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Energy Sector News 15 January 2026 - 16 January 2026

Vistra (VST) stock slides as White House PJM price-cap plan hits power producers

Vistra (VST) stock slides as White House PJM price-cap plan hits power producers

Vistra shares fell 6.8% to $167.91 Friday morning, leading declines among independent power producers after a report on possible PJM auction price caps. Constellation Energy dropped 9.6% and Talen Energy slid 9.0%. Governors in PJM states plan to sign a deal at the White House imposing two-year auction price caps and shifting more grid costs to data center operators, according to Reuters.
16 January 2026
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Coterra Energy stock drifts in premarket as Devon merger talks keep traders on edge

Coterra Energy stock drifts in premarket as Devon merger talks keep traders on edge

NEW YORK, Jan 16, 2026, 09:09 EST — Premarket Coterra Energy Inc shares slipped 0.1% to $25.71 in premarket Friday, amid reports the U.S. shale producer is considering a merger with Devon Energy. (Public) The buzz matters since the shale patch is once again debating scale. Oil prices have seemed capped at times, boards have pledged discipline, and the simplest way to discuss growth without ramping up drilling is often through a deal. Devon and Coterra are in early talks about a potential merger that could form one of the largest independent shale producers in the U.S., though there’s no
16 January 2026
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Shell Plc stock price dips as buyback rolls on and North Sea gas sale unravels

Shell Plc stock price dips as buyback rolls on and North Sea gas sale unravels

London, Jan 16, 2026, 08:46 GMT — Regular session Shares of Shell Plc edged lower on Friday morning, falling 0.8% to 2,725 pence as of 0814 GMT. (StockAnalysis) Shell’s share price remains anchored to two familiar drivers: crude prices swayed by geopolitical shifts, and a steady stream of capital-return and portfolio news. Investors are also bracing for the sector’s earnings season, when oil majors must prove their cash flow stays strong. Oil prices barely moved, with Brent rising just 0.1% to $63.81 a barrel by 0749 GMT, following a steep climb earlier this week on Iran-related concerns. “Sentiment is driving
16 January 2026
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BP share price slips again after $5bn low-carbon hit warning; buyback nerves linger

BP share price slips again after $5bn low-carbon hit warning; buyback nerves linger

London, Jan 16, 2026, 08:54 GMT — Regular session BP shares (BP.L) slipped in early London trade Friday, following the company’s alert about a potential multi-billion dollar hit linked to its low-carbon investments. The stock dropped 0.6% to 435.1 pence, after sliding 1.3% the day before. (Investing.com) This matters now because write-downs often serve as a warning sign. Even when labeled “non-cash” and excluded from certain profit metrics, they reveal projects falling short of their expected returns. The selloff has intensified the usual debate over cash returns. BP has relied on buybacks to prop up its shares, and if commodity
16 January 2026
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Sembcorp Industries share price rises as Alinta Energy vote nears and FY2025 results date set

Sembcorp Industries share price rises as Alinta Energy vote nears and FY2025 results date set

Singapore, January 16, 2026, 15:23 SGT — Regular session Sembcorp Industries Ltd shares rose 2% to S$6.10 by midday in Singapore on Friday, as investors sized up the next steps on its proposed purchase of Australia’s Alinta Energy. The stock traded between S$5.97 and S$6.10, and about 3.7 million shares had changed hands, according to data. (Investing.com India) The move matters because Sembcorp is pushing for shareholder backing on a deal that would deepen its bet on Australia, and it is doing it on a tight schedule. That is forcing the market to put a price on financing risk, regulatory
16 January 2026
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Seatrium share price slides 3% — why a U.S. Empire Wind ruling matters for SGX:5E2

Seatrium share price slides 3% — why a U.S. Empire Wind ruling matters for SGX:5E2

SINGAPORE, Jan 16, 2026, 15:10 SGT — Regular session Seatrium Limited shares dropped 3.1% to S$2.22 in Singapore by mid-afternoon on Friday. The stock fluctuated between S$2.21 and S$2.27 during the session. (StockAnalysis) The shift comes amid new legal developments in the U.S. offshore wind space, where delays in projects often translate into sudden changes in vessel demand. Seatrium is set to deliver a $475 million wind vessel to Maersk, originally intended for Equinor’s Empire Wind project off New York, The Business Times reported. This is key because the vessel anchors Seatrium’s most high-profile offshore wind stake. Back in December,
16 January 2026
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Woodside Energy share price slides as oil cools; JERA winter LNG deal fails to lift stock

Woodside Energy share price slides as oil cools; JERA winter LNG deal fails to lift stock

Sydney, Jan 16, 2026, 17:33 AEDT — Market closed. Woodside Energy Group Ltd shares fell on Friday, weighed down by a drop in oil prices that eclipsed news of a new liquefied natural gas supply deal with Japan’s JERA. The stock finished down 1.42% at A$23.68. (Investing.com Australia) Woodside’s shift stood out since it acts as a stand-in for crude and LNG prices in Sydney, yet energy lagged despite gains across the broader market. The ASX 200 eked out a roughly 0.5% gain, but energy wrapped up at the foot of the leaderboard. (ABC) Oil set the tone heading into
16 January 2026
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Vistra (VST) stock jumps nearly 7% after Meta nuclear pact — what traders watch next

Vistra (VST) stock jumps nearly 7% after Meta nuclear pact — what traders watch next

New York, Jan 15, 2026, 20:50 EST — Market closed Shares of Vistra Corp climbed roughly 6.6%, finishing Thursday at $180.18, outperforming gains across the utility sector. Vistra remains at the center of a trade drawing attention to power producers as Big Tech seeks long-term electricity deals for AI-driven data centers. Last week, Meta Platforms announced 20-year power purchase agreements with three of Vistra’s nuclear plants. The company also partnered with Oklo and TerraPower on smaller reactor projects. Joel Kaplan, Meta’s chief global affairs officer, said these moves would “make Meta one of the most significant corporate purchasers of nuclear
16 January 2026
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Bloom Energy stock pops again after hours — why BE is moving and what traders watch next

Bloom Energy stock pops again after hours — why BE is moving and what traders watch next

New York, Jan 15, 2026, 19:46 ET — After-hours Bloom Energy Corp shares climbed 4.3% to $139.17 in after-hours trading Thursday, having briefly touched $144.41 earlier in the session. The latest surge keeps the fuel-cell maker locked into a market narrative drawing in utilities, data-center developers, and an expanding group of momentum traders. The pitch is straightforward: data centers demand reliable power delivered quickly, and a significant portion of that demand seeks sources outside the traditional grid queue. American Electric Power revealed last week that its unit will purchase a large portion of an option for solid oxide fuel cells,
16 January 2026
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Oklo stock slides after insider sales disclosures as traders reassess Meta nuclear deal

Oklo stock slides after insider sales disclosures as traders reassess Meta nuclear deal

NEW YORK, Jan 15, 2026, 15:40 (ET) — Regular session Oklo Inc. shares dropped 3.8%, slipping $3.69 to $92.28 on Thursday afternoon. The stock swung between $99.14 and $92.25, with roughly 8.7 million shares changing hands, as investors reacted to insider-sale disclosures and trimmed gains from the recent nuclear power rally. Timing is crucial. Oklo, a high-volatility stock linked to the hunt for “firm” power solutions for data centers, has attracted momentum investors. In such a volatile setup, insider selling—even when expected—can unsettle shareholders. Big Tech is making moves into nuclear power. Last week, Meta Platforms announced deals with Vistra
15 January 2026
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Bloom Energy stock jumps 8% as EIA flags data-center power surge

Bloom Energy stock jumps 8% as EIA flags data-center power surge

New York, January 15, 2026, 13:34 EST — Market open for regular trading. Shares of Bloom Energy Corp surged almost 8% on Thursday, hitting a new intraday peak during afternoon trading. The fuel-cell manufacturer last traded up 8.0% at $144.11. The shift came as investors zeroed in on firms tied to the growing electricity demand, particularly from data centers. Tristan Abbey, Administrator of the U.S. Energy Information Administration, noted that electricity consumption “rises through 2027, driven largely by increasing demand from large computing facilities, including data centers.” (U.S. Energy Information Administration) Bloom sells solid oxide fuel cells—devices that produce electricity
15 January 2026
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Stock Market Today

Diageo share price slips into the weekend as investors eye Feb. 25 results

Diageo share price slips into the weekend as investors eye Feb. 25 results

7 February 2026
Diageo shares closed down 1.48% at 1,760 pence on Friday, trailing a 0.59% gain in the FTSE 100. An updated analyst consensus points to a 2.0% fall in first-half organic net sales ahead of interim results due Feb. 25. Trading volume was light, and the stock remains over 22% below its 52-week high.
National Grid share price: what to know before London reopens after BoE signal

National Grid share price: what to know before London reopens after BoE signal

7 February 2026
National Grid shares closed at 1,285 pence in London on Friday, up 0.23%. The Bank of England held rates at 3.75% after a close vote, signaling possible cuts if inflation falls. National Grid announced a wireless power transmission study with Space Solar and marked five years of IFA2 interconnector operations. Its U.S. ADR ended at $88.06, up $1.17.
BAE Systems share price rises into weekend — what to watch before Monday’s London open

BAE Systems share price rises into weekend — what to watch before Monday’s London open

7 February 2026
BAE Systems shares closed up 1.2% at 1,879 pence on Friday, tracking gains in European defence stocks. The company’s market value stands near £54.8 billion. Investors await BAE’s full-year results on Feb. 18 for updates on cash returns and orders. GXO Logistics renewed and expanded its contract to support BAE’s Type 26 frigate program in Scotland.
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