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Energy Industry News 30 September 2025 - 5 November 2025

Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

Babcock & Wilcox (BW) Stock Skyrockets on AI Power Deal – Key Facts, Q3 Earnings & 2025 Outlook

(Each of these points is explored in detail below.) Company Overview Babcock & Wilcox Enterprises, Inc. (“B&W”) is an American energy technology and services provider with a 158-year legacy. Headquartered in Akron, Ohio, the company is historically renowned for its steam boilers used in power generation en.wikipedia.org. Today, B&W’s offerings span advanced energy and environmental solutions for industrial and utility markets worldwide tipranks.com. It engineers and supplies equipment for power generation (including waste-to-energy and fossil fuel plants), emissions control systems (like scrubbers and carbon capture), and related services/parts. B&W operates through three segments: Renewable, Environmental, and Thermal. The B&W Thermal
5 November 2025
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Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Energy’s Q3 Shocker: Data Center Boom and Offshore Wind Pay Off in Surging Profits

Dominion Delivers an Earnings Beat in Q3 2025 Dominion Energy turned in strong third-quarter 2025 results, surpassing analyst expectations on the bottom line. The utility reported net income of $1.0 billion for Q3 (about $1.16 per share), up from $934 million ($1.09) in the same quarter a year ago news.dominionenergy.com. On an operating basis (excluding one-time items), earnings were $921 million, or $1.06 per share, comfortably beating consensus estimates in the mid-$0.90s range news.dominionenergy.com reuters.com. This performance marked roughly an 8% increase in per-share earnings year-over-year – a notable achievement for a regulated utility. Revenue also leapt 14.9% to $4.53 billion from $3.94 billion in
3 November 2025
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CFE’s Surging Debt Exposed: Record Interest Costs, Supplier Backlogs, and Pemex Parallels

CFE’s Surging Debt Exposed: Record Interest Costs, Supplier Backlogs, and Pemex Parallels

CFE’s Climbing Supplier Debt Puts Pressure on Operations CFE’s debts to contractors and suppliers have climbed to multi-year highs, raising concerns about cash flow in Mexico’s electricity sector. According to CFE’s third-quarter 2025 financial report, accounts payable to suppliers reached ~77.3 billion pesos (circa $4+ billion) eluniversal.com.mx. This represents a 3.8–4% increase over the same period last year cronica.com.mx eluniversal.com.mx. In fact, the July–Sept 2025 figure is the second-highest Q3 level since 2018 cronica.com.mx, indicating that payment backlogs – while not unprecedented – are near record levels. These obligations are all short-term (due within a year) cronica.com.mx, meaning CFE will need to
3 November 2025
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Constellation Energy (CEG) Stock Skyrockets on Nuclear Boom: Price Surge, Big Deals & Bold Forecasts

Constellation Energy (CEG) Stock Skyrockets on Nuclear Boom: Price Surge, Big Deals & Bold Forecasts

Short-Term Outlook 📈 In the short term, the outlook for Constellation Energy remains positive but with a moderating trajectory. Analysts expect the stock to hover around the high-$300s over the next year, implying a small single-digit percentage upside from current levels. This tempered expectation comes after a tremendous rally – the market has likely priced in much of the good news. Upcoming catalysts include the Q3 2025 earnings report (Nov 7), where investors will parse any updates to 2025 guidance and hear initial commentary on Q4’s post-merger operations. Given that Q4 will likely include Calpine’s results for the first time,
2 November 2025
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GE Vernova Stock Poised for Explosive Rally After $5.3B Deal and AI-Powered Energy Boom

GE Vernova Stock Poised for Explosive Rally After $5.3B Deal and AI-Powered Energy Boom

GE Vernova (NYSE: GEV) – the energy spinoff of GE – is set to report Q3 results on Oct. 22 amid a flurry of bullish catalysts. The company announced on Oct. 21 it will pay $5.275 billion for the remaining 50% of transformer maker Prolec GE, fueling its fastest-growing Electrification segment gevernova.com reuters.com. At the same time, GE Vernova’s nuclear division struck a global alliance with Samsung/Hitachi to deploy its 300 MWe BWRX-300 small modular reactor (SMR) – including a proposed five-unit deal in Sweden ts2.tech ts2.tech. These deals come as U.S. power demand is surging (driven by AI data centers
22 October 2025
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Oklo’s Nuclear Stock Skyrockets 500% – Next Energy Revolution or Hype Bubble?

Big News at Oklo: Nuclear Stock Surges, $2B Fuel Pact, and Mixed Forecasts

Stock Performance and Recent Trading Oklo’s stock price has been extremely volatile. In 2025 the share price climbed from under $10 (at IPO) to well over $160 by mid-October ts2.tech. Volume was heavy as investors piled in, driven by excitement around AI data centers and nuclear energy tailwinds. By Oct. 20 it closed at $159.05, down about 2.7% from the day before stockinvest.us. In the session on Oct. 21 it dropped sharply: by midday trading the stock was around $139.44 (a 12.3% drop from the prior close) reuters.com. (Later in after-hours it recovered slightly to ~$139.60 stockanalysis.com.) This pullback came
21 October 2025
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Shell’s $2 Billion Nigeria Gas Gamble Ignites LNG Boom Amid $8 B Investment Surge

Shell’s Bold $2 Billion Bet and Oil Price Twist: What’s Next for Shell Stock?

Shell Stock Climbs Amid Market Volatility Shell plc’s stock price held firm on Friday at around £26.72 per share, capping off a choppy week on a positive note. The shares inched up ~0.2% on the day hl.co.uk – a notable rebound after slipping earlier when global markets sold off. Over the past few sessions, Shell’s price oscillated between roughly £26.3 and £26.8 as investors digested oil price swings and company news reuters.com. Despite this volatility, Shell’s stock gained roughly 3–4% on the week hl.co.uk, outpacing the broader FTSE 100 which fell to two-week lows amid banking and commodity weakness reuters.com.
17 October 2025
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Energy Fuels (UUUU) Stock SKYROCKETS on Rare-Earth Breakthrough – Uranium Bull Run Ignited?

Energy Fuels (UUUU) Stock SKYROCKETS on Rare-Earth Breakthrough – Uranium Bull Run Ignited?

Rare-Earth Export Controls Fuel Rally This month’s headlines were dominated by China’s rare-earth clampdown. On Oct. 9, Beijing expanded export curbs to five more rare-earth elements and tightened oversight on high-tech users reuters.com. The move came right before a planned Trump–Xi summit and was widely seen as a geopolitical play. “We’re likely entering a period of structural bifurcation,” says Benchmark Mineral Intelligence analyst Neha Mukherjee – with China “localizing its value chain and the U.S. and allies accelerating their own” reuters.com. As China produces over 90% of processed REEs globally reuters.com, U.S. miners immediately benefit. Indeed, in early Oct. U.S.-listed
14 October 2025
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Trump Axes 6.2GW “Vegas-Sized” Solar Farm in Nevada – Renewable Energy Industry Reels

Trump Axes 6.2GW “Vegas-Sized” Solar Farm in Nevada – Renewable Energy Industry Reels

BLM on Oct 10 listed the Esmeralda 7 solar project in Nevada as “cancelled” energyconnects.com theguardian.com. The massive project (seven contiguous solar farms on ~185 sq mi of public land) would have generated ~6,200 MW – enough for nearly 2 million homes pv-magazine-usa.com theguardian.com. Interior Secretary Doug Burgum’s Trump administration said developers can now submit individual proposals instead of one programmatic EIS energyconnects.com electrek.co. Conservationists and some locals celebrated the cancellation, while clean‑energy advocates (NRDC, SEIA, EDF) warned it’s a blatant rollback of renewables: NRDC’s Kabir Green calls it “unfettered obstruction” of clean-energy projects pv-magazine-usa.com. The cancellation comes amid a broader Trump‐era push against renewables:
12 October 2025
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Coal Comeback Sends Peabody Energy (BTU) Stock Soaring – Real-Time Update & Analyst Insights

Coal Comeback Sends Peabody Energy (BTU) Stock Soaring – Real-Time Update & Analyst Insights

Key Facts (as of Oct 3, 2025): U.S. markets are open (Fri Oct 3). Peabody Energy (NYSE: BTU) is trading around $31.0 per share (as of ~10:30 AM EDT), up roughly +5.9% on the day marketbeat.com. Trading volume is heavy (20-day avg ~5.4 M shares stockanalysis.com). Market Cap is ≈$3.9 billion stockanalysis.com. Key ratios: trailing P/E ≈28.8, forward P/E ~64 stockanalysis.com (reflecting squeezed near-term earnings); EPS (TTM) ≈$1.10 stockanalysis.com; Revenue ~$4.04 B (TTM) stockanalysis.com. Peabody pays a $0.30 annual dividend (~1.0% yield) stockanalysis.com (last declared $0.075 in Q3’25 investing.com). Financially, Peabody holds net cash (~$192M: $586M cash vs $394M debt stockanalysis.com) and book equity
3 October 2025
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FirstEnergy’s Executive Payouts Overhauled as Big PA Power Auction Kicks Off

FirstEnergy’s Executive Payouts Overhauled as Big PA Power Auction Kicks Off

Executive Severance Plan Overhaul In late September 2025, FirstEnergy (NYSE: FE) announced that its board has revamped the executive severance plan in.investing.com. Under the new Executive Severance Benefits Plan (effective Jan. 1, 2026), the company explicitly adds the CEO and other top officers and replaces most old service-based payouts with fixed multiples of salary in.investing.com stocktitan.net. For example, the CEO, other SEC-defined officers and Executive Council members will now receive 1.5× their base salary as severance if they are involuntarily terminated (e.g. in a facility closure or corporate restructuring) in.investing.com stocktitan.net. Previously the CEO was not in the plan at all – severance was paid by years of
1 October 2025
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BP Bets Big on Oil with $5B Gulf of Mexico Deepwater Platform

BP Bets Big on Oil with $5B Gulf of Mexico Deepwater Platform

Project Details and Timeline BP’s announcement marks a milestone in the Gulf of Mexico, a region long known for deepwater oil riches. The Tiber-Guadalupe platform will be located roughly 300 miles southwest of New Orleans, at water depths over 6,000 feet bignewsnetwork.com spglobal.com. BP originally discovered the Tiber field in 2009 and the Guadalupe field in 2014; combining them with six new wells (Tiber) and two tie-back wells (Guadalupe) gives the hub its 80,000 bpd capacity bignewsnetwork.com oilprice.com. First oil is targeted for 2030, after a multi-year construction and commissioning phase. According to BP, the project is fully funded within its
30 September 2025
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