Mumbai: The five companies born of the Vedanta Ltd demerger may debut on the stock exchanges as early as May, company executives said on Thursday, with three of them bearing the parent company's $6.7 billion debt burden.Billionaire Anil Agarwal-led Vedanta received the much-awaited nod for its mega-demerger from the National Company Law Tribunal in December, over two years after the plan was floated. On Thursday, the Vedanta management said the demerger will take effect on 1 April, and the company aims to h ...

January 28, 2026 09:03 AM GMT China – Power | Asia Pacific 2025: More Wind and Solar Installation Than Expected; Power Demand Growth In-line Key Takeaways By sector, the primary/secondary/tertiary/residential power demand rose 9.9%/3.7%/8.2%/6.3% yoy, moderating vs. 2024's 6.3%/5.1%/9.9%/10.6%. Dec demand rose 2.8% yoy, slowing from 10.4%/6.2% in Oct/Nov, primarily owing to 1) residential at -2.2% yoy on warmer temperature, and 2) tertiary demand up 5.3% yoy vs. the prominent 17.1%/10.3% in Oct/Nov. In 2025 ...

Tech Mahindra has entered into a partnership with CS Tech AI to jointly deliver next-generation geospatial, AI-driven, and digital-twin solutions for enterprises and public-sector organisations across global markets. The joint offerings are designed to help organisations improve operational efficiency, enable predictive maintenance, reduce downtime, and modernise legacy systems. The tie-up is to build integrated, data-driven platforms that enhance infrastructure planning, execution, monitoring, regulatory ...

Group 1 - The discussion focuses on the clean energy landscape and specific trends related to Clearway [1][2] - There is a sense of optimism as the conversation shifts towards new directions and higher expectations for the future [2] - The analyst emphasizes the importance of understanding key trends for the year 2026 and invites insights from Craig Cornelius [2]

Talen Energy Corporation (NASDAQ:TLN) is one of the best AI energy stocks to buy now. Scotiabank Modestly Bullish on Talen Energy (TLN) Amid Attractive Valuation Following Three Gas-Fired Power Plants Acquisition Photo from PBF Energy LinkedIn On January 16, 2026, Scotiabank raised its price target on Talen Energy Corporation (NASDAQ:TLN) from $428 to $463, while reiterating its ‘Sector Perform’ rating. The update followed the company’s acquisition of three gas-fired power plants from Energy Capital Par ...

Natural gas has been volatile with cold weather driving a sharp move higher in recent days. How are investors balancing supply risk globally against a strong long-term US demand story? Where is the valuation risk/reward most attractive? While through most of 2025, many investors we spoke with were largely bullish on the outlook for natural gas prices and the outlook for natural gas E&Ps, in recent weeks and months investors have turned more cautious on the sub-sector given the potential global supply risk t ...

Market Performance - Indian stock markets experienced significant volatility, with Nifty closing near 25,050 and Sensex around 81,540 by the end of the week, marking a decline of 2.51% and 2.43% respectively [2][3] - The market capitalization of BSE-listed companies fell by Rs 6,95,963.98 crore to Rs 4,51,56,045.07 crore, equivalent to $4.93 trillion, with a total market value erosion of Rs 16,28,561.85 crore over the week [2][3] Key Drivers of Market Decline - Heavy selling pressure was noted, particularly in heavyweight stocks such as those from the Adani Group, which contributed to the overall market downturn [4][8] - Weak quarterly performances from major companies like ICICI Bank and HCL Technologies raised concerns about the earnings outlook, further dampening market sentiment [5][7] - The Indian rupee hit an all-time low against the US dollar, exacerbating macroeconomic worries related to inflation and trade deficits [5][9] Foreign Investment and Market Sentiment - Persistent foreign institutional investor (FII) outflows and a shift towards safe-haven assets have negatively impacted market sentiment [5][8] - The absence of strong domestic cues and the lack of major players in the artificial intelligence sector have been cited as reasons for the Indian market lagging behind global peers [5][6] Expert Insights - Analysts suggest that the market's direction in the coming week will be influenced by global macroeconomic signals and domestic fiscal expectations, with a focus on guidance from the Federal Reserve regarding interest rate cuts [9] - Stock-specific movements are expected to remain prominent as the Q3 earnings season continues, with cautious sentiment prevailing due to global developments and currency trends [9]

Core Insights - Constellation Energy Corporation has completed the acquisition of Calpine Corporation for $16.4 billion, marking a significant milestone in the American power industry [2] - The acquisition is expected to add $2 billion to Constellation's annual free cash flow, enhancing its financial position [2] - The combined capacity of Constellation and Calpine will be 55 gigawatts from zero- and low-emission sources, including nuclear, natural gas, and geothermal [2] Company Strategy - Joe Dominguez, President and CEO of Constellation, emphasized that the merger aims to strengthen America's energy future amid rising demand and competition in AI [3] - The company has positioned itself as a key player in powering the AI boom, having signed multiple long-term power purchase agreements with hyperscalers [4] Financial Ratings - Following the merger, S&P Global affirmed Constellation's 'BBB+' issuer credit rating and maintained a stable outlook, while upgrading Calpine's rating from 'BB-' to 'BBB+' [3]

Summary of Key Points from the Conference Call Industry Overview - The report focuses on the **Global Commodities Outlook**, particularly in the context of the **energy sector**, including oil, natural gas, and precious metals like gold and silver [1][3][16][25]. Core Insights and Arguments Oil Market - **Price Trends**: Oil prices are trending down due to strong supply driving stock builds, with a limited decline of only **0.7 million barrels per day (mb/d)** in sanctioned production expected by the end of 2027 [3][6]. - **Geopolitical Risks**: Despite the price decline, geopolitical risks remain a significant factor influencing the oil market [13]. - **US Policy Focus**: US policymakers are concentrating on affordability, with statements indicating a desire to lower gasoline prices to **$2 per gallon** and crude oil prices to **$50 per barrel** [10]. Gold Market - **Price Forecast**: A rise in gold prices to **$4,900 by December 2026** is anticipated, driven by central banks and investors competing for limited bullion [16]. - **Portfolio Impact**: Each **1 basis point (bp)** increase in gold's share of US financial portfolios is estimated to lift the gold price by approximately **1.4%** [19]. Natural Gas Market - **Oversupply Expectations**: The global LNG market is expected to be oversupplied, which will sharply reduce European and Asian prices relative to US gas prices [28]. - **Price Reduction**: The largest LNG supply wave is projected to reduce TTF prices by nearly **35% by mid-2027** [52]. Copper and Aluminum Market - **Pricing Dynamics**: The copper market is experiencing significant price overshooting, with a forecast indicating that the copper-aluminum price ratio will reach new highs due to supply constraints and increased demand from electrification [34][52]. - **Long-Term Outlook**: Copper is expected to face a more price-supportive setup compared to aluminum in the long term [38]. Power Market - **Capacity Additions**: US data center capacity additions are reaching new highs, leading to increased risks of spikes in local power prices due to geographical concentration [41]. - **Spare Capacity Trends**: A decrease in power spare capacity is expected in the US, while an increase is anticipated in China [44]. Additional Important Insights - **Commodity Supply Concentration**: There is an increasing use of commodity supply concentration as leverage in market dynamics [31]. - **Investment Recommendations**: The report includes top trade recommendations for 2026, such as long positions in gold and copper, and short positions in Brent oil and European natural gas [51]. This summary encapsulates the critical insights and forecasts from the conference call, providing a comprehensive overview of the current state and future expectations of the commodities market.

Caterpillar (NYSE: CAT) 2026 Conference Summary Industry Overview - Caterpillar is redefining heavy industry in the context of data, autonomy, and AI, showcasing innovation in sectors like energy, construction, mining, and infrastructure [1][2] - The company has over 110,000 employees and operates in 63 countries, with a focus on transforming equipment manufacturing and worksite management [3] Core Points and Arguments - Caterpillar is integrating AI and machine learning into its operations, enhancing efficiency and sustainability on a global scale [2] - The company emphasizes the importance of the physical infrastructure that supports the digital economy, highlighting its role in providing the necessary equipment for modern technology [6][18] - Caterpillar's strategy focuses on solving customers' toughest challenges, which drives investment decisions and partnerships [18][19] - The introduction of the Cat AI Assistant aims to support customers by providing real-time insights and recommendations, enhancing operational efficiency [30][32] Technological Innovations - Caterpillar's Helios platform connects approximately 1.5 million assets, processing vast amounts of data to improve operational intelligence [28] - The company has been a pioneer in autonomy for over 30 years, with its autonomous mining fleet moving over 11 billion tons of material without reported injuries [43] - New autonomous machines are being developed for construction, which will improve safety and efficiency on job sites [48][50] Partnerships and Collaborations - Caterpillar collaborates with NVIDIA to enhance AI capabilities, focusing on real-time data processing and machine learning applications in heavy industry [20][24] - The partnership aims to bridge the gap between digital and physical operations, making Caterpillar's equipment smarter and more efficient [21][56] Workforce Development - Caterpillar is committing $25 million to strengthen the workforce, focusing on training and education to prepare employees for new roles created by technological advancements [55] - The company recognizes the need for skilled labor in the evolving landscape of heavy industry and aims to support the transition of workers into new positions [54][56] Additional Important Content - The conference highlighted the historical context of Caterpillar's innovation, tracing back to its centennial celebration in 2025 and emphasizing a culture of forward-thinking [2][12] - The Cat AI Assistant is designed to be a proactive partner for operators, providing guidance and support to improve safety and productivity on job sites [33][34] - Caterpillar's commitment to sustainability and efficiency is evident in its focus on reducing downtime and improving operational performance through advanced technology [19][54]