SPT Energy Group Signals Interim Profit on Overseas Growth and Cost Controls
Huayou Energy (HKEX: 1251) issues profit alert: expects interim net profit not to exceed RMB 8 million, achieving a return to profitability
Gelonghui, July 31 — Huayou Energy (01251.HK) announced that for the six months ended June 30, 2026, the Company expects to return to profitability, recording a profit attributable to owners of the Company of no more than RMB 8 million, compared to a loss attributable to owners of the Company of approximately RMB 47.9 million for the same period last year. The Board attributes this improvement primarily to: (1) the continued optimization of the Group’s overseas market presence and steady growth in overseas project workload during the period; and (2) the significant effectiveness of the Group’s ongoing cost-control measures, which have enhanced project profitability.
SPT ENERGY: POSITIVE PROFIT ALERT
The rebound in Hormuz shipping amid adverse conditions fails to mask the security premium, as global oil and gas trade enters an 'escorted era.'
U.S. military escorts have opened energy shipping routes, but tanker daily charter rates are approaching $500,000. Despite ongoing hostilities in the Middle East, shipping traffic through the Strait of Hormuz has increased in recent days, with the United States stating that its navy has escorted several tankers through the waterway. According to data from market intelligence firm Kpler, a total of 14 cargo vessels traversed the Strait of Hormuz in both directions on Wednesday, and one additional very large crude carrier (VLCC) has been booked to load cargo at a Persian Gulf port.
Beware of tail risks from geopolitical conflicts; institutions have outlined two red lines amid U.S.-Iran tensions: direct involvement of U.S. ground troops and closure of the Bab el-Mandeb Strait.
Research institutions recently advised investors to closely monitor two 'red lines' regarding the Middle East situation to determine when to reduce equity portfolio risk—specifically, by cutting equity positions and lowering risk exposure.
“Revenge mode activated”? U.S. military strikes Iranian military facilities for the 13th consecutive night
U.S. military engagements continue, ceasefire mediation efforts have reached an impasse, and the conflict keeps spilling over beyond its original borders. As the conflict enters its fifth month, escalating U.S. military expenditure combined with rising domestic anti-war sentiment has placed mounting political pressure on the Trump administration.
Oil prices could rise by $8 for every additional month of delay! JPMorgan: Brent crude may reach $114 in three months
According to JPMorgan's estimates, if the Middle East conflict persists for one month, Brent crude oil prices are expected to average around $94 per barrel for the month; if it extends to three months, prices could rise to $114 per barrel. Each additional month of supply disruption could push the monthly average price up by $7 to $8. Global supply elasticity has diminished and buffer capacity has narrowed. Although weak demand has temporarily mitigated the impact, prolonged supply disruptions would significantly heighten upside risks to oil prices.
As the July FOMC meeting approaches, market expectations are diverging, and elevated oil prices are heightening uncertainty around the Federal Reserve's rate hike path.
Wall Street traders currently estimate that the probability of the Federal Reserve raising interest rates by 25 basis points at its July 29 meeting is approximately 30%, while the probability of holding rates steady is around 70%.
U.S. Secretary of State Rubio: The United States remains willing to engage in negotiations on the Iran issue.
U.S. Secretary of State Marco Rubio said on Wednesday that the United States remains willing to resolve the Iran issue through negotiations, but Tehran has shown a lack of sincerity toward dialogue. Meanwhile, escalating conflicts have disrupted two of the world’s most critical energy transit chokepoints.
International oil prices dropped sharply in the short term! Reports: Mediators between the U.S. and Iran have proposed that both sides halt military strikes for 10 days.
The situation between the U.S. and Iran has once again entered a complex phase characterized by concurrent diplomatic and military developments. On July 20, Iran confirmed it had received a ceasefire proposal led by Qatar, which called for a 10-day truce between the two sides. However, on the same day, the Iranian president stated that the country was in a state of 'total war.' Meanwhile, military operations continued unabated: U.S. forces carried out airstrikes against targets inside Iran for the ninth consecutive night, while Iran’s Islamic Revolutionary Guard Corps launched drone attacks on U.S. military bases in Kuwait.
U.S. officials stated that 'a U.S. military base in Jordan was attacked four times in five days, resulting in the deaths of two American service members,' while Iran's Supreme Leader emphasized that the United States would be given a 'lesson it would neve
According to U.S. sources on July 18, several U.S. officials stated that Iran has launched four attacks over the past five days against U.S. military bases in Jordan, resulting in two American military personnel killed, dozens injured, and multiple helicopters damaged.
Tensions in the Middle East continue to escalate, with U.S. forces conducting airstrikes on Iran for the sixth consecutive night, and Tehran launching missile strikes against Gulf allies.
The U.S.-Iran military conflict entered its sixth night, with both sides continuing to exchange attacks, causing a sudden escalation in spillover effects and posing a severe risk of disruption to global energy supply chains.
Iran is reported to be planning to open a front at the Strait of Mandeb, with Houthi forces already deploying missile-equipped drones on standby.
According to three sources who spoke to Reuters on Thursday, Iran has asked Yemen's Houthi militants to prepare to shut down the Red Sea oil shipping route under specific conditions: if the United States attacks Iran's power infrastructure, the Houthis would take action at the Bab el-Mandeb Strait. This arrangement has been discussed within Iran's top leadership bodies and has already been communicated to the Houthi group.
The U.S. military stated it carried out a 90-minute strike against Iran.
On the 15th, U.S. Central Command posted a statement on social media announcing that U.S. forces completed a 'morning strike' against Iran at 7:30 a.m. Eastern Time on the 15th (7:30 p.m. Beijing Time).
Iran Can Afford to Wait, Trump Cannot: A Strait of Hormuz Endurance Contest Under the Shadow of Midterm Elections
The extraordinary significance of this round of conflict lies in its potential to determine who controls the Strait of Hormuz.
Escalating tensions between the U.S. and Iran? Trump reportedly held a meeting in the White House Situation Room to discuss a 'devastating strike' against Iran.
Latest reports indicate that the United States may launch a larger-scale strike against Iran next.
Trump claimed control over the Strait of Hormuz, prompting Iran to warn that conflict would spread across the entire region.
Tensions between the United States and Iran over control of the Strait of Hormuz have escalated sharply, prompting heightened market concerns about the security of this critical global oil transit corridor.
The U.S. and Iran's 'fighting while negotiating'—markets haven't yet figured out how to trade it.
The issue facing the market is: are you trading a war or trading a game of strategy?
Tensions between the U.S. and Iran escalated, prompting Trump to switch Air Force One mid-trip during his return from the NATO summit after Israel informed the U.S. of a new Iranian plot to assassinate Trump.
At the sensitive moment of renewed hostilities between the U.S. and Iran, Trump abruptly switched presidential aircraft during his attendance at a NATO summit—an unusual move prompted by critical intelligence from Israel indicating that Iran was plotting a new assassination attempt against Trump.
Military tensions have escalated sharply, with both countries adopting firm stances, putting the U.S.-Iran Memorandum of Understanding at risk.
“In my view, it’s over,” U.S. President Trump said on May 8 in Ankara, Turkey, during the NATO summit, when asked about the memorandum of understanding with Iran.