New Fortress Energy Inc. (NASDAQ: NFE) is a global energy infrastructure company founded to address energy poverty and accelerate the world's transition to reliable, affordable, and clean energy. The Company owns and operates natural gas and liquefied natural gas (LNG) infrastructure and an integrated fleet of ships and logistics assets to rapidly deliver turnkey energy solutions to global markets. Collectively, the Company's assets and operations reinforce global energy security, enable economic growth, en ...

Core Insights - Abaxx Technologies has completed full connectivity with Stellar Trading Systems, allowing global trading clients to access Abaxx's commodity futures contracts through Stellar's platforms [1][2] - The integration enhances access to Abaxx's suite of commodity futures contracts, including a physically-deliverable, USD-denominated gold futures contract in Singapore [3][4] - This partnership aims to expand the commercial ecosystem around Abaxx's growing suite of futures contracts and improve trading performance for institutions and brokers [4][7] Company Overview - Abaxx Technologies is focused on building smarter markets through better tools and technology, addressing challenges such as the energy transition [5][6] - The company is the majority shareholder of Abaxx Singapore Pte. Ltd., which owns Abaxx Exchange and Abaxx Clearing, and operates Abaxx Spot [6] - Abaxx Exchange provides critical market infrastructure for a low-carbon economy, offering centrally-cleared, physically-deliverable futures contracts in various commodities [7][8] Trading Infrastructure - Stellar Trading Systems offers low latency solutions that connect to Abaxx's commodity futures contracts, enhancing trading capabilities for firms already active in related markets [2][3] - The integration allows trading firms to extend their activities to Abaxx's futures benchmarks, leveraging Stellar's established infrastructure for trading battery materials and precious metals [3][4] - The collaboration aims to deliver a high-performance trading environment that meets the demands of speed, precision, and reliability for market participants [4]

What Trump’s policy pivot away from the energy transition means, and what happens if other leaders follow his example https://t.co/21tUjv1srz ...

Summary of Woodside Energy Group's 2025 Capital Markets Day Company Overview - **Company**: Woodside Energy Group (NYSE: WDS) - **Headquarters**: Australia - **Employees**: Over 4,500 globally - **Established**: More than 70 years ago - **2024 Performance**: Sold 204 million barrels of oil equivalent with an EBITDA margin of 70% [5][6] Strategic Direction - **Long-term Returns**: Focus on delivering long-term returns and maximizing operational performance [3][11] - **Growth Projects**: Significant projects include Louisiana LNG, Scarborough, and Beaumont New Ammonia, targeting a 50% increase in sales volumes to over 300 million barrels of oil equivalent by 2032 [7][20] - **Financial Goals**: Expected net operating cash flow of approximately $9 billion by 2032, representing over 6% compound annual growth rate [8][12] Key Business Activities - **LNG Operations**: Operating approximately 19 million tonnes per annum of LNG, with an additional 5 MTPA under construction at Pluto [6] - **International Oil Production**: Producing oil from the Gulf of Mexico and offshore Senegal, with a project in Mexico targeting 100,000 barrels per day [6] - **Lower Carbon Ammonia**: First production from Beaumont New Ammonia project targeted for late 2025 [6][29] Competitive Advantages - **Diversified Portfolio**: Low break-even price of $34 per barrel, operational excellence, and strong customer relationships [10][11] - **Reliability**: Achieved 100% reliability at Pluto LNG plant in Q3 2025 and over 98% in Senegal oil development [10][14] - **Financial Discipline**: Strong balance sheet and commitment to returning value to shareholders, with approximately $11 billion in dividends paid since 2022 [5][22] Market Dynamics - **Energy Demand**: Anticipated growth in LNG demand, particularly in Asia and Europe, driven by energy security and decarbonization goals [24][26] - **LNG Market Growth**: Global LNG demand grew by 65% from 2015 to 2024, with a forecasted 60% growth by 2035 [25] - **Regulatory Support**: Emerging regulations supporting lower carbon ammonia and other sustainable energy sources [30][31] Project Highlights - **Louisiana LNG**: Final investment decision made for three trains with a capacity of 16.5 million tonnes per annum, targeting first LNG in 2029 [17][19] - **Scarborough Energy Project**: Expected to produce up to 8 million tonnes of LNG per year, with first LNG cargo targeted for the second half of 2026 [51][55] - **Northwest Shelf Project**: Recent approval for ongoing operations beyond 2030, ensuring continued value delivery [49] Sustainability and Innovation - **Sustainability Focus**: Strong sustainability performance as a key driver for business, with objectives across health, safety, climate, and biodiversity [13][31] - **Technological Advancements**: Use of AI and real-time analytics to improve operational efficiency and reduce emissions [57][58] Financial Management - **Capital Management Framework**: Disciplined approach to capital allocation, maintaining an investment-grade credit rating and targeting a gearing ratio of 10%-20% [34][35] - **Dividend Policy**: Minimum payout of 50% of underlying profit, with an average annualized dividend yield of over 8% since 2022 [22][35] Conclusion - **Future Outlook**: Woodside is positioned for transformative growth through disciplined execution of its strategy, focusing on maximizing performance, delivering for stakeholders, and creating new opportunities in the energy sector [31][41]

Core Viewpoint - Woodside Energy is positioning itself to thrive during the energy transition by focusing on delivering affordable, reliable, and lower-carbon energy to meet rising global demand, aiming to create long-term shareholder value [1][2]. Financial Performance and Strategy - Woodside has generated approximately US$11 billion in dividends since 2022, showcasing its strong financial performance and commitment to returning value to shareholders [2]. - The company plans to achieve a net operating cash flow of around US$9 billion by the early 2030s, reflecting a compound annual growth rate of over 6% in sales and cash flow from 2024, with a pathway to a 50% increase in dividend per share by 2032 [4]. Growth Projects and Market Demand - Woodside's major growth projects include the Beaumont New Ammonia project, Scarborough Energy Project, offshore Mexico Trion field, and Louisiana LNG, all aimed at capitalizing on robust global demand for LNG, which is forecasted to grow by 60% by 2035 [5][6]. - The company is focused on maximizing performance from its existing assets while also delivering cash-generative projects to sustain and grow the business [3].

RT Bloomberg Live (@BloombergLive)LIVE: In the run-up to #COP30, @BloombergNEF brings together key voices to explore where the energy transition stands today. And don't miss COP30 President André Corrêa do Lago's conversation with @AkshatRathi ⏯️https://t.co/Z8uHRuYvsp ...

RT Bloomberg New Economy (@BBGNewEconomy)POLL: What will drive the next big leap in the energy transition? #BloombergNewEconomy📊https://t.co/Ed2uAXAtOf ...

Industry Overview - The Zacks Oil and Gas Integrated International industry includes companies involved in upstream, midstream, and downstream operations across various global regions [3] - Integrated energy firms are increasingly focusing on renewable energy to lower emissions and carbon intensity [3] Current Market Conditions - The U.S. Energy Information Administration (EIA) anticipates that rising oil inventories will negatively impact crude prices, leading to a challenging environment for exploration and production operations [1] - EIA projects the average spot price for West Texas Intermediate crude to be $65 per barrel in 2025 and $48.50 per barrel in 2026, significantly lower than $76.60 per barrel in 2024 [4] Production and Financial Trends - A slowdown in oil production growth is affecting upstream businesses, as companies prioritize returning capital to shareholders over expanding production [5] - The demand for renewable energy is increasing, which may lead to a decline in the demand for fossil fuel products, adversely impacting integrated energy firms [6] Industry Performance - The Zacks Oil and Gas Integrated International industry has a Zacks Industry Rank of 220, placing it in the bottom 9% of over 250 Zacks industries, indicating bearish prospects [7][8] - Over the past year, the industry has gained only 3.6%, underperforming the S&P 500's 19% increase and the broader sector's 4.8% improvement [9][10] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 4.50X, lower than the S&P 500's 18.57X and the sector's 5.05X [13] - Historically, the industry has traded between 2.75X and 6.54X over the past five years, with a median of 4.12X [14] Key Companies - BP is planning a significant increase in upstream capital investment to $10 billion through 2027, aiming to boost daily production volumes to 2.3 to 2.5 million barrels by 2030 [17] - ExxonMobil aims to increase its Permian production to 2.3 million barrels of oil equivalent per day by the end of the decade, leveraging advanced technologies [19] - Chevron maintains a stable business model and benefits from softer oil prices in its downstream operations [24]

LNG Market Dynamics - The number of new liquefied natural gas (LNG) projects moving forward is surprising given their high costs [1] - This underscores LNG's long-term role in the global energy transition [1]

Climate Finance & Investment - Private capital's role in supporting energy transition, climate tech, and adaptation in climate-vulnerable economies will be discussed [1] - JPMorgan and Amundi will participate in a discussion about climate finance [1] Event Details - A Bloomberg Green live event will be held on September 25 at 11:20 AM ET [1]