Energy


Oil Shock Odds Rise as Iran Violence Spreads

Brent crude prices are already up 9% this year as tensions rise in Iran, and amid the continuing conflict in Ukraine.

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Who’s Paying to Keep Coal Plants Alive? All Electricity Customers, Trump Advisor Says.

The administration says coal needs to be in the mix to address rising power demand for AI and other uses.

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BP Reveals $5 Billion Write-Off in Green Energy, Points to ‘Weak’ Oil Trading

The company had been a leader among the oil majors in shifting business away from fossil fuels and toward renewables.

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Even Oil Companies Are Nervous About Trump’s Crackdown on Offshore Wind

Oil industry leaders warn that regulatory uncertainty from a Trump-led offshore wind moratorium could spill over and disrupt fossil fuel permitting, stalling investment across energy sectors.

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Wall Street Is Back on the Lithium Train. What Investors Should Know.

Deutsche Bank upgraded three lithium mining stocks to Buy from Hold on Tuesday.

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China, Wary of Global Unrest, Is Keeping the Oil Market Afloat

China’s purchases for its strategic reserve have kept the market from cratering.

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Microsoft Pledges AI Data Centers Won’t Raise Electricity Bills

The company unveiled its Community-First AI Infrastructure plan amid growing concern that AI data centers could strain local power, water, and tax systems.

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Energy Stocks Break Their Slump. Which Charts Are Most Bullish?

An oilfield services company, a proxy to profit from Latin America, and a coal stock.

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Exxon Stock Hits Record High. Trump Spat Is Already Blowing Over.

The president’s statement about Exxon is probably just the beginning of a long negotiation between the oil giants and the administration.

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Trump Threatens 25% Tariffs on Iran Trading Partners

The tariff threat comes a day after President Donald Trump said Iran was “starting to” cross U.S. red lines, noting reports of civilian deaths.

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Oil Hits 7-Week High. Trump Tariffs Threat Sparks Concern Over Iran Supply.

President Donald Trump has said he will tariff buyers of Iranian crude, sending prices higher

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Judge Greenlights Offshore Wind Farm After Trump Halt

Danish company Orsted can restart work on its Revolution Wind project near Rhode Island.

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GE Vernova Gets a New Price Target. It’s the Highest on Wall Street.

GLJ Research analyst Austin Wang raised his price target for GE Vernova shares to $1,087, up 75% from recent levels.

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Big Oil and More Surprising AI Winners for 2026

AI growth pitted against power availability is a “perfect storm” for 2026, warns Jordi Visser, head of AI Macro Nexus Research for 22V Research.

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Geopolitical Risks Are Mounting. Why Goldman Sachs Says Oil Will Keep Falling.

Despite pointed geopolitical pressures, Goldman Sachs thinks oil prices will fall in 2026.

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Markets Rocked by Fed Fears. Trump-Powell Battle Could Be Decided by This Person.

Why a new Fed might not please the president, bank earnings expectations are rising, low-cost airlines merge in $1.5 billion deal, and more news to start your day.

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How GE Vernova’s ‘Good Times’ Could Mean Bad Times for Its Stock

Baird analyst Ben Kallo cut his rating on the stock to Hold from Buy. He slashed his price target by $167 to $649 a share.

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Trump to Big Oil: Spend $100 Billion in Venezuela. No Government Cash.

Top oil companies met with President Donald Trump to discuss rebuilding Venezuela’s oil industry.

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These Stocks Moved the Most Today: Oklo, Vistra, Opendoor, Intel, GM, Revolution Medicines, Tilray, and More

Vistra and Oklo stocks surge following agreements to provide nuclear power to Meta’s data centers.

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Meta Goes All In on Nuclear. These 2 Stocks Are Flying.

Energy produced at a campus in Ohio will support Meta’s data centers in the region, Oklo says.

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SolarEdge Stock Is Rising. These Analysts Expect More Sunny Days.

TD Cowen upgraded the stock to Buy from Hold in a research note Friday.

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Never Mind Venezuela. Latin America’s Future Looks Bright.

Opportunities abound in Mexico, Brazil, Chile, and more.

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SLB Stock Could Gain From a Revived Venezuelan Oil Industry

SLB is a key player in some of the fastest-growing areas for oil production, and it still has a presence in Venezuela.

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Trump Wants Greenland. Why He May Be Overestimating Its Value.

The mineral-rich island is also strategically well-located, but acquiring it may be more trouble than it’s worth.

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