PresentationJulien Dumoulin-SmithJefferies LLC, Research Division Good afternoon. Thanks, everyone, for the time and the opportunity to connect with so many of you here. Really appreciate the opportunity here. Joined with Shawn O'Connell, Andi Funk and Charlotte Murnan over at EnerSys. And look, it's a great opportunity to chat with you guys. Really appreciate the opportunity here to walk through the story with you guys. Again, as usual, folks on the line here, ping myself or Dushyant Ailani on the team wi ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 EUROPE | Clean Technology Equity Research Will the Middle East Conflict Speed Up the Energy Transition? Europe's renewed energy shock from the Iran war echoes the upheaval first triggered by Russia's invasion of Ukraine, once again exposing Europe's reliance on volatile global fossil-fuel markets. As oil and gas prices rise, policymakers are scrambling to shield consumers while reaffirming renewables as a strategic pillar of energy security. In this report, we highlight stocks p ...

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 USA | Clean Energy Equity Research From LNG to OMG — Will Global Energy 'Alternatives' Save the Day? Thursday's strike to critical LNG energy infrastructure in Qatar sent EU markets lower given perceived inflation risks. The real question is whether we will see reactionary fiscal stimulus in the EU/APAC to support incremental renewable builds as a destabilized energy supply-chain heightens desire for change. We view the US as somewhat isolated from elevated global oil/LNG prices ...

(By Oil & Gas 360) – A project once written off is finding new life as shifting geopolitics and tighter global supply reshape North America’s energy priorities. Pipelines back in play as Canada eyes a strategic energy reset: by Oil & Gas 360- oil and gas360 Momentum is building around a potential revival of Keystone XL, with Canadian officials and industry leaders re-engaging with U.S. counterparts to discuss what a new cross-border pipeline framework could look like. Discussions with the Trump administr ...

Greenland Energy to trade under new symbol on NASDAQ: GLNDJameson Land Basin includes over 2,000,000 acres covering the entire petroleum basin. Independent engineering report from Sproule ERCE indicates upside of 13 billion barrels of recoverable oil.Greenland Energy maintains the rights to own up to 70% of three onshore licenses of the Jameson Land Basin in East Greenland - the focus of extensive exploration and research for decades.The Business Combination creates a publicly traded energy company focused ...

Welcome in our next guest to focus on what's happening in energy. Now, Eli Horton, managing director, the TCW group. Eli, thanks so much for joining us.What has this conflict over in the Middle East taught us about the energy security story. >> Uh, thanks for having me. It's good to be here.Uh, we're at such an interesting time in in the world right now. I think we are seeing an acceleration of demand for for power and electricity just as we're seeing what I would call the the largest supply shock that uh t ...

Turkey's Middle East oil dependence manageable at 10% of supply amid Iran war | Reuters Skip to main content Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv Turkey's Minister of Energy and Natural Resources Alparslan Bayraktar speaks during the conference 'Energy Security in the World and Turkey: Risks and Solutions in Critical Minerals' at the... Purchase Licensing Rights, opens new tabRead more Companies Middle East Oil Refinery Follow TotalEnergies SE Follow ...

Key TakeawaysIran launched its 77th wave of missile attacks targeting northern Israel, including the Haifa region, as regional tensions reach a critical boiling point.South Korea triggered emergency energy protocols, including the restart of five nuclear reactors and mandatory vehicle restrictions, to mitigate a looming fuel crisis.The KOSPI (KOSPI) experienced extreme volatility, reversing a massive 4.39% early gain to turn negative as geopolitical fears outweighed brief optimism for a diplomatic deal.Gold ...

March 22, 2026 08:28 PM GMT China Energy | Asia Pacific What the Market is Missing Markets remain hesitant on oil price normalization, drawing parallels with 2022 and underestimating potential post tension restocking demand. We see US$70-90/bbl Brent as PetroChina H's sweet spot, offering the best gas leverage, high dividend yield, and energy security exposure. Reiterate OW. Not just about high oil prices, but oil availability risk. Recent investor feedback points to concern that oil prices could correct sh ...

Geopolitics and energy security will push other topics to the sidelines at CERAWeek, writes @sjcasey https://t.co/dyBrzLqXaB ...