European Energy Exchange AG (EEX) and Lithuania’s gas transmission system operator Amber Grid have completed the strategic process launched in 2023 to transfer GET Baltic’s shares to the partner that won the international public tender. In the first stage in 2023, upon approval by the Amber Grid Board and General Meeting of Shareholders and after assessing GET Baltic’s financial results, 66 % of the shares were sold for €6.5 million. The deal for the remaining 34 % of shares is now valued at €3.8 million. ...

Economic Impact - Germany could face economic losses of approximately 40 billion euros if this winter is colder than average, potentially leading to a recession [1] - If gas storage reaches 90% capacity, the economic loss from a very cold winter would be reduced to 14 billion euros, indicating a significant difference of around 25 billion euros between the two scenarios [3][4] Gas Storage and Supply - Germany's gas storage is currently over 76% full, but it needs to reach 90% to mitigate severe economic impacts [3] - Maintaining 90% storage during peak demand is challenging, and some financial damage is expected regardless of storage levels [5] Alternative Perspectives - A report from Independent Commodity Intelligence Services suggests that even in extreme cold, the supply security of natural gas in Germany remains intact, alleviating some concerns [6] - ICIS indicates that Europe has sufficient regasification capacity to ensure gas supply, although prices may rise due to increased demand for LNG during winter [7]

Core Viewpoint - EQT Corporation is a leading natural gas producer in the U.S., focusing on the Appalachian Basin, with recent strategic moves expected to enhance its financial performance and market position [1][3]. Company Performance - EQT's recent acquisition of Olympus Energy assets is projected to boost its EBITDA by 21.14% and free cash flow by 24.5%, improving operational efficiency [3][6]. - The company's market capitalization is approximately $34.24 billion, indicating a substantial presence in the energy sector [4]. - EQT's stock has fluctuated over the past year, with a high of $61.02 and a low of $35.45, reflecting active investor interest with a trading volume of 2,521,002 shares today [4]. Stock Ratings and Price Targets - Scotiabank updated EQT's rating to "Sector Perform" and raised the price target from $68 to $70, reflecting cautious optimism about the company's future performance [2][6]. - Despite the price target increase, EQT's current stock price is $54.87, showing a decrease of approximately 2.74% from the previous day [2]. - EQT is rated a "buy" with a fair value target of $81.85, suggesting a potential 46.8% increase from its current stock price, based on robust profit growth and financial stability [5][6].

BP has won its arbitration case against Venture Global over the U.S. supplier's failure to deliver liquefied natural gas under a long-term contract that was due to start in late 2022, Venture Global s... ...

November Nymex natural gas (NGX25) on Thursday closed down by -0.064 (-1.92%). Nov nat-gas prices tumbled to a 1-week low on Thursday and settled sharply lower after weekly EIA nat-gas stockpiles rose more than expected.  The EIA reported that nat-gas inventories rose +80 bcf for the week ended October 3, above expectations of +77 bcf.  Losses in nat-gas prices were limited due to forecasts for cooler US temperatures, which could boost heating demand for nat-gas.   Forecaster Vaisala said Thursday that fo ...

Core Insights - The UK is expected to have sufficient natural gas supply during the winter season, according to the National Energy System Operator and National Gas [1][2] - Domestic natural gas production is declining as the focus shifts from energy self-sufficiency to emissions reduction and decarbonization, but this is not anticipated to cause issues for the winter [2][3] - A significant risk to gas or electricity systems would only arise from a rare combination of extreme cold and major supply disruptions [3] Domestic Supply and Imports - National Gas forecasts a 6% decrease in domestic gas supply and a 7% increase in liquefied natural gas (LNG) imports this winter, alongside a 3% reduction in overall consumption due to increased wind and solar generation [4][5] - Approximately 33% of the UK's gas supply is expected to come from North Sea fields, 36% from Norway, and 24% from global LNG suppliers [5] Market Conditions - There will be some tightness in the domestic gas market this winter, with margins for winter 2025/2026 being tighter than in the past four years, primarily due to declining supplies from the UK Continental Shelf [5]

Supply and Demand - Egypt is requesting its liquefied natural gas (LNG) suppliers to postpone shipments [1] - The reason for the delay is weaker-than-expected demand for LNG in Egypt [1] Energy Market - The delay in LNG shipments is scheduled for the remainder of the year [1]

Core Points - Antero Resources plans to release its third quarter 2025 earnings on October 29, 2025, after market close [1] - A conference call to discuss the financial and operational results is scheduled for October 30, 2025, at 9:00 am MT [2] - Antero Resources is an independent natural gas and natural gas liquids company operating in the Appalachian Basin [3] Earnings Release - The earnings release for Q3 2025 will be issued after the close of trading on October 29, 2025 [1] - The conference call will provide insights into the financial and operational results, followed by a Q&A session for analysts [2] Company Overview - Antero Resources focuses on the acquisition, development, and production of unconventional properties in West Virginia and Ohio [3] - The company is highly integrated with its affiliate, Antero Midstream, making it one of the most integrated natural gas producers in the U.S. [3]

Germany’s economy could suffer losses of as much as €40 billion ($46.4 billion) if this winter is exceptionally cold and natural gas stockpiles are too low, according to a study commissioned by energy company Uniper https://t.co/bTkYAaFObJ ...

Core Insights - Investors are increasingly turning to gold and low-beta stocks due to rising economic and geopolitical uncertainties, with analysts predicting continued volatility in the U.S. stock market [1] - Low-beta stocks such as Cheniere Energy Inc. (LNG), Kanzhun (BZ), and Agnico Eagle Mines Limited (AEM) are highlighted as potential safe havens for investors [1][8] Stock Analysis - **Cheniere Energy**: A leading producer and exporter of LNG, well-positioned to benefit from the growing global demand for cleaner fuel, particularly in Asia and Europe. The company has a strong balance sheet and relies on long-term contracts for stable cash flows [6][8] - **Kanzhun**: Operates BOSS Zhipin, China's top job-hunting app, with a strong cash position exceeding RMB 16 billion and generating over RMB 1 billion in cash every three months, indicating robust operational performance [7][8] - **Agnico Eagle Mines**: The world's second-largest gold producer, benefiting from high gold prices and having a pipeline of developments in exploration and production, poised to generate incremental cash flows [9][8] Investment Criteria - Stocks screened for low volatility have a beta between 0 and 0.6, ensuring they are less volatile than the market. Additional criteria include positive price movement over the last month, average trading volume greater than 50,000, a minimum price of $5, and a Zacks Rank of 1 (Strong Buy) [4][5]