Delek US Holdings, Inc. (NYSE: DK) operates in the integrated downstream energy sector in the United States. The company is involved in refining, logistics, and retail, with a diverse portfolio that includes refineries, biodiesel facilities, and convenience stores. Delek competes with other energy companies in the market, striving to maintain a strong position through strategic operations and partnerships.The consensus price target for Delek has experienced fluctuations over the past year. A year ago, the t ...

At Energy Profits in Dividends, we seek to generate a 7%+ income yield by investing in a portfolio of energy stocks while minimizing our risk of principal loss. By subscribing, you will get access to our best ideas earlier than they are released to the general public (and many of them are not released at all) as well as far more in-depth research than we make available to everybody. In addition, all subscribers can read any of my work without a subscription to Seeking Alpha Premium!Power Hedge has been cove ...

HOUSTON, Feb. 17, 2026 (GLOBE NEWSWIRE) -- Azul Resources II, LLC (“Azul II”) today announced the closing of an equity commitment from an investment fund managed by Carnelian Energy Capital Management, L.P. (“Carnelian”). Azul II is led by Zach Hart and the entire executive team from its predecessor, Azul Resources, LLC (“Azul I”), which organically built a 10,000 net acre Haynesville Shale position and grew production to more than 250 mmcf/d before selling its assets in January 2026. Azul II will continue ...

Let's bring in Pennsylvania Governor Josh Shapiro. Governor Shapiro, I really appreciate you coming on the program. I understand this is kind of a wonky topic, right.Electricity options, prices, etc. Why have electricity prices gone up so much the last few years. And what are you and your team trying to do about it. >> Actually, I think you explained it really well.Um, the reason why they try to raise prices is to spur on more development, more generation. And look, I'm an all of the- above energy governor. ...

Group 1 - Carlyle Group is set to acquire the majority of Lukoil's foreign assets, which are initially valued at $22 billion by analysts [1]

Core Viewpoint - The energy sector is experiencing significant challenges, highlighting a transition from bad to worse conditions, which is both serious and somewhat ironic [1] Group 1 - The energy industry has been a focal point of bullish sentiment for an extended period, indicating a strong belief in its potential despite current adversities [1]

Market Trends & Investment Opportunities - Bitcoin's thesis remains strong, with potential acceleration and patience being key, as indicated by the market's crawl back up and positive sentiment around the $90,000s [1] - University endowments, including Harvard, are quietly allocating to Bitcoin, with Harvard holding almost 1% of its endowment portfolio in IBIT, surpassing holdings in Microsoft, Amazon, and gold, signaling institutional interest in Bitcoin as digital sound money [3] - BlackRock's Larry Fink acknowledges being wrong about Bitcoin and sees sovereign wealth funds incrementally adding to their positions, viewing it as a long-term investment rather than a trade [6] - Vanguard is opening up Bitcoin ETFs to clients, and BFA recommends up to 4% Bitcoin allocations for wealth management clients, indicating a trend of increasing access and acceptance of Bitcoin [9] Industry Dynamics & Challenges - The industry faces challenges from figures like Mike Brock, who associates Bitcoin with fascism and criticizes hard money economics, reflecting a broader conflation of Bitcoin with crypto scams and requiring education to counter misconceptions [1] - Michael Burry views Bitcoin as worthless, calling it tulips and associating it with criminal use, highlighting the ongoing skepticism and need for education within the broader public [4] - Concerns arise regarding BlackRock's potential control over the Bitcoin ecosystem through tokenization and centralization, mirroring concerns with internet platforms like Facebook and Twitter [7] - Consumer sentiment is weakening, with 95% of Black Friday sales volume financed and 67% intending to not pay it off within 30 days, coupled with rising unemployment among college graduates and a majority living paycheck to paycheck, potentially leading to increased government reliance and control [13] Bitcoin's Utility & Future - Bitcoin is presented as a mechanism for storing and transporting excess energy, monetizing energy sources in a location-agnostic manner, and potentially driving ROI for renewable energy projects [14] - Bitcoin is superior to gold in terms of verifiability, as highlighted by CZ's demonstration with a gold bar, though gold maintains a higher liquidity profile for nation-state transactions [10][11] - The discussion touches on the potential for tokenizing businesses and the limitations of the traditional stock market, suggesting a role for crypto in creating a 24/7 trading environment [15] - The industry anticipates increased FUD (fear, uncertainty, and doubt) as Bitcoin makes upward movements, requiring vigilance and a focus on producing value rather than reacting to market noise [16]

Company Overview - LandBridge Company LLC is a Houston-based energy infrastructure firm focused on optimizing land and resource assets to support oil and gas development [6] - The company generates revenue primarily through land leasing, royalty income, and the sale of water and other surface resources to energy sector operators [8] - As of November 11, 2025, LandBridge shares were priced at $85.55, with a market capitalization of $6.02 billion, trailing twelve months (TTM) revenue of $178.81 million, and TTM net income of $61.79 million [4] Investment Activity - One Charles Private Wealth Services, LLC increased its stake in LandBridge by 66,806 shares during the third quarter, bringing the total position to approximately 245,000 shares valued at about $13.1 million [2][9] - The LandBridge stake represents 3.43% of One Charles Private Wealth Services, LLC's reportable assets under management [3] Market Performance - LandBridge shares have increased by 28.15% over the past year, although they have underperformed the S&P 500 by 0.17 percentage points [3] - Year-to-date, LandBridge shares have declined by 11%, while the S&P 500 has advanced by 18% [10] - Competitors such as Valaris and Geospace Technologies have outperformed LandBridge, with year-to-date gains of 22% and 23%, respectively [10]

Core Insights - The Energy Select Sector SPDR® Fund (XLE) is highlighted as the largest fund focused on the energy sector, indicating its significance for investors seeking exposure in this area [1]. Group 1 - The article emphasizes the importance of the Energy Select Sector SPDR® Fund (XLE) for investors looking to gain specific exposure to the energy sector [1].

About 80% of the global population without electricity live on a single continent. Satellite imagery of African cities compared to satellite imagery of Western cities at night, you can see the darkness versus the light. This lack of power matters.Electricity consumption and GDP growth are closely linked. In fact, virtually every wealthy nation on the planet uses power abundantly, and this isn't just about keeping the lights on, it's about economic independence. Electricity is a fundamental right because wit ...