By Aisha Nkemdirim
Covers oil, gas, metals, the energy transition and the commodities driving inflation.
FirstEnergy Q3 earnings seen rising on grid spending, rate changes
Bank of America expects FirstEnergy's third-quarter earnings to get a boost from grid investment and new rates, forecasting $0.90 per share.
Dangote Refinery's $4.73B Profit Fuels Africa's Biggest IPO Push
Dangote Petroleum Refinery swung to a $4.73 billion profit in the first nine months of 2026, a dramatic turnaround it's using to pitch what
Brent options volume hits record 28M as crude swings $40
A record 28 million Brent options contracts traded in Q3 as crude swung between $70 and $110 a barrel. The surge signals heavy hedging and c
BP's $3-4.5B write-down clouds FTSE 100's modest gains
FTSE 100 futures rose 0.4% despite BP warning of $3-4.5B in third-quarter impairments. The write-downs signal lower expected cash flows from
Helmerich & Payne bets on rig automation beyond Exxon as RBC sees more FlexRobotics deals
RBC Capital Markets sees room for more Exxon FlexRobotics deployments at Helmerich & Payne, signaling automation could become standard. The
Trafigura's $2B lithium deal with EnergyX backs DLE scale-up
Trafigura has signed a $2 billion, 10-year deal to buy 100,000 metric tons of lithium from EnergyX's planned direct extraction projects. The
Nordex's global order book grows as Turkey and US offset Germany
Nordex booked 2,810 MW of turbine orders in Q3, up 30% from a year ago, with growth driven by Turkey and a steadier US recovery. The company
RBC sees Viper Energy beating Q3 output target after Diamondback drop-down
RBC Capital Markets thinks Viper Energy could beat its own third-quarter production target after an early asset drop-down from Diamondback E
APA's Q3 Looks Steady, Bigger Buybacks Expected in Q4
RBC Capital Markets expects APA Corporation's third quarter to come in steady, with solid oil and gas prices. The bank also sees bigger shar
Shell buys 30% stake in Equinor's Bay du Nord as M&A activity picks up
Shell agreed to buy a 30% stake in Equinor's Bay du Nord offshore oil project in Canada, one of several deals announced Friday. The move hig
Berenberg lifts BP price target on stronger gas trading outlook
Berenberg lifted its BP price target to £6.50 from £6.05, expecting third-quarter profit to beat consensus. The bank sees gas trading gains
Tight European gas market could boost TotalEnergies' Q3 earnings
Europe's low gas inventories could lift TotalEnergies' third-quarter earnings, according to Berenberg. The bank sees stronger LNG, refining,