Well, stocks up 26% year to date. Joe, I know you guys on Squawkbox talked to Senator Dave McCormack whose event this is at. Soon as you guys wrap, we started.So, it's kind of great to It's the Kernan Sullivan Kernan show. Either way, uh we'll send it back to you guys to talk about EQT and Nat Gas in a moment. Toby Rice, great to great to see you live on Fast Money in CNBC.um this event. Okay. $92 billion of money is being committed to AI energy and AI infrastructure.How confident are you that that all of t ...

Well, I think the great thing about the Trump administration is we don't believe we should direct the capital. We think businesses and consumers should direct that capital. But Brian, my suspicion is you're going to see large data centers built here in this state.Pennsylvania is an energy powerhouse. Its production is limited only by its ability to get it out to marketplace via pipelines. So, it's easy to ramp up Pennsylvania natural gas production right here in the state and generate electricity right ther ...

Natural gas stock National Fuel Gas Co (NYSE:NFG) was last seen up 4% at $87.45, trading at all-time highs after a double upgrade from BofA Global Research to "buy" from "underperform" with a price-target hike to $107 from $85. This follows the firm's analysis of production data from NFG’s Eastern Development Area, which the company acquired from Shell in 2020.Since the start of the year, NFG is up 45%, with any and all pullbacks caught by the 80-day moving average. On track for its third-straight win, the ...

Designed to provide broad exposure to the Energy ETFs category of the market, the First Trust Natural Gas ETF (FCG) is a smart beta exchange traded fund launched on 05/08/2007.What Are Smart Beta ETFs?The ETF industry has traditionally been dominated by products based on market capitalization weighted indexes that are designed to represent the market or a particular segment of the market.Market cap weighted indexes work great for investors who believe in market efficiency. They provide a low-cost, convenien ...

Here are three stocks with buy rank and strong value characteristics for investors to consider today, July 14th:KNOT Offshore Partners LP (KNOP) : This operator of shuttle tankers carries a Zacks Rank #1, and has witnessed the Zacks Consensus Estimate for its current year earnings increasing 44.9% over the last 60 days.KNOT Offshore has a price-to-earnings ratio (P/E) of 9.80, compared with 16.00 for the industry. The company possesses a Value Score  of A.Natural Gas Services Group, Inc. (NGS) : This compan ...

Global Commodities Research 08 July 2025 Global LNG Analyzer J P M O R G A N Spotlight on China: A second-half rebound amidst an annual decline Long-term (2030) project outlook • We see ~294 Bcm/year of projects currently under construction to begin operations by 2030 (incl. Plaquemines). The US accounts for about half of Global Commodities Research Otar Dgebuadze, CFA (44-20) 3493-8246 otar.dgebuadze@jpmorgan.com J.P. Morgan Securities plc Natasha Kaneva (1-212) 834-3175 natasha.kaneva@jpmorgan.com JPMorga ...

Core Viewpoint - Gulfport Energy Corporation's stock is experiencing a nearly 5% increase as investors anticipate strong second-quarter earnings due to a strategic reevaluation of capital spending plans [1] Group 1: Strategic Changes - The company is reallocating resources towards dry gas development, including the addition of a four-well dry gas Utica pad, while adjusting the schedule for its wet gas Marcellus pad [1][4] - This proactive approach may allow Gulfport to accelerate completions if natural gas market conditions remain favorable, potentially leading to low single-digit growth in 2026 [2][6] Group 2: Analyst Outlook - JP Morgan analyst Zach Parham has reiterated an Overweight rating on Gulfport Energy, raising the price forecast from $208 to $236, anticipating a robust second quarter [3][4] - Parham estimates cash flow per share (CFPS) at $11.07, slightly above the Street estimate of $10.77, with EBITDA forecasted at $208 million, modestly below the consensus of $223 million [6] Group 3: Production and Financials - Estimated production is projected at 1,037 MMcfe/d, representing a 12% sequential increase, with oil output expected at 8.1 MBo/d, exceeding the 7.0 MBo/d consensus [7] - Capital expenditures for the quarter are expected to be around $124 million, slightly exceeding consensus, with an anticipated $65 million in free cash flow, of which $58 million is allocated to share buybacks [7][8]

MidOcean Energy, a liquefied natural gas company founded by private equity firm EIG and backed by Saudi Aramco, has emerged as the frontrunner to buy a minority stake in Petronas' Canadian business https://t.co/UzgWMGOag0 ...

Core Insights - Venture Global Inc. has signed an expanded LNG offtake agreement with SEFE Energy for an additional 0.75 million tons per annum (mtpa) from its CP2 LNG project, increasing total purchases to 3 mtpa over a 20-year contract [1][2][9] - The company has long-term agreements with SEFE Energy and EnBW, totaling 5 mtpa, and has delivered nearly 80 LNG cargoes to Germany, sufficient to power approximately 8 million households annually [3][9] - The CP2 LNG facility, currently under development, is expected to have a capacity of 20 mtpa and commence exports by Q3 2027, playing a crucial role in global energy security [5] Strengthening Energy Security - The new contract enhances Venture Global's partnership with SEFE Energy, contributing to Germany's energy security and supporting the European gas market with a reliable energy supply [4] Project Overview - The CP2 LNG facility is located near the Calcasieu Pass LNG facility and is designed to have 36 liquefaction trains, reinforcing Venture Global's position in the LNG market [5]

Core Viewpoint - The Federal Reserve is maintaining a cautious stance regarding interest rate cuts due to concerns over inflationary pressures from tariffs imposed by President Trump, leading to uncertainty in the market [1][5][6]. Federal Reserve Meeting Insights - The minutes from the latest Federal Reserve meeting indicate that most officials are not in a hurry to implement an immediate rate cut, suggesting a wait-and-see approach [2][5]. - A delay in rate cuts could lead to increased volatility in the stock market [2][7]. - Most participants believe that any inflationary impact from tariffs will be temporary or modest, and there is no urgency for rate cuts in the near term [6]. Investment Recommendations - Given the current uncertainty, it is advisable to invest in defensive stocks from the utility and consumer staples sectors, which are considered safe havens [3][11]. - Recommended stocks include: - **Atmos Energy Corporation (ATO)**: Expected earnings growth rate of 6%, Zacks Rank 2, beta of 0.70, and a dividend yield of 2.27% [9]. - **Fortis, Inc. (FTS)**: Expected earnings growth rate of 3.8%, Zacks Rank 2, beta of 0.48, and a dividend yield of 3.81% [13]. - **Colgate-Palmolive Company (CL)**: Expected earnings growth rate of 1.7%, Zacks Rank 2, beta of 0.37, and a dividend yield of 2.27% [15]. - **The Coca-Cola Company (KO)**: Expected earnings growth rate of 3.1%, Zacks Rank 2, beta of 0.45, and a dividend yield of 2.94% [17]. Stock Characteristics - The recommended stocks are characterized by low beta (greater than 0 but less than 1), high dividend yields, and favorable Zacks Ranks, making them attractive in the current market environment [4][11].