At first glance, it looks like a contradiction — and the left is quick to call it a moral failure.   America is swimming in oil, yet President Donald Trump has moved to bring Venezuelan crude into U.S. refineries. If the United States is energy-independent, they ask, why buy oil from Venezuela at all? After years of sanctions and pressure on Caracas, isn’t this hypocrisy?  The answer is no. It’s strategy. And it starts with a basic fact too many commentators ignore: America has plenty of oil — just not alwa ...

Group 1 - Ramaco Resources (METC) has experienced a significant stock price increase, with a trough-to-peak move of over 800% this year, although it has given up some gains in October, still up around 74% year-to-date in 2025 [1][2] - The bullish narrative surrounding mining companies, particularly in the context of energy independence and rising electricity generation costs, supports Ramaco's position as a leading provider of metallurgic coal [3] - Ramaco's West Virginian coal operations are showing improving profitability, and the company has approved a $100 million share repurchase program, indicating strong future cash flow potential [5][6] Group 2 - The current consensus price target for METC stock among Wall Street analysts is $35.44, suggesting the potential for the stock to double in value over the next year [8]

I asked how low crude oil can prices fall in a November 6, 2025, Barchart article, where I concluded with the following: NYMEX crude oil’s price remains above the $55 support level in early November 2025. However, a break below support could trigger a sudden surge of technical sellers, overwhelming buyers, and causing a spike to $50 or lower. Considering the price action in 2020, $40 is not an unreasonable downside target.  Nearby NYMEX crude oil futures were trading at $60.65 per barrel on November 4, a ...

Core Viewpoint - Eos Energy Enterprises, Inc. is participating in the World Economic Forum Annual Meeting 2026, highlighting its role in advancing energy resilience and security amid rising global energy demands [1][2]. Company Overview - Eos is an American energy company specializing in zinc-based battery energy storage systems (BESS), focusing on safety, flexibility, and durability [3][6]. - The company's innovative Znyth™ technology offers a non-flammable and stable alternative to conventional lithium-ion technology, suitable for various applications including utility-scale and microgrid energy storage [6]. Manufacturing and Deployment Strategy - Eos has developed a manufacturing model designed for global replication, allowing for faster deployment without straining local resources [4]. - The company emphasizes the importance of scalable solutions that can be built and deployed rapidly to meet increasing energy demands [4][5]. Engagement at WEF - At the WEF Annual Meeting, Eos aims to engage with global leaders on strengthening energy systems in response to economic and technological changes, leveraging its operational experience and manufacturing discipline [5].

All right, everyone. Welcome to the broadcast part 19 where um Bitcoin culture meets business and finance. We catch up on news, tweets, videos, charts, trends, and any other Bitcoin related content that stood out to us in the past two weeks. And I do that together with Michael and Brian. Welcome back, guys. >> Good to be back. How you doing? >> Good. I mean, before we uh started recording, you said '9s the '9s feel good, right? I feel like >> better than the 80s is how I phrase it, >> right? Yeah. Well, I I ...

Core Insights - Plug Power Inc. is actively engaging with the financial community by participating in two investor conferences in New York this week, highlighting its commitment to investor relations [1][2] Company Overview - Plug Power is a leader in the hydrogen economy, providing a fully integrated ecosystem that includes production, storage, delivery, and power generation [3] - The company offers a range of products such as electrolyzers, liquid hydrogen, fuel cell systems, storage tanks, and fueling infrastructure, targeting industries like material handling and energy producers [3] Industry Position - Plug Power has deployed electrolyzers across five continents and is a leader in hydrogen production, with over 72,000 fuel cell systems and 285 fueling stations in operation [4] - The company is the largest user of liquid hydrogen and is expanding its generation network to ensure a reliable domestic supply, with operational hydrogen plants in Georgia, Tennessee, and Louisiana capable of producing 39 tons per day [4] Clientele and Partnerships - Plug Power serves major global companies including Walmart, Amazon, Home Depot, BMW, and BP, showcasing its significant role in the industry [5]

Core Insights - Amentum Holdings (AMTM) is gaining attention due to its significant role in the nuclear energy sector, managing nearly 90% of America's nuclear infrastructure for the Department of Energy [1][4] - The company's stock price increased by 17% following a positive note from Citron Research, which highlighted its importance to national security [1][2] - Amentum's alignment with government priorities on energy independence and military modernization is expected to drive future growth [2][3] Company Performance - Amentum Holdings has a market capitalization of $5.3 billion, with its stock trading at $24.99 as of November 21, reflecting an 18% year-to-date gain [4] - The company's forward price-to-earnings ratio is 10.97x, significantly lower than the sector median of 19.86x, indicating a potential undervaluation [5] - Amentum reported $3.6 billion in revenues for the latest quarter, marking a 2% increase on a pro forma basis, with a net income of $10 million and adjusted EBITDA of $274 million [6][7] Financial Metrics - The diluted earnings per share for Amentum stands at $0.04, while the adjusted diluted earnings per share is reported at $0.56, highlighting the company's operational leverage [6][7] - The price-to-sales ratio is 0.47x compared to the sector median of 1.68x, further emphasizing the company's attractive valuation relative to its peers [5]

Core Insights - Alaska LNG has formed a strategic alliance with Baker Hughes to advance the Alaska LNG Project, with Baker Hughes supplying key equipment and making a strategic investment [1][2] - The project aims to enhance U.S. energy security and independence while providing lower-carbon natural gas to the global market [2][3] Company Developments - Glenfarne has been selected as the lead developer of the Alaska LNG Project and has secured preliminary commercial commitments for 11 million tonnes per annum (MTPA) of LNG from buyers in Japan, Korea, Taiwan, and Thailand [4] - The project is being developed in two phases, with Phase One focusing on a pipeline to transport natural gas for domestic needs, and Phase Two adding LNG terminal infrastructure for 20 MTPA export capability [3][4] Industry Context - The partnership between Glenfarne and Baker Hughes is seen as a significant step towards achieving national and state energy objectives, reinforcing the importance of American LNG as a strategic asset [2][3] - The total permitted North American LNG portfolio of Glenfarne amounts to 32.8 MTPA across various projects, indicating a strong position in the LNG market [5][7]

Core Viewpoint - Sunrun Inc. reported mixed third-quarter earnings, with a significant miss on earnings per share but a strong revenue performance, leading to a decline in stock price [1][2]. Financial Performance - Quarterly earnings were reported at six cents per share, missing the consensus estimate of 15 cents by 59.73% [2]. - Quarterly revenue reached $724.55 million, exceeding the Street estimate of $602.02 million and increasing from $537.17 million in the same period last year [2]. Strategic Focus and Growth - The CEO of Sunrun, Mary Powell, emphasized the company's strategic focus on enabling energy independence for Americans, which is yielding strong results [3]. - Customer additions with storage grew by 20% compared to the prior-year period, indicating robust demand [4]. - The storage attachment rate increased to 70% in the third quarter, up from 60% in the prior-year period [4]. Operational Metrics - Sunrun has installed over 217,000 storage and solar systems, representing approximately 3.7 Gigawatt hours of networked storage capacity [4].

Core Insights - Plug Power Inc. will announce its third quarter results for 2025 on November 10, 2025 [1] Company Overview - Plug Power is a leader in the hydrogen economy, providing a fully integrated ecosystem that includes production, storage, delivery, and power generation [4] - The company offers a range of products such as electrolyzers, liquid hydrogen, fuel cell systems, storage tanks, and fueling infrastructure, targeting industries like material handling and energy production [4] Production and Capacity - Plug Power has deployed over 72,000 fuel cell systems and 275 fueling stations, making it the largest user of liquid hydrogen [5] - The company operates plants in Georgia, Tennessee, and Louisiana, with a total production capacity of 40 tons per day [5] Clientele and Partnerships - Plug Power supports major global companies including Walmart, Amazon, Home Depot, BMW, and BP [6]