Shares in Siemens Energy jumped nearly 9% following the company's dual announcement of a major U.S. manufacturing investment to meet AI data center power demand and a potential future spin-off of its struggling Siemens Gamesa renewable energy division, pending a stabilization of its operations.
NGL Energy Partners (NGL) reported a robust third-quarter performance, fueled by record-setting produced water disposal volumes and disciplined capital management. The partnership raised its full-year EBITDA outlook and outlined ambitious plans, including a novel partnership to explore nuclear-powered water desalination in the Permian Basin.
New Jersey Resources (NJR) has raised its full-year earnings guidance following a robust first-quarter performance, where its diversified portfolio, particularly the Energy Services unit, capitalized on market volatility during a severe cold snap. Management reaffirmed its long-term, utility-anchored growth strategy and detailed expansion plans across its storage, transportation, and clean energy ventures.
Woodside Energy Group faces a dual challenge from falling oil prices and heightened scrutiny over its 2026 production targets and planned Pluto LNG shutdown. Despite recent share price pressure, a closer look reveals potential undervaluation as the market assesses its long-term LNG and ammonia project pipeline.
Amid a resurgent offshore energy sector, Bristow Group Inc., the global leader in helicopter services, presents a compelling investment case. Trading at a significant discount to peers and backed by long-term contracts, the company's financial resilience and market dominance are often overlooked by the market.
GE Vernova (NYSE: GEV) is sharpening its focus on the booming grid modernization sector through a strategic alliance with utility giant Xcel Energy and the full acquisition of Prolec GE, moves that solidify its position in North America's energy transition infrastructure.
As the RBA's latest move cools investor sentiment, attention shifts to smaller-cap opportunities. We examine three ASX-listed energy explorers and producers, assessing their potential and pitfalls in a uncertain market.
Peabody Energy, the U.S. coal giant, is drawing investor attention not just for its core business but for a multi-pronged growth strategy. Analysts point to undervalued coal assets, a burgeoning critical minerals portfolio, and a cyclical demand boost from AI data centers as potential catalysts.
For dividend-focused investors, the volatile energy sector still offers reliable income streams through specific business models. We examine three high-yield picks balancing infrastructure stability and strategic transition.
Suncor Energy shares have surged ahead of its February 2026 earnings report, despite expectations for lower profits. Investors are weighing the recent momentum against updated production guidance and long-term industry headwinds.
AGL Energy investors have faced a challenging 12 months, with total shareholder returns falling significantly behind the ASX's gains. While long-term holders have seen modest growth, recent performance raises questions about the energy giant's transition strategy and market positioning.
As AI data centers strain the U.S. power grid, small modular reactors (SMRs) offer a promising source of clean, reliable energy. But outdated federal regulations could stall this critical innovation, leaving tech giants and climate goals in limbo.
Enphase Energy (ENPH) reported fourth-quarter revenue that surpassed Wall Street forecasts, though sales declined year-over-year. The company's upbeat guidance for the current quarter sent its shares sharply higher, signaling potential stabilization after a prolonged downturn.
Shares of NRG Energy have retreated sharply from recent highs, raising questions about whether the market is overlooking the utility giant's intrinsic value. A deep dive into cash flow projections and valuation metrics suggests a significant gap between price and potential worth.
Enlight Renewable Energy accelerates its international growth strategy, breaking ground on a major Arizona solar complex and securing a strategic entry into the German renewable market, underscoring investor confidence and its premium market valuation.
The energy technology giant is significantly scaling up its manufacturing and R&D footprint across Charlotte, Raleigh, and Winston-Salem, citing surging demand from data centers and industrial electrification.
Siemens Energy announces a strategic $1 billion U.S. investment, with a significant portion targeting North Carolina to boost manufacturing of critical grid and energy equipment, capitalizing on the nation's industrial resurgence.
The energy technology giant is significantly scaling up its manufacturing and R&D footprint across Charlotte, Raleigh, and Winston-Salem, citing surging demand from data centers and industrial electrification.
Ecotricity founder Dale Vince has secured a multi-million pound interest-free loan from his own Green Britain Group to cover the first instalment of a contentious £42m divorce settlement, as his renewable energy empire reports soaring profits.
Siemens Energy announces a major $1 billion investment to scale up U.S. manufacturing of grid equipment and gas turbines, aiming to create over 1,500 skilled jobs as electricity demand from data centers and AI soars.
