have been affected. Russia’s regional emergency authorities in southern Krasnodar said a fire spread rapidly to cover 3,800 square meters at an oil depot in the suburbs of Tikhoretsk this morning. It didn’t give further details. The burning oil depot is located in the same area as the pumping station, according to satellite images from NASA’s Fire Information for Resource Management System. The strike is one of the latest in a flurry of Ukrainian drone attacks on Russian oil and gas infrastructure this month as the Kremlin’s full-scale invasion entered its fifth year. Earlier on Thursday, Russian gas giant Gazprom PJSC reported new attacks on pumping stations that serve the TurkStream and Blue Stream pipelines. READ: Russia Repels Attacks on Gas Links With Turkey, Gazprom Says The oil pumping station in Tikhoretsk is a key facility for Russian supplies and exports, distributing crude received via four main pipelines toward the Black Sea ports of Novorossiysk and Tuapse. Any halt in Russian crude exports from those sea terminals would add further pressure on the global oil market amid the deepening conflict in the Middle East.

Denis Shevchuk/iStock via Getty Images On February 24th, 2026, ONEOK ( OKE ) reported full-year earnings for 2025 and provided guidance for 2026 which surprised the market because of its weakness. Adjusted EBITDA landed at $8,020MM for 2025 (including transaction costs of $65MM or $8,085MM without), and ONEOK’s 2026 guidance landed at $8100MM. The market was expecting closer to $8500 for 2026 given the rosy outlook outlined in early 2025 that ONEOK provided. The numbers were a bit hard to swallow given all the CAPEX spending and all the synergies that they listed. The bullish outlook for ONEOK is still intact, but the sobering numbers moved the stock one step closer to a hold. The energy markets, as usual, are anything but stable, making future predictions, well, unpredictable. Given the massive dislocations we’ve seen in the energy market due to the US-Israel-Iran war, we need to review the guidance for potential adjustments. As usual, let’s unpack the numbers and review the new data. ONEOK's 4 Divisions ONEOK has four reporting divisions: (1) Natural Gas Gathering and Processing (G&P) which includes gathering infrastructure and natural gas processing plants in several key basins—the Permian, the Barnett, the midcontinent region (Scoop and Stack areas and the larger Anadarko region), and the Rocky Mountain areas (including the Bakken, Williston, and Powder River). (2) Natural Gas Liquids (NGL) division includes their so-called Y-grade NGL transport pipelines that move natural gas liquids from processing plants (their own and others) to fractionation units in Conway, Mont Belvieu, and Louisiana. They own 1.2MMBbls/d of fractionation capacity to split natural gas liquids into so-called purity products (ethane, propane, butane, and natural gasoline), which are then sold to markets in the US and moved to the water for export. (3) Their sprawling Refined Products and Crude (RPC) division blends, stores, and transports refined products like gasoline, diesel, jet fuel, an...

格隆汇3月12日｜卡塔尔内政部：已发布高等级导弹安全威胁。

两只小狗，生日只差一个月，一只长在加拿大，一只生在南非，认识了不到几周，竟然就相约一起离开它们心爱的家和爱它们的家人，结伴去了天堂 小T和柯塔。 这两张照片是本故事的主人公。第一张的小可爱叫垂克斯（Trixie），简称小T；第二张是我家宝贝柯塔（Cotta）（参见： 柯塔和莉莉: 从同事变家人｜爱宠 ）。 小T的主人是我目前居住的加拿大退休社区的邻居诺琳（Noreen）。刚搬来的某天，我站在后院共用草坪上盯着脚边放风的柯塔。诺琳恰好路过，主动打招呼，并说隔壁二楼是她住的单元。我抬头望去，发现那个阳台栏杆后面居然有个小不点儿的狗狗，探头探脑地朝我们张望。我高兴得冲它又喊又叫，想让它下来一起玩。小不点毫不为我的热情打动，只关注了片刻我脚边低头找兔子啃过的草的柯塔，连主人在场似乎都没在意，就转身走了。直到又一天，诺琳抱着这个颇为清高的小家伙准备上车，被我快步拦截。此时，我听到小狗发出特别响的咕噜声，以为它在“发威”警告我别靠近。但仔细听来，那是跟我家柯塔非常类似的湿咳，即上了年纪的狗因心衰造成的肺部积液导致难以抑制的低声咳嗽。我忍不住要把它抱过来，安抚它，此时吃惊地发现，小T的脖子上围着一条三角形的“Therapy Dog”（理疗师犬）的标识，犹如导盲犬穿着的马甲。

格隆汇3月12日｜据市场消息，卡塔尔居民收到导弹威胁警报。

格隆汇3月12日｜伊朗革命卫队：“真实承诺-4”第41波行动将针对被占领土和该地区的美国目标。

Singapore is preparing to build its tallest public housing project yet with some blocks rising above 60 storeys in the historic Chinatown area, in a sign of the city state pushing for higher density in prime areas to meet demand. Such super-tall developments are unlikely to become the norm, according to analysts, who cite higher construction costs, site constraints and tighter regulations aimed at preventing centrally located flats from becoming speculative investments. Singapore would build the new project at the foot of Pearl’s Hill City Park, near Chinatown, Minister for National Development Chee Hong Tat told parliament last Thursday. Advertisement The development, which will begin “in the next few years”, will have about 1,700 units of two-, three- and four-room flats, along with more than 170 rental flats. Singapore’s flats built under the build-to-order (BTO) scheme in recent years can reach up to 40 storeys. Chee said the project formed part of efforts to build more public housing units “by intensifying land usage and building taller where possible”, adding that the government would look for more opportunities to build taller flats across Singapore. A new public housing development, which will be located at the foothills of Pearl’s Hill City Park, will be the first such project at Pearl’s Hill in over 40 years. Photo: Kolette Lim More super-high projects?

Magnetar Financial LLC boosted its stake in Astera Labs, Inc. (NASDAQ:ALAB - Free Report) by 106.2% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 28,506 shares of the company's stock after buying an additional 14,681 shares during the quarter. Magnetar Financial LLC's holdings in Astera Labs were worth $5,581,000 at the end of the most recent quarter. Get Astera Labs alerts: Sign Up A number of other institutional investors also recently modified their holdings of the stock. Silvant Capital Management LLC purchased a new position in shares of Astera Labs during the 3rd quarter valued at $2,200,000. Van ECK Associates Corp raised its holdings in shares of Astera Labs by 40.1% during the third quarter. Van ECK Associates Corp now owns 25,663 shares of the company's stock worth $5,025,000 after acquiring an additional 7,340 shares in the last quarter. Pinkerton Wealth LLC purchased a new stake in shares of Astera Labs during the third quarter worth $1,017,000. Vestcor Inc acquired a new stake in Astera Labs during the third quarter valued at $215,000. Finally, Swiss National Bank boosted its position in Astera Labs by 4.0% during the third quarter. Swiss National Bank now owns 257,600 shares of the company's stock valued at $50,438,000 after purchasing an additional 9,800 shares during the last quarter. Institutional investors and hedge funds own 60.47% of the company's stock. Insider Transactions at Astera Labs In other news, CEO Jitendra Mohan sold 94,971 shares of Astera Labs stock in a transaction that occurred on Tuesday, February 17th. The shares were sold at an average price of $123.81, for a total value of $11,758,359.51. Following the transaction, the chief executive officer owned 1,452,739 shares of the company's stock, valued at $179,863,615.59. This trade represents a 6.14% decrease in their ownership of the stock. The transaction was disclosed in a docume...

Franklin Resources Inc. raised its holdings in shares of Palantir Technologies Inc. (NASDAQ:PLTR - Free Report) by 19.3% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,815,547 shares of the company's stock after buying an additional 618,116 shares during the quarter. Franklin Resources Inc. owned about 0.16% of Palantir Technologies worth $696,032,000 as of its most recent SEC filing. Get Palantir Technologies alerts: Sign Up Other hedge funds have also modified their holdings of the company. Bare Financial Services Inc boosted its holdings in shares of Palantir Technologies by 54.5% during the 3rd quarter. Bare Financial Services Inc now owns 156 shares of the company's stock worth $28,000 after purchasing an additional 55 shares during the last quarter. Delos Wealth Advisors LLC acquired a new stake in shares of Palantir Technologies in the second quarter valued at approximately $29,000. Zeit Capital LLC purchased a new position in Palantir Technologies during the second quarter worth approximately $30,000. Financial Consulate Inc. acquired a new position in Palantir Technologies during the third quarter worth $30,000. Finally, MTM Investment Management LLC acquired a new position in Palantir Technologies during the second quarter worth $31,000. 45.65% of the stock is currently owned by institutional investors and hedge funds. Insider Transactions at Palantir Technologies In other Palantir Technologies news, insider Alexander C. Karp sold 493,025 shares of Palantir Technologies stock in a transaction dated Friday, February 20th. The stock was sold at an average price of $133.78, for a total value of $65,956,884.50. Following the completion of the transaction, the insider directly owned 6,432,258 shares of the company's stock, valued at $860,507,475.24. The trade was a 7.12% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which...

格隆汇3月12日｜据市场消息，韩国燃油价格上限将与国际油价挂钩。韩国将汽油价格上限设定为每升1724韩元。韩国将柴油价格上限设定为每升1713韩元。

Ashi Sae Yang/iStock via Getty Images Valuation discipline and sector allocation tilted exposure towards consumer staples, industrials and health care, supporting gains as software lagged. * Index performance is not illustrative of fund performance. U.S. equity markets experienced a notable divergence in February. An accelerating rotation out of mega-cap technology stocks and into more defensive and cyclical areas of the market drove starkly different outcomes across benchmarks. The S&P 500 declined 0.76% during the month, pulled lower by its heavy concentration in technology names, while the S&P 500 Equal Weight Index rose 3.55%, underscoring the breadth of participation outside of the largest constituents. The NASDAQ Composite fell more than 3%, reflecting the pronounced weakness among technology and software companies. Concerns around artificial intelligence disruption of traditional software business models intensified early in the month, triggering a multi-day selloff in enterprise software names that extended a pattern of weakness that had been building in recent months. Leadership came from sectors positioned away from the AI disruption narrative, with utilities, energy, materials, and consumer staples all gaining between 8% and 10%. The Morningstar Wide Moat Focus Index (the “Moat Index”) gained 2.13% in February, outperforming the S&P 500 by nearly 3 percentage points as the Index's equal-weighted, valuation-conscious approach proved well suited to the month's rotation away from mega-cap technology. Sector allocation was the overwhelming driver of relative performance, as the strategy's substantial overweights in consumer staples and industrials contributed meaningfully. The Moat Index's overweight to health care also provided a tailwind, while its underweight to information technology, which declined roughly 3.6%, was beneficial on a relative basis. Year-to-date through February, the Moat Index has gained 3.38%, leading the S&P 500's 0.68% return. The Morn...

格隆汇3月12日｜联合国难民署：自冲突开始以来，伊朗国内已有最多320万人流离失所。

格隆汇3月12日｜荷兰国际银行的Francesco Pesole在报告中表示，澳元面临下跌风险，因为市场对澳洲联储下周二再次加息的定价相当激进。在澳洲联储公布利率决议之前，如果股市表现出更强的韧性且油价维持高位，澳元兑美元AUD/USD可能升至0.72。“随后我们可能会看到‘卖事实’的回调，因为市场仓位已经相当激进，而且在高度不确定性之下，澳洲联储在进一步收紧政策问题上可能采取谨慎措辞。”

格隆汇3月12日｜亚翔集成公告，2025年营业收入49.07亿元，同比下降8.81%。净利润8.92亿元，同比增长40.30%。公司董事会研究，拟以2025年末总股本2.13亿股为基数向全体股东每10股派发现金红利16.5元（含税），分红总额为人民币3.52亿元，不送股，不转增股本，剩余未分配利润全部结转以后年度分配。

Admittedly, the outlook for Bitcoin (BTC +1.14%) looks grim right now. The world's most popular cryptocurrency is down 47% from its all-time high back in October, and is currently trading for just $67,000. That may be the case, but I'm predicting that Bitcoin will nearly double in value and regain the $125,000 price level by the end of the year. Here's why. Spot Bitcoin ETF inflows It all starts with spot Bitcoin ETF inflows. As long as institutional money is flowing into these ETFs on a regular basis, there is effectively a floor under the price of Bitcoin. And, while net outflows have been occurring in 2026, the picture is not nearly as dire as one might think. According to Coinglass, which tracks spot Bitcoin ETF inflows and outflows on a daily basis, there have been net inflows in 6 of the past 10 trading days. So it's not like institutional investors are abandoning Bitcoin as a unique diversifier for their portfolios. To some extent, this is the result of the outbreak of hostilities in the Middle East. Seemingly out of nowhere, Bitcoin is starting to regain its former narrative of being a potential safe haven asset. Long story short, global investors are panicking, and not sure where to put their money, other than into gold. So they are now turning to Bitcoin, which is sometimes referred to as "digital gold." Strategic Bitcoin Reserve And there's another huge catalyst that nobody is talking about right now: the Strategic Bitcoin Reserve. It was created almost exactly one year ago, but has not yet begun any active buying of Bitcoin. Instead, it is simply a receptacle for Bitcoin that the U.S. government has already seized or confiscated. But all that could change, the closer that we get to midterm elections. According to Cathie Wood of Ark Invest, Republicans could be tempted to pump up the price of Bitcoin if it will help their political prospects in November. After all, a price of Bitcoin of $100,000 or higher would do wonders to convince voters that the pro-c...

Key Points So far, Nvidia has been the biggest beneficiary of the surging demand for AI processing power. Big tech has spent hundreds of billions of dollars procuring Nvidia's GPUs over the last few years. As AI models scale and become more complex, a shortage of memory chips has become another bottleneck in the data center buildout. 10 stocks we like better than Micron Technology › In the realm of artificial intelligence (AI), semiconductor giant Nvidia (NASDAQ: NVDA) is the king. The company's chip architectures have evolved over the years from their original niche focus on graphics to their current role of supporting applications across the AI value chain. As next-generation use cases across robotics, autonomous systems, and agentic AI lead to the development of more complex models, the spotlight is now beginning to shift away from graphics processing units (GPUs) and similar AI accelerators, and turn toward another type of hardware that is also in short supply: memory solutions. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue » Micron Technology (NASDAQ: MU) is a leader in high-bandwidth memory (HBM) chips, placing it in an advantageous position amid the ongoing AI infrastructure buildout. Could Micron be the next Nvidia? Micron building with sign out front. Image source: Micron Technology. Memory solutions are becoming central to the AI ecosystem High-bandwidth memory chips are in heavy demand in new data centers, as they are capable of facilitating fast transfer of massive volumes of data among clusters of GPUs -- a key requirement for AI software. And they can do so at lower costs than legacy solutions. As more advanced AI architectures, such as Nvidia's Vera Rubin designs and Advanced Micro Devices' MI400 chips, come to market, the global HBM market is expected to triple from an estimated $3...

Franklin Resources Inc. decreased its position in Micron Technology, Inc. (NASDAQ:MU - Free Report) by 23.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 2,019,179 shares of the semiconductor manufacturer's stock after selling 615,765 shares during the quarter. Franklin Resources Inc. owned about 0.18% of Micron Technology worth $337,849,000 as of its most recent filing with the Securities and Exchange Commission. A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Orleans Capital Management Corp LA purchased a new position in Micron Technology during the second quarter worth about $256,000. iA Global Asset Management Inc. boosted its stake in Micron Technology by 18.7% in the 3rd quarter. iA Global Asset Management Inc. now owns 146,890 shares of the semiconductor manufacturer's stock worth $24,578,000 after buying an additional 23,117 shares during the last quarter. Cary Street Partners Financial LLC grew its holdings in Micron Technology by 25.0% in the 2nd quarter. Cary Street Partners Financial LLC now owns 26,132 shares of the semiconductor manufacturer's stock valued at $3,221,000 after buying an additional 5,233 shares during the period. Wealthspire Advisors LLC grew its holdings in Micron Technology by 27.8% in the 2nd quarter. Wealthspire Advisors LLC now owns 14,754 shares of the semiconductor manufacturer's stock valued at $1,818,000 after buying an additional 3,208 shares during the period. Finally, Wealthfront Advisers LLC increased its stake in shares of Micron Technology by 9.8% during the 3rd quarter. Wealthfront Advisers LLC now owns 95,396 shares of the semiconductor manufacturer's stock valued at $15,962,000 after acquiring an additional 8,489 shares during the last quarter. 80.84% of the stock is currently owned by hedge funds and other institutional investors. Get Micron Technology alerts: Sign Up Trending ...

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格隆汇3月12日｜高盛交易部门称，美股对冲基金的空头头寸已达近三年半新高，若伊朗战争结束，可能引发大规模空头回补，推动美股大幅上涨；数据显示，投机性投资者在个股上保持看涨头寸，同时通过做空ETF和股指期货构建对冲仓位，目前总风险敞口接近历史最高水平。

沙特和阿联酋启用输油管道绕开霍尔木兹海峡，缓解运输压力。 霍尔木兹海峡并非是海湾国家唯一的运油通道，目前沙特和阿联酋都在想办法突围。 沙特正在将波斯湾沿岸生产的原油，通过横跨全国的东西输油管道运到红海沿海装船出口，虽然大费周章，但避开了危险的霍尔木兹海峡。同时阿联酋也建有类似避开霍尔木兹海峡的输油管道。 伊朗“封闭”霍尔木兹海峡，实际上使得伊朗自身也难以出口原油。对此，复旦大学中东研究中心研究员邹志强向第一财经记者表示，伊朗正面临严峻的困境，目前关心的是生死存亡的问题，经济后果相对退居次要。伊朗目前的主要目标依然是对地区目标实施打击，向美国施加压力。 沙特突围 据新华社报道，英国海上贸易行动办公室12日说，一艘货船在霍尔木兹海峡附近被不明发射物击中，遭袭船只起火。类似新闻近期层出不穷，导致油轮大多不敢冒险穿越霍尔木兹海峡。 出口受阻导致储油罐逐步被填满，沙特已开始削减原油产量。同时，沙特境内最大的炼油厂拉斯塔努拉炼油厂3月2日遭到袭击后陷于停产，沙特的炼油能力也在下降。 不过对于波斯湾出现的突发状况，沙特并不是没有准备。在20世纪80年代初，两伊战争时期波斯湾石油出口就遭到过威胁，当时沙特就修建了全长约1200公里的输油管道，从东部油田起始，横贯沙漠和山地等复杂地形，最终抵达红海西岸的延布港。 沙特阿美公司总裁兼首席执行官（CEO）阿明·纳赛尔10日表示，沙特阿美最大持续日产能达到1200万桶，公司正最大限度利用东西输油管道维持供应。该管道运力接近每日700万桶，部分用于向沙特西部地区的延布炼厂供油，其余用于出口。 据市场人士估计，在700万桶日运量中，可供出口的有500万桶，其余200万桶供延布炼厂炼化使用。目前，沙特日均原油产量约1000万桶，其中约700万桶用于出口。如能打通延布运输渠道，虽不能彻底解决国际石油市场的供应问题，但可在一定程度上得以缓解该问题。 时下，一支由25艘油轮组成的船队已经驶往延布港，满载可以运输5000万桶原油。如果最终成功运载，将能够缓冲时下的供需失衡。 不过红海运输渠道也无法摆脱地缘政治的干扰。由于沙特原油的买家大多为亚洲国家，如考虑最短路程，需南下经过连接红海和亚丁湾的曼德海峡，这一带又易于受到也门胡塞武装的干扰，所以现在大多数油轮选择北上苏伊士运河，绕道好望角前往亚洲国家，这一路径耗费时间，无法迅速缓解亚洲国家的能源危机。 绕道...

India’s inflation accelerated in February before the conflict in the Middle East, putting pressure on policymakers as disruption to energy supplies push up prices of oil and gas. The consumer price index , which shifted to a new base with revised weights in January, rose 3.21 % from a year earlier, the Statistics Ministry said on Thursday. The reading was slightly higher than the 3.14% median estimate in a Bloomberg survey of economists, and compares with a revised 2.74% in January. Crude’s rise past $100 a barrel following the conflict in the Middle East — and the effective shutdown of the Strait of Hormuz — threatens to slow India’s growth and fuel inflation in the import-dependent economy. READ: India Cooking Gas Crunch Fuels Inflation Fear as Iran War Widens Before the Middle East crisis, the central bank had forecast inflation would remain around its 4% target through September. Governor Sanjay Malhotra has signaled rates will remain unchanged for an extended period. Economists do not expect shift unless the crisis is prolonged.