石油股市场表现 - 石油股普遍上涨，其中Phillips 66、马拉松原油、瓦莱罗能源股价均上涨近4%，并创下历史新高 [1] - 埃克森美孚股价上涨超过2%，西方石油股价上涨超过1% [1] 原油期货价格变动 - WTI原油期货价格大幅上涨超过3%，报收于73.59美元/桶 [1] - 布伦特原油期货价格同样上涨超过3%，报收于78.38美元/桶 [1] 地缘政治事件 - 伊朗外交部表示，同美国的谅解备忘录“无疑已进入危机阶段” [1] - 伊朗电视台报道，由于美军违反谅解备忘录，霍尔木兹海峡仍处于关闭状态 [1] - 关闭霍尔木兹海峡的目的是根据伊斯兰堡谅解备忘录，确立伊朗对该海峡的主权 [1]

J P M O R G A N North America Equity Research 13 July 2026 See page 8 for analyst certification and important disclosures. Neutral MPC, MPC US Price (10 Jul 26):$283.74 ▲Price Target (Dec-26):$300.00 Prior (Dec-26):$257.00 Oil & Gas Exploration & Production Arun Jayaram AC (1-212) 622-8541 Marathon Petroleum 2Q26 Earnings Preview JPM View. We forecast a strong 2Q EPS beat for MPC, with our $15.55 per share estimate well above the STe at $13.49. In Refining, we estimate pre-tax earnings of $5,446 MM, which c ...

J P M O R G A N North America Equity Research 13 July 2026 Refining Weekly Key Refining Data for the Week Ending July 10 In this weekly note, we include charts and tables that highlight key refining metrics, including crack spreads, crude and product differentials, and regional inventory levels. Please contact us for any of the underlying data. Recap of this week's research: Figure 1: Stock Performance Summary | % returns | | --- | | | | | | | | Since Post | | --- | --- | --- | --- | --- | --- | --- | | | | ...

July 13, 2026 04:01 AM GMT Marathon Petroleum Corp | North America 2Q26 Estimate Revisions MPC's blended crack more than doubled Q/Q, while volumes rebound post heavy maintenance, driving strong Refining results. Midstream higher Q/Q due to absence of 1Q impacts (winter storm, derivatives). Renewable Diesel benefits from stronger margins & volumes. MSe 2Q EPS of $13.96 vs cons. of $12.81. Key takeaways by segment: M Update Morgan Stanley & Co. LLC Joe Laetsch, CFA Equity Analyst Joe.Laetsch@morganstanley.co ...