Ah, the financial markets. A bastion of logic, predictability, and calm, right? Not when former President Donald J. Trump is in the news cycle. The past few days have been a masterclass in market gymnastics, with investors attempting to decipher pronouncements ranging from high-stakes monetary policy to, well, high-speed automotive entertainment. As always, the market’s reaction has been as nuanced and consistent as a politician’s campaign promises. Let’s dive into the glorious chaos.The Fed Chair Shuffle: ...

Group 1 - Cenovus Energy Inc. is considering divesting its conventional oil and gas assets in Alberta to reduce debt after its C$8.5 billion acquisition of MEG Energy [3][4] - The potential sale of these assets is expected to generate approximately C$3 billion ($2.17 billion) [3] - The company aims to strengthen its balance sheet, targeting a reduction of net debt from around C$10.7 billion to C$4 billion over time [4] Group 2 - Cenovus Energy's share price increased by 7.47% from January 22 to January 29, 2026, making it one of the top-performing energy stocks during that week [1] - The company plans to invest C$3.6 billion in its oil sands business in 2026, an increase from C$2.8 billion in the previous budget [4] - Cenovus Energy was recently listed among the 10 Best Natural Gas Stocks to Buy [5]

Core Insights - Battalion Oil Corporation (NYSE:BATL) experienced a significant share price increase of 309.02% from January 22 to January 29, 2026, marking it as one of the top-performing energy stocks during that week [1]. Company Overview - Battalion Oil Corporation is an independent energy company that focuses on the acquisition, production, exploration, and development of liquids-rich assets specifically in the Delaware Basin [2]. Recent Developments - On January 26, 2026, Battalion Oil's stock price surged after the company announced the termination of its gas treatment agreement with Wink Amine Treater due to the latter's acid gas injection facility being offline since August 2025. Battalion has since secured a new gas treating agreement with a large-cap midstream provider, alleviating previous output constraints [3]. - A significant facility expansion completed in Q4 2025 by the midstream provider now allows for the processing of all of Battalion's gas volumes from its Monument Draw Field. The facility is currently processing over 30 million cubic feet per day (MMcf/d) of gas production, a substantial increase from approximately 17.4 MMcf/d in December. This enhancement has resulted in an increase of about 1,200 net barrels per day in Battalion's average oil production for January [4].

Group 1 - Petrobras' share price increased by 12.71% from January 22 to January 29, 2026, making it one of the top-performing energy stocks for the week [1] - The company announced an increase in its estimated proven oil, condensate, and natural gas reserves to 12.1 billion barrels of oil equivalent (boe) in 2025, up from 11.4 billion boe in the previous year, primarily due to strong performance in key fields [3] - Petrobras expanded and renewed oil sales contracts with Indian state-owned refiners, covering sales of up to 60 million barrels valued at over $3.1 billion, effective until March 2027 [4]

Texas Pacific Land Corporation (NYSE:TPL) is one of the stocks that Jim Cramer shared takes on, along with navigating market shortages. A caller inquired if it makes sense to start a small position in the stock and “buy on the way up.” Cramer replied: Well, okay, my problem is, in the end, it is going to trade. They do have a Bolt data center business, but it’s still going to trade on oil and gas. You know, we liked it last year. Oil and gas, not my favorite. I think you can do it on a spec, but you’re go ...

Core Insights - Bonterra Energy announced strong initial production results from its latest two wells in the Charlie Lake area, exceeding its type curve by over double [2] - The company also revealed a Charlie Lake acquisition that will increase its production capacity by approximately 36% [2] Company Overview - Bonterra Energy is focused on the energy sector, particularly in value opportunities and distressed plays [2] - The company is led by Aaron Chow, who has over 15 years of analytical experience and is recognized as a top-rated analyst [2]

Russia’s second-largest oil producer Lukoil reached a tentative agreement on Thursday to sell the majority of its international assets to U.S. private equity firm Carlyle Group, as Western sanctions continue to push Russian energy companies to sell off their assets abroad.Sanctions Pressure Drives Asset SalesThe companies did not disclose the value of the potential deal, which includes Lukoil’s oil and gas fields from Iraq to Mexico, thousands of petrol stations in 20 countries, and refineries in Bulgaria a ...

Core Viewpoint - Rosen Law Firm is investigating potential securities claims on behalf of shareholders of New Era Energy & Digital, Inc. due to allegations of materially misleading business information issued by the company [1] Group 1: Legal Action and Investor Rights - Investors who purchased New Era Energy & Digital securities may be entitled to compensation through a contingency fee arrangement, with a class action being prepared to recover investor losses [2] - To join the prospective class action, investors can submit a form or contact the law firm directly for more information [2] Group 2: Company Performance and Allegations - New Era Energy & Digital's stock fell 6.9% on December 12, 2025, following a report from Fuzzy Panda Research that criticized the company's financial practices, alleging excessive spending on stock promotions compared to operational costs [3] - The report claimed that the CEO has a history of mismanaging penny stock companies over the past 20 years [3] Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved the largest securities class action settlement against a Chinese company and being ranked highly for the number of settlements [4] - The firm has recovered hundreds of millions of dollars for investors, including over $438 million in 2019 alone, and has received recognition for its attorneys [4]

Core Viewpoint - Analysts at Raymond James Global Research have revised their outlooks for Canadian oil and gas companies due to changes in commodity prices, leading to lowered price targets for key benchmarks [1] Price Target Adjustments - Price targets for West Texas Intermediate and Western Canadian Select have been reduced by 8% and 10% respectively for Q4 2025, significantly impacting estimates for producers this quarter [1] - Cenovus Energy Inc. (CVE:TSX) is the top pick with a price target of $30, while Suncor Energy Inc. (SU:TSX) and Canadian Natural Resources Ltd. (CNQ:TSX) follow, with targets of $73 and $53 respectively [1] Company Insights - Cenovus is expected to focus on integrating MEG Energy post-acquisition, which may limit its performance in the near term despite a strong buy rating [1] - Suncor is noted for having a compelling narrative with positive developments in its in situ business ahead of the March Investor Day [1] - Imperial Oil Ltd. is rated as underperform with a price target of $106, as analysts consider the stock to be relatively expensive [1]

The United States, which imposed tariffs on India last year for buying Venezuelan oil, has told Delhi it can resume those purchases soon to help replace imports of Russian oil, three sources familiar with the matter told Reuters. ...