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Argan(AGX) - 2026 Q4 - Earnings Call Transcript
2026-03-26 22:02
Argan (NYSE:AGX) Q4 2026 Earnings call March 26, 2026 05:00 PM ET Company ParticipantsDavid Watson - CEOJennifer Belodeau - SVPJosh Baugher - CFOMichael Fairbanks - Equity Research AssociateConference Call ParticipantsAti Modak - VP and Equity Research AnalystChris Moore - Senior Research AnalystRob Brown - Equity Research AnalystOperatorGood evening, ladies and gentlemen, and welcome to the Argan, Inc. earnings release conference call for the fourth quarter and fiscal year ended January 31, 2026. This call ...
Argan(AGX) - 2026 Q4 - Earnings Call Transcript
2026-03-26 22:02
Argan (NYSE:AGX) Q4 2026 Earnings call March 26, 2026 05:00 PM ET Company ParticipantsDavid Watson - CEOJennifer Belodeau - SVPJoshua Baugher - CFOMichael Fairbanks - Equity Research AssociateConference Call ParticipantsAtidrip Modak - VP and Equity Research AnalystChris Moore - Senior Research AnalystRob Brown - Equity Research AnalystOperatorGood evening, ladies and gentlemen, and welcome to the Argan, Inc. earnings release conference call for the fourth quarter and fiscal year ended January 31, 2026. Thi ...
X @Nick Szabo
Nick Szabo· 2026-03-20 22:56
RT Al Jazeera English (@AJEnglish)Iran’s FM Araghchi said Tehran’s response to US‑Israeli strikes used only a “fraction” of its firepower and warned of “zero restraint” if its energy infrastructure is hit again.🔴 Follow our LIVE coverage: https://t.co/AQh9dwWLpW https://t.co/JQRnb52qKc ...
Consumers Are Paying the Price for the “Strategic Trap” of War in Iran
Bloomberg Television· 2026-03-20 19:57
I think expectations are definitely shifting or have shifted to the belief that this is likely going to go on for a while and that the supply effect is now such that prices are going to stay high for the rest of this year, high relative to what we thought that they would be right when we enter 2026, there was this broad expectation that this was going to be a pretty soft market, that there was going to be an imbalance of supply over demand. Demand growth was going to be pretty soft, pretty sluggish, and tha ...
X @Nick Szabo
Nick Szabo· 2026-03-20 19:06
Taking the Persian Gulf islands and raiding many parts of the very long Iranian shoreline, at the cost of thousands to tens of thousands of American servicemen lives, also would not eliminate Iran's veto power over commercial shipping at Hormuz.That veto power comes from hundreds of thousands of square miles of Afghan-like terrain dotted with tunnels and caves. These 21st century presidios can be replenished by an endless stream of missiles and drones, assembled from an endless stream of Chinese parts, whic ...
Iran Attacks Energy Sites | Balance of Power: Early Edition 3/19/2026
Bloomberg Television· 2026-03-19 18:46
>> LIVE FROM WASHINGTON, D. C. , THIS IS "BALANCE OF POWER." WITH JOE MATHIEU AND KAILEY LEINZ.JOE: MARKETS DARKEN ON THE WAR WITH IRAN. WELCOME TO THE THURSDAY EDITION AS STOCKS SINK AND OIL RALLIES, AS IRAN TARGETS ENERGY INFRASTRUCTURE IN QATAR. I'M JOE MATHIEU ALONGSIDE KAILEY LEINZ IN WASHINGTON.WE ARE ALSO FOLLOWING THE MONEY IN WASHINGTON. IT LOOKS LIKE THE PRESIDENT IS ABOUT TO ASK FOR A LOT. KAILEY:KAILEY: SOME $200 BILLION WORTH OF SUPPLEMENTAL FUNDING THAT COULD BE THE REQUEST THAT GOES TO CONGRE ...
X @Nick Szabo
Nick Szabo· 2026-03-19 02:18
RT Atoosa Kasirzadeh (@Dr_Atoosa)My father helped build the South Pars gas field, the place at the heart of Iran’s gas industry, which was bombed today by Israel. It is one of the main centers of the country’s energy infrastructure.The South Pars gas field, which Iran and Qatar jointly exploit, is considered the world's largest known source of natural gas, and the refineries located in Asaluyeh are responsible for processing the gas extracted from this field.This complex includes 13 refineries that, on aver ...
Crowds gather for the funeral procession of Ali Larijani and other security officials
NBC News· 2026-03-18 22:09
Today in Thran, state media showed mourners gathered in the streets for the funeral of Iran's national security chief and deacto leader who was killed in an Israeli air strike on Tuesday. Iran is also saying today that air strikes have hit a major oil and gas field near the Persian Gulf in the largest attack on the country's energy infrastructure since the war began. ...
New Fortress Energy Announces Separation of Brazilian Operations as Part of Broader NFE Inc. Recapitalization Transaction
Businesswire· 2026-03-17 16:50
Core Viewpoint - New Fortress Energy Inc. (NFE) is separating its Brazilian operations into an independent entity, BrazilCo, as part of a broader recapitalization transaction aimed at enhancing growth and strengthening Brazil's energy infrastructure and security [1][7]. Company Structure and Ownership - BrazilCo will be owned by a consortium of global institutional investors with over $20 trillion in assets under management, focusing on infrastructure development and long-term value creation [2]. - The leadership of BrazilCo will continue under executives Leandro Cunha and Jeremy Dawson, who have extensive experience in energy operations [3]. Strategic Priorities and Assets - BrazilCo aims to address Brazil's growing energy demand with key strategic assets, including: - **TGS Terminal**: A critical infrastructure asset in Santa Catarina, facilitating access to natural gas for power generation, with participation in LRCAP capacity auctions expected in March 2026 [4]. - **Barcarena Cluster**: Development of the 624 MW CELBA 2 and 1.6 GW PortoCem power plants, supported by the 5.9 MTPA Barcarena terminal [4]. - **Standalone Gas and Vessel Supply**: Securing gas supply and vessel support is a top priority, with ongoing processes to meet these needs [4]. Economic Impact - The Barcarena and TGS projects are projected to drive significant economic development, creating hundreds of direct construction jobs and thousands of indirect employment opportunities across various sectors [5]. Operational Continuity - The separation will not affect the day-to-day operations in Brazil, and BrazilCo remains committed to maximizing local economic benefits by working with local suppliers and communities [6]. Future Outlook - The transaction is expected to close in mid-2026, pending customary conditions and regulatory approvals, marking a significant milestone for the company in Brazil [7].
Trump Says US Could Target Iran's Oil Assets
Bloomberg Television· 2026-03-16 18:16
So we wanna get more on the latest from president Trump now as we go live to the North Lawn Of The White House where we find Bloomberg Washington correspondent Tyler Kendall. Tyler, obviously, president Trump covered a lot of ground there. Just walk us through what else he told Yeah.Hey, Kailey. Well, as the president gave this update on Iran, he did confirm that The US and Israel have hit more than 7,000 Iranian targets and said that he thinks that the Strait Of Hormuz will get going, quote, very quickly. ...