After a November dip, Texas's upstream oil and gas sector added 2,000 jobs in December, contributing to the state's record-breaking employment figures and underscoring the industry's pivotal role in the Texan economy and tax base.
In its Q4 2025 letter, David Einhorn's Greenlight Capital revealed a new position in Antero Resources (AR), signaling a strategic move into the natural gas sector. The hedge fund's portfolio returned 8.5% for the quarter, outpacing the S&P 500.
As data center demand surges, NextEra Energy emerges as a critical, and often overlooked, infrastructure player. Its partnerships with tech titans like Meta and Google highlight a strategic pivot in the energy sector.
United Rentals reported strong Q4 results, driven by data center and power sector demand, and issued 2026 guidance forecasting continued revenue growth. Management highlighted a robust project pipeline while navigating margin pressures.
Ford Motor Co. disclosed a significant non-cash charge tied to its global pension plans, though the automaker emphasized the impact is isolated to its accounting and won't affect operational earnings or near-term cash flow.
Palantir Technologies smashed Wall Street expectations for Q4 2025, reporting a 70% surge in revenue and issuing guidance that signals even stronger growth ahead. The data analytics giant's performance underscores its deepening traction in both government and commercial sectors.
An AI-driven analysis suggests Cloudflare (NET) shares may face headwinds over the next two months, projecting an average price near $168. The forecast contrasts with bullish long-term analyst views, highlighting the tension between immediate technical signals and the company's strategic positioning in edge security and AI infrastructure.
NuScale Power holds a unique regulatory approval for its small modular reactor technology, positioning it at the forefront of a potential nuclear energy shift. Yet, with no commercial deployments and a canceled flagship project, investors face a high-stakes gamble between revolutionary disruption and fading promise.
The Canadian government has granted final approval for Ovintiv's takeover of NuVista Energy, completing all regulatory and shareholder requirements. The deal, expected to close shortly, significantly bolsters Ovintiv's position in the Canadian oil and gas sector, though analysts debate its long-term value and impact on shareholder returns.
While the energy sector retrenched amid falling crude prices, ExxonMobil executed a massive $20 billion share repurchase program in 2025, underlining its financial muscle and commitment to shareholder returns. The oil giant also reported earnings that beat estimates, driven by record production in the Permian Basin and Guyana, even as it takes a hardline stance on reinvesting in Venezuela.
The British government's move to retroactively alter leasehold ground rent contracts is undermining a foundational pillar of its investment landscape: trust in the rule of law. This erosion of contractual certainty risks deterring the long-term capital essential for growth, from energy to AI infrastructure.
A broad crypto market sell-off has dragged AI-linked tokens to one of their steepest weekly declines in recent memory, erasing billions in value. Despite the price pain, key infrastructure projects in the decentralized AI and agent ecosystem continue to advance.
A damning report from the European Court of Auditors reveals the bloc is falling dangerously behind in securing the lithium, cobalt, and nickel needed for its energy transition, leaving climate goals and strategic autonomy in jeopardy.
Turkish energy firm Reges Elektrik has completed its acquisition of Tuşpa Enerji, unlocking the start of operations at the 70MW Demirli Wind Power Project in Kırşehir and marking its strategic shift into large-scale power generation.
The energy giant reported industry-leading earnings and cash flow, driven by record production and deep cost cuts, while returning billions to shareholders and outlining an ambitious growth plan through 2030.
During UK Foreign Secretary Yvette Cooper's visit to Addis Ababa, British investor Gridworks signed landmark agreements to develop two major transmission projects. The deals, part of a broader UK strategy linking economic development with migration management, mark Ethiopia's first public-private partnerships in its power transmission sector.
An AI-driven analysis suggests JPMorgan Chase stock could see a slight decline to around $295 by mid-April, as the banking giant contends with rising operational costs and regulatory uncertainty, despite strong fundamentals and shareholder returns.
Hong Kong apparel giant Crystal International is investing in a high-tech logistics center in China, aiming to slash fabric transfer times by 75% and power operations with solar energy as part of its broader smart manufacturing push.
A final arbitration ruling in favor of Venture Global LNG against Spain's Repsol resolves a high-stakes contractual dispute, providing clarity on cash flows and bolstering confidence in the company's long-term project viability amid volatile energy markets.
Backed by a major U.S. government loan and a surge in private equity, USA Rare Earth is accelerating its domestic mining and manufacturing projects, positioning itself at the forefront of a critical national strategy.
