By Aisha Nkemdirim
Covers oil, gas, metals, the energy transition and the commodities driving inflation.
Energy Stocks Rise Despite Oil Slip as Earnings Take Center Stage
Energy stocks rose even as oil prices slipped, as investors focused on earnings and sector activity. Vistra jumped 10% on a Q3 beat, while D
National Grid lifts 2027 spending target, easing supply chain fears
National Grid boosted its fiscal 2027 capital spending target and raised its earnings growth guidance. Bank of America says the upgrade sugg
Engie's outlook brightens as analysts lift profit forecasts
Analysts at AlphaValue/Baader Europe lifted their 2026-2027 earnings per share forecasts for Engie, pointing to strong momentum in its B2B s
Qantas raises fuel bill forecast by A$150 million, warns costs to persist
Qantas has raised its first-half fuel bill forecast by A$150 million to A$3.75 billion, saying higher jet-fuel costs are here to stay. The a
Oil tops $90 but energy stocks slide as Bloom Energy plunges 16%
Oil prices surged past $90 a barrel, but energy stocks headed the other way. The XLE fund fell 2.8% while Bloom Energy tumbled 16% after a W
Google's $17B Wyoming data center plan sends Bloom Energy shares down 16%
Google unveiled a $17 billion data center project in Wyoming powered by a 702-megawatt fuel-cell plant with carbon capture. Bloom Energy, th
DTE Energy sells DTE Vantage for $3B to focus on utilities
DTE Energy is selling its non-utility unit DTE Vantage for about $3 billion to fund $44 billion in grid and generation investments. The deal
TC Energy raises 2026 profit outlook, adds C$3B in gas projects
TC Energy raised its 2026 profit outlook and unveiled about C$3 billion in new natural-gas projects. The pipeline operator sees steady fee-b
AI chip boom drives demand for Europe's industrial gas suppliers
AI chip expansion is spilling into an unexpected corner of Europe's industry: the companies that supply chip factories with ultra-pure gases
Verbund's hydropower slump cuts core profit by nearly 30%
Verbund's nine-month core profit fell nearly 30% as record-low river flows reduced hydropower output. The company now expects full-year EBIT
Engie's grid business powers 35.7% jump in third-quarter earnings
Engie's third-quarter earnings jumped 35.7% thanks to stronger power and gas network revenue and a solid infrastructure quarter. The results
Oil plunges 9% as US midterms ease Iran escalation fears
Brent crude tumbled nearly 9% overnight as US midterm results led traders to bet on a lower risk of further Iran escalation. Bonds rallied a