Colombian companies are bracing for gas rationing as the nation’s sole import terminal closes for scheduled maintenance, casting a spotlight on the Andean country’s widening supply deficit https://t.co/2tEy1Kv6c5 ...

Efforts by the Australian government to make sure there is sufficient supply of natural gas for the domestic market have failed to accomplish that goal and may have even aggravated the supply situation, the Australian Competition and Consumer Commission has warned. “There are limits to what the gas policy measures can achieve on their own if the underlying causes of inadequate supply and ineffective competition are not addressed,” ACCC Commissioner Anna Brakey said. The policy measures tried so far have ...

Core Insights - Desert Mountain Energy Corp. has signed a non-dilutive funding agreement with Roswell Information Park LLC to support key infrastructure for its projects, with an initial funding commitment of approximately US$3.2 million [1][2]. Pipeline and Power Infrastructure - The agreement includes funding for infrastructure to support a hyperscale AI data center campus, which requires uninterrupted energy delivery [3]. Gas Storage and Development - A geologic study has identified a potential underground natural gas storage unit with a capacity of up to 3.0 Bcf, providing redundancy for the Roswell Information Park during pipeline downtimes [4]. - Development plans include drilling 13 wells to approximately 3,900 feet and constructing a 20-inch pipeline to maintain power supply during critical conditions [8]. Advancing Hydrogen and Emissions Solutions - The proposed storage site is located in a geologic trend identified for white hydrogen, with future assessments planned for hydrogen integration into the gas stream or conversion into power [5]. - The company is collaborating with various stakeholders to incorporate long-term emission control solutions, with costs covered by the Park [6]. Strategic Impact - The non-dilutive funding structure allows the company to secure financial support while preserving shareholder value, with expected new revenue streams from gas storage, pipeline operations, and emission solutions [7][9].

Core Insights - Utility stocks are experiencing a bullish rebound, with some reaching new highs, indicating a positive trend in the market [1] - National Fuel Gas (NFG) is highlighted as being in a buy zone, with a buy point set at 89.82, following a nine-week flat base [1] - The Relative Strength Rating for National Fuel Gas has been upgraded, reflecting its improving technical performance [2] Company Performance - National Fuel Gas has achieved a Relative Strength Rating upgrade, which signifies enhanced performance metrics [2] - The stock is currently positioned above its flat base, suggesting potential for further gains [1] - Other stocks in the utility sector are also showing improved relative strength, indicating a broader positive trend within the industry [4] Market Context - The S&P 500 index narrowly missed a new high, but several stocks, including those in the utility sector, have reached new highs, showcasing resilience in specific segments of the market [4] - The overall market is experiencing a rebound, which has helped pare down weekly losses, particularly benefiting utility stocks [1]

Market Performance - Major A-share indices showed mixed results, with the Shanghai Composite Index down 0.01% at 3853 points, while the Shenzhen Component Index rose 0.67% and the ChiNext Index increased by 1.58%, reaching a three-year high [1] - The total market turnover was 2.39 trillion yuan, an increase of 446 billion yuan compared to the previous trading day, with over 3800 stocks declining [1] Sector Performance - In September, 145 domestic online games were approved, leading to a rise in the gaming sector, with Glacier Network increasing nearly 7% [1] - The power equipment sector performed strongly, with Shanghai Electric and Jinshi Technology both hitting the daily limit [1] - The superconducting concept was active, with Woer Nuclear Material rising nearly 8% [1] - AI hardware and application sectors saw collective gains, with Cambridge Technology and Inspur Information both hitting the daily limit and reaching new highs [1] - Other sectors with notable gains included holographic technology, blind box economy, and copper cable high-speed connections [1] - Conversely, the precious metals sector declined, with Shandong Gold leading the losses [1] - The shipping and port sector fell, with Nanjing Port dropping over 6% [1] - Gas stocks also saw declines, with Dazhong Public Utilities hitting the daily limit down [1] - Other sectors with significant losses included titanium dioxide, jewelry, and automotive services [1] Top Gainers and Fund Flow - The top gainers included computer hardware (+3.59%) and power generation equipment (+3.20%) [2] - Net capital inflow was observed in the computer hardware and power generation equipment sectors [2] - The five-day gainers included comprehensive categories with a rise of +2.519% [2]

Core Viewpoint - The surge in interest for gas connections by tech companies is driven by significant delays in connecting to the electricity grid, with wait times reaching up to 15 years, prompting a shift towards gas as a power source for data centres [1][2][3]. Group 1: Industry Trends - There has been a notable increase in connection requests to gas networks, with 86 inquiries reported in the past year, primarily from data centres driven by AI demands [1][2]. - The trade group Future Energy Networks indicates that connecting to gas is significantly faster, typically taking six months to a year, compared to the lengthy electricity grid connection process [2][4]. - The UK government aims for a 95% clean electricity system by 2030, but the rising reliance on gas for data centres could undermine these environmental goals [3][5]. Group 2: Company Actions - Major tech companies, including Google and Microsoft, have committed to investing billions in building data centres in the UK, which has intensified the demand for energy connections [5][6]. - Jensen Huang, CEO of Nvidia, emphasized the necessity of gas to support the new wave of data centres, highlighting the need for diverse energy sources including sustainable options like nuclear, wind, and solar [6][7]. - The letter from Future Energy Networks stresses the importance of realistic energy planning to accommodate the growing demand from AI and tech sectors [5].

Australia’s energy sector largely supports the introduction of a policy that would require producers to reserve a portion of gas for domestic consumption, as the nation seeks to balance a looming local supply crunch with lucrative exports https://t.co/abcg2flAjT ...

Core Points - PG&E Corporation declared a third quarter 2025 cash dividend of $0.025 per share on its common stock, payable on October 15, 2025, to shareholders of record as of September 30, 2025 [1] - PG&E's utility subsidiary announced preferred stock dividends for the three-month period ending October 31, 2025, with various rates for its eight series of preferred stock, payable on November 15, 2025 [2] Summary by Category Dividend Announcements - The third quarter 2025 cash dividend for common stock is set at $0.025 per share, with a payment date of October 15, 2025 [1] - Preferred stock dividends include: - 5.00% Series A: $0.31250 - 4.80%: $0.30000 - 4.50%: $0.28125 - 4.36%: $0.27250 - 6.00%: $0.37500 - 5.50%: $0.34375 - 5.00%: $0.31250 These dividends are payable on November 15, 2025, to shareholders of record as of October 31, 2025 [2] Company Overview - PG&E Corporation is a holding company based in Oakland, California, and serves 16 million customers across a 70,000-square-mile area in Northern and Central California through its subsidiary, Pacific Gas and Electric Company [2]

Market Concerns - Global gas traders are worried about the lack of consensus on when Chinese demand will rebound [1] - The industry is concerned about increasing liquefied natural gas supply [1]

Major Australian gas project extended until 2070 https://t.co/j5G1Bww4Ty ...