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Energy Sector 23 December 2025 - 27 December 2025

Great British Energy in Aberdeen: Questions Over Minister Engagement as Chef Graham Mitchell Unveils “Tatlers by Tarragon”

Great British Energy in Aberdeen: Questions Over Minister Engagement as Chef Graham Mitchell Unveils “Tatlers by Tarragon”

The UK government confirmed in September 2024 that Great British Energy will be headquartered in Aberdeen, with smaller sites in Edinburgh and Glasgow. Prime Minister Keir Starmer called Aberdeen the natural home for the company, which will invest in and own renewable energy projects but not supply power directly to households. Aberdeen City Council welcomed the move, citing the city’s energy expertise.
27 December 2025
GE Vernova Stock (GEV) Weekend Outlook: Data-Center Turbine Demand in Focus, New Wind Deal, and Analyst Targets Ahead of Monday’s Open

GE Vernova Stock (GEV) Weekend Outlook: Data-Center Turbine Demand in Focus, New Wind Deal, and Analyst Targets Ahead of Monday’s Open

GE Vernova shares closed Friday at $663.46, down 0.58%, as investors weighed rising demand for its aeroderivative turbines from data centers against long equipment lead times. The company is supplying turbines for a major Texas data center project backed by OpenAI, Oracle, and SoftBank. Reuters highlighted turbine delivery bottlenecks that could stretch to eight years. Markets reopen Monday.
Centrus Energy Stock (LEU) News: DOE Enrichment Catalysts, Analyst Targets, and What to Watch Before Monday’s Open

Centrus Energy Stock (LEU) News: DOE Enrichment Catalysts, Analyst Targets, and What to Watch Before Monday’s Open

Centrus Energy shares closed Friday at $254.30, down 2.26%, and slipped further in after-hours trading. The company announced it has started domestic centrifuge manufacturing for commercial uranium enrichment at its Ohio facility, with first capacity expected in 2029. Centrus is a finalist for Department of Energy contracts potentially worth $900 million each.
Occidental Petroleum (OXY) Stock Update: Price, Berkshire’s OxyChem Deal, 2026 Outlook, Analyst Forecasts, and What Investors Should Watch Next

Occidental Petroleum (OXY) Stock Update: Price, Berkshire’s OxyChem Deal, 2026 Outlook, Analyst Forecasts, and What Investors Should Watch Next

Occidental Petroleum (OXY) closed at $39.85, down 0.38%, as the NYSE remains shut for the weekend. The company recently agreed to sell its OxyChem unit to Berkshire Hathaway for $9.7 billion, with $6.5 billion earmarked for debt reduction. OXY shares remain well below their 52-week high of $53.20, trading in line with oil price movements and balance sheet concerns.
27 December 2025
Shell Plc Stock (SHEL) News on Dec. 26, 2025: Buybacks, Gulf Discoveries, and Analyst Forecasts Into 2026

Shell Plc Stock (SHEL) News on Dec. 26, 2025: Buybacks, Gulf Discoveries, and Analyst Forecasts Into 2026

Shell’s ADR closed at $72.84 on Dec. 24, 2025, with after-hours quotes near $72.80. The six-month restriction barring Shell from bidding for BP expired Dec. 26, but CEO Wael Sawan has signaled a preference for buybacks over acquisitions. Shell is midway through a $3.5 billion buyback program set to finish before Q4 results. The stock’s 12-month range is $58.54 to $77.47.
Woodside Energy (ASX:WDS) Stock: Latest News, Forecasts and Analyst Outlook on December 26, 2025

Woodside Energy (ASX:WDS) Stock: Latest News, Forecasts and Analyst Outlook on December 26, 2025

Woodside Energy CEO Meg O’Neill will leave for BP in April 2026, with Liz Westcott named acting CEO. Shares fell nearly 3% on the news, amid ongoing construction at Scarborough and Pluto Train 2. The Australian market closed at A$23.16, down about 8% in a month. Strike action at Pluto LNG 2 remains a risk after workers voted overwhelmingly in favor.
Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

Utilities Stocks Outlook 2026: AI Data Centers, Fed Rate Cuts and Rising Power Bills Put the Sector Back in Focus

U.S. utilities stocks end 2025 under scrutiny as electricity bills rise and grid operators warn of supply shortfalls. The Utilities Select Sector SPDR ETF (XLU) shows a forward P/E of about 19.6 and yield near 2.7%, with NextEra Energy as its largest holding. Power demand is set to hit record highs in 2025 and 2026, fueled by data centers and electrification. Investors are watching which companies can grow without sparking political backlash.
Shell Plc (SHEL) Stock News on Dec. 25, 2025: Buybacks, Gulf Discovery, and 2026 Forecasts in Focus

Shell Plc (SHEL) Stock News on Dec. 25, 2025: Buybacks, Gulf Discovery, and 2026 Forecasts in Focus

Shell’s U.S.-listed shares closed at $72.84 on Dec. 24, down 0.31% ahead of the Christmas break. The company disclosed new share buybacks on Dec. 24 as part of its ongoing $3.5 billion program. Shell also reported a new oil discovery at the Nashville well in the U.S. Gulf of Mexico, operated with a 79% stake. Markets in the U.S. and UK are closed Dec. 25 for the holiday.
Woodside Energy Group Ltd Stock (ASX: WDS, NYSE: WDS): CEO Shock, LNG Megaprojects, and Analyst Forecasts as of 25 December 2025

Woodside Energy Group Ltd Stock (ASX: WDS, NYSE: WDS): CEO Shock, LNG Megaprojects, and Analyst Forecasts as of 25 December 2025

Woodside Energy shares fell after CEO Meg O’Neill announced her exit to lead BP, with Liz Westcott named acting CEO as of December 18. The NYSE ADR closed at $15.42 on December 24, down after a volatile week. Investors are weighing leadership uncertainty and execution risks on major LNG projects amid concerns about future market oversupply.
Chevron stock CVX after hours Dec 24 2025: Singapore refinery stake news, analyst forecasts, and what to watch next

Chevron stock CVX after hours Dec 24 2025: Singapore refinery stake news, analyst forecasts, and what to watch next

Chevron shares closed at $150.50 on Dec. 24, little changed in light holiday trading. Reuters reported Japan’s Eneos is leading bids for Chevron’s 50% stake in the Singapore Refining Company, with a deal near but not finalized. Chevron declined to comment; Eneos said no decision has been made. U.S. markets are closed Dec. 25 for Christmas.
GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

GE Vernova Stock (NYSE: GEV) News on Dec. 24, 2025: AI Power Demand, Raised 2026–2028 Outlook, and Wall Street’s Latest Targets

GE Vernova shares traded near $667 on Dec. 24, up 0.9% after a volatile two weeks marked by analyst upgrades and new contracts. The stock has swung sharply this month following raised multi-year guidance and concerns over AI-driven power demand. U.S. markets closed early for Christmas Eve, amplifying price moves amid thin trading.
Exxon Mobil Stock (XOM) News and Forecast for Dec. 24, 2025: Sakhalin-1 Deadline Extended, Oil Prices Rebound, and Analysts See More Upside

Exxon Mobil Stock (XOM) News and Forecast for Dec. 24, 2025: Sakhalin-1 Deadline Extended, Oil Prices Rebound, and Analysts See More Upside

Exxon Mobil shares traded near $119.62 in thin holiday trading Wednesday after Russia extended the deadline for Exxon to sell its Sakhalin-1 stake to Jan. 1, 2027, according to a Kremlin decree. Crude prices rebounded into year-end, but benchmarks remain on track for their steepest annual drop since 2020. Analyst targets for XOM cluster in the low $130s.
Eos Energy Enterprises Stock (EOSE) Turns Volatile After Chair Transition News as Wall Street Reprices the 2026 Ramp

Eos Energy Enterprises Stock (EOSE) Turns Volatile After Chair Transition News as Wall Street Reprices the 2026 Ramp

Eos Energy shares fell 7.21% to $11.96 on Dec. 23 after the company announced board chair Russ Stidolph will step down Dec. 31, with Joseph Nigro set to take over Jan. 1. The leadership change comes as trading volumes thin ahead of the early market close on Dec. 24, increasing volatility in the stock. Pre-market indications Wednesday showed modest gains.
Sable Offshore Corp (SOC) Stock News Today: PHMSA Clears Las Flores Pipeline Restart — Latest Price, Forecasts, and What Comes Next (Dec. 24, 2025)

Sable Offshore Corp (SOC) Stock News Today: PHMSA Clears Las Flores Pipeline Restart — Latest Price, Forecasts, and What Comes Next (Dec. 24, 2025)

The U.S. Pipeline and Hazardous Materials Safety Administration approved Sable Offshore Corp.’s plan to restart the Las Flores Pipeline System in California, according to a December 22 letter disclosed in an SEC filing. SOC shares surged 36% to $10.36 on December 23 and held those gains in early trading December 24. The pipelines, formerly Plains Line 901 and 903, have been at the center of a years-long dispute.
24 December 2025
Exxon Mobil Stock (XOM) News Today: Shares Trade Near $120 as Analysts Weigh Exxon’s 2030 Plan, Buybacks, and 2026 Oil Forecasts

Exxon Mobil Stock (XOM) News Today: Shares Trade Near $120 as Analysts Weigh Exxon’s 2030 Plan, Buybacks, and 2026 Oil Forecasts

Exxon Mobil shares rose 1.39% to $119.79 Tuesday after the company outlined a more ambitious 2030 plan, targeting $25 billion in earnings growth and $35 billion in cash flow growth versus 2024. The stock remains just below its 52-week high of $120.81, set in November. Exxon projects 5.5 million barrels per day in upstream production by 2030, with the Permian Basin as a key driver. Market cap stands near $505 billion.
23 December 2025
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Stock Market Today

  • JPMorgan Upgrades Capital One Despite 2026 Stock Drop, Sees 10.6% Upside
    April 9, 2026, 9:31 AM EDT. JPMorgan upgraded Capital One Financial to overweight from neutral amid a 20% drop in its 2026 stock price. Analyst Richard Shane cut the price target to $213 but still sees a 10.6% gain from Wednesday's close. The downgrade in price target reflects cautious views on consumer risks, including high energy costs and inflation. Shane cited the completion of Capital One's Discover Financial Services merger as a positive thematic factor. JPMorgan believes Capital One's strong reserves can shield it from worsening macroeconomic conditions, limiting further downside unless new risks materialize. The upgrade signals a buy-the-dip approach despite ongoing economic uncertainty.

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Nokia Oyj Wins Virgin Media O2 5G Deal, but Ericsson Takes Bigger Slice of UK Upgrade

Nokia Oyj AI Data Center Push Gets Lift From Fifth Straight GigaOm Leader Ranking

9 April 2026
Nokia was named a Leader and Outperformer in GigaOm’s 2026 Radar for data center switching for the fifth year in a row, competing with Cisco, Arista, and HPE Juniper. Shares fell 1.05% in Helsinki ahead of Thursday’s annual meeting, where board changes and a dividend of up to 14 euro cents per share will be considered.
American Airlines Faces FAA Fine Over Drug-Testing Lapses in New Test for 2026 Turnaround

American Airlines Faces FAA Fine Over Drug-Testing Lapses in New Test for 2026 Turnaround

9 April 2026
The FAA proposed a $255,000 civil penalty against American Airlines, alleging the carrier allowed 12 flight attendants who tested positive for drugs or alcohol to return to safety-sensitive duties before completing required follow-up tests. The alleged violations occurred from May 2019 to December 2023. American has 30 days to respond. The airline said it is reviewing the notice.
Hologic goes private: Blackstone, TPG close buyout and name José Almeida CEO

Hologic goes private: Blackstone, TPG close buyout and name José Almeida CEO

9 April 2026
Blackstone and TPG closed their $17.3 billion acquisition of Hologic on April 7, with José Almeida replacing Steve MacMillan as CEO. Hologic shares were suspended before trading that day and will be removed from the S&P 500 before Thursday’s open. Former shareholders will receive $76 per share in cash plus a contingent value right worth up to $3 more if revenue targets are met.
When Will Gas Prices Fall? Iran Ceasefire May Not Bring Quick Relief as Oil Rebounds

When Will Gas Prices Fall? Iran Ceasefire May Not Bring Quick Relief as Oil Rebounds

9 April 2026
Brent crude rebounded 3% Thursday despite a U.S.-Iran ceasefire, with the Strait of Hormuz still nearly shut and only one oil-products tanker passing in 24 hours. U.S. gasoline averaged $4.166 a gallon on April 9, and AAA said prices could drop slowly. North Sea Forties crude hit a record $146.43 a barrel. The U.S. EIA expects Hormuz flows may take months to recover.
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