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Energy

The World's Largest Regulated Utility Is Born From an AI Power Race

Key HighlightsNextEra Energy and Dominion Energy confirmed their combination, creating the world's largest regulated electricUtilitywith anEnterprise valueexceeding $190 billion.TheMergeris explicitly driven by AI data centre powerDemand, with hyperscalers requiring unprecedented levels of reliable, grid-connected electricity.Virginia, Dominion's core service territory, hosts more data centres per …

Nitish Kishor | 18 May 2026

Oil Pulls Back and Global Stocks Recover: A Fragile Rally Built on Thin Foundations

Key HighlightsAReversalin oil prices from recent highs provided relief to globalEquitymarkets, with stocks in the US, Europe, and Asia posting modest recoveries.The oil pullback was attributed to a combination of profit-taking by energy traders and diplomatic signals suggesting back-channel Iran negotiations had resumed.The stock …

Nitish Kishor | 18 May 2026

Oil's Darkening Outlook Casts a Long Shadow Over Wall Street's Pre-Bell Session

Key HighlightsOil prices darkenedWall Street's pre-market outlook, with Dow Jones futures, S&P 500 futures, and European and AsianEquityindices all trading lower.Brent Crude's sustained elevation above $105 per barrel, driven by the Iran conflict and stalled diplomatic efforts, was the primary weight on sentiment.Asian markets …

Nitish Kishor | 18 May 2026

Qatar's Gas Outage and the Natural Gas ETF That May Be Mispriced

Key HighlightsQatar'sNatural Gasproduction has been offline for several months due to conflict-related disruptions, removing a significantVolumeof liquefied natural gas from the globalSupplypicture.The outage has tightened the globalLNGmarket at a moment when EuropeanDemandremains elevated following the restructuring of the continent's gas supply chains after 2022.Natural …

Nitish Kishor | 18 May 2026

PWRD: The Overlooked Power Play Getting a Second Look in an Energy Crisis

Key HighlightsPWRD, a power and energy infrastructure name, is attracting renewed investor attention as the sustained energy crisis driven by the Iran conflict creates a more favourable operating environment.The stock had been range-bound for much of 2025 as investors focused on the AI semiconductor …

Nitish Kishor | 18 May 2026

Can Geothermal IPO Speculation Heat Up AI Power Markets?

Geothermal Energyis drawing fresh attention from climate investors, energy strategists, andCapital Marketsbankers as a wave of next-generation companies pushes the technology beyond its traditional volcanic-region niche. Talk of potential geothermal IPOs has spread alongside high-profile power purchase agreements signed by large hyperscalers, including Google …

Nitish Kishor | 15 May 2026

Is the Strait of Hormuz Turning Oil Prices Into an Inflation Risk?

Oil prices have moved higher as fresh supply concerns around the Strait of Hormuz shake energy markets. The narrow waterway between the Persian Gulf and the Gulf of Oman remains one of the most strategically important shipping lanes in the world, with a substantial …

Nitish Kishor | 15 May 2026

Why Is Brent Crude Climbing as Middle East Supply Risks Rise?

Brent crude has climbed as global oil traders watch Middle East supply risks more closely. Brent serves as the world's most widely referenced oil benchmark, providing a global price signal that influences contracts, gasoline prices, and energy companyEarningsaround the world. The latest rally has …

Nitish Kishor | 15 May 2026