HG Energy II

Business

Natural Resource Partners L.P.: The Overlooked MLP Building a 'Fortress' Balance Sheet

Amid a challenging environment for traditional energy, Natural Resource Partners L.P. (NRP) is generating robust free cash flow from its vast mineral rights portfolio, aggressively paying down debt, and positioning for a potential dividend resurgence. With a unique asset base including carbon sequestration rights, some analysts see a compelling value story unfolding.

Feb 3, 2026

Business

China's Coal Power Paradox: Record New Proposals Amid Falling Fossil Fuel Use

Despite a historic drop in coal-fired electricity generation, China saw a surge in proposed new and reactivated coal power projects last year, highlighting a strategic push for energy security even as renewables rapidly expand.

Feb 3, 2026

Business

Amprius Technologies at an Inflection Point: Silicon Anode Pioneer Scales for Broader Market

As new leadership takes the helm, battery innovator Amprius Technologies is pivoting its high-energy-density silicon anode technology from niche aerospace applications toward the mass electric mobility market, backed by a new manufacturing strategy and surging revenue.

Feb 3, 2026

Business

Devon and Coterra Forge U.S. Shale Giant in $1B Synergy, $5B Buyback Deal

Devon Energy and Coterra Energy announce a strategic, all-stock merger to create a dominant multi-basin U.S. shale operator. The combined entity, centered on the prolific Delaware Basin, targets $1 billion in annual synergies and over $5 billion in shareholder returns, promising enhanced scale and capital efficiency.

Feb 3, 2026

Business

Musk Merges SpaceX and xAI, Creating a Colossus Poised to Power AI from Orbit

Elon Musk consolidates his space and artificial intelligence ventures, with SpaceX acquiring xAI to form a private sector titan valued over a trillion dollars, aiming to solve AI's energy crisis by moving compute to space.

Feb 2, 2026

Business

Analysts Revise Ceres Power Outlook: What's Behind the Shifting Price Target?

A recent adjustment to Ceres Power Holdings' price target by analysts signals a broader reassessment of the clean energy firm's market narrative and future trajectory, moving beyond a single figure to underlying story shifts.

Feb 2, 2026

Business

Caterpillar Powers Up: Inks Major Deal to Fuel AI Data Center Boom with Monarch Campus

Industrial giant Caterpillar secures a landmark agreement to supply 2 gigawatts of power generation and storage to the Monarch Compute Campus, positioning itself at the forefront of meeting the surging energy demands of artificial intelligence infrastructure.

Feb 2, 2026

Business

Founder of Russia's Largest Bitcoin Miner Arrested as Firm Teeters on Bankruptcy

The arrest of BitRiver's founder on tax evasion charges coincides with an insolvency claim filed against the company, compounding pressures from sanctions, energy debts, and internal strife.

Feb 2, 2026

Business

Musk Merges xAI with SpaceX, Unveils Vision for Orbital Data Centers to Power AI Boom

Elon Musk has consolidated his AI venture, xAI, into SpaceX, creating a unified entity to pursue the audacious goal of deploying a million-satellite constellation that will function as solar-powered data centers in space, addressing the surging energy demands of artificial intelligence.

Feb 2, 2026

Business

SpaceX Merges with xAI in Historic Deal, Aims to Pioneer Orbital Data Centers

Elon Musk consolidates his space and AI ventures, creating a private sector titan valued at $1.25 trillion with an ambitious plan to address AI's energy demands by moving data centers into orbit.

Feb 2, 2026

Business

Hess Midstream's Strategic Pivot: Strong Earnings and Higher Payouts Spark Valuation Debate

Following robust Q4 2025 results, Hess Midstream (HESM) is capturing investor interest with increased distributions and a leaner capital expenditure outlook. This financial discipline, set against a volatile energy backdrop, has analysts scrutinizing whether the stock's current price fully reflects its future potential.

Feb 2, 2026

Business

S&P 500 at a Crossroads: Sideways Churn Nears Climax as 7,000 Level Looms

The benchmark index has been trapped in a tight range for months, gaining a mere 1% since October as a defensive rotation into energy and healthcare pressures tech-heavy portfolios. Analysts warn the prolonged consolidation is creating a 'ticking clock' scenario, setting the stage for a decisive breakout or breakdown.

Feb 2, 2026

Business

Devon and Coterra Forge a Permian Powerhouse: Merger Creates Delaware Basin Giant

In a landmark consolidation move, Devon Energy and Coterra Energy have agreed to an all-stock merger, positioning the combined entity as a dominant force in the prolific Delaware Basin. The deal signals a strategic shift towards scale and capital efficiency in the U.S. shale sector.

Feb 2, 2026

Business

Molecular Partners' DLL3-Targeting Radiotherapeutic Shows Promising Imaging Data, U.S. Trial Set to Begin

New clinical imaging data for Molecular Partners' experimental radiotherapeutic MP0712, targeting the DLL3 protein in cancers like small cell lung cancer, show favorable tumor targeting and healthy organ clearance. The company confirms its U.S. Phase I/II trial is now open for patient screening.

Feb 2, 2026

Business

Devon and Coterra Forge $21.4 Billion Oil Giant in Houston, Accelerating Shale Consolidation

A landmark all-stock merger between Devon Energy and Coterra Energy will create a $58 billion powerhouse, positioning it as a top-tier producer in the prolific Permian Basin amid a wave of industry consolidation.

Feb 2, 2026

Business

NuScale Power's SMR Bet: A Path to Wealth or a Nuclear Mirage?

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.

Feb 2, 2026

US

Minnesota Babysitter Sentenced in Toddler's Accidental Shooting Death

Elliot Staples III receives jail time after pleading guilty to manslaughter in the death of 3-year-old Jajuan Robinson, Jr., whom he was caring for when the child accessed an unsecured firearm.

Feb 2, 2026

Business

Markets Edge Higher Amid Earnings Anticipation; Oil Prices Slide on Geopolitical, Demand Concerns

U.S. stocks advanced cautiously Monday as investors braced for a wave of corporate earnings reports, while crude oil prices tumbled sharply. The focus remains on key tech results and evolving geopolitical developments affecting global trade and energy markets.

Feb 2, 2026

Business

Ovintiv's NuVista Acquisition Clears Final Hurdle, Setting Stage for Canadian Expansion

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.

Feb 2, 2026

Business

U.S. Government Acquires Strategic Stake in MP Materials to Bolster Rare Earth Independence

In a significant move to secure domestic supply chains for critical minerals, the U.S. government has taken a direct 15% equity position in MP Materials. This strategic investment, paired with expanded federal contracts, aims to reduce reliance on foreign sources for rare earths essential to defense and green energy technologies.

Feb 2, 2026