Company Overview - NextDecade Corporation is an energy infrastructure developer focusing on LNG export and carbon capture solutions, leveraging its Rio Grande LNG terminal to meet the increasing global demand for cleaner energy and emissions reduction [7][11]. Recent Transaction - Hanwha Aerospace Co. Ltd. acquired 1,651,971 shares of NextDecade Corporation on December 11 and 12, 2025, for a total of $9,399,378.49 at an average price of $5.69 per share, representing 3.90% of Hanwha's total holdings prior to the trade [5][8]. - This acquisition accounted for 6.67% of Hanwha Aerospace's direct holdings before the transaction, indicating a strategic investment into direct ownership [2]. Ownership Structure - Post-transaction, Hanwha Aerospace's direct holdings increased to 26,420,222 shares, while indirect holdings through Hanwha Ocean LLC remained at 17,536,369 shares, maintaining a diversified ownership profile [3]. Market Context - The acquisition occurred when NextDecade shares were priced at $5.69, close to a recent low of $5.46, with the stock down 16.46% over the past year, suggesting an opportunistic investment amid market weakness [1]. Strategic Implications - The recent share purchase appears to be more about securing a potential LNG supply rather than anticipating immediate stock price appreciation, as NextDecade has not reported any revenue and incurred $180 million in operating expenses in the first nine months of 2025 [9][10].

From ethanol to toilet paper to breakfast cereal, industries that rely on low- and medium-grade heat could shrink their emissions through electrification https://t.co/v8fimrH1C6 ...

Nigeria has granted permits to 28 firms to buy gas currently being burned off by the oil industry, as the West African nation seeks to cut emissions and earn revenue from a resource otherwise going to waste https://t.co/ac1cWxL2ZT ...

Core Insights - The Northeast Supply Enhancement (NESE) project has achieved significant regulatory milestones, securing necessary permits from New Jersey and New York, which is expected to enhance energy affordability and reliability in New York City [1][2][3] Project Overview - The NESE project aims to improve energy affordability and reliability by expanding access to natural gas infrastructure, displacing high-emitting fuel oil, and is projected to generate over $1 billion in investment [2][5] - The project will deliver natural gas to 2.3 million homes and reduce CO2 emissions by over 13,000 tons annually, equivalent to removing 2,800 cars from the road each year [5] Economic Impact - NESE is expected to support over 3,000 jobs and contribute $1.8 billion in economic development, increasing state and local tax revenues during its construction phase [5] - The Constitution Pipeline project is projected to generate up to $11.6 billion in total savings by lowering natural gas prices in the Northeast and support nearly 2,000 jobs annually over a 15-year period [6][7] Strategic Importance - The expansion of natural gas infrastructure is deemed vital for lowering costs and increasing economic opportunities in the Northeast, with natural gas produced at a cost equivalent to less than 50 cents per gallon of gasoline [4] - The projects are positioned as critical to connecting energy to economic opportunities in the region, supporting both environmental stewardship and economic growth [3][4]

Policy & Regulation - A European Union parliamentary committee is expected to propose a new emissions-reduction goal [1] - This is a crucial move towards achieving net zero emissions by 2050 [1]

Investor Presentation Fiscal 2025 – 4th Quarter & Full Year Update November 5, 2025 Fiscal 2025 Q4 Update 1 National Fuel Gas Company Fiscal 2025 Q4 Update 2 • Company Overview (3) • Recent Highlights (6) • Why National Fuel? (10) • Financial Overview (15) • Integrated Upstream & Gathering Highlights (19) • Pipeline & Storage and Utility Highlights (30) • Guidance & Other Financial Information (45) Company Overview Corporate HQ: Buffalo, NY ~2,300 employees NYSE: NFG Market Cap: ~$7.2B 123 Years of consecut ...

EU member states seal a deal to reduce emissions by 90% through 2040 compared with 1990 levels https://t.co/BRfsGxrMkN ...

European Union member states endorsed a deal to reduce emissions over the next decade by 90% compared with 1990 levels https://t.co/jACKbRvSHg ...

Company Overview - Remora is developing carbon capture technology for vehicles, focusing on semi-trucks and locomotives, retrofitting them to extract and purify CO2 from exhaust to produce beverage-grade CO2 [6] - The company aims to reduce vehicle emissions by at least 80% [16] - Remora has raised $17 million in venture backing and signed evaluation agreements with major freight companies [33] Technology and Innovation - The system captures CO2 using pellets that trap CO2 molecules while allowing other gases to pass through [7] - Captured CO2 is offloaded as a liquid and sold to end users like food and beverage companies, greenhouses, and water treatment facilities [8] - Remora is building a modular system for different locomotives and trucks, aiming for vertical integration in the production process [27][28] - The company uses a simulator with a real truck engine to model device performance under various conditions [29][30][31] Market and Industry - Transportation accounts for 29% of all emissions in the US, making it the largest sector of emissions [3] - Remora targets the long-haul trucking and freight train industries, which are difficult to electrify [3] - The company aims to capture a billion tons of CO2 per year and sees potential in retrofitting generators, oil and gas production, container ships, cement plants, refineries, and natural gas turbines [33][34] Strategy and Operations - Remora chose to locate its headquarters outside of Detroit due to the high concentration of mechanical and electrical engineers [19] - The company emphasizes building a team of experts and iterating quickly through in-house manufacturing [12][22][23]

Core Insights - The UK is expected to have sufficient natural gas supply during the winter season, according to the National Energy System Operator and National Gas [1][2] - Domestic natural gas production is declining as the focus shifts from energy self-sufficiency to emissions reduction and decarbonization, but this is not anticipated to cause issues for the winter [2][3] - A significant risk to gas or electricity systems would only arise from a rare combination of extreme cold and major supply disruptions [3] Domestic Supply and Imports - National Gas forecasts a 6% decrease in domestic gas supply and a 7% increase in liquefied natural gas (LNG) imports this winter, alongside a 3% reduction in overall consumption due to increased wind and solar generation [4][5] - Approximately 33% of the UK's gas supply is expected to come from North Sea fields, 36% from Norway, and 24% from global LNG suppliers [5] Market Conditions - There will be some tightness in the domestic gas market this winter, with margins for winter 2025/2026 being tighter than in the past four years, primarily due to declining supplies from the UK Continental Shelf [5]