The quiet maneuvering between Carlyle Group, Russia's Lukoil, and the UAE reveals a fundamental shift in global energy finance. As Western sanctions redraw the map, a new playbook is emerging—one where assets are restructured, risks are repackaged, and geopolitical neutrality becomes a tradable commodity.
January 2026 saw dramatic swings across commodity markets, with precious metals soaring to record highs before a sharp correction, while energy commodities rallied on strong winter demand. The month underscored the sector's inherent volatility amid shifting seasonal and macroeconomic forces.
In a sweeping interview, Elon Musk positioned solar power as the indispensable core of future energy, AI, and space ambitions, praising China's manufacturing scale while urging a massive U.S. build-out.
As NorthWestern Energy Group (NWE) approaches its quarterly report, a surge in share price has investors questioning whether optimism has outpaced fundamentals. With shares trading above analyst targets, the debate centers on future growth prospects versus current valuation concerns.
In a landmark agreement announced by former President Trump and Prime Minister Modi, the U.S. will slash tariffs on Indian goods, while New Delhi commits to halt Russian oil imports and significantly increase purchases of American energy and goods.
Devon Energy's stock sees modest gains while Coterra dips following their $58 billion merger announcement, a deal that will relocate Devon's headquarters from Oklahoma City to Houston by 2026.
New federal data reveals a significant year-over-year jump in energy costs for November, with natural gas prices soaring and electricity rates climbing, squeezing household budgets amid fluctuating demand and generation patterns.
An international nuclear services firm moves forward with plans to seek regulatory approval for new power generation at the long-closed Kewaunee site, potentially revitalizing a key piece of Wisconsin's energy infrastructure.
In a significant vote of confidence for Latin America's premier shale play, investment firm PING Capital Management has substantially increased its holding in Argentina-focused Vista Energy, underscoring a strategic focus on operational execution over mere commodity price speculation.
As the U.S. renewable energy sector builds on a record-breaking 2025, it faces a critical juncture defined by supply chain pressures, extreme weather, and evolving market rules. Strategic adaptation, not just growth, will determine its sustainable trajectory.
Equinor's stock has gained ground over the past month, yet a detailed fair value analysis suggests the Norwegian energy giant may be trading at a premium. Investors are weighing strong long-term momentum against future headwinds from the green shift.
Barclays initiates coverage of 4D Molecular Therapeutics with an Overweight rating and a $33 price target, citing a favorable industry backdrop with potential M&A tailwinds and shifting focus away from drug pricing pressures. The gene therapy developer also outlined key clinical milestones expected through 2026.
Ford Motor Company launches a dedicated energy storage business, Ford Energy, appointing Lisa Drake to lead the charge into the rapidly growing battery storage market, signaling a strategic expansion beyond vehicle manufacturing.
While tech captures headlines, a selection of energy and utility companies present a compelling case for reliable, high-yield dividend income in the coming year, backed by essential infrastructure and evolving demand drivers.
Norwegian energy giant Equinor is selling its onshore shale assets in Argentina's Vaca Muerta formation to local operator Vista Energy, marking a strategic pivot as it doubles down on offshore exploration and core international markets.
Ukrainian President Zelenskiy notes a 24-hour pause in targeted Russian strikes on energy grids, yet civilian casualties mount in frontline regions. The reported lull follows a disputed, short-term truce brokered by the U.S., as both sides prepare for talks in Abu Dhabi.
Analysts at Piper Sandler have increased their price target for Permian Basin-focused producer Diamondback Energy (FANG) to $218, maintaining an Overweight rating. The move comes as the firm anticipates solid Q4 results for gas-focused companies, while oil producers navigate a tougher pricing environment.
Barclays raises its price target on NorthWestern Energy Group (NWE) to $62, citing solid quarterly performance and strategic moves, including a pending merger with Black Hills Corporation, as the regulated utility reaffirms its long-term growth outlook.
A new valuation model suggests Eos Energy Enterprises' stock could be significantly undervalued, presenting a potential opportunity for investors amid a shifting energy policy landscape.
Enphase Energy, a key player in the home energy management sector, is set to release its quarterly earnings after the bell on Tuesday. Investors are watching closely as the company navigates a shifting market landscape.
