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Energy Sector News 30 December 2025 - 2 January 2026

UEC stock today: Uranium Energy jumps 10% as uranium miners rally on Phoenix project update

UEC stock today: Uranium Energy jumps 10% as uranium miners rally on Phoenix project update

Uranium Energy Corp shares jumped 10.3% to $12.88 in midday New York trading Friday, tracking sharp gains across uranium miners after Denison Mines signaled readiness to build its Phoenix ISR project pending final approvals. Cameco, Energy Fuels, and Denison also advanced, as investors watched uranium price indicators and awaited permitting decisions. About 4.5 million Uranium Energy shares changed hands.
Transocean stock today: RIG edges higher before the open as oil slips — what to watch next

Transocean stock today: RIG edges higher before the open as oil slips — what to watch next

Transocean shares rose 0.4% to $4.13 in premarket trading Friday as oil prices opened 2026 lower, with Brent crude down 51 cents at $60.34 a barrel. Offshore driller peers Valaris and Noble each slipped 0.5%. Transocean last reported a $130 million contract win for the Deepwater Skyros in December. The company’s next earnings report is expected around Feb. 16.
Oklo stock today: OKLO edges up in premarket as investors eye funding, DOE milestones

Oklo stock today: OKLO edges up in premarket as investors eye funding, DOE milestones

Oklo shares rose 0.2% to $71.76 in premarket trading Friday, outperforming declines in other nuclear-linked stocks. Investors are watching a $1.5 billion at-the-market share-sale program disclosed in December, which could dilute existing holdings. The company recently received preliminary safety approval for its Idaho fuel facility. NuScale, Centrus, and BWX Technologies traded lower.
Energy Transfer (ET) stock today: Units slip into New Year’s market holiday as oil, gas fall

Energy Transfer (ET) stock today: Units slip into New Year’s market holiday as oil, gas fall

Energy Transfer units closed at $16.49 on Dec. 31, down 0.3% on the final trading day of 2025. U.S. stock markets are closed for New Year’s Day and will reopen Friday. Oil settled at $57.42 a barrel, while natural gas futures dropped 7.2% amid warmer forecasts and lower storage draws. Energy Transfer recently suspended its Lake Charles LNG project and expanded its Transwestern pipeline.
PBF Energy stock jumps 4% to end 2025 as EIA fuel builds hit refiners’ radar

PBF Energy stock jumps 4% to end 2025 as EIA fuel builds hit refiners’ radar

NEW YORK, January 1, 2026, 07:31 ET — Market closed PBF Energy Inc shares finished the last U.S. trading session up more than 4%, outperforming larger refiners as investors parsed new U.S. fuel inventory data into year-end. U.S. markets are closed on Thursday for the New Year’s Day holiday. The move matters now because refiners’ earnings swing with the crack spread — the gap between crude oil costs and prices for fuels such as gasoline and diesel. That spread has been whipsawed by weekly supply-and-demand signals and shifting expectations for early-2026 consumption. Traders also had one eye on 2025’s sharp
Bloom Energy stock slips today after Clear Street lifts target but sticks with a Hold

Bloom Energy stock slips today after Clear Street lifts target but sticks with a Hold

Bloom Energy shares fell 0.99% to $86.40 Wednesday after Clear Street raised its price target to $58 but kept a Hold rating, leaving the target about 33% below the current price. Volume reached 3.7 million shares. The S&P 500, Nasdaq, and Dow were all modestly lower in late trade. Bloom supplies fuel-cell systems and electrolyzers, with 1.4 GW deployed at over 1,000 sites in nine countries.
31 December 2025
Transocean stock today nudges higher in premarket after Australia drilling update

Transocean stock today nudges higher in premarket after Australia drilling update

Transocean shares rose 0.2% to $4.14 in premarket trading Wednesday after closing at $4.13. Oil prices were steady, with Brent at $61.54 and WTI at $58.16, but both were set for annual losses over 15%. ConocoPhillips paused drilling at the Charlemont-1 well in Australia after unexpected gas shows using a Transocean rig. U.S. jobless claims fell to 199,000 for the week ended Dec. 27.
31 December 2025
EQT stock wobbles premarket as U.S. natural gas futures slide after weather-driven rally

EQT stock wobbles premarket as U.S. natural gas futures slide after weather-driven rally

U.S. natural gas futures fell about 4% early Wednesday to $3.81/mmBtu after a recent surge on colder forecasts and record LNG export demand. EQT Corp shares slipped 0.5% in extended trading, last quoted at $54.36. Average gas flows to U.S. LNG export plants hit 18.5 bcfd so far in December, topping November’s record, LSEG data showed. Investors are watching winter forecasts and upcoming February earnings reports.
ConocoPhillips stock rises as oil steadies; Australia gas well update and Feb. 5 earnings in focus

ConocoPhillips stock rises as oil steadies; Australia gas well update and Feb. 5 earnings in focus

NEW YORK, December 30, 2025, 23:19 ET — Market closed ConocoPhillips shares ended Tuesday up about 1.6% at $94.10, after trading between $92.79 and $94.31. The gain mattered because oil producers have been moving with crude into year-end, with traders trying to price 2026 supply risks against signs of a looser market. For ConocoPhillips, the next major checkpoint is guidance. The company is set to release fourth-quarter results before the market opens on Feb. 5 and host a conference call later that day to discuss 2026 guidance, it said. ConocoPhillips Oil prices finished near flat on Tuesday after Monday’s jump,
Exxon Mobil stock edges up after-hours as oil holds steady and energy sector leads year-end trade

Exxon Mobil stock edges up after-hours as oil holds steady and energy sector leads year-end trade

Exxon Mobil shares rose 0.4% to $120.99 in after-hours trading Tuesday, as energy stocks outperformed despite a slight drop in the broader market. Brent crude settled at $61.92 a barrel, little changed after recent volatility tied to Russia-Ukraine and Middle East tensions. The S&P 500 slipped 0.14%. Trinidad and Tobago approved a seismic survey for Exxon’s local unit.
Bloom Energy stock slips today as Clear Street lifts target but keeps Hold in thin year-end trade

Bloom Energy stock slips today as Clear Street lifts target but keeps Hold in thin year-end trade

Bloom Energy shares fell 1.7% to $86.93 in afternoon trading Tuesday, moving between $90.11 and $86.00 on light holiday volume. Clear Street raised its price target to $58 but kept a Hold rating, citing data-center capacity expectations. Bloom disclosed a new $600 million revolving credit facility led by Wells Fargo in a Dec. 23 SEC filing. Peers Plug Power and FuelCell Energy also declined.
30 December 2025
Energy Fuels stock falls today as UUUU pulls back after uranium sales beat, new contracts

Energy Fuels stock falls today as UUUU pulls back after uranium sales beat, new contracts

Energy Fuels Inc shares fell 3.5% to $14.55 in Tuesday afternoon trading, underperforming uranium peers. The company said it exceeded 2025 uranium production guidance and completed two new long-term sales contracts with U.S. nuclear power generators. Energy Fuels expects to sell 360,000 pounds of U3O8 in Q4 for about $27 million at a weighted average price of $74.93 per pound.
30 December 2025
Exxon Mobil stock rises today as oil steadies on geopolitics — what traders are watching next for XOM

Exxon Mobil stock rises today as oil steadies on geopolitics — what traders are watching next for XOM

Exxon Mobil shares rose 0.5% to $121.19 in late morning trading as crude prices held firm after a sharp jump the previous day. Oil markets tracked supply risks from export disruptions on the CPC route for Kazakhstan crude. U.S. crude inventories increased by 405,000 barrels last week, defying expectations. The next weekly supply update is due Wednesday, Dec. 31.
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Stock Market Today

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

Tower Semiconductor stock jumps again on Nvidia optics tie-up as earnings near

8 February 2026
Tower Semiconductor shares rose 7.7% to $139.04 Friday after announcing a collaboration with Nvidia on AI data-center networking. The stock touched $141 intraday and gained another 1% after hours. Investors await Tower’s Feb. 11 earnings for details on its silicon photonics work. No financial terms or shipment timeline were disclosed.
Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

Longsys Electronics stock heads into Monday after new guarantees; what 301308 investors watch next

8 February 2026
Longsys disclosed new guarantees for a 100 million yuan Hong Kong loan and a $9 million Brazil credit line, bringing its total approved guarantee quota to 11 billion yuan and outstanding guarantees to 5.81 billion yuan. The company said all guarantees are for consolidated subsidiaries and within approved limits. Shares closed at 288 yuan Friday, down 1.6%. China inflation and credit data are due this week.
MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

MACOM stock price steadies near highs into Monday after earnings pop and fresh filings

8 February 2026
MACOM shares rose 3.5% to $235.87 Friday after the company reported fiscal Q1 revenue of $271.6 million and raised its full-year data center growth outlook to 35–40%. Fidelity’s FMR LLC disclosed a 10.7% stake, while shareholder Susan Ocampo filed to potentially sell up to 100,000 shares. Stifel raised its price target to $255. MACOM expects to repay $161 million in convertible notes in March.
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