Energy Transition

Business

Cardinal Energy Secures CA$95M in Upsized Equity Financing to Fuel Reford 2 Project and Trim Debt

Cardinal Energy Ltd. (TSX:CJ) has successfully upsized its bought deal financing to CA$95.15 million, capitalizing on robust investor appetite. The proceeds are earmarked to accelerate development of its key Reford 2 thermal oil project and strengthen its balance sheet, even as its valuation metrics present a complex picture for investors.

Jan 30, 2026

Business

Nordex Shares Soar 197% in One Year, Outpacing Broader Market as Wind Energy Sector Gains Momentum

Investors who backed wind turbine manufacturer Nordex SE (ETR:NDX1) twelve months ago have seen their holdings nearly triple in value, with shares skyrocketing 197%. The surge highlights a powerful rally in renewable energy stocks amid favorable policy shifts and strong order books.

Jan 30, 2026

Business

Liberty Energy Soars to Record High on Bullish Forecast, Defying Earnings Slump

Shares of Liberty Energy (LBRT) surged over 16% to an all-time peak as CEO Ron Gusek's aggressive growth roadmap, targeting a tripling of power demand, overshadowed a sharp decline in annual profits.

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

Beyond the AI Hype: Energy and Utilities Stocks Offer Steady Dividends for 2026 Income

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.

Feb 2, 2026

Business

Equinor Exits Argentina's Vaca Muerta Shale in $1.1 Billion Sale to Vista Energy

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.

Feb 2, 2026

World

Ukraine Reports Brief Respite in Energy Strikes, But Frontline Attacks Continue

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.

Feb 2, 2026

Business

Barclays Lifts Target on NorthWestern Energy as Utility Merger, Steady Growth Draw Investor Focus

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.

Feb 2, 2026

Business

BKV Seizes Majority Control of Texas Power Venture in $115M Deal, Betting on AI-Driven Energy Demand

U.S. energy firm BKV has completed a $115.1 million transaction to raise its stake in the BKV-BPP Power joint venture to 75%, gaining operational control as it positions to meet surging electricity needs from Texas's booming data center and AI sector.

Feb 2, 2026

Business

Roth Capital Shifts Stance on Energy Fuels, Upgrades to Neutral with Higher Price Target

Roth Capital has upgraded Energy Fuels (UUUU) from 'Sell' to 'Neutral', raising its price target to $15. The move follows the uranium miner's strategic acquisition of Australian Strategic Materials, expanding its rare earths portfolio and positioning within Western critical mineral supply chains.

Feb 2, 2026

Business

Energy Transfer Raises Payouts, Commits Billions to Pipeline Expansion in Dual-Pronged Strategy

Energy Transfer LP announced a significant increase to its quarterly distribution alongside a multi-billion dollar capital expenditure plan for new pipeline and infrastructure projects, signaling confidence in its cash flow stability and long-term growth prospects.

Feb 2, 2026

Business

Powering the AI Boom: How a Nuclear-Heavy Utility Is Capitalizing on Tech's Energy Crisis

As artificial intelligence drives an unprecedented surge in electricity demand, one utility company—Constellation Energy—is uniquely positioned with its vast nuclear fleet to meet the need, turning an industry-wide bottleneck into a significant growth opportunity.

Feb 2, 2026

Business

Gulfport Energy's Valuation Puzzle: A 77% Discount or Overheated Price?

Gulfport Energy (NYSE: GPOR) shares have surged roughly 200% over three years, yet a deep dive reveals conflicting signals. While a cash flow model suggests significant undervaluation, its price-to-sales ratio tells a more cautious tale, leaving investors to weigh the metrics against a volatile energy backdrop.

Jan 31, 2026

Business

Bloom Energy Powers Up: Major Deals Fuel AI Data Center Ambitions and Investor Rethink

Bloom Energy's landmark $2.65 billion power agreement and a potential $5 billion infrastructure partnership signal a strategic pivot to become a cornerstone provider for the energy-hungry AI data center industry, prompting a fresh look at its long-term valuation.

Jan 31, 2026

Business

Bannerman Energy Shares Surge Ahead of Key Quarterly Update: Is the Uranium Play Still Undervalued?

With its share price up nearly 40% in a month, Bannerman Energy (ASX:BMN) is drawing intense investor scrutiny ahead of its December quarter report and investor webinar. Analysts weigh whether the uranium developer's rally has outpaced fundamentals.

Jan 30, 2026

Business

Atmos Energy's Slowing Returns: A Sign of Stagnation or a Market Mispricing?

Despite significant capital investment, Atmos Energy's return on capital employed (ROCE) remains stagnant at 5.9%, trailing the industry average. This raises questions about the utility's growth efficiency, even as its stock price has soared over 112% in five years.

Jan 30, 2026

Business

Susquehanna Boosts ConocoPhillips Target to $115 Amid Shifting Energy Landscape

Analysts at Susquehanna have raised their price target for ConocoPhillips (COP) to $115, citing a positive long-term outlook despite near-term headwinds from oversupply and soft demand. The independent energy giant also stands out for its robust dividend yield.

Jan 30, 2026

Business

Piper Sandler Trims Price Target for Expand Energy (EXE) Amid Shifting Natural Gas Landscape

Analysts at Piper Sandler have slightly lowered their price target for Expand Energy (EXE), the natural gas giant formed from a recent mega-merger, reflecting near-term pressures but maintaining a bullish long-term outlook for the sector.

Jan 30, 2026

Business

Enphase Energy Announces Restructuring and New Storage Partnership Amid Investor Scrutiny

Enphase Energy unveils a strategic restructuring involving workforce reductions and a new home battery partnership, as the solar technology firm navigates a challenging market and mixed investor returns.

Jan 30, 2026