Core Viewpoint - Fusion Fuel Green PLC has announced two new engineering contracts through its subsidiary Al Shola Al Modea Gas Distribution LLC, with a total value of approximately $1.37 million, along with an estimated annual recurring revenue of $629,000 from LPG supply [1][2]. Group 1: Contract Details - The first contract involves the design and construction of a central LPG gas system for a large mixed-use residential complex in Motor City, Dubai, valued at approximately $1.23 million, expected to generate annual recurring revenue of about $630,000 [3]. - The second contract pertains to two residential buildings in Al Furjan, Dubai, with a contract value of $136,000, marking the first project awarded to Al Shola Gas by the developer [4]. Group 2: Business Expansion - Both contracts were signed in the last week of November 2025, contributing to a successful month where Al Shola Gas secured additional contracts valued at approximately $328,000 [5]. - The Managing Director of Al Shola Gas highlighted that these project awards reflect the ongoing expansion of their engineered gas systems business in Dubai and the diversification of their customer base in the UAE [6].

Market Overview - The current market environment is characterized by changing global supply, demand, and investor sentiment, with precious metals leading gains alongside industrial metals, as indicated by a 10% increase in the Bloomberg Commodity Index (BCOM) as of November 19, 2025 [2] - Four out of six BCOM sectors reported gains in Q3, while petroleum rose by 4%, with grains and energy sectors being exceptions [2] - China's major commodity imports eased in October, with iron ore showing resilience despite declines in crude oil, natural gas, and coal [3] - The World Bank's Commodity Markets Outlook predicts a 7% decline in global commodity prices in 2026 due to subdued economic activity, trade tensions, and excess oil supplies, while precious metals are expected to grow by 5% [4] LNG Supply Growth - Global LNG supply is projected to grow by 10.2% in 2026, driven by U.S. expansions, with capacity expected to rise to 130 million tons in 2026 from 90 million tons in 2024 [5] Investment Strategy - The list of the 12 best commodity stocks is curated based on hedge fund interest, utilizing data from Insider Monkey's hedge fund database, which tracks 983 stocks as of Q2 2025 [8] - Research indicates that imitating top stock picks of leading hedge funds can lead to market outperformance [9] Company Highlights Air Products and Chemicals, Inc. (NYSE:APD) - Air Products and Chemicals, Inc. is among the top commodity stocks, with 53 hedge fund holders [11] - The company reported Q4 FY25 EPS of $3.39, slightly above the forecast of $3.38, with a full-year EPS of $12.03, down 3% year-over-year [13] - Management highlighted a focus on cost-reset strategies, including a 16% workforce reduction, and stable operating margins at 23.7% [13] - The NEOM green hydrogen project is nearly 90% complete, with expectations for ammonia output in 2027 [14] EOG Resources, Inc. (NYSE:EOG) - EOG Resources, Inc. also has 53 hedge fund holders and maintained a price target of $145 with a "Buy" rating [16] - The company reported Q3 net income of $1.5 billion and free cash flow of $1.4 billion, with adjusted EPS of $2.71 [17] - EOG returned $1 billion to shareholders through dividends and repurchases, with regular dividend payments increasing by 8% year-over-year [18] - The company raised its free cash flow guidance to $4.5 billion, ending the quarter with $3.5 billion in cash [19] The Mosaic Company (NYSE:MOS) - The Mosaic Company has 54 hedge fund holders and received a "Buy" rating from Goldman Sachs, with a lowered price target from $37 to $33 [21][22] - The company reported Q3 net income of $411 million, up from $122 million year-over-year, and adjusted EBITDA of $806 million [23] - Mosaic aims to achieve $250 million in cost savings by 2026, having already recorded $150 million in reductions [25]

Market Overview - The stock market experienced volatility, with the Dow Jones Industrial Average reaching an all-time high before a pullback occurred [1] - The S&P 500 increased by 0.3% for the week, while the Nasdaq fell nearly 0.5%, marking its second consecutive week of losses [1] - The Dow saw weekly gains of 0.3%, closing above 48,000 for the first time on Wednesday before ending lower on Friday [1] Sector Performance - Wall Street shifted investments from Big Tech to defensive sectors like health care and financials [1] - The financial sector benefited from investors seeking safety amid high valuations in AI-related trades [1] Notable Company Performances - Wells Fargo and Goldman Sachs reached all-time highs during the week [1] - DuPont's stock rose after its split from Qnity Electronics, although it lost some momentum later in the week [1] - Eli Lilly's shares hit a record high, closing above $1,000 for the first time, with a market cap of over $969 billion [1] - The stock's gains are attributed to a recent GLP-1 deal with the Trump administration, expected to lower prices for certain weight-loss treatments [1] Investment Recommendations - Jim Cramer identified Nike, Boeing, and Linde as buying opportunities, emphasizing their potential outside the data center boom [1] - Linde received a buy rating upgrade from UBS, forecasting earnings growth in 2026 [1] - Nike's turnaround strategy under CEO Elliott Hill is viewed positively, while Boeing's cash flow is expected to improve [1] Trade Activities - The Club executed six trades, including trimming Cisco Systems and purchasing more Corning and Meta Platforms [1] - Cisco reported a strong quarter with double-digit order growth, leading to a price target increase to $85 from $78 [2] - Disney's earnings report was disappointing, with revenue missing estimates, prompting a downgrade of the stock [2]

Core Insights - U.S. Energy Corporation reported operational progress in Q3 2025, particularly in advancing its Montana industrial gas project, with a focus on upstream development, infrastructure, and carbon management [2][3] - The company aims to unlock new revenue streams through the construction of a gas processing facility and carbon initiatives, enhancing oil recovery and maximizing value realization [2][3] Upstream Development - The company drilled two additional industrial gas wells in Q3 2025, totaling three high-deliverability wells in the Duperow Formation, achieving a combined peak rate of 12.2 million cubic feet per day (MMcf/d) [7] - The wells have a composition of approximately 0.5% helium and 85% CO₂, with flows restricted to preserve reservoir value until infrastructure is operational [7] Infrastructure Development - The design for the initial gas processing facility is complete, with construction expected to begin in early 2026 [7] - The company acquired 80 acres in Toole County, MT for $240,000 to serve as the facility site, with construction of the infill gathering system scheduled for early 2026 [7] Carbon Management Initiatives - The company submitted an EPA Monitoring, Reporting, and Verification (MRV) plan in October 2025, with approval anticipated by Spring-Summer 2026, enabling the capture of federal carbon credits [7] - The company is progressing with near-term enhanced oil recovery (EOR) projects using recycled CO₂ on legacy oil assets [7] Financial Results - U.S. Energy reported total hydrocarbon production of approximately 35,326 barrels of oil equivalent (BOE) in Q3 2025, with total oil and gas sales of approximately $1.7 million, down from $5.0 million in Q3 2024 [13] - Lease operating expenses (LOE) for Q3 2025 were approximately $1.0 million, or $29.36 per BOE, compared to $3.1 million, or $28.95 per BOE, in the prior year [14] - The company reported a net loss of $3.3 million, or a loss of $0.10 per diluted share, in Q3 2025, compared to an adjusted EBITDA of ($1.3) million [16][24] Resource Report - An industrial gas resource report indicated 1.28 billion cubic feet (BCF) of net helium resources and 443.8 BCF of net CO₂ resources in the Kevin Dome asset [8] - The report reflects gas concentrations of 0.4% - 0.5% helium and 84% - 85% CO₂, consistent with the company's recent development activities [8] Balance Sheet and Liquidity - As of September 30, 2025, U.S. Energy had approximately $11.4 million in available liquidity, providing flexibility for growth initiatives [10] - The company ended the third quarter with a cash balance of $1.4 million and no outstanding debt [10][11]

Market Overview - The S&P 500 and Nasdaq experienced declines due to pressure on Big Tech following CoreWeave's disappointing quarterly results, which included a lowered revenue outlook, leading to a 14% drop in CoreWeave's shares [1] - Wall Street is also reacting to soft labor market data, with ADP's payroll tracker indicating an average decline of 11,250 jobs over the four weeks ending October 25 [1] Company-Specific Updates - Linde's shares rose over 1% after UBS upgraded the company from a hold-equivalent rating to a buy, despite a price target reduction from $507 to $500, citing expected earnings-per-share growth in 2026 as a positive catalyst [1] - Nvidia's stock fell approximately 3% after SoftBank announced the sale of its entire stake in the company, which is part of a strategy to fund a $22.5 billion investment in OpenAI; this development does not raise concerns for Nvidia, maintaining the "own, don't trade" thesis [1] Additional Insights - The rapid-fire segment at the end of the video covered stocks including CoreWeave, Paramount Skydance, Amgen, Dutch Bros, and Coterra Energy [1] - Jim Cramer will be signing copies of his new book on market strategies, indicating ongoing engagement with investors [1]

Core Insights - Chart Industries, Inc. plans to release its third quarter 2025 earnings on October 29, prior to market opening, and will not host a webcast or conference call [1] Company Overview - Chart Industries is a global leader in designing, engineering, and manufacturing process technologies and equipment for gas and liquid molecule handling, focusing on clean power, clean water, clean food, and clean industrials [2] - The company offers a diverse product and solution portfolio used throughout the liquid gas supply chain, including engineering, service, repair, installation, preventive maintenance, and digital monitoring [2] - Chart is a prominent provider of technology, equipment, and services related to liquefied natural gas, hydrogen, biogas, and CO2 capture, among other applications [2] - The company operates 65 global manufacturing locations and over 50 service centers across regions including the United States, Asia, Australia, India, Europe, and South America, emphasizing accountability and transparency [2]

A Strategic Acquisition in South Korea François Jackow, Chief Executive Officer Jérôme Pelletan, Chief Financial Officer Ronnie Chalmers, Group VP, Head of Asia-Pacific Paris, August 22, 2025 1 A Strategic Acquisition in South Korea - August 22, 2025 A Timely Strategic Growth Acquisition Highly complementary Profitable growth Positioned on growth markets 2 THIS DOCUMENT IS PUBLIC A Strategic Acquisition in South Korea - August 22, 2025 A Timely Strategic Growth Acquisition Positioned on growth markets Korea ...

A fire at Japanese industrial gas maker Kanto Denka Kogyo’s factory is spurring concerns about possible disruptions to the semiconductor supply chain https://t.co/jqsxc0hYA8 ...

Core Viewpoint - Chart Industries, Inc. has terminated its merger agreement with Flowserve Corporation and has entered into a definitive agreement with Baker Hughes Company, which was deemed a "Superior Chart Proposal" by the Chart Board of Directors [1][2]. Company Overview - Chart Industries, Inc. is a global leader in energy and industrial gas solutions, specializing in the design, engineering, and manufacturing of process technologies and equipment for gas and liquid molecule handling [3]. - The company operates across various sectors, including liquefied natural gas, hydrogen, biogas, and CO2 capture, with a commitment to environmental, social, and corporate governance [3]. - Chart has 64 global manufacturing locations and over 50 service centers worldwide, ensuring accountability and transparency to stakeholders [3]. Transaction Details - The acquisition proposal from Baker Hughes was determined to be superior to the previously announced merger with Flowserve, leading to the termination of that agreement [2]. - Wells Fargo is acting as the financial advisor, while Winston & Strawn LLP is serving as the legal advisor for Chart in this transaction [2].

Core Insights - Chart Industries, Inc. is set to discuss its Q2 2025 financial results on July 31, 2025, at 8:30 a.m. ET, with earnings release prior to market open on the same day [1] - The company provides a live Q&A session for participants, with specific dial-in information provided [2] Company Overview - Chart Industries is a global leader in designing, engineering, and manufacturing process technologies and equipment for gas and liquid molecule handling, focusing on clean power, clean water, clean food, and clean industrials [3] - The company has a diverse product portfolio used throughout the liquid gas supply chain, including engineering, service, repair, installation, preventive maintenance, and digital monitoring [3] - Chart is a prominent provider of technology and services related to liquefied natural gas, hydrogen, biogas, and CO2 capture, among other applications [3] - The company operates 64 global manufacturing locations and over 50 service centers across various regions, ensuring accountability and transparency [3]