Piper Sandler raises Chevron (CVX.N) price target to $243 from $207.

港股芯片股午後回升，天數智芯(09903.HK)漲超8%，ASMPT(00522.HK)、華虹宏力(01347.HK)、地平線機器人(09660.HK)、英諾賽科(02577.HK)等個股跟漲。

About 90,000 tonnes of South Korean diesel will sail to Northwest Europe this month aboard the tanker "Priamos", likely bound for the UK or Rotterdam, in a trade arranged by Toke Group. The vessel will travel over 12,000 miles (≈19,000 km), probably via the Suez Canal. The unusually long voyage reflects tight global diesel supply after Middle East tensions and the Russia–Ukraine war, and limited European refining capacity with heavy reliance on imports. Europe-Asia diesel spreads have widened sharply, making the long arbitrage viable; broker PVM says the spread has reached the largest level on record since 2023 data began.