Let's get to some committee moves. Joe, you sold the GLD. A lot of talk about metals and gold in particular recently.You sold the GLD. >> I did. So, in the middle of November, I entered a position in the GLD as a trade.This was not on an expectation that this was going to be a long-term investment. When I think about how I view 2026 for the precious metals, I want to be long the precious metals. So for those of you that are sitting in investments in precious metals and have had them over the last several ye ...

Core Viewpoint - The energy sector has underperformed compared to the broader market, with average energy stocks in the S&P 500 up about 4% year-to-date, while the broader market index rose nearly 18% due to lower oil prices [1][2] Group 1: ConocoPhillips - ConocoPhillips is a leading oil and gas producer with a diversified portfolio and low operating costs [4] - The company requires an average oil price in the mid-$40s to sustain capital spending and about $10 more per barrel to fund its dividend, currently generating substantial surplus free cash flow with crude oil priced in the low $60s [4][5] - Expected completion of large-scale liquefied natural gas projects and the Willow oil project in Alaska could add an incremental $6 billion in annual free cash flow by 2029, assuming a $60 oil price [5] - ConocoPhillips produced $6.1 billion in free cash flow through the first nine months of the year and recently increased its dividend by 8%, aiming for dividend growth within the top 10% of S&P 500 companies [7] Group 2: Oneok - Oneok is one of the largest energy midstream companies in the U.S., generating stable cash flow supported by long-term contracts and government-regulated rate structures [8] - The company has expanded its midstream platform through acquisitions, including Magellan Midstream Partners and Medallion Midstream, totaling $10.2 billion [10] - Oneok expects to capture hundreds of millions in cost savings and synergies from these acquisitions and has approved several organic expansion projects, which should enhance its dividend growth by 3% to 4% annually [11] Group 3: NextEra Energy - NextEra Energy is a leading electric utility and energy infrastructure development company, with a Florida-based utility generating steadily rising rate-regulated earnings [12] - The company plans to invest upwards of $100 billion by 2032 to support growing energy demand in Florida, alongside investments in electricity transmission lines and clean power projects [14] - Expected compound annual earnings-per-share growth of over 8% over the next decade positions NextEra Energy to increase its dividend by 10% next year and at a 6% compound annual growth rate through at least 2028 [15] Group 4: Overall Investment Potential - ConocoPhillips, Oneok, and NextEra Energy are identified as top energy stocks with visible growth ahead, expected to continue increasing their high-yielding dividends [16]

Cheniere Energy, Inc. (NYSE:LNG) is one of the stocks that Jim Cramer shared his take on. During the lightning round, a caller asked for Cramer’s thoughts on the stock, and he commented: “Well, what I want you to do is I want you to own, because they [have]… done a lot of work. Cheniere Energy Partners with a 6.27% yield… It’s… cheap, and you got that yield. I think that’s a better play for you.” Jim Cramer Highlights Cheniere (LNG) Energy Partners’ 6.27% Yield Oleksandr Kalinichenko / Shutterstock.com ...

A shadow fleet tanker carrying liquefied natural gas has abandoned an effort to load fuel from a US-sanctioned export plant in Russia’s Arctic likely due to a buildup in ice, another challenge for Moscow as it seeks to expand shipments https://t.co/vLe2Rmsg92 ...

The European Union plans to simplify ways for US exporters of liquefied natural gas to comply with methane emission requirements that have drawn ire from the Trump administration https://t.co/PtsMMkHFp8 ...

Core Insights - Eni has made a significant gas discovery at the Konta-1 exploration well, estimating initial gas reserves of 600 billion cubic feet (bcf) with potential to exceed 1 trillion cubic feet (tcf) [1][3] Exploration Details - The Konta-1 well was drilled to a depth of 4,575 meters in water depths of 570 meters, encountering gas in four separate Miocene-age sandstone reservoirs [2] - A well production test recorded a flow rate of up to 31 million standard cubic feet per day (mscf/d) of gas and approximately 700 barrels per day (bpd) of condensate [2] - Based on data from the production test, the well has a potential multi-pool gas rate of up to 80 mscf/d and around 1,600 bpd of condensate [3] Strategic Implications - Eni's discovery supports its near-field exploration strategy in the Kutei basin, leveraging geological knowledge and advanced geophysical technologies [4] - The company plans to drill four additional wells in the Kutei basin in 2026, indicating a commitment to further exploration and development in the area [4] Operational Context - The Konta-1 well is part of the Muara Bakau production sharing contract (PSC), where Eni holds an 88.33% interest, with Saka Energi holding 11.66% [5] - Muara Bakau is one of 19 blocks managed by a joint company established by Eni and Petronas, with recent long-term liquefied natural gas sales agreements signed with Gulf Development Company and BOTAŞ [5]

Core Viewpoint - Venture Global has responded to Shell's legal challenge regarding an arbitration case related to liquefied natural gas cargoes, denying fraud allegations and accusing Shell of breaching arbitration confidentiality [1] Group 1 - Venture Global submitted its response late on Tuesday to Shell's legal challenge [1] - The response includes a rejection of allegations of fraud made by Shell [1] - Venture Global accuses Shell of breaching arbitration confidentiality [1]

Exxon Mobil raised its expectation for future earnings and cash flow due to growth in key assets in the Permian Basin, Guyana and liquefied natural gas — and more cost savings https://t.co/deXBCGiqMQ ...

Aktor’s joint-venture with Greece’s state gas supplier Depa is looking to secure additional supplies of liquefied natural gas from the US https://t.co/eUpYKNcBhk ...

A Russian liquefied natural gas export facility delivered its first shipment to China since being sanctioned by the US in January, the latest sign of increased energy cooperation between Beijing and Moscow https://t.co/ZSL2npvhKB ...