Air Products and Chemicals, Inc. (NYSE:APD) ranks among the best hydrogen and fuel cell stocks to buy for 2026. On December 9, Air Products and Chemicals, Inc. (NYSE:APD) stock plummeted 11%, with Bernstein SocGen Group maintaining its Outperform rating and $320 price target for the company’s shares. According to Bernstein analyst James Hooper, the market reaction was something of a “overreaction” after Air Products announced negotiations with Yara to collaborate on major hydrogen megaprojects. The agree ...

铁矿资源方面，廷杜夫省Gara Djebilet铁矿项目进入产业化阶段，矿区储量约35亿吨， 2022—2023年已完成25万吨试采，首条年产400万吨的初级处理生产线计划于2026年4月 投产，配套Béchar—Tindouf铁路预计于2026年1月投入运营。 （原标题：阿尔及利亚在新油气法框架下推进重点能源和矿业项目布局） 据阿尔及利亚媒体El Watan 12月29日报道，2025年阿尔及利亚能源与矿业领域在新《油 气法》（19-13号法）和新《矿业法》框架下取得重要进展。通过国际招标"Algeria Bid Round 2024"，阿方向 TotalEnergies、Eni、Sinopec等企业授予5个油气勘探与开采许 可，带动外资参与度回升。同时，政府将矿业发展纳入经济多元化优先领域，加快推 进结构性矿业与能源项目实施。 磷矿及化肥产业方面，特贝萨省Bled El Hedba综合磷矿项目正在推进，规划年产能约 600万吨化肥产品。铁路配套工程进展顺利，建成后每年可运输逾1,000万吨磷矿石，用 于国内加工和出口，年创汇预计达20亿美元，并将提升东部矿业运输能力。 有色金属及新能源方面，贝贾亚省Oue ...

Shell plc (NYSE:SHEL) is included among the 12 Best Crude Oil Stocks to Buy for Dividends. Shell (SHEL) Makes New Oil Discovery in Gulf of America Shell plc (NYSE:SHEL) is an integrated energy company with operations spanning exploration, production, refining, marketing, and chemical manufacturing, alongside growing investments in biofuels and hydrogen. Shell plc (NYSE:SHEL) received a boost this week when it was revealed that the company, in partnership with INEOS, has made a new oil discovery in the G ...

Core Insights - Leading oil and gas companies are focusing on decarbonisation targets through a mix of existing measures and emerging technologies, with carbon capture being a key strategy for emission reduction [1] - Companies are reviewing their interim targets set for 2030 due to market volatility and policy uncertainties, leading to adjustments in timelines and investment priorities [2] - The pace of investment in renewable energy sources like solar and wind has slowed, as major firms prioritize financial discipline and value maximization from traditional hydrocarbon assets [3] Group 1 - Oil and gas firms are actively involved in solar and wind projects, recognizing their long-term growth potential, but investment has been tempered by market challenges and geopolitical instability [3] - Heightened energy security concerns and high capital costs for renewable projects have led to increased fossil fuel demand, prompting companies to focus on conventional operations [4] - The transition to low-carbon energy is ongoing but at a slower, more pragmatic pace, shifting from immediate action to a risk-adjusted, demand-driven approach [5]

FuelCell Energy, Inc. (NASDAQ:FCEL) is one of the best hydrogen stocks to buy right now. On December 1, FuelCell Energy announced the closure of a debt financing agreement with the Export-Import (EXIM) Bank of the United States. The deal provided approximately $25 million in gross proceeds before fees and reserves. According to the company, this financing is part of EXIM’s Project & Structured Finance program whose goal is to support US exporters in global natural resource and infrastructure sectors. Fuel ...

Core Insights - Petrobras and Braskem have signed long-term feedstock supply contracts valued at $17.8 billion, marking a significant milestone in the Brazilian petrochemical industry [1][2][18] Group 1: Overview of the Agreements - The agreements consist of two major contracts: one for petrochemical naphtha worth $11.3 billion and another for natural gas liquids (NGLs) worth $5.6 billion, set to commence in January 2026 [3][4] - The naphtha supply deal will provide 4.116 million tons in 2026, increasing to 4.316 million tons by 2030, ensuring a stable supply for Braskem's operations [5][6] Group 2: Strategic Shift and Expansion - Braskem is transitioning from naphtha to more competitive NGLs like ethane, aiming to enhance Brazil's position in global petrochemical production [2][11] - The $5.6 billion contract for ethane, propane, and hydrogen is crucial for expanding Braskem's Duque de Caxias facilities, expected to run for 11 years starting in 2026 [6][7] Group 3: Long-term Supply Commitments - From 2026 to 2028, Petrobras will supply 580,000 tons of ethylene equivalent annually, increasing to 725,000 tons per year starting in 2029, supporting Braskem's expansion plans [10][11] - Additional propylene supply agreements valued at approximately $940 million will further support Braskem's diverse production lines, ensuring access to necessary feedstocks [14][15] Group 4: Strategic Influence and Future Outlook - Petrobras is increasing its influence over Braskem as Novonor plans to divest its stake, indicating a trend of state-controlled entities shaping Brazil's petrochemical sector [12][13] - The collaboration between Petrobras and Braskem is expected to unlock nearly $800 million in investments, driving growth and modernization in the Brazilian petrochemical industry [7][18]

Linde plc (NASDAQ:LIN) is one of the stocks Jim Cramer recently discussed. During the episode, Cramer highlighted the stock’s pull-back and remarked: “The last few months have been brutal for the stock of Linde, the industrial gas distributor that we own for the Charitable Trust. Here’s a stock that pulled back 20% from its highs in August to its lows last week. It’s a brutal move, but it’s… been a pretty consistent name. While Linde is somewhat cyclical, given the nature of its industrial clients, this c ...

Core Insights - Air Products & Chemicals (APD) experienced a significant stock decline of nearly 25% within a year, dropping from approximately $315–$330 to around $236, surprising long-term investors [2] - The decline is attributed to a comprehensive strategic realignment in 2025, where the company exited several capital-intensive clean energy and hydrogen initiatives, incurring a $2.3 billion after-tax charge and reporting a GAAP net loss of about $1.7 billion for the fiscal second quarter of 2025 [4][5] Strategic Realignment - APD's management had previously invested heavily in clean energy and LNG projects to position the company as a leader in the energy transition, but these plans fell apart [4] - The company recorded an EPS of $2.69 for the same quarter, reflecting a decline of about 6% from the previous year, altering investor outlook from growth to recognizing misallocated funds [5] Operational Challenges - Revenues for fiscal 2025 remained around $12 billion, unchanged from previous years, indicating weak volume trends and macroeconomic pressures, particularly in Europe and Asia [6] - The sale of its LNG technology division further reduced the scale of operations, contributing to stagnation rather than expansion [6][7] Leadership Changes - A new CEO, Eduardo F. Menezes, took charge amid a proxy battle, raising concerns about the company's long-term trajectory during a critical phase of unwinding significant projects [8] - Investors are uncertain whether APD will continue pursuing energy-transition projects or revert to its traditional industrial-gas foundations, as recent write-downs indicate a shift in focus [9] Macro Economic Factors - Demand for industrial gas is closely linked to global manufacturing and energy activities, which underperformed in 2025, particularly in parts of Asia and Europe [10] - The helium market experienced weakened demand, and uncertainties in the energy and chemicals sector further dampened sentiment towards APD [10] Future Outlook - Despite the challenges, APD continues to generate substantial cash flows from its core operations, with a dividend yield between 2.7% and 2.9%, providing some stability [11] - The company's ability to restore margin growth and regain investor trust will be crucial for future expansion, as management's cautious approach may limit long-term growth prospects unless industrial-gas demand improves [12][13] - The recent 25% drop serves as a reminder that even stable industrial entities can falter when strategy, demand, and macroeconomic conditions change simultaneously [14]

Eclipse Energy’s microbes can turn idle oil wells into hydrogen factories https://t.co/RwIOED7vF5 ...

Group 1 - Air Products is hosting an investor teleconference to discuss a joint announcement with Yara International ASA regarding advanced negotiations on low-emission ammonia projects [1] - The teleconference is scheduled for December 8, 2025, at 9:00 a.m. USET and will be accessible to the public and media in listen-only mode [1][2] - Air Products is a leading industrial gases company with over 85 years of operation, focusing on energy, environmental, and emerging markets [3] Group 2 - In fiscal 2025, Air Products reported sales of $12 billion from operations across approximately 50 countries [4] - The company is recognized as the leading global supplier of hydrogen and is involved in developing large-scale clean hydrogen projects [3]