Energy & Commodities
Oil, gas, metals and the energy transition driving inflation and markets.
G7 to Release 100 Million Barrels of Oil and Diesel as US Jobs Data Disappoints
The G7 announced a 100-million-barrel release of oil and diesel to ease energy price swings, while a disappointing September jobs report low
Natural Gas Edges Higher as Cove Point LNG Plant Nears Restart
November natural gas futures settled at $3.035 per mmBtu, the highest since late September, as production dipped and Cove Point LNG looked s
UBS Initiates Helmerich & Payne, Sees Margin Gains From Tight Super-Spec Rig Market
UBS has initiated coverage of Helmerich & Payne, arguing the US land driller can improve margins even without a rebound in rig activity. Tig
G7 to release 100 million barrels of diesel and oil reserves as crude slips
The G7 has agreed to release 100 million barrels of diesel and other oil reserves through the IEA over the next four months. The move aims t
Orion's US uranium plan offers big upside but carries execution risks
RBC initiated coverage on Orion, highlighting its plan to build a US-focused uranium supply chain. The strategy offers leverage to uranium p
US natural gas slips as mild forecasts cool demand, 2027 spread hits record low
US natural gas prices slipped as milder weather forecasts trimmed demand expectations, with Henry Hub futures near a one-week low. The March
Oil drops 4% as energy stocks slide; LNG deal shows long-term confidence
Oil prices tumbled 4% on Friday, with WTI falling to $89.15 a barrel, and energy stocks followed suit. Despite the selloff, ConocoPhillips a
Alibaba in early talks with Solaria to power Spanish data center with renewables
Alibaba is in early talks with Spanish renewable developer Solaria about powering a possible data center in Spain. The deal would help Aliba
Italgas pays €120M for 22.5% stake in Portugal's Floene
Italgas, Italy's largest gas distributor, is paying about €120 million for a 22.5% stake in Portugal's Floene. The deal values the network o
Australia lifts resource export revenue outlook to AU$422b by 2027, flags Middle East risk
Australia's government has upgraded its resource and energy export earnings forecast to AU$422 billion by fiscal 2027, up from an earlier es
Oil Price Jump Sets Up Rebound for Australian Shares
Brent crude jumped more than $4 a barrel after fresh Middle East troop movements and a pause in China's fuel exports. The move could lift Au
Nuclear stocks dip on rate fears, but long-term case holds
Nuclear stocks and ETFs lost ground last month even as uranium prices stayed firm. The culprit: rising bond yields, which hit long-duration