By Aisha Nkemdirim
Covers oil, gas, metals, the energy transition and the commodities driving inflation.
Rhine river drought threatens Europe's supply chains as water levels drop
Europe's industrial artery, the Rhine river, is nearing critically low water levels due to extreme drought. Barges now carry just 800 tons v
Nordex nearly doubles Q2 profit but holds steady on full-year outlook
Wind turbine maker Nordex posted a strong second quarter, with EBITDA nearly doubling to €224 million, beating its own analyst consensus. Ho
FirstEnergy profit rises as data center demand surges 30% since Q1
FirstEnergy's second-quarter profit rose as data center demand in its territory surged 30% since the first quarter. Adjusted earnings per sh
US natural gas futures hit near three-month low on record output and mild weather
US natural gas futures sank to their lowest since late April as record output and milder weather forecasts cooled demand expectations. LNG e
CMS Energy shifts focus to regulated grid, scales back unregulated renewables
CMS Energy is restructuring its NorthStar Clean Energy unit to focus on regulated grid spending, moving away from unregulated renewable deve
HF Sinclair beats Q2 estimates, plans to spin off lubricants unit
HF Sinclair beat profit estimates in the second quarter and plans to spin off its lubricants and specialties unit into a standalone public c
Berenberg cuts Centrica price target on weaker energy outlook and rising bad debts
Berenberg cut its price target on Centrica to £2 from £2.30 after the company's July 23 first-half update. The bank cited a weaker Centrica
Saipem cuts 2026 profit view after spending $70 million on Middle East security
Saipem lowered its 2026 earnings outlook after spending €70 million on security and logistics tied to the Middle East conflict. The Italian
RBC Sees SLB's Revenue Growth Accelerating to 10% by 2027 on Offshore and Middle East Demand
RBC Capital Markets sees oilfield-services giant SLB's growth drivers aligning by 2027, forecasting 10% revenue growth and significantly hig
Berenberg lifts Repsol target to €31 on strong refining margins and buybacks
Berenberg raised its price target on Repsol to €31 after the Spanish energy giant beat Q2 expectations and sped up share buybacks. Strong re
TotalEnergies gas trading could rebound in Q3 after $800 million LNG profit drop
TotalEnergies' LNG trading profit plunged $800 million in Q2, but Berenberg says gas prices have since rebounded. The bank trimmed its 2026-
RBC Sees Glencore Benefiting from Tighter Gas Markets and Volatility
RBC Capital Markets expects Glencore to benefit from tighter natural gas and LNG markets, which could boost its energy marketing earnings. T