After a bruising year for the stock, a new institutional buyer is stepping in as Fluor’s cash flow, backlog quality, and capital returns quietly improve.Kentucky-based Aristides Capital initiated a new position in Fluor Corporation (FLR 0.46%) during the third quarter, acquiring 224,842 shares in an estimated $9.46 million stake as of September 30.What HappenedAccording to a filing with the Securities and Exchange Commission dated November 13, Aristides Capital LLC established a new position in Fluor Corpor ...

Core Insights - Eni S.p.A.'s chemical unit, Versalis, and Prysmian S.p.A. are collaborating to create a circular economy for plastic cable scrap, focusing on reducing and recycling plastic waste [1][4] Group 1: Collaboration and Objectives - The partnership aims to gather plastic waste from Prysmian's manufacturing processes and decommissioned cables, converting it into new plastic polymers through a chemical recycling process [1][9] - The initiative underscores both companies' commitment to sustainability and reducing environmental impact, with a pilot project expected to commence in the second half of 2026 in Italy [4][9] Group 2: Recycling Technology - Prysmian will send collected plastic scrap to Versalis' Mantua plant, where it will be processed using the proprietary Hoop® technology, converting plastic into pyrolysis oil for new polymers [2][9] - The Hoop® technology allows for approximately 60% of cross-linked polyethylene (XLPE) to be recycled without loss of quality, enabling the production of new industrial cables [3][9] Group 3: Industry Impact - This innovative approach represents a significant advancement in recycling capabilities for industrial cables, promoting sustainability within the industrial sector and enhancing the circular economy [4][3]

Core Insights - The energy sector faced significant challenges in 2025, with oil prices under pressure due to oversupply concerns, leading to a stagnant performance compared to broader equity markets [1][3] - Despite the struggles, growth stocks in the energy sector, such as Cenovus Energy, TechnipFMC, and Valero Energy, are gaining attention as potential investment opportunities as the market transitions into 2026 [2][12] Energy Sector's Performance - The Oil/Energy sector delivered only 7% returns in 2025, while the S&P 500 surged by 20%, indicating a stark contrast in performance [3] - Crude oil prices fell to around $60 per barrel, over 20% lower than the beginning of the year, reflecting a supply-demand mismatch [3] Importance of Growth Stocks - Growth stocks in the energy sector focus on expanding volumes and improving efficiency rather than solely relying on commodity price cycles [5] - These companies are positioned for long-term gains through innovation and strategic investments in clean energy and advanced technologies [5][10] Potential for Upside Surprises - Growth stocks can outperform expectations, with even modest improvements in financial metrics leading to significant stock performance [6] - Investors looking beyond short-term volatility may find that growth stories develop quietly before gaining broader market recognition [6] Opportunities from Underperformance - Historical trends show that prolonged underperformance in energy stocks can lead to opportunities as weaker players exit the market, improving the competitive landscape for stronger companies [9] - Low prices can accelerate market rebalancing, leading to production cuts and tighter fundamentals, which may create attractive entry points for growth-focused investors [10] Growth Prospects for 2026 - The energy landscape heading into 2026 is nuanced, with expected subdued oil prices but growing demand for natural gas, LNG infrastructure, and efficiency-driven technologies [11] - Companies like Cenovus Energy, TechnipFMC, and Valero Energy are highlighted as having growth drivers tied to structural shifts in energy production and consumption [12] Company-Specific Insights - **Cenovus Energy**: Focuses on low-cost oil sands and refining assets, with a disciplined growth strategy and a Zacks Rank of 1, indicating strong potential for earnings growth [15][17] - **TechnipFMC**: A global provider of subsea and surface technologies, positioned for steady growth with a Zacks Rank of 2 and a focus on energy transition goals [18][20] - **Valero Energy**: One of the largest independent refiners, with a significant renewables footprint and a projected earnings growth of 25.1% for 2026, holding a Zacks Rank of 2 [21][23]

Core Insights - Leading oil and gas companies are focusing on decarbonisation targets through a mix of existing measures and emerging technologies, with carbon capture being a key strategy for emission reduction [1] - Companies are reviewing their interim targets set for 2030 due to market volatility and policy uncertainties, leading to adjustments in timelines and investment priorities [2] - The pace of investment in renewable energy sources like solar and wind has slowed, as major firms prioritize financial discipline and value maximization from traditional hydrocarbon assets [3] Group 1 - Oil and gas firms are actively involved in solar and wind projects, recognizing their long-term growth potential, but investment has been tempered by market challenges and geopolitical instability [3] - Heightened energy security concerns and high capital costs for renewable projects have led to increased fossil fuel demand, prompting companies to focus on conventional operations [4] - The transition to low-carbon energy is ongoing but at a slower, more pragmatic pace, shifting from immediate action to a risk-adjusted, demand-driven approach [5]

Key Takeaways Albemarle shares jump 81.3% in three months, outperforming the industry as earnings topped forecasts.ALB benefits from volume growth, capacity expansion and productivity gains at lithium conversion sites.Albemarle targets about $450M in 2025 cost and productivity gains while cutting capex to stay competitive.Albemarle Corporation’s (ALB) shares have shot up 81.3% over the past three months. The company has also outperformed the Zacks Chemical - Diversified industry’s 12.2% decline over the sam ...

Tunneling-related projects can now proceed with other potential clients after 90 days. MONTREAL, Dec. 23, 2025 (GLOBE NEWSWIRE) -- PyroGenesis Inc. (“PyroGenesis”) (TSX: PYR) (OTCQX: PYRGF) (FRA: 8PY1), the leader in ultra-high temperature processes and engineering innovation, and a plasma-based technology provider to heavy industry & defense, announces today that is has provided a 90-day notice to EarthGrid that PyroGenesis will end the exclusivity arrangement and cancel the existing master agreement with ...

So, what does the situation in Venezuela mean for the energy market. Let's ask top oil analyst Paul Seni, uh, president of Seni Research. Paul, it's good to see you.And how are you thinking about the events uh, in Venezuela, Cuba, as it relates to the oil price. >> Yeah, I think the market perceives it to be potentially bearish, obviously, if you were to change regime and then open up. But, of course, it's it's going to be a knee-jerk reaction.the reality of the barrels coming back to the market will will l ...

Group 1: Market Overview - The year 2025 is notable for gold and silver reaching new highs, marking one of their best years on record [1] - Industrial metals such as copper, aluminum, steel, and lithium have also seen significant price increases driven by the AI build-out and energy transition [2] Group 2: Price Movements - Copper prices have increased by over 34% year to date, while hot-rolled coil steel and aluminum have risen by 27% and 14%, respectively; lithium prices have also surged by 30% [4] Group 3: Supply and Demand Dynamics - The demand for industrial metals is being driven by the AI revolution and energy transition, while supply pressures have also contributed to rising prices [5] - Environmental disasters have hampered global copper supply, including flooding at Ivanhoe's Kamoa-Kakula complex and incidents in Chile and Indonesia [6] - In the lithium market, a suspension of operations by the Chinese government at a major mining site has led to soaring prices [7] Group 4: Geopolitical Factors - Geopolitical risks and government actions, such as export bans, can directly benefit price appreciation in the metals market [8]

Core Insights - Sanmina Corporation (SANM) has launched a new factory in Houston, TX, aimed at producing high-quality energy products for the U.S. energy market, with production expected to start in 2027 [1] - The company has entered into a partnership with Koncar - Electrical Industry Inc. to co-design a custom medium-voltage transformer, enhancing its focus on energy markets [2] - Sanmina is strategically expanding into high-growth industries, particularly the energy sector, leveraging its global network and advanced electronics manufacturing expertise [3] Company Performance - Sanmina's stock has increased by 89.2% over the past year, slightly outperforming the industry growth of 86% [6] - The company operates a vertically integrated manufacturing model that reduces costs and enhances economies of scale, supporting its growth in high-demand sectors [6] - Sanmina's forward price-to-sales ratio stands at 0.55, which is below the industry average of 0.84, indicating potential undervaluation [7] Earnings Estimates - The Zacks Consensus Estimate for Sanmina's earnings for 2025 has seen upward revisions over the past 60 days, reflecting positive market sentiment [8] - The earnings estimates for Q1 and Q2 are currently at $2.15 and $2.36 respectively, with significant upward revisions of 27.22% and 38.82% over the past two months [9]

Chart Industries, Inc. is a leading provider of highly engineered cryogenic and heat transfer equipment, with a diversified portfolio addressing critical needs in energy transition, industrial gases, and specialty markets. The company leverages its technical expertise and broad service offerings to capture growth opportunities in LNG, hydrogen, and carbon capture applications. Its global scale and integrated solutions position it as a strategic supplier to both established and emerging industrial sectors.As ...