Energy Independence

Business

Liberty Energy Navigates Market Turbulence, Bets Big on Power Infrastructure Expansion

Despite a challenging year marked by oil price volatility and softer demand for completion services, Liberty Energy (LBRT) closed 2025 with a resilient Q4 performance. The company is aggressively scaling its distributed power solutions business, targeting 3 GW of projects by 2029, even as it manages pricing pressures in its core fracking operations.

Jan 30, 2026

Business

Cardinal Energy's C$95M Equity Raise Fuels Thermal Ambitions, Tests Investor Patience

Cardinal Energy Ltd. has upsized its equity offering to C$95.15 million, with proceeds aimed at debt repayment and accelerating its thermal oil projects, including the Reford 2 SAGD development. The move highlights the company's strategic pivot but raises questions about dividend sustainability and shareholder dilution in a capital-intensive sector.

Jan 30, 2026

Business

Bloom Energy Soars on Landmark $2.65 Billion AEP Deal, Fueling AI Data Center Power Thesis

Bloom Energy's stock surged after American Electric Power's subsidiary locked in a massive 20-year fuel cell agreement, a move analysts say validates the company's technology for critical infrastructure like AI data centers and signals a pivotal shift in its growth narrative.

Jan 30, 2026

Business

Sempra's Valuation Under the Microscope: Grid Investments and Energy Transition Ambitions Weighed Against Stock Price

As Sempra (NYSE: SRE) navigates a massive capital investment cycle for grid modernization and clean energy, investors are scrutinizing whether its current stock price accurately reflects its long-term strategy. We analyze key valuation metrics and the broader market context to assess if the utility giant is fairly valued.

Jan 30, 2026

Business

GigaWatt Seeks Public Backing to Power Its DIY Solar Ambitions as Energy Costs Soar

Amid rising electricity prices and shifting federal incentives, solar platform GigaWatt is turning to crowd-investing to accelerate its push into integrated, user-friendly DIY solar kits, betting on AI and streamlined hardware to capture a growing market.

Feb 2, 2026

US

Judicial Independence Under Scrutiny: State AGs Demand Congressional Probe Into Climate Bias Allegations in Federal Bench Guide

A coalition of 22 state attorneys general is urging Congress to expand an investigation into potential ideological influence on the federal judiciary, citing concerns over a newly updated judicial reference manual they claim promotes a climate activist agenda.

Feb 3, 2026

Business

The Hidden Engine of the Energy Transition: How Green Tech Fuels Fossil Fuel Demand

Record global investments in wind, solar, and EVs are paradoxically driving a surge in demand for coal, oil, and gas, as the production of essential materials like cement and steel remains locked into hydrocarbon-based economies, primarily in Asia.

Feb 2, 2026

World

U.S. and India Forge Trade Truce, Slashing Tariffs in Deal Tied to Energy and Ukraine

The United States and India have announced a significant trade agreement, dramatically reducing tariffs after months of tension. The deal, linked to India halting Russian oil purchases, aims to boost bilateral trade and supply chain diversification.

Feb 2, 2026

Business

Dangote Group Inks Major Gas Supply Pact with NNPC, Aligning with Nigeria's Energy Expansion Drive

Africa's largest conglomerate secures a strategic gas supply agreement with Nigeria's state oil firm, a key move supporting national ambitions to leverage vast gas reserves for industrial growth and investment.

Feb 2, 2026

Business

Fed Chair Contender Kevin Warsh Faces Defining Test: Preserving Central Bank Independence Amid Political Pressure

As speculation mounts over the next Federal Reserve leadership, top economists point to Kevin Warsh's crisis-era experience as a strength, but warn his legacy will hinge on a single, monumental challenge: shielding interest-rate policy from political influence.

Feb 2, 2026

World

Japan Achieves Deep-Sea Breakthrough in Quest for Rare Earth Independence

Japan has successfully retrieved rare-earth-rich sediment from the deep Pacific seabed in a world-first test, marking a significant step in its national strategy to diversify critical mineral supplies and reduce dependence on China.

Feb 2, 2026

Business

SM Energy and Civitas Seal $12.8 Billion Merger, Forging a U.S. Shale Powerhouse

The all-stock deal creates a top-tier independent producer focused on the Permian Basin, with Beth McDonald at the helm aiming to unlock significant synergies and shareholder returns.

Feb 2, 2026

World

Cuba Rejects U.S. Security Threat Label, Calls for Dialogue Amid Energy Stranglehold

Havana denies White House accusations of being a security threat while appealing for constructive talks, as U.S. pressure cuts off vital Venezuelan oil supplies and risks a humanitarian crisis.

Feb 2, 2026

Business

U.S. Bets Big on Rare Earth Independence with $3.1 Billion Mine-to-Magnet Push

USA Rare Earth secures a landmark $1.6 billion in federal loans and equity, coupled with a $1.5 billion private placement, to build a domestic supply chain from Texas mines to Oklahoma magnets, reducing reliance on China for critical defense and green tech components.

Jan 31, 2026

Business

Trump Taps Kevin Warsh for Fed Chair, Testing Central Bank's Independence

President Trump's nomination of former Fed Governor Kevin Warsh to lead the central bank sets the stage for a pivotal confirmation battle, raising questions about monetary policy direction and the erosion of the Fed's political firewall.

Jan 31, 2026

Business

Texas Energy Jobs Bounce Back in December, Fueling State's Record Employment Surge

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.

Jan 30, 2026

Business

Waste Management Boosts Shareholder Returns Amid Renewable Energy Push

Waste Management (NYSE:WM) announced a significant 14.5% dividend hike and a new $3 billion share buyback program, signaling confidence in its cash flow strength despite competitive pressures. The move comes as the waste giant continues to invest in renewable natural gas and automation to drive future growth.

Jan 30, 2026

Business

Analysts Trim Targets on Antero Resources Amid Shifting Energy Outlook, But Bullish Stance Remains

Morgan Stanley and Barclays have both lowered their price targets for Appalachian Basin natural gas leader Antero Resources (AR), citing revised commodity forecasts. Despite the cuts, Morgan Stanley maintains an 'Overweight' rating, signaling continued confidence in the stock's long-term trajectory.

Jan 30, 2026

Business

GE Vernova's Meteoric Rise: A Compelling Energy Story Priced for Perfection?

Since its spin-off from GE Aerospace, GE Vernova's stock has soared over 400%. While its position in gas, wind, and next-gen nuclear power is formidable, sky-high valuations give even growth investors pause.

Jan 30, 2026

Business

Greenlight Capital Bets on Natural Gas: Antero Resources Added to Portfolio as Energy Strategy Shifts

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.

Jan 30, 2026