Midstream Energy

Business

Hess Midstream Eyes Cash Flow Surge as Major Capex Cycle Concludes

Hess Midstream Partners (HESM) capped off 2025 with robust operational results and the completion of its core infrastructure build-out. Management now signals a sharp pivot towards capital discipline, forecasting significantly lower spending through 2028 to fuel growing shareholder returns, even as severe winter weather tempers near-term volume expectations.

Feb 2, 2026

Business

Hess Midstream Charts Course for Cash Flow Surge as Major Infrastructure Build Nears Completion

Hess Midstream Partners LP (HESM) signals a pivotal shift towards robust free cash flow generation, forecasting a 40% drop in capital expenditures for 2026 as its core system build-out concludes. Despite near-term weather headwinds, strong minimum volume commitments underpin financial targets through 2028.

Feb 2, 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

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

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

Cheniere Energy Announces Quarterly Dividend Amid LNG Market Strength

The leading U.S. liquefied natural gas exporter, Cheniere Energy, has declared a quarterly cash dividend of $0.555 per share, reinforcing its commitment to shareholder returns even as analysts adjust near-term price targets.

Jan 30, 2026

Business

NorthWestern Energy's Valuation Under Scrutiny Ahead of Earnings

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.

Feb 2, 2026

World

U.S. and India Forge Major Trade Pact, Pivoting from Russian Energy

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.

Feb 2, 2026

Business

Devon Energy, Coterra Merger Sparks Market Volatility as Headquarters Shift Looms

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.

Feb 2, 2026

Business

Energy Costs Surge: Households Grapple with Sharp Rise in Gas and Electricity Prices

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.

Feb 2, 2026

World

Wisconsin's Shuttered Kewaunee Nuclear Plant Eyes a New Energy Future

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.

Feb 2, 2026

Business

PING Capital Bets Big on Vaca Muerta, Boosts Vista Energy Stake by $4.6 Million

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.

Feb 2, 2026

Business

Beyond the Boom: How U.S. Renewable Energy Navigates a Pivotal 2026

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.

Feb 2, 2026

Business

Equinor Shares Climb, But Analysts Question Valuation Amid Energy Transition

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.

Feb 2, 2026

Business

Ford Shifts Gears: New 'Ford Energy' Unit Aims to Power Grids, Reshape Investor Outlook

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.

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

Piper Sandler Lifts Diamondback Energy Target to $218, Citing Permian Basin Strength Amid Volatile Oil Pricing

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.

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

Analysts See Deep Value in Eos Energy Enterprises as Stock Trades at Steep Discount

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.

Feb 2, 2026