Category: Investment

Cheniere Energy Reports Rise in Q3 Profit on Strong LNG Demand: What Should Investors Look For?

Cheniere Energy, Inc. (NYSE: LNG), a leading U.S. liquefied natural gas (LNG) exporter, reported robust third-quarter results for 2025, underscoring the resilience of global LNG markets amid rising energy needs. The company’s performance highlights sustained demand for natural gas, particularly as a bridge fuel for electricity generation in an era of surging power requirements from […]

Long-term Oil Supply is Dwindling and Money and New Discoveries are Needed – What are Investors Looking At?

In a stark warning for the global energy landscape, a recent report from Melius Research highlights the dwindling long-term oil supply, driven by years of underinvestment in exploration and drilling. This comes amid rising demand, with experts like Occidental Petroleum CEO Vicki Hollub emphasizing that even major finds, such as ExxonMobil’s offshore Guyana discoveries in […]

California’s Retirement Fund Lost 71% Of $468M Investment In Clean Energy And Won’t Say How

In a stunning revelation that underscores the pitfalls of California’s aggressive push toward “clean” energy, the California Public Employees’ Retirement System (CalPERS)—the nation’s largest public pension fund—has suffered a staggering 71% loss on a $468 million investment in renewable energy ventures. This debacle, involving the CalPERS Clean Energy & Technology Fund (CETF) launched in 2007, […]

The Trump Administration Looks to a $80 Billion Nuclear Move Targeting AI and Data Center Growth – Where do you invest?

In a bold strategic pivot, the Trump administration is spearheading a massive revival of the U.S. nuclear energy sector, committing to at least $80 billion in new reactor construction to fuel the insatiable energy demands of artificial intelligence (AI) and data centers. This initiative, announced through a binding term sheet with the U.S. Department of […]

Energy Addition, Not Transition — What It Really Means for Investors

In the global energy landscape, the narrative of a swift “transition” away from fossil fuels to renewables has dominated headlines. However, a closer examination of demand trends, investment patterns, and infrastructure realities reveals a different story: we are in an era of energy addition. Renewables like wind and solar are expanding rapidly, but oil, natural […]

Tesla Q3 Earnings, and Elon has a brain storm for AI

Tesla’s Q3 2025 earnings report, released on October 22, 2025, showcased a mix of triumphs and challenges for the electric vehicle and energy giant. While the company achieved record revenue and strong performance in key areas like vehicle deliveries and energy storage, profitability took a hit amid rising costs, tariffs, and competitive pressures. CEO Elon […]

Lower Oil Prices Hit Equinor’s Q3 Profits and They Miss Analysts Estimates

Norway’s energy giant Equinor, a major player in the global oil and gas sector, released its third-quarter 2025 earnings on October 29, revealing a challenging period marked by declining oil prices that weighed heavily on profitability. The company reported a net loss of $204 million, a stark contrast to the $2.285 billion net income in […]

BP’s New $25 Billion Investment in Iraq’s Kirkuk Fields Is Far More Than an Oil Project—It’s a Geopolitical Pivot

In a bold move that underscores the intertwining of energy ambitions and regional politics, British Petroleum (BP) has activated a massive $25 billion redevelopment project in Iraq’s northern Kirkuk region. This investment, formalized earlier in 2025 and kicked into gear on October 2, isn’t just about extracting crude—it’s a strategic play that could reshape power […]