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Energy

Iran Says US Talks Halted If Interim Nuclear Deal Breached

Iran Sets Condition for US‑Iran Talks

Vinay Lochav | 10 August 2026

Iran Signals Deal on Strait of Hormuz Is Proximate but Not Yet Finalized

Iran has indicated that it is approaching a potential agreement on the critical Strait of Hormuz, a vital route for global oil shipments. However, the government has cautioned that it requires further negotiations to fully unlock the waterway. This uncertainty creates a complicated environment …

Vinay Lochav | 10 August 2026

ADNOC Gas Reports $665M Q2 Earnings, Plans $28B Investments

The company plans to significantly ramp up investments, with a total commitment of $28 billion aimed at achieving a target of 60% EBITDA growth by 2030. This impressive performance reflects resilience despite external disruptions that impacted the sector.

Vinay Lochav | 10 August 2026

ADNOC Gas's Ambitious $8.2 Billion Project to Boost LNG Capacity

ADNOC Gas will invest over $8 billion in its Rich Gas Development project, aiming to raise earnings before interest, taxes, depreciation, and amortization by 60% by 2030. This significantCapitalallocation includes $3.9 billion for a new gas processing train and $4.3 billion for a natural …

Vinay Lochav | 10 August 2026

ADNOC Gas to Invest $28 Billion, Targeting 60% EBITDA Growth

ADNOC Gas achieved a net income of $665 million in Q2 2026, surpassing expectations amid operations disruptions. The company has also greenlighted an $8.2 billionInvestmentto propel its expansion strategy, which aims for a 60% increase in EBITDA by 2030. This infrastructure development signals strong …

Vinay Lochav | 10 August 2026

Bloom Energy (NYSE: BE) Down 50% Despite Free Cash Flow Surge

Bloom Energy Corp. (NYSE: BE) has experienced a 50% decline in its stock price despite a significant surge in free cash flow. This disparity raises questions about the company's valuation and investor sentiment. The recent decline of 11.0% over the past month further highlights …

Vinay Lochav | 10 August 2026

China Holds 1.2 Crude Stockpile, Offsetting Asia Oil Import Decline

This buffer enables refiners across the region to maintain their processing schedules without a rush for new cargoes, and it has dampened priceVolatilityin oil‑focused exchange‑traded funds. By holding enough barrels to make up for the lost supply, the reserve shields Asian markets from sudden …

Vinay Lochav | 10 August 2026

Contact Energy (OTC: COENF) Reports 98% Renewable Output, Ignites Investor Confidence

Contact Energy Limited (OTC: COENF) reported Q4 EBITDAF of $1 billion, marking a significant 31% growth year-over-year. The uplift is attributed to a notable shift toward renewable energy, with the company increasing its renewable output by 37%, now representing 98% of its energy mix, …

Vinay Lochav | 10 August 2026

US Gasoline Futures Rise Above $3 Per Gallon for Third Straight Session on Hormuz Uncertainty

US gasoline futures rose above $3 per gallon on Monday, gaining more than 3% for a third consecutive session, as uncertainty persisted over the reopening of the Strait of Hormuz. Iran said an agreement with Oman on new shipping routes was close to being …

Nitish Kishor | 10 August 2026

US Heating Oil Futures Climb Near 5% on Fourth Straight Session of Gains Amid Hormuz Uncertainty

US heating oil futures rose more than $3 per gallon on Monday, gaining near 5% and marking a fourth consecutive session of gains, driven by uncertainty over the reopening of the Strait of Hormuz. Iran said a deal with Oman to establish new shipping …

Nitish Kishor | 10 August 2026
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