J P M O R G A N Asia Pacific Equity Research 24 March 2026 This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not be reprinted, sold or redistributed without the written consent of J.P. Morgan. Wolong Electric - A Updating our model: Reset year with energy infrastructure upside We cut our FY26E/27E/28E earnings by 18%/6%/9% and remain Neutral ...

Argan (NYSE:AGX) Q4 2026 Earnings call March 26, 2026 05:00 PM ET Speaker6Good 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 is being recorded. All participants have been placed on a listen-only mode. Following management's remarks, the call will be open for questions. There is a slide presentation that accompanies today's remarks, which can be accessed via the webcast. At this time, it' ...

I want to start with your reaction to Canada releasing 23 million barrels of oil to help stabilize the energy market without really having that strategic oil reserve. Yeah, well, I think what it says is how interconnected the two countries are. You know, today we ship about 5 million barrels a day.Most of that, by the way, through an Enbridge system from the United from Canada to the United States. So I think it's just a natural progression of the highly integrated nature on the energy side between Canada a ...

RT Drop Site (@DropSiteNews)🔴 Spokesperson of the Central Headquarters of Hazrat Khatam al-Anbiya (PBUH): If Iran's power plants are attacked, America's interests in West Asia will be completely destroyed🔹 “The terrorist president of America, continuing his aggressive behavior and global destabilization, has threatened that if Iran does not open the Strait of Hormuz, it will target Iran's power plants.”🔹 “We have repeatedly said that the Strait of Hormuz is only closed to the enemy and harmful traffic and h ...

This was a direct hit. >> Not far from Israel's main nuclear reactor, showing Iran can keep raining missiles across Israel and the Middle East, all while maintaining their almost total blockade on the Straight of Hormuz. President Trump told the Iranians last night they have 48 hours to unblock the strait or he would obliterate their power plants.Iran replied that all energy facilities belonging to the United States will be targeted in response. Only a day earlier, Trump said he was considering winding down ...

Four American troops on the way to the Middle East. The USS Boxer leaving San Diego Harbor. The ship set to carry at least 2,200 Marines.The US accelerating their deployment, according to two people familiar with the decision. Meanwhile, as attacks continue in the region, a US F-35 jet making an emergency landing after suspected enemy fire. According to an official familiar with the incident, Sencom saying the aircraft landed safely and the pilot is in a stable condition.Iran continues to target energy infr ...

Talk to and Minister Netanyahu about attacking the oil and gas fields. Yeah, I did. I did.I told him, don't do that. And he won't do that. We didn't discuss.You know, we do that. We're we're independent. We get along great.It's coordinated. But on occasion he'll do something. And if I don't like it.And so we're not doing that anymore. President Trump talking about the Middle East and the attacks on energy infrastructure, of course. Oil has declined after those comments from President Trump and also those fr ...

It takes just minutes to destroy energy infrastructure and it will takes months to rebuild it. https://t.co/nAOX0InfCm ...

Tyler, let's start with the Japan angle first. There were some pointed questions to the president, from Japanese media about how Japan and The US are allies, yet The US did not warn any country, including Japan, about striking Iran. Right.Exactly. But even with some of those tough questions, Scarlet, I think it's fair to say that this was a relatively warm welcome for the Japanese prime minister, Takaichi, after she had warned yesterday that she was expecting this to be a, quote, extremely difficult meeting ...

WHO IS COVERING THE WHITE Kevin Fry is on Capitol Hill for us. And with me here in studio, retired Army Major General Spider Marx, founder and president of the Marx Collaborative and head of geopolitical strategy at Academy Securities. It's so great to have you GENERAL, ESPECIALLY AFTER WHAT WE JUST HEARD.THE PRESIDENT AND PETE I THINK THE UNITED STATES MILITARILY IS DOMINANT IN THIS. THERE'S NO QUESTION ABOUT THAT. BUT YOU HAVE IRAN ATTACKING OBVIOUSLY energy infrastructure.You have what we just talked abo ...