Core Viewpoint - Superior Plus Corp. has declared a quarterly dividend of CAD $0.045 per common share, payable on April 15, 2026, to shareholders of record as of March 31, 2026, with an annualized cash dividend rate of CAD $0.18 per share [1] Group 1: Dividend Announcement - The Board of Directors of Superior Plus approved a quarterly dividend of CAD $0.045 per common share [1] - The dividend is classified as an eligible dividend for Canadian income tax purposes [1] - The annualized cash dividend rate is currently CAD $0.18 per share [1] Group 2: Company Overview - Superior Plus is a leading North American distributor of propane, compressed natural gas, renewable energy, and related products and services [1] - The company services approximately 750,000 customer locations in the U.S. and Canada [1] - Superior Plus focuses on delivering low carbon fuels to various sectors, including residential, commercial, utility, agricultural, and industrial customers not connected to a pipeline [1] Group 3: Industry Position - Superior Plus is positioned as a leader in the energy transition by providing low carbon fuels that help customers lower operating costs and improve environmental performance [1] - The company defines 'low carbon' and 'lower carbon' fuels as those with a lower carbon intensity than fossil fuels [1]

Industry Overview - The Zacks Alternative Energy - Other industry is divided into two main groups: one focuses on the generation and distribution of alternative energy, while the other is involved in the development and installation of renewable projects [2] - Global investment in the energy transition reached a record $2.3 trillion in 2025, marking an 8% increase from the previous year, indicating strong growth opportunities for industry participants [2] Trends in Alternative Energy - Wind energy is rapidly growing due to government support, public concern about climate change, and decreasing costs, with projections indicating the global wind industry will reach its second terawatt of capacity by 2030 [3] - The global wind industry is expected to add approximately 9.1 GW of capacity annually over the next five years, totaling 46 GW by 2029, with cumulative capacity projected to reach 196.5 GW [3] - The electric vehicle (EV) market is also surging, with nearly 2.1 million EVs sold worldwide in December 2025, contributing to a total of 20.7 million units for the year [4] - The global EV market size is projected to reach $6,523.97 billion by 2030, growing at a CAGR of 32.5% from 2025 to 2030, benefiting clean energy companies [4] Cost Challenges - Rising costs due to higher steel prices and U.S. import tariffs are creating financial pressure for wind project developers, despite strong demand [5][6] - The expiration of key U.S. tax credits is expected to increase project costs significantly, making renewable energy development more expensive [7] Industry Performance - The Zacks Alternative Energy industry has outperformed the Zacks Oil-Energy sector and the S&P 500 composite over the past year, with a collective stock surge of 33.1% compared to 18.3% and 17.4% respectively [12] - The industry currently carries a Zacks Industry Rank of 190, placing it in the bottom 22% of over 243 Zacks industries, indicating a negative earnings outlook [8][10] Company Highlights - **Montauk Renewables (MNTK)**: Specializes in biogas management and conversion, producing nearly 1.4 million MMBtu of RNG in Q3 2025, with a projected sales improvement of 3.5% year over year for 2026 [18][19] - **GE Vernova (GEV)**: Focuses on wind and electrification, securing 1.1 GW of U.S. onshore wind repowering orders in 2025, with a projected sales improvement of 17.5% year over year for 2026 [22][23] - **Constellation Energy (CEG)**: Aims to eliminate 100% of greenhouse gas emissions, with a projected sales improvement of 12.2% year over year for 2026 [26][27]

Group 1 - Flowserve Corporation (NYSE:FLS) is recognized as one of the top 15 Industrial Machinery and Supplies stocks to buy according to hedge funds [1] - As of February 3, Flowserve had a moderately bullish analyst sentiment with coverage from 8 analysts, including 5 Buy ratings and 3 Hold ratings, and a median 1-year price target of $82 [1] - Deane Dray of RBC Capital maintained an Outperform rating on Flowserve and revised the target price estimate from $76 to $83, indicating a potential upside of approximately 5% from the current level [2][3] Group 2 - Dray's optimistic outlook for the Multi-Industry segment in 2026 is based on attractive valuations, datacenter momentum, and megaprojects expected to drive returns, despite sluggish demand for industrials [3] - Flowserve is a manufacturer and distributor of industrial flow management equipment, providing solutions such as industrial pumps, mechanical seals, and aftermarket services, along with maintenance services including diagnostics and repair [4]

Core Viewpoint - Lithium Royalty Corp. has filed a management information circular for a special meeting of shareholders to approve a plan of arrangement with Altius Minerals Corporation, which includes options for shareholders to receive either shares or cash as consideration for their shares [1][2]. Group 1: Arrangement Details - The arrangement allows shareholders to choose between receiving 0.240 common shares of Altius, C$9.50 in cash, or a combination of 0.160 common shares of Altius and C$3.166666 in cash, with aggregate cash consideration capped at approximately C$174 million and share consideration capped at 11,500,000 common shares of Altius [1]. - The proposed arrangement represents a premium of approximately 29.6% and 41.4% to the closing price and the 30-day volume weighted average trading price of LRC shares as of December 19, 2025 [1]. Group 2: Board Recommendation and Strategic Review - The Board of Directors, following a review by an independent committee, unanimously recommends that shareholders vote in favor of the arrangement, deeming it fair and in the best interests of LRC [1]. - The arrangement is the result of a strategic review process that assessed various alternatives, concluding that this option is more favorable than maintaining the status quo or executing the current strategic plan [1]. Group 3: Meeting and Approval Process - The special meeting for shareholders is scheduled for February 26, 2026, where a special resolution approving the arrangement will be voted on [1]. - Approval requires at least two-thirds of the votes cast by shareholders and a simple majority from common share holders, excluding certain votes as per regulatory requirements [1]. Group 4: Company Overview - Lithium Royalty Corp. is a lithium-focused royalty company based in Canada, with a diversified portfolio of 38 royalties related to the electrification and decarbonization of the global economy, particularly in the battery supply chain [2].

Core Insights - New Fortress Energy Inc. has received final approval for a 7-year Gas Supply Agreement with the Puerto Rican government, securing the delivery of approximately 75 TBtu of natural gas to support energy transformation initiatives on the island [1][2][10] Group 1: Agreement Details - The Gas Supply Agreement aims to provide reliable, lower-emission natural gas to enhance grid stability and support cleaner power generation across Puerto Rico's energy system [2][10] - This long-term partnership reflects a commitment to improving energy resilience in the region, building on New Fortress Energy's established presence in Puerto Rico [2][3] Group 2: Company Overview - New Fortress Energy Inc. is a global energy infrastructure company focused on addressing energy poverty and accelerating the transition to reliable, affordable, and clean energy [3] - The company owns and operates natural gas and liquefied natural gas (LNG) infrastructure, along with an integrated fleet of ships and logistics assets to deliver energy solutions to global markets [3]

Core Insights - Abaxx Technologies has completed full connectivity with Stellar Trading Systems, allowing global trading clients to access Abaxx's commodity futures contracts through Stellar's platforms [1][2] - The integration enhances access to Abaxx's suite of commodity futures contracts, including a physically-deliverable, USD-denominated gold futures contract in Singapore [3][4] - This partnership aims to expand the commercial ecosystem around Abaxx's growing suite of futures contracts and improve trading performance for institutions and brokers [4][7] Company Overview - Abaxx Technologies is focused on building smarter markets through better tools and technology, addressing challenges such as the energy transition [5][6] - The company is the majority shareholder of Abaxx Singapore Pte. Ltd., which owns Abaxx Exchange and Abaxx Clearing, and operates Abaxx Spot [6] - Abaxx Exchange provides critical market infrastructure for a low-carbon economy, offering centrally-cleared, physically-deliverable futures contracts in various commodities [7][8] Trading Infrastructure - Stellar Trading Systems offers low latency solutions that connect to Abaxx's commodity futures contracts, enhancing trading capabilities for firms already active in related markets [2][3] - The integration allows trading firms to extend their activities to Abaxx's futures benchmarks, leveraging Stellar's established infrastructure for trading battery materials and precious metals [3][4] - The collaboration aims to deliver a high-performance trading environment that meets the demands of speed, precision, and reliability for market participants [4]

What Trump’s policy pivot away from the energy transition means, and what happens if other leaders follow his example https://t.co/21tUjv1srz ...

Summary of Woodside Energy Group's 2025 Capital Markets Day Company Overview - **Company**: Woodside Energy Group (NYSE: WDS) - **Headquarters**: Australia - **Employees**: Over 4,500 globally - **Established**: More than 70 years ago - **2024 Performance**: Sold 204 million barrels of oil equivalent with an EBITDA margin of 70% [5][6] Strategic Direction - **Long-term Returns**: Focus on delivering long-term returns and maximizing operational performance [3][11] - **Growth Projects**: Significant projects include Louisiana LNG, Scarborough, and Beaumont New Ammonia, targeting a 50% increase in sales volumes to over 300 million barrels of oil equivalent by 2032 [7][20] - **Financial Goals**: Expected net operating cash flow of approximately $9 billion by 2032, representing over 6% compound annual growth rate [8][12] Key Business Activities - **LNG Operations**: Operating approximately 19 million tonnes per annum of LNG, with an additional 5 MTPA under construction at Pluto [6] - **International Oil Production**: Producing oil from the Gulf of Mexico and offshore Senegal, with a project in Mexico targeting 100,000 barrels per day [6] - **Lower Carbon Ammonia**: First production from Beaumont New Ammonia project targeted for late 2025 [6][29] Competitive Advantages - **Diversified Portfolio**: Low break-even price of $34 per barrel, operational excellence, and strong customer relationships [10][11] - **Reliability**: Achieved 100% reliability at Pluto LNG plant in Q3 2025 and over 98% in Senegal oil development [10][14] - **Financial Discipline**: Strong balance sheet and commitment to returning value to shareholders, with approximately $11 billion in dividends paid since 2022 [5][22] Market Dynamics - **Energy Demand**: Anticipated growth in LNG demand, particularly in Asia and Europe, driven by energy security and decarbonization goals [24][26] - **LNG Market Growth**: Global LNG demand grew by 65% from 2015 to 2024, with a forecasted 60% growth by 2035 [25] - **Regulatory Support**: Emerging regulations supporting lower carbon ammonia and other sustainable energy sources [30][31] Project Highlights - **Louisiana LNG**: Final investment decision made for three trains with a capacity of 16.5 million tonnes per annum, targeting first LNG in 2029 [17][19] - **Scarborough Energy Project**: Expected to produce up to 8 million tonnes of LNG per year, with first LNG cargo targeted for the second half of 2026 [51][55] - **Northwest Shelf Project**: Recent approval for ongoing operations beyond 2030, ensuring continued value delivery [49] Sustainability and Innovation - **Sustainability Focus**: Strong sustainability performance as a key driver for business, with objectives across health, safety, climate, and biodiversity [13][31] - **Technological Advancements**: Use of AI and real-time analytics to improve operational efficiency and reduce emissions [57][58] Financial Management - **Capital Management Framework**: Disciplined approach to capital allocation, maintaining an investment-grade credit rating and targeting a gearing ratio of 10%-20% [34][35] - **Dividend Policy**: Minimum payout of 50% of underlying profit, with an average annualized dividend yield of over 8% since 2022 [22][35] Conclusion - **Future Outlook**: Woodside is positioned for transformative growth through disciplined execution of its strategy, focusing on maximizing performance, delivering for stakeholders, and creating new opportunities in the energy sector [31][41]

Core Viewpoint - Woodside Energy is positioning itself to thrive during the energy transition by focusing on delivering affordable, reliable, and lower-carbon energy to meet rising global demand, aiming to create long-term shareholder value [1][2]. Financial Performance and Strategy - Woodside has generated approximately US$11 billion in dividends since 2022, showcasing its strong financial performance and commitment to returning value to shareholders [2]. - The company plans to achieve a net operating cash flow of around US$9 billion by the early 2030s, reflecting a compound annual growth rate of over 6% in sales and cash flow from 2024, with a pathway to a 50% increase in dividend per share by 2032 [4]. Growth Projects and Market Demand - Woodside's major growth projects include the Beaumont New Ammonia project, Scarborough Energy Project, offshore Mexico Trion field, and Louisiana LNG, all aimed at capitalizing on robust global demand for LNG, which is forecasted to grow by 60% by 2035 [5][6]. - The company is focused on maximizing performance from its existing assets while also delivering cash-generative projects to sustain and grow the business [3].

RT Bloomberg Live (@BloombergLive)LIVE: In the run-up to #COP30, @BloombergNEF brings together key voices to explore where the energy transition stands today. And don't miss COP30 President André Corrêa do Lago's conversation with @AkshatRathi ⏯️https://t.co/Z8uHRuYvsp ...