Energy & Commodities
Oil, gas, metals and the energy transition driving inflation and markets.
Malaysia's Palm Oil Stockpiles Hit Record June High on Rebounding Production and Imports
Malaysia's palm oil stockpiles hit a record June high of 2.54 million tons, up 4.78% from May. Production rebounded 8.08% and imports more t
Amplitude Energy Hits Record Output but Gas Policy Clouds Outlook
Amplitude Energy set a production record at its Orbost plant, but weak spot gas prices and a proposed domestic reservation scheme are weighi
Oil Prices Slide as US Strikes on Iranian Targets Ease Strait of Hormuz Fears
Oil prices fell as US strikes on Iranian targets near the Strait of Hormuz eased fears of an immediate threat to shipping. WTI slipped to $7
UBS Boosts Chevron Q2 Profit Forecast on Higher Oil Prices and Stronger Refining Margins
UBS has lifted its second-quarter earnings forecast for Chevron to $5.70 per share, well above the analyst consensus of $5.02. The bank poin
E3 Lithium Secures UK Refining Path for Battery-Grade Lithium Hydroxide
E3 Lithium has signed a non-binding agreement with Tees Valley Lithium to refine up to 50,000 tonnes of lithium hydroxide over 10 years. The
UBS Warns Storms and Mild Weather Could Dent CMS Energy's Q2 Earnings
UBS expects CMS Energy's second-quarter earnings to be hit by April storm restoration costs and milder weather, forecasting EPS of $0.36. Th
CFTC Blocks CME's 24/7 Oil Futures Plan, Citing Need for Review
US derivatives regulator the CFTC has halted CME Group's plan for a 24/7 crude oil futures contract. The agency will review whether the prod
Energy Transfer Faces Seasonal Q2 Dip as UBS Eyes $4.45B EBITDA, Long-Term Export Boost
Energy Transfer heads into its August 4th earnings report with UBS forecasting a seasonal dip in Q2 EBITDA to $4.45 billion. The pipeline gi
Natural Gas Futures Dip to $3.16 as Traders Eye Smaller-Than-Usual Storage Build
US natural gas futures fell to $3.16 per million British thermal units as traders awaited the EIA's weekly storage report, expected to show
AI Data Center Boom Reshapes Clean Tech: Morgan Stanley Favors Grid Gear Over Solar
Morgan Stanley says AI-driven data center electricity demand is reshaping clean-tech order books. Suppliers of grid gear, storage, and onsit
Anfield Energy Expands Colorado Uranium Footprint with Royalty-Free Lease
Anfield Energy's Highbury Resources unit has leased the Slick Rock and Paradox D claims in Colorado, adding to its uranium projects without
Berenberg: Shell's Strong Q2 Cash Flow Could Boost Buybacks to $3.5 Billion
Berenberg analysts see Shell's Q2 cash flow as unusually strong, potentially reviving bigger buybacks. The bank keeps a buy rating and sees