Energy & Commodities
Oil, gas, metals and the energy transition driving inflation and markets.
RBC Raises TotalEnergies Cash Flow Forecast on Working Capital Boost
RBC Capital Markets raised its cash flow forecast for TotalEnergies to $12.3 billion, saying a working capital release could push gearing be
Oil Prices Slip as IEA Diesel Release and Possible Sanctions Easing Offset Red Sea Risks
Oil prices pulled back Friday as the IEA announced a diesel release and the US considered easing restrictions on some shadow fleet tankers.
PLS Group Bets A$1.9 Billion on Lithium Expansion at Pilgangoora
PLS Group has approved a A$1.9 billion expansion of its Pilgangoora lithium mine in Western Australia. The project will lift output to nearl
PLS Group Approves AU$1.9 Billion Lithium Expansion in Western Australia
PLS Group has approved a AU$1.9 billion expansion at its Pilbara lithium operation, aiming to lift spodumene concentrate capacity to about 2
Antofagasta's Centinela Mine Strike Talks Stall Again
Unions at Antofagasta's Centinela copper mine say mediation failed to close pay gaps, raising the risk of a supply disruption. The company m
Oil benchmarks diverge, but energy stocks keep climbing
Oil prices moved in opposite directions on Tuesday, but energy stocks kept climbing. TotalEnergies guided to higher third-quarter output, wh
TotalEnergies Q3 profit to jump as Hormuz disruptions lift refining margins
TotalEnergies expects a big jump in third-quarter profit after disruptions around the Strait of Hormuz tightened oil supply and lifted refin
Channel Infrastructure fuel volumes dip as BP storage deal looms
Channel Infrastructure reported lower third-quarter fuel volumes, but a new 15-year storage agreement with BP is set to bring in about NZ$13
Oil Prices Rise as Houthi Threats Rattle Markets, IEA Cuts Demand Outlook
Oil prices edged higher after Houthi rebels vowed to keep attacking Saudi oil facilities, even as the IEA trimmed its demand outlook. WTI ro
Ovintiv's Permian efficiency gains win RBC's confidence
RBC sees Ovintiv's Permian output running 3% above plan, helped by AI and remote operations that slow decline rates. That supports a $3.2 bi
RBC Sees Kinetik Beating Q3 Profit Target as Volumes Recover
RBC Capital Markets thinks Kinetik will beat its own third-quarter profit target, forecasting $274 million in adjusted EBITDA. The bank poin
Morgan Stanley: higher rates squeeze solar stocks into Q3 earnings
Morgan Stanley warns that higher interest rates are squeezing valuations for major solar names like NextEra, First Solar, and Enphase as Q3