Category: Investment

Brent Crude Surges Above $86 as Iran Strikes UAE Tankers in Hormuz, Russian Oil Infrastructure Takes More Hits, and Chokepoint Risks Mount

Clark Savage161

The Refining Capacity Shortage and Demand Destruction Quest Brent crude oil prices surged more than 3% today, breaking above $86 per barrel (reaching $86.06 in early London trading). This extends a sharp ~12% rally since Friday, driven by escalating geopolitical risks across key oil chokepoints and infrastructure. The immediate spark came from Iranian cruise missile […]

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Energy Stocks Worth Looking Into for the Data Center Power Boom

Clark Savage420

The AI-driven data center boom is reshaping U.S. energy demand, with hyperscalers (Microsoft, Meta, Google, Amazon, Oracle, and others) pouring hundreds of billions into new facilities that require massive, reliable, 24/7 power. Natural gas—via pipelines, turbines, onsite generation, and supporting equipment—is emerging as a critical bridge fuel due to its dispatchability, speed of deployment, and […]

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Micron Breaks Ground on $9 Billion Plant Expansion in Japan

Clark Savage649

Hiroshima facility expansion targets high-bandwidth memory (HBM) for AI as the company reports record earnings and advances global capacity buildout Hiroshima, Japan – July 5, 2026Micron Technology Inc. (NASDAQ: MU) held a groundbreaking ceremony on July 4, 2026, for a major expansion of its semiconductor manufacturing facility in Higashi-Hiroshima, Hiroshima Prefecture, western Japan. The project […]

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China Merchants Stay the Course on VLCCs – What does this mean for the energy markets?

Clark Savage357

China Merchants Energy Shipping (CMES) is doubling down on Very Large Crude Carriers (VLCCs), signaling strong long-term confidence in global crude oil trade despite short-term market volatility. In a recent Lloyd’s List report, the Chinese shipping giant dismissed a nearly 40% drop in VLCC spot rates since late June 2026 as a temporary distortion, raising […]

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The U.S. is leading SMR Projects Globally

Clark Savage461

Small Modular Reactors (SMRs) are reshaping the nuclear energy landscape with their compact size (typically up to 300 MWe per unit, versus 1,000–1,400 MWe for traditional large reactors), factory-built modular designs, enhanced safety features, and faster deployment potential. These attributes make SMRs ideal for powering data centers, remote communities, industrial sites, and replacing retiring coal […]

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Williams Looking at $5.5 Billion M&A Deal to Expand LNG Pipeline Reach

Clark Savage486

The Williams Companies, Inc. (NYSE: WMB), one of America’s largest natural gas infrastructure companies, is in late-stage talks to acquire privately held Momentum Midstream from EnCap Flatrock Midstream in a deal valued at approximately $5.5 billion. If completed, it would rank among the largest acquisitions in Williams’ history and significantly strengthen its position in the […]

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Jeff Currie: Oil Market in Surplus Today, But That Tells Us Nothing About Tomorrow

Clark Savage474

In a sharp and timely appearance on CNBC’s Squawk Street today (June 26, 2026), veteran commodity strategist Jeff Currie delivered a clear-eyed assessment of the oil market’s current dynamics. While acknowledging a near-term surplus, Currie stressed that today’s conditions offer almost no guidance on what lies ahead. Currie, Senior Advisor at the Carlyle Group and […]

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Aalo-X Gets the Approval to Turn On the Aalo-X Critical Test Reactor Secretary Chris Wright Signs the Critical Notice – A Landmark Milestone for U.S. Advanced Nuclear and AI Power

Clark Savage770

In a powerful symbol of America’s accelerating nuclear renaissance, U.S. Secretary of Energy Chris Wright visited the Aalo-X campus next to Idaho National Laboratory (INL) on June 25, 2026, and signed the final authorization allowing Aalo Atomics to turn on its Aalo-X Critical Test Reactor (CTR). This marks the final regulatory step before fuel loading […]

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Oil Shorts Reach Record High: Squeeze Risk Looms as Managed Money Bets Big on Lower Prices

Clark Savage1425

Outright short positions in crude oil have hit record levels, according to fresh analysis from Goldman Sachs, raising the specter of a potential short squeeze if market conditions shift. In a notable development highlighted by ZeroHedge and detailed in industry commentary, managed money accounts have aggressively built bearish exposure in Brent crude futures. Goldman Sachs’ […]

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