Crude from the US could become too expensive for Asian buyers due to higher tankers rates https://t.co/3X0EYCWb40 ...

U.S. President Donald Trump speaks during the 80th session of the United Nations General Assembly (UNGA) at the UN headquarters on Sept. 23, 2025 in New York City.Shale oil executives say President Donald Trump is hurting investment in the oil patch, and are giving a grim outlook for the future of the industry that turned the U.S. into the largest crude producer in the world.The executives' anonymous comments were published in a quarterly survey of oil and gas companies by the Federal Reserve Bank of Dallas ...

Company Insights - CarMax reported a significant decline, hitting a new 5-year low after missing second quarter earnings estimates, with retail used car sales down 5% year-over-year and auto financing income falling over 10% in the quarter [2][3] - CarMax announced a $150 million cost-cutting plan over the next 18 months, which contributed to a more than 20% drop in its shares at the close [3] - Oracle's stock closed down about 5.5% after receiving a sell rating from Rothschild and Redburn, which initiated coverage with a $175 price target, citing overestimation of contracted cloud revenues [4][5] Industry Trends - The energy sector is experiencing a rally, even as crude prices fell from a 7-week high, with speculation linking this to AI traders [6] - Copper prices are rising due to supply disruptions from Freeport MacMoran's mine suspension in Indonesia, which could impact input prices for new homes and create margin pressure for home builders [7][8] - Lithium Americas saw a nearly 100% gain recently, with a further 20% increase, as the U.S. is potentially taking a stake to secure supply chains and reduce reliance on China [8] Economic Indicators - The upcoming PCE report is crucial, with expectations for core PCE to increase to 2.9%, the highest level in 5 months, which may influence the Federal Reserve's decisions in the October meetings [9][10] - There is ongoing discussion about the impact of tariffs on inflation, with some retailers absorbing costs, while others may pass them through to consumers [12][13]

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

EnglishItalianoEspañolPortuguêsDeutschالعربيةFrançaisImportant DisclaimersThe content provided on the website includes general news and publications, our personal analysis and opinions, and contents provided by third parties, which are intended for educational and research purposes only. It does not constitute, and should not be read as, any recommendation or advice to take any action whatsoever, including to make any investment or buy any product. When making any financial decision, you should perform your ...

Key Takeaways Permian Resources stock is down just 5% YTD, far outperforming the sector's 21.4% decline.PR set new drilling speed records in Q2 2025, driving down costs and boosting margins.The company returned $43M via buybacks and offers a 4.4% dividend yield backed by strong cash flow.So far this year, Permian Resources Corporation (PR) has clearly held up better than most of its peers in the U.S. Oil & Gas Exploration & Production space. While the overall sub-industry has dropped 21.4%, PR’s share price ...

Ukraine has stepped up its attacks on Russian refineries and oil infrastructure, which is bullish for crude prices as it curbs Russian crude exports and tightens global oil supplies. Last Thursday, Ukraine attacked Russia's Salavat and Volograd oil refineries, halting around 300,000 bpd of refining capacity. Last Tuesday, Russia's Transneft Pipeline, which handles more than 80% of the country's oil, restricted the ability to store crude. Also, the Kirishi refinery, one of Russia's biggest refineries that ha ...

Core Insights - Oil prices remained stable while natural gas prices experienced a decline, influenced by various market dynamics and corporate activities in the energy sector [1][2][3] Mergers and Acquisitions - California Resources Corporation (CRC) announced a merger with Berry Corporation (BRY) in an all-stock deal valued at approximately $717 million, which includes Berry's net debt. This merger aims to unlock operational synergies, reduce costs, and enhance cash flow generation [4][5] - Following the merger, CRC shareholders will own about 94% of the combined entity, which will strengthen CRC's asset portfolio by adding high-quality, conventional oil-weighted production assets [5][6] - Chord Energy is set to acquire Williston Basin assets from Exxon Mobil's subsidiary, XTO Energy, for $550 million. This acquisition will enhance Chord's presence in the Williston Basin and is expected to contribute 9,000 barrels of oil equivalent per day to its production [6][7][8] Regulatory Developments - Pembina Pipeline secured approval from the Canada Energy Regulator for a negotiated settlement regarding the Alliance Pipeline, which is crucial for the natural gas transmission system between Canada and the U.S. This approval is expected to ensure smooth operations for the pipeline over the next decade [9][10][11] Environmental Initiatives - Petrobras has approved the construction of Brazil's first Carbon Capture and Storage (CCS) pilot project, aiming to capture and store up to 100,000 tons of CO2 annually. This project is part of Brazil's commitment to carbon neutrality by 2050 and will leverage Petrobras' expertise in offshore technologies [11][12][13] Market Performance - The Energy Select Sector SPDR saw a slight decline of 0.1% last week, with mixed stock performances among major oil and gas companies. Over the past six months, the sector fund has decreased by approximately 4% [14][15]

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 100 points on Wednesday.The Dow traded down 0.35% to 46,129.26 while the NASDAQ fell 0.47% to 22,468.39. The S&P 500 also fell, dropping, 0.40% to 6,630.54.Check This Out: Top 2 Tech Stocks That May Plunge This MonthLeading and Lagging SectorsEnergy shares jumped by 1.9% on Wednesday.In trading on Tuesday, materials stocks fell by 1.5%.Top HeadlineCrude oil inventories in the U.S. declined by 0.607 million barrels i ...

U.S. stocks traded lower midway through trading, with the Nasdaq Composite falling more than 100 points on Wednesday.The Dow traded down 0.35% to 46,129.26 while the NASDAQ fell 0.47% to 22,468.39. The S&P 500 also fell, dropping, 0.40% to 6,630.54.Check This Out: Top 2 Tech Stocks That May Plunge This MonthLeading and Lagging SectorsEnergy shares jumped by 1.9% on Wednesday.In trading on Tuesday, materials stocks fell by 1.5%.Top HeadlineCrude oil inventories in the U.S. declined by 0.607 million barrels i ...