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Bloomberg· 2026-01-27 18:36
Italian energy major Eni has held talks with Mercuria Energy Group over a potential partnership in commodity trading https://t.co/u4JFu3QCBK ...
Best-Performing ETFs of Last Week: Commodity Wins
ZACKS· 2026-01-27 17:00
Market Overview - Wall Street experienced a downturn amid geopolitical uncertainty, with the S&P 500 losing 0.4%, the Dow Jones retreating 0.5%, and the Nasdaq Composite falling 0.1% [1] - U.S. President Donald Trump threatened new protectionist measures against European allies, particularly related to the "Greenland row" [2] Geopolitical Tensions and Tariffs - The U.S. administration threatened duties of 10% to 25% on eight European nations, with potential tariffs of up to 200% on French exports [2] Safe-Haven Demand - Gold bullion ETF SPDR Gold Trust (GLD) surged 8.4% due to increased safe-haven demand for gold [2] ETFs in Focus Natural Gas - United States Natural Gas Fund LP (UNG) rose 35.2% as U.S. natural gas futures skyrocketed due to severe winter weather, which shut down nearly 10% of U.S. gas output [3][8] Platinum - GraniteShares Platinum Trust (PLTM) increased by 20.8% as platinum futures rallied on strong investment demand and tight supply [4][8] Silver - Sprott Silver Miners & Physical Silver ETF (SLVR) gained 17.0% driven by strong safe-haven demand and tightness in the physical market, particularly in China and India [5] Gold Miners - Global X Gold Explorers ETF (GOEX) rose 14.1% as gold prices extended their rally, benefiting from safe-haven fundamentals [6] Palladium - abrdn Physical Palladium Shares ETF (PALL) climbed 13.3% as palladium futures reached a three-year high amid supply concerns and strong investment inflows [7][8]
Rice: Natural gas remains the most cost-effective energy solution overall
CNBC Television· 2026-01-27 14:56
Toby Rice, CEO and President of EQT Corporation, says strong preparation helped the U.S. energy system weather the storm, but stressed infrastructure is driving volatility and highlights the urgent need for pipelines and storage to stabilize prices. ...
VCI Global Announces Transformation Into AI-Native Operating Platform with Modular, Plug-In Business Model
Globenewswire· 2026-01-27 13:16
Core Insights - VCI Global Limited is transforming into an AI-native platform to enhance scalability, capital efficiency, and execution discipline across its business portfolio [1][5]. Centralized AI-Driven Platform - The company will operate as a centralized AI-driven platform, structuring subsidiaries and portfolio companies as modular business units that integrate into shared AI infrastructure and centralized governance frameworks [2][4]. - This transformation addresses organizational complexity and fragmented systems that previously constrained speed, scalability, and capital deployment [2]. AI as the Default Operating System - AI will be integrated as the default operating system across various functions including finance, legal, compliance, and marketing, rather than being treated as a standalone function [3]. Phased AI Integration Program - VCI Global has initiated a structured six-month phased AI integration program to embed AI into performance measurement, workflow design, and organizational decision-making [4]. Modular Structure Benefits - The new modular structure allows VCI Global to scale high-performing businesses rapidly, allocate capital with precision, integrate acquisitions smoothly, and pursue strategic options like IPOs or divestments based on data-driven performance [6]. Strategic Focus - The company's strategy emphasizes building scalable platforms that deliver resilience, efficiency, and long-term value across multiple high-growth sectors, integrating technology innovation with financial ecosystems [7].
Gold tops $5,000 as commodities split between macro risk and physical supply
Invezz· 2026-01-27 05:51
Gold soars past $5,000 as commodity markets bifurcate between macro-risk, physical supply | Invezz false### Choose your country### Choose preferred languagePopular languagesAll available languages# Gold soars past $5,000 as commodity markets bifurcate between macro-risk, physical supplyWritten bySayantan S.Edited byAnanthu C.Written on Jan 27, 2026Reading time 4 minutesGeopolitical risk has sent gold soaring past $5,000 an ounce on investor uncertainty, even as energy markets remain firmly tied to tangible ...
JELD-WEN Holding: More Pain Is On The Horizon (Downgrade) (NYSE:JELD)
Seeking Alpha· 2026-01-26 23:03
Group 1 - The core focus of Crude Value Insights is on cash flow and companies that generate it, highlighting value and growth prospects in the oil and natural gas sector [1] - Subscribers benefit from a 50+ stock model account, which provides a comprehensive analysis of cash flow for exploration and production (E&P) firms [1] - The service includes live chat discussions about the sector, fostering a community for investors interested in oil and gas [1] Group 2 - A two-week free trial is available for new subscribers, encouraging engagement with the oil and gas investment service [2]
Will Elon Musk Reveal FSD Gen 3 in February? That Could Be 1 of the Biggest Catalysts for Tesla Stock This Year.
Yahoo Finance· 2026-01-26 18:58
Tesla trades at a forward P/E of 268.14x versus about 18.07x for its sector, meaning the stock is priced for big future gains from long-term growth and FSD potential, not just today’s earnings.Over the past 52 weeks, the stock is up 8%, but year-to-date (YTD), it is down about 3%, which shows investors are interested but still careful.If the new-generation system presents a significant improvement in autonomous driving features, it might help to align Tesla with the potent potential of the robotaxi market, ...
Marksmen Energy Inc. Announces Proposed Consolidation
Globenewswire· 2026-01-26 12:30
Core Viewpoint - Marksmen Energy Inc. plans to seek shareholder approval for a consolidation of its common shares at a ratio of one post-consolidation share for every forty pre-consolidation shares, subject to regulatory approval [1][2]. Group 1: Consolidation Details - The current number of issued and outstanding common shares is 211,398,380, which is expected to reduce to approximately 5,284,960 shares if the consolidation is completed on a 40 for 1 basis [2]. - The purpose of the consolidation is to align the outstanding common share amounts with other listed issuers on the TSX Venture Exchange, aiming to promote increased liquidity and reduced volatility in trading [2][3]. Group 2: Shareholder Meeting - The consolidation proposal will be presented to shareholders at the annual general and special meeting scheduled for February 25, 2026 [3]. - The Board believes that the consolidation will make the price per common share more attractive to future investors, while the company's name and trading symbol will remain unchanged [3]. Group 3: Additional Information - Further details regarding the consolidation are available in the management information circular dated January 14, 2026, which can be accessed on www.sedarplus.ca [4].
This $1.5 Billion ETF Targets Companies Actually Reducing Share Counts, Not Just Talking About It
247Wallst· 2026-01-25 12:01
Core Viewpoint - Share buybacks are a favored method for corporate America to return cash to shareholders, with the Invesco BuyBack Achievers ETF (PKW) focusing on companies that have reduced their share count by at least 5% over the past year, distinguishing itself in the value ETF landscape [1] Group 1: Fund Overview - PKW has $1.5 billion in assets and a 0.62% expense ratio, targeting firms that execute buybacks rather than merely announcing them [1] - The portfolio is heavily concentrated in financial services, with nearly one-third of holdings, including Goldman Sachs and Wells Fargo, which together account for over 11% [2] - The fund also includes energy and consumer discretionary sectors, with technology making up only 4% of the portfolio, contrasting sharply with the S&P 500 [2] Group 2: Performance Metrics - PKW has outperformed the S&P 500 by 1.3 percentage points over the past year, and this advantage increases over time, yielding an additional six percentage points of return over five years [3] - The fund's disciplined buyback strategy has attracted significant investor interest, leading to an influx of $407 million in early 2025 [4] Group 3: Dividend and Yield - In response to increased investment, PKW raised its dividend by 35%, resulting in a yield of 0.82%, positioning it as a total return play rather than primarily an income vehicle [4] Group 4: Risks and Considerations - The concentration in the financial sector poses risks; any downturn in banks or insurance companies could significantly impact PKW [5] - The underweighting in technology means potential missed opportunities during growth stock rallies, and the fund has experienced volatility, remaining flat over the past month [5][6]
FEMA Halts Firings With Massive Storm About to Hit | Balance of Power 01/23/2026
Bloomberg Television· 2026-01-24 00:49
>> THIS IS BALANCE OF POWER. JOE: FROM BLOOMBERG'S WASHINGTON, D.C. STUDIOS, WELCOME TO "BALANCE OF POWER. PRESIDENT TRUMP REVIVING HIS THREATS AGAINST IRAN'S SENIOR LEADERSHIP AS A CARRIER STRIKE GROUP MAKES ITS WAY TOWARD THE MIDDLE EAST. MORE ON WHAT THE LATEST MOVE MEANS FOR TENSIONS IN THE REGION.PLUS, MOMENTUM BUILDING AROUND BLACKROCK'S RICK RIEDER AS A POTENTIAL FED CHAIR. THE PRESIDENT APPARENTLY IMPRESSED BY HIS WALL STREET EXPERIENCE AND IDEAS FOR OVERHAULING THE FED. WHAT THIS COULD SIGNAL FOR B ...