Browse Category

Energy Markets 27 September 2025 - 5 November 2025

Energy sector buoyed by Middle East oil risk, outpaces tech by 3.5 points
Global Market Turmoil: Asia’s Factories Stumble, US Tariffs Bite, Oil Soars – What’s Next?

Global Market Turmoil: Asia’s Factories Stumble, US Tariffs Bite, Oil Soars – What’s Next?

Asia’s Manufacturing Slowdown: Business surveys on Nov 3–4 revealed broad weakness. China’s S&P Global PMI dipped to 50.6 in Octoberreuters.com as new export orders fell sharply amid tariff concerns. Official data also showed China’s factory output contracting for the 7th straight month. Japan’s manufacturing PMI was even weaker – 48.2 in October, its lowest since Mar 2024reuters.com. Pollyanna De Lima of S&P noted, “demand weakness, particularly in the automotive and semiconductor sectors, weighed on Japanese manufacturing”reuters.com, though firms are optimistic that U.S. tariffs’ “detrimental impact… will fade” and future output will recoverreuters.com.
5 November 2025
·
Shell’s Surprise Hedge Deal Supercharges Bulgaria’s Battery Boom — and Sends a Big Signal to Europe’s Power Markets

Shell’s Surprise Hedge Deal Supercharges Bulgaria’s Battery Boom — and Sends a Big Signal to Europe’s Power Markets

Sunotec signed a five‑year, cross‑border spread hedge with Shell Energy Europe B.V. covering 600+ MWh of Bulgarian BESS now under development. The hedge locks in price spreads across borders and underwrites merchant revenue for the assets, which are planned to reach COD by Q2 2026. Enery Portfolio Optimisation helped arrange the deal. Sunotec calls it “among the first of its kind in Central Eastern Europe.” SeeNews+1
5 November 2025
··
Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

Shell’s Surprise Hedge Deal Turbocharges Bulgaria’s Battery Boom — Sunotec Locks 5‑Year Price Shield on 600+ MWh; Sungrow Secures 2.4 GWh Supply

On Nov. 4, Sunotec announced a cross‑border spread hedge with Shell Energy Europe for its Bulgarian 600+ MWh BESS. The arrangement, facilitated by Enery Portfolio Optimisation, gives the project long‑term price certainty by locking in revenues against market spreads between bidding zones. Sunotec says the facility is already under development and aims to reach COD in Q2 2026. Renewables Now
5 November 2025
····
Halliburton’s Big Comeback? Why Experts Say Oil Services Are ‘Down But Not Out’ in 2025

Halliburton’s Big Comeback? Why Experts Say Oil Services Are ‘Down But Not Out’ in 2025

Halliburton, one of the world’s top oilfield services companies, has faced a challenging environment in 2025. U.S. shale producers cut back on drilling budgets as oil prices slipped, and international projects largely stalled. This downturn hit Halliburton’s North America-centric business hard – the company even slashed its 2025–26 earnings forecasts by up to 25% earlier in the year amid the shale slowdowngurufocus.com. Industry-wide, rig counts fell and profit margins tightened, prompting talk of an extended slump for oilfield service providers.
4 November 2025
··
Putin’s Oil Nightmare: Ukraine’s Drone Blitz Cripples 20% of Russia’s Refining – Oil Markets Rally

Putin’s Oil Nightmare: Ukraine’s Drone Blitz Cripples 20% of Russia’s Refining – Oil Markets Rally

Ukraine has dramatically expanded its drone and missile strikes against Russia’s energy sector. Since early 2025 Kyiv has carried out dozens of long-range raids “hundreds of kilometers” inside Russia, deliberately targeting refineries, pipelines and fuel depots ts2.tech. In an Oct. 24 speech Zelenskyy noted, “We hit a certain number of their refineries… When they started to restore and saw the queues of cars, they redistributed the volumes to other refineries.” He vowed to keep up pressure on every spare plant that is boosting output eenews.net.
29 October 2025
···
Gundremmingen Cooling Towers Implode – Who Wins & Loses on Energy Stocks?

Gundremmingen Cooling Towers Implode – Who Wins & Loses on Energy Stocks?

Key Facts: On Oct 25, 2025 at 12:00, Germany will detonate the two 160 m cooling towers of the former Gundremmingen nuclear plant in Bavariasueddeutsche.de. In a matter of seconds the 56,000 tons of reinforced concrete will collapse and be recycled as aggregatesueddeutsche.de. A large exclusion zone surrounds the sitesueddeutsche.de. About 10,000 spectators are expectedmerkur.demerkur.de. Engineers have cut structural slots and will trigger water-jet fountains to force the towers to collapse inward and bind dustmerkur.de. Gundremmingen was one of Germany’s first atomic power sites, so the implosion is seen as a symbolic end to the nuclear age in Bavariamerkur.de. RWE – the plant’s former operator – will immediately begin converting the site to renewables: four days post-blast it will break ground on what it calls “Germany’s largest” battery storage project to save solar energyfocus.de.
24 October 2025
·
Oil Prices Skyrocket: Brent Nears $66 on U.S. Sanctions – Experts Weigh In

Oil Prices Skyrocket: Brent Nears $66 on U.S. Sanctions – Experts Weigh In

As of mid‑October 23, 2025, benchmark crude prices have rebounded from recent lows. Brent crude was trading near $66 per barrelreuters.comreuters.com, up sharply after news of sanctions. U.S. West Texas Intermediate crude was around $62. OPEC’s reference basket of 15 fuels – a key price gauge – stood near $63.4countryeconomy.com. In short, oil is roughly 5–7% higher than a few days earlier. This comes after a selloff in prior weeks that had sent prices to five‑month lows due to oversupply concerns.
23 October 2025
···
Oil Tanks to ~$59 as Glut Fears Mount – Experts Warn “Super Glut” Looming

Oil Tanks to ~$59 as Glut Fears Mount – Experts Warn “Super Glut” Looming

Key facts: Oil prices have plunged to five-month lows amid a supply glut and demand worries. U.S. WTI crude recently hit about $58.7/barrel and Brent ~$62.7tradingnews.comrigzone.com – the weakest levels since May. Traders say the slide was triggered by rising OPEC+ output and a U.S.–China trade war scaretradingnews.comrigzone.com. The IEA now forecasts an unprecedented ~4 million barrels/day supply surplus in 2026rigzone.com. OPEC’s Secretary-General Haitham al Ghais warns $18.2 trillion of new oil investment is needed through 2050 to avoid future shortagestradingnews.com. Banks and analysts are growing bearish: Bank of America predicts Brent at ~$61 in Q4 2025 but says a worsening trade war and OPEC+ hikes could drive Brent below $50reuters.com. On the corporate side, Occidental Petroleum’s CEO expects oil to stay “tight and range-bound” around $58–62 through 2026tradingnews.com. Meanwhile U.S. producers like ExxonMobil see today’s oversupply as temporary, with long-term demand tightening absent new investmentreuters.com. Investors have rotated into safe-havens: gold just broke all-time highs above $4,200/oz as fear and Fed rate-cut bets sent money into bullionreuters.com. Even as oil crumbles, North American oil stocks have held up — e.g. Occidental’s stock is buoyed by a recent $9.7B Berkshire Hathaway dealts2.tech and Canadian Natural’s shares hit near three-year highs
15 October 2025
······
Oil Prices Rollercoaster: Trade War Fears & OPEC Moves Spark 5-Month Lows

Oil Prices Rollercoaster: Trade War Fears & OPEC Moves Spark 5-Month Lows

Oil markets this week have been buffeted by the ebb and flow of US-China trade developments. On Oct 10, Trump’s threat of massive new tariffs on Chinese imports sent Brent and WTI tumbling over 4%, to lows not seen since Mayreuters.com. The sell-off reflected a broader shift to “risk-off” sentiment, as UBS’s Giovanni Staunovo noted that Trump’s announcement drove oil downreuters.com. However, reports that a Trump-Xi meeting was back on track sparked a relief rally on Monday. Brent jumped nearly 1% to $63.32 as Washington signaled de-escalationreuters.com.
14 October 2025
··
Natural Gas Prices Soar: Will America’s Energy Boom Fuel a New Price Spike in 2026?

Natural Gas Prices Soar: Will America’s Energy Boom Fuel a New Price Spike in 2026?

Natural‑gas markets entered October 2025 on an upswing. U.S. futures rallied to about $3.47/MMBtu, a level not seen since mid‑July, reflecting supply tightness and shifting expectations tradingeconomics.com. The Lower‑48 output declined to about 107.4 bcf/d, down roughly 1 bcf/d from August, while robust storage injections kept inventories 6 % above the five‑year average tradingeconomics.com. This combination of lower production and relatively full storage suggested that producers were moderating output in response to weak summer prices but may need to increase supply if winter demand spikes.
1 October 2025
·····
Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Commodity Shockwaves: Oil Soars, Gold Shines, Crops Sway as War, Weather & Policy Roil Markets

Oil – War and Output Cuts: Crude markets rallied sharply to close the week, propelled by geopolitics. Brent oil settled at $70.13/bbl while WTI ended at $65.72, with both benchmarks posting their biggest weekly gain since June reuters.com. Traders pinned the surge on escalating war disruptions: Ukraine’s stepped-up drone strikes have knocked out portions of Russia’s refining capacity, forcing Moscow to halt diesel exports through year-end and extend a gasoline ban reuters.com. “Markets continued to be focused on the situation between Russia and Ukraine,” said John Kilduff of Again Capital. “These drone attacks by Ukraine are beginning to add up” in curtailing Russian supply reuters.com. Russian officials confirmed some regions are now facing fuel shortages, underscoring the impact reuters.com.
27 September 2025
··
1 … 12 13 14
Follow on Google News
Add as preferred source Open in Google News
AI PORTFOLIO

Top Stock Picks

Today’s highest-ranked model selections.

#1 STRONG BUY

AerCap

NYSE: AER 95 / 100
#2 BUY

Constellation Energy

NASDAQ: CEG 94 / 100
#3 BUY ON PULLBACK

Cheniere Energy

NYSE: LNG 92 / 100
#4 BUY

Walt Disney

NYSE: DIS 90 / 100
#5 ACCUMULATE

AIG

NYSE: AIG 88 / 100
View full portfolio
Editorial model selection. Not personalised advice.