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@lwsresearch "⚡ The Trump administration is weighing an additional $12B in cuts to clean energy funding targeting EV manufacturing and carbon capture projects. Impacted programs include grants to Occidental $OXY General Motors $GM and Stellantis $STLAM for U.S. plant conversions. The move follows last weeks $7.56B rollback in DOE climate funding 🔋 #Energy #EV #Politics"
X Link @lwsresearch 2025-10-07T19:47Z 5111 followers, XXX engagements

"Peru's Antamina mine controlled by Glencore $GLEN and BHP $BHP will see a sharp jump this year in zinc output offsetting a drop in copper supply which would recover in 2026 as it carries out an extension of the life of the deposit a firm executive said on Tuesday. Luis Santivaez Antamina's chief operating officer told Reuters in the corridors of a mining forum that zinc output would rise to about 450000 tons this year compared with 270000 tons produced in 2024. Meanwhile copper production will drop this year to 380000 tons compared to 430000 tons in 2024 the executive said"
X Link @lwsresearch 2025-09-23T22:05Z 5111 followers, XXX engagements

"💵 Braskem SA $BAK drew down its full $1B credit line as the chemical sector downturn deepens and investor concerns mount. The move underscores liquidity pressures facing Brazils largest petrochemical producer ⚠ #Braskem #Chemicals #Markets"
X Link @lwsresearch 2025-10-03T20:03Z 5109 followers, 1328 engagements

"🛢 ExxonMobil Corp $XOM has ramped up oil production in Guyana to 770000 bpd following the startup of its fourth floating production facility making the country one of the core assets in Exxons global portfolio. Average output rose from 685000 bpd in August to 740000 bpd in September with plans to exceed 900000 bpd once full capacity is reached. Exxon aims to launch its 5th (Uaru 2026) and 6th (Whiptail 2027) projects soon while its 8th project (Longtail) Guyanas first standalone gas development is targeted for 2030. ⚙🌎 #ExxonMobil #Guyana #Oil"
X Link @lwsresearch 2025-10-13T17:03Z 5111 followers, XXX engagements

"⛏ Whitehaven Coal $WHC repurchased 38194 shares on Sept X for AUD 238.8K at prices between AUD 6.206.29. Total buybacks now stand at 5.18M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. 📉"
X Link @lwsresearch 2025-09-10T10:44Z 5107 followers, XXX engagements

"📈 Jefferies raised its price target on Phillips XX $PSX to $XXX from $XXX after the refiner agreed to buy Cenovus Energys $CVE remaining XX% stake in WRB Refining for $1.4B. The broker highlighted $50M in synergies bonus depreciation benefits and reversal of a deferred gain as positives. The new PT implies X% upside from last close with PSX shares up XX% YTD. Meanwhile X of XX analysts rate it Buy or higher XX Hold with a consensus PT of $XXX. #Refining #Energy #M&A #Equities"
X Link @lwsresearch 2025-09-15T11:19Z 5107 followers, XXX engagements

"💼 KKR $KKR is weighing the sale of its XX% stake in Pembina Gas Infrastructure with the holding valued at around $7B according to sources. The JV with Pembina Pipeline $PPL created in 2022 owns midstream assets for transporting processing and storing natural gas and NGLs across Western Canada ⚡ #KKR #Energy #M&A"
X Link @lwsresearch 2025-10-01T19:27Z 5110 followers, XXX engagements

"💼 Jefferies reiterated its Buy rating on ConocoPhillips $COP trimming its price target to $XXX (from $129) implying XX% upside from the last close. The firm expects free cash flow (FCF) to rise sooner than the market anticipates driven by synergy acceleration lower capex and higher production. Jefferies cautions that investors may be overlooking key revenue and opex levers beyond capital reductions. ⚙📈 #ConocoPhillips #Oil #Investing"
X Link @lwsresearch 2025-10-13T12:22Z 5109 followers, XXX engagements

"📉 Whitehaven Coal Limited $WHC continues its on-market buy-back repurchasing 121906 shares on June XX for AUD 665K. Total buy-back now at 4.18M shares aiming for up to 41.8M (AUD 72M). Broker: UBS Securities. 🏦 #ASX #BuyBack"
X Link @lwsresearch 2025-06-26T08:36Z 5108 followers, XXX engagements

"📉💰🛢 The owners of EPIC Crude pipeline are exploring a potential sale valued at around $3B including debt according to sources. The line jointly owned by Ares Management $ARES (-1.75%) Diamondback Energy $FANG (+1.10%) and Kinetik $KNTK (-1.01%) transports over 600K bpd from the Permian and Eagle Ford to the U.S. Gulf Coast. Ares controls XX% while Diamondback and Kinetik split the rest. Valuation is expected between $2.5B$3.5B with upside hinging on new contracts. Phillips XX $PSX (+0.19%) recently bought EPICs NGL system for $2.2B. #Energy #M&A #OilPipelines"
X Link @lwsresearch 2025-08-25T19:14Z 5112 followers, XXX engagements

"Crude oil prices fell on Friday after dropping nearly XXX% the previous day as market risk premiums faded after Israel and Hamas agreed on the first phase of a plan to end the war in #Gaza. #OOTT"
X Link @lwsresearch 2025-10-10T12:20Z 5111 followers, XXX engagements

"🔥 Petrobras $PBR Completes First Gas Import from Argentinas Vaca Muerta via Pipeline 🗓 October X 2025 Refinitiv 🔍 Milestone Energy Transaction Petrobras ($PETR3) and Pluspetrol have completed their first-ever import of unconventional natural gas from Argentinas Vaca Muerta shale formation via pipeline marking a significant step in regional energy integration. 🧠 Key Details The test shipment completed last Friday involved 100000 cubic meters of gas produced by Petrobras Argentine subsidiary (POSA) and Pluspetrol. The gas was transported through existing pipelines from Argentina to Bolivia"
X Link @lwsresearch 2025-10-06T19:19Z 5109 followers, XXX engagements

"⚠ Freeport Indonesia a unit of Freeport-McMoRan $FCX may be forced to halt operations at its $3.7B Manyar copper smelter by the end of October due to a shortage of copper concentrate following the mudslide at the Grasberg mine according to local media Kontan. Officials from Indonesias Energy Ministry said Grasbergs supply may only last through this month after the deadly landslide that killed seven workers. Production may not fully recover until 2027. ⛏📉 #Freeport #Copper #Mining"
X Link @lwsresearch 2025-10-14T10:28Z 5109 followers, XXX engagements

"The CEO of Canada's Cenovus Energy $CVE rejects criticism of his company's bid for rival oil sands producer MEG Energy $MEG and tells Reuters that the offer is fair and final"
X Link @lwsresearch 2025-09-19T20:13Z 5107 followers, XXX engagements

"The UK government has imposed new sanctions on Russias largest oil producers Rosneft PJSC and Lukoil PJSC as well as a Chinese LNG terminal tied to a major Russian gas project according to the Office of Financial Sanctions Implementation. The UK cited the firms strategic significance to Moscow both companies produce over half of Russias oil output as part of its latest effort to tighten pressure on Russias energy sector. ⚡🛢 #Russia #Sanctions #Energy"
X Link @lwsresearch 2025-10-15T13:27Z 5110 followers, XXX engagements

"⚡ Ecopetrol SA $EC launches bidding process for a regasification project at its Coveas maritime terminal in northern Colombia. CEO Ricardo Roa said binding offers open Oct XX with gas commercialization expected before year-end 💨 #Ecopetrol #Energy #NaturalGas"
X Link @lwsresearch 2025-10-06T15:44Z 5112 followers, XXX engagements

"🚀 Global Space Investment Hits Record $XXX Billion in Q3 Expanding Beyond Major Players. $ASTS $RKLB 🗓 October XX 2025 Refinitiv 🔍 Overview Global investment in the space industry reached a record $XXX billion in Q3 2025 driven by a broader base of startups and sustained defense spending according to a new report by Seraphim Space. 💸 Key Figures & Trends Q3 investments rose sharply from $XXXX billion a year earlier. The surge highlights the maturation of the sector with capital now spread across more companies rather than concentrated in giants like SpaceX and OneWeb. Were now seeing a"
X Link @lwsresearch 2025-10-10T09:27Z 5109 followers, 1006 engagements

"🛢 Cenovus Energy $CVE CEO Jon McKenzie said the company wont raise its takeover offer for MEG Energy $MEG despite a higher rival bid from Strathcona Resources $SCR. He argued Cenovus is already paying at the highest end of the range and sees its proposal as the only viable path forward. ⚡"
X Link @lwsresearch 2025-09-10T14:19Z 5111 followers, 3296 engagements

"📉 Ethereum ETFs $ETH recorded net outflows of -$174.9M on Oct XX marking the weakest daily flow in nearly two weeks. BlackRock $ETHA (-$80.2M) and Fidelity $FETH (-$30.1M) led redemptions while Bitwise $ETHW (-$21.6M) also dragged the total lower. Only Grayscale $ETHE (+$3.0M) showed minor inflows. $ETH. ⚙📊 #Ethereum #ETF #Crypto"
X Link @lwsresearch 2025-10-11T10:31Z 5112 followers, XXX engagements

"📊 Bitcoin Spot ETF Flows $BTC (US$m) Oct X 2025 Bitcoin ETFs saw strong net inflows of $675.8M marking the best daily intake since mid-September. BlackRocks $IBIT led with +$405.5M followed by Fidelitys $FBTC (+$179.3M) and Bitwises $BITB (+$59.4M). Smaller contributions came from ARK $ARKB (+$5.9M) Valkyries $HODL (+$6.6M) and Grayscale $BTC (+$9.9M)"
X Link @lwsresearch 2025-10-02T10:35Z 5111 followers, XXX engagements

"💎 Ethereum spot ETFs $ETH saw $420.9M in net inflows on Oct X led by BlackRock $ETHA (+$437.5M) offset slightly by outflows from Fidelity $FETH (-$25.7M). 🚀📈 #Ethereum #ETF #Crypto"
X Link @lwsresearch 2025-10-08T10:04Z 5107 followers, XXX engagements

"EchoStar $SATS) has terminated its constellation contract with MDA Space $MDA due to a strategic shift following spectrum allocation discussions with the FCC. EchoStar has agreed to sell its AWS-4 and H-block spectrum licenses to SpaceX. MDA Space emphasizes that the termination is unrelated to their performance and confirms they will receive compensation for all termination costs and fees. The company maintains its $XXX billion backlog (excluding the EchoStar contract) and reiterates its fiscal 2025 financial outlook. MDA Space continues to pursue opportunities in digital satellite"
X Link @lwsresearch 2025-09-08T11:24Z 5110 followers, 11.2K engagements

"📉 Bitcoin ETFs $BTC posted net outflows of -$326.4M on Oct XX the sharpest withdrawal in nearly two weeks as selling pressure hit several major issuers. Fidelity $FBTC (-$115.6M) led redemptions followed by ARK Invest $ARKB (-$21.1M) and Grayscale $GBTC (-$145.4M). BlackRock $IBIT remained resilient with +$60.4M inflows partly offsetting the decline"
X Link @lwsresearch 2025-10-14T10:21Z 5110 followers, XXX engagements

"⛏ BHP $BHP will suspend operations at the Saraji South coking coal mine in Queensland part of its BHP Mitsubishi Alliance (BMA) with Mitsubishi $8058.T cutting XXX jobs as of Nov 2025 ⚠. The move follows weak coal prices ($190/ton vs $600+ post-Ukraine war) and steep state royalties (up to XX% on coal A$300/ton) that BHP says make lower-margin operations unsustainable 📉. Saraji produced 8.2M tons in FY25 and while medium-term demand for steelmaking coal remains strong BHP cited unsustainable conditions. The decision also comes after a court ruling forced BMA contractors pay to rise A$20k30k"
X Link @lwsresearch 2025-09-17T06:17Z 5111 followers, XXX engagements

"⛏ Rio Tinto Group $RIO with partners Mitsui & Co. $8031.T and Nippon Steel Corp. $5401.T will invest $733M to develop new iron ore mines at West Angelas in Australias Pilbara region. The project will sustain 35M tons/year of output with production starting in 2027 ⚙ #RioTinto #IronOre #Mining"
X Link @lwsresearch 2025-10-06T22:45Z 5111 followers, XXX engagements

"📢 NewPrinces $NWL Confirms Intention to Float Subsidiary Princes Group plc on the London Stock Exchange 🗓 Reggio Emilia XX October 2025 🔍 Overview NewPrinces S.p.A. announced that its wholly owned subsidiary Princes Group plc has confirmed its intention to proceed with an initial public offering (IPO) of its ordinary shares on the Main Market of the London Stock Exchange (LSE). 🏦 Key Offer Details The IPO will consist of new ordinary shares issued by Princes Group to raise funds for future acquisitions and inorganic growth. The final offer price will be determined through a bookbuilding"
X Link @lwsresearch 2025-10-10T08:10Z 5110 followers, XXX engagements

"💰 Bitcoin ETFs $BTC maintained strong inflows in early October though slightly cooling +$197.8M on Oct X led by BlackRock $IBIT (+$255.5M). Fidelity $FBTC (-$13.2M) and ARK $ARKB (-$5.6M) trimmed gains while $GBTC saw -$45.5M in outflows. Cumulatively Bitcoin ETF inflows top $62.7B with $IBIT alone surpassing $65B since launch underscoring relentless institutional demand for Bitcoin $BTC 🟠📊 #Bitcoin #ETF #CryptoInvesting"
X Link @lwsresearch 2025-10-10T09:17Z 5111 followers, XXX engagements

"🛢 Petrobras $PBR signs R$9.6B ($1.81B) in construction contracts for its Boaventura refining project covering new units to produce lubricants diesel S-10 and jet fuel. The firm also inked R$10.2B in deals to charter four ROV support vessels for offshore operations ⚙ #Petrobras #Energy #Oil"
X Link @lwsresearch 2025-10-07T07:34Z 5109 followers, 1106 engagements

"⚙ Energy executives warned that U.S. trade tariffs under President Donald Trump are driving up costs across the sector. TotalEnergies SE $TTE CEO Patrick Pouyann said steel tariffs are inflating LNG project costs while Baker Hughes Co $BKR CEO Lorenzo Simonelli estimated an added $100200M in expenses this year. Meanwhile ExxonMobil Corp $XOM CEO Darren Woods downplayed political impacts saying Exxon focuses on long-term fundamentals and criticized Europes regulatory overreach as a drag on investment. 🛢💼 #Energy #Tariffs #Oil"
X Link @lwsresearch 2025-10-14T12:12Z 5109 followers, XXX engagements

"💥 Ethereum ETFs $ETH show contrasting flows this week: after strong inflows early October momentum cooled netting just -$8.7M on Oct X. The leaders: BlackRock $ETHA (+$39.3M) and VanEck $QETH (+$4.8M outflow) while $FETH (Fidelity) and $ETHW (Bitwise) dragged sentiment with -$30.3M and -$8.1M. Despite volatility total inflows since launch exceed $15.1B confirming robust institutional appetite for Ethereum $ETH exposure. 🚀📈 #Ethereum #ETF #CryptoMarkets"
X Link @lwsresearch 2025-10-10T09:13Z 5109 followers, XXX engagements

"🛢✅🚧 WhiteWater approved construction of the Eiger Express pipeline a JV with MPLX LP $MPLX ONEOK $OKE and Enbridge $ENB. The project has reached final investment decision and will move forward. #Energy #Oil #Pipeline"
X Link @lwsresearch 2025-08-25T12:28Z 5109 followers, XXX engagements

"📉⛽ Ecopetrol $EC and Canacol Energy $CNE are evaluating a possible deal that could lead to an acquisition after signing a confidentiality agreement to exchange information. Canacol valued at US$1.2B and responsible for XX% of Colombia's gas supply is facing financial pressure and falling stock prices. The move seeks to ensure supply amid the energy crisis. #Energy #NaturalGas #EC #CNE"
X Link @lwsresearch 2025-08-29T12:46Z 5111 followers, 1850 engagements

"💎 Ethereum ETF $ flows turned positive on October XX 2025 recording $236.2M in net inflows the strongest day in over a week after a series of red sessions. Fidelitys $FETH led with $154.6M followed by Bitwise $ETHW with $13.3M and VanEck $TETH with $10.5M"
X Link @lwsresearch 2025-10-15T09:41Z 5108 followers, XXX engagements

"📊 Intesa Sanpaolo (IMI) maintains BUY on NewPrinces $NWL raising the target price to XXXX (from 26) after the companys acquisition of Diageo Operations Italy (Princes Ready to Drink SpA) for 100M EV implying an EV/EBITDA multiple of 4.9x. The acquisition expands NewPrinces into high-potential beverage categories with an estimated 7M net cash improvement post-transaction. A 15-month transition agreement with Diageo will ensure smooth integration. The IPO process of Princes Group in London continues aiming to raise capital for food and beverage expansion while maintaining control under"
X Link @lwsresearch 2025-10-08T19:38Z 5109 followers, XXX engagements

"🛢 Strathcona Resources $SCR boosted its bid for MEG Energy $MEG offering XXX share per MEG share valuing the target at C$7.8B ($5.7B). The move aims to disrupt MEGs planned sale to a larger Canadian rival. 📈"
X Link @lwsresearch 2025-09-08T12:45Z 5108 followers, XXX engagements

"Bitcoin $BTC to hit $200000 per year end per Standard Chartered"
X Link @lwsresearch 2025-10-10T13:21Z 5106 followers, XXX engagements

"🌎🌱 Bunge Diverts First Argentine Soymeal Shipment from China to Vietnam 📅 August XX 2025 Refinitiv 🔍 Bunge $BG confirmed it redirected the first Argentine soymeal shipment originally bound for China to Vietnam citing commercial reasons after Bloomberg reported concerns over meeting Chinese quality standards. 🧠 Key Details Shipment: 30000 tons of Argentine soymeal. Context: Would have been the first Argentine soymeal cargo to China since Beijing approved imports in 2019. Reason: According to CIARA-CECs president Gustavo Idgoras the diversion was requested by the Chinese buyer under"
X Link @lwsresearch 2025-08-20T16:14Z 5111 followers, XXX engagements

"🥇 Copper production Q2 2025: BHP Group $BHP leads with 516200t followed by Freeport-McMoRan $FCX (436809t) and Codelco (365000t). Other majors: Zijin Mining (282429t) Southern Copper $SCCO (239980t) and Rio Tinto $RIO (229000t). Glencore $GLEN Anglo American $AAL Antofagasta $ANTO CMOC $3993 and KGHM $KGH round out the top tier 🔥📈 #Copper #Mining #Commodities"
X Link @lwsresearch 2025-09-20T14:25Z 5109 followers, 6589 engagements

"🚨 BREAKING: Chaos in Georgia $CGEO Protesters stormed the Presidential Palace in Tbilisi after a march from Freedom Square. Crowds breached the courtyard clashing with special forces using pepper spray. Riot police are reinforcing the perimeter as confrontations intensify 🔥🏛 #Georgia #Tbilisi #Protests"
X Link @lwsresearch 2025-10-04T17:25Z 5111 followers, 2505 engagements

"🌾💼 Glencore $GLEN considers potential long-term exit from XXXX% stake in Bunge $BG 📅 August X 2025 Source: Refinitiv 🔍 Glencore (GLEN) stated that its long-term strategy could include divesting its XXXX% stake in the newly expanded global agribusiness Bunge Global (BG). The stake came after Bunge completed its $XX billion merger with Viterra (a grain handling firm backed by Glencore) in July 2025. CEO Gary Nagle said the agriculture business does not align perfectly with Glencore's core business model. He clarified that Glencore is not in a rush to sell and any exit would be done"
X Link @lwsresearch 2025-08-06T11:43Z 5112 followers, XXX engagements

"⚡ Chiles SMA fined Albemarle $ALB $4M for environmental violations tied to brine over-extraction and failure to comply with its early-warning plan at the Atacama salt flat. $ALB one of only two lithium producers there (alongside SQM $SQM) saw shares drop -XXX% 📉🔋 #Lithium #Chile #EV"
X Link @lwsresearch 2025-09-30T15:32Z 5110 followers, XXX engagements

"🛢 Imperial Oil Ltd. $IMO will cut XX% of its workforce by 2027 citing risks of a global crude glut. The company plans to consolidate operations and will take a C$330M ($237M) restructuring charge in Q3 2025. Moves aim to streamline costs while crude markets remain pressured 📉 #Oil #Canada #Energy"
X Link @lwsresearch 2025-09-29T22:29Z 5111 followers, XXX engagements

"⛏ Berenberg upgrades Anglo American PLC $AAL to Buy (from Hold) and raises PT to XX (from 23) citing strong execution on transformational M&A. Key drivers: merger with Teck Resources $TECK and the Los Bronces-Andina JV with Codelco both boosting copper synergies in Chile. Despite hurdles resale of the met coal unit regulatory clearance in Brazil and weak diamond markets Berenberg sees improving copper & coal volumes fueling EBITDA and FCF growth 💰📈 #AngloAmerican #Mining #Copper"
X Link @lwsresearch 2025-10-08T09:50Z 5111 followers, XXX engagements

"🏆 Gold $GOLD and Silver $SILVER continue their record-breaking rally with gold climbing to $4113.96 (+2.41%) and silver surging to $XXXXX (+3.44%). The momentum reflects strong safe-haven demand fueled by U.S.China trade tensions and expectations of Fed rate cuts extending the bullish run in precious metals. 💰📈 #Gold #Silver #Commodities"
X Link @lwsresearch 2025-10-13T16:26Z 5111 followers, 1275 engagements

"📉 ASP Isotopes Inc $ASPI shares fell XX% after the advanced materials company launched a planned equity offering to raise new capital. The Washington D.C.based firm did not disclose the size of the deal with Cantor Fitzgerald and Lucid Capital Markets acting as joint bookrunners. As of Oct XX ASP Isotopes had 93.4M shares outstanding giving it a market cap of about $1.3B. ⚛💰 #ASPIsotopes #Stocks #CapitalMarkets"
X Link @lwsresearch 2025-10-14T21:12Z 5109 followers, 1019 engagements

"ASP Isotopes $ASPI announced a supply contract for its largest quantity of enriched silicon-28 to date with deliveries expected in Q1 2026 and the acquisition of an independent radiopharmacy in Florida US to expand PET Labs' operations outside South Africa. The Florida site currently offers SPECT; PET services are expected to start in 2027. The acquisition is described as accretive to 2026 revenues EBITDA and EPS. PET Labs is pursuing further U.S. expansion and has a non-binding term sheet for another acquisition. An investor access event is scheduled for Nov 12-13 2025. The company also"
X Link @lwsresearch 2025-10-13T12:58Z 5110 followers, XXX engagements

"🛢 Petrobras $PBR is assessing potential roles in a Braskem $BAK restructuring as the Brazilian petrochemicals giant faces deepening crisis. At a board meeting Friday directors reviewed scenarios for Petrobras positioning should Braskem move to alter its capital structure Bloomberg reported. Discussions remain private but highlight Petrobras strategic interest in Braskems future 🔎 #Petrobras #Braskem #Energy #Brazil"
X Link @lwsresearch 2025-10-01T21:56Z 5109 followers, 3561 engagements

"🏆 Global gold production (Q2 2025) shows Newmont Corp $NEM maintaining its dominance with 1.48M ounces followed by Agnico Eagle Mines $AEM (866K oz) and AngloGold Ashanti $AU (804K oz). Barrick Gold $GOLD (797K oz) NMMC (784K oz) and Zijin Mining $ZIJMF (707K oz) round out the top six. Mid-tier producers like Kinross $KGC (513K oz) and Gold Fields $GFI (585K oz) also posted strong quarters reflecting steady global supply amid rising bullion prices. ✨📈 #Gold #Mining #Commodities"
X Link @lwsresearch 2025-10-11T13:03Z 5110 followers, 1639 engagements

"🌾 Argentinas tariff pause triggers record farm export rush: President Javier Mileis move sparked $7B in booked shipments as traders including Bunge Global $BG Cargill $CARG and Louis Dreyfus jumped in. Aim: flood FX market with dollars to stabilize finances 💵 #Argentina #Commodities #Exports"
X Link @lwsresearch 2025-10-03T13:59Z 5112 followers, XXX engagements

"⛏ Whitehaven Coal Ltd $WHC repurchased 180434 shares on Sept XX for A$1.19M at prices between A$6.576.70. Since March $WHC has bought back 5.9M shares with 35.5M still available under its A$48M buy-back program running until Mar 2026 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-10-01T10:36Z 5109 followers, XXX engagements

"🌿 A Datafolha survey found that XX% of Brazilians oppose oil exploration off the Amazon coast where Petrobras $PBR seeks approval to drill in the Foz do Amazonas basin one of Brazils most promising new oil frontiers. The poll commissioned by Eko shows strong youth opposition (73% among ages 1624) ahead of COP30 in Belm where Brazil will host world leaders to discuss climate action. Despite environmental pushback President Lula da Silva has defended Brazils right to explore as Petrobras ExxonMobil $XOM Chevron $CVX and CNPC hold XX blocks in the region. 🌎🛢 #Brazil #Amazon #Energy"
X Link @lwsresearch 2025-10-13T14:18Z 5110 followers, XXX engagements

"🥇📈 Evolution Mining $EVN posts record FY profit on gold price surge Net income jumped XXX% YoY to A$926M ($605M) while revenue climbed XX% to A$4.35B. The miner declared a final dividend of A$0.13/share up from A$0.05 last year. #Gold #Mining #Earnings"
X Link @lwsresearch 2025-08-12T23:05Z 5110 followers, XXX engagements

"💬 Occidental Petroleum Corp $OXY CEO Vicki Hollub expects oil prices to remain between $58$62 per barrel through 2026 she said at the Energy Intelligence Forum in London. Hollub added that prices are likely to rise beyond that period highlighting a tightening long-term supply outlook for Brent crude as global investment in new production remains limited. 🛢📊 #Occidental #Oil #EnergyMarkets"
X Link @lwsresearch 2025-10-14T21:25Z 5110 followers, XXX engagements

"🏅 Aura Minerals $ORA jumps +7% after BofA Global Research initiates coverage with a Buy rating and $XX PT (+25% upside). BofA highlights $ORAs XX% gold production growth by 2027 from Borborema Matup & Serra Grande plus low costs strong balance sheet and XXX% YTD rally ⚡🥇 #Gold #Mining #Stocks"
X Link @lwsresearch 2025-09-22T15:27Z 5112 followers, XXX engagements

"⛏ BHP Group $BHP will invest A$840M ($554M) to expand its Olympic Dam copper project in South Australia. The plan includes a new tunnel to access the Southern Area upgrades to processing infrastructure and construction of a new oxygen plant at its smelter. The move aims to boost copper output a critical metal for electrification ⚡📈 #Copper #Mining #Australia"
X Link @lwsresearch 2025-10-01T10:54Z 5110 followers, XXX engagements

"🥈 Global silver output Q2 2025: Fresnillo $FRES leads with 12.5M oz followed by KGHM $KGH at 10.8M oz and Newmont $NEM with 8M oz. Other top producers include Southern Copper $SCCO (5.98M oz) Pan American Silver $PAAS (5.1M oz) and Glencore $GLEN (4.87M oz). Strong quarter highlights Latin Americas dominance in silver supply ⛏🌎 #Silver #Mining #Metals"
X Link @lwsresearch 2025-10-04T14:45Z 5109 followers, 2867 engagements

"⛽ Italys antitrust regulator fined Eni SpA $ENI ExxonMobils Esso $XOM Ip Q8 Saras & Tamoil a combined 936M ($1.09B) for cartel practices in truck fuel sales. From 20202023 firms colluded to fix biofuel component prices which tripled from XX to 60/m. Whistleblower tip sparked probe ⚖💶 #Oil #Antitrust #Italy"
X Link @lwsresearch 2025-09-26T08:19Z 5107 followers, XXX engagements

"🛢 Repsol SA $REP kept production steady at 551000 boe/d in Q3 (-0.4% YoY) while refining margins more than doubled to $8.8/bbl (+120% YoY). Latin America led output with 249K boe/d (-6.4%) followed by North America (181K -2.7%) and Europe/Africa/Other (121K +18.6%). Average Brent price hit $69.1/bbl (-13.9% YoY). The sharp margin rebound signals resilient downstream performance despite softer crude prices ⚙💰 #Repsol #Oil #Energy"
X Link @lwsresearch 2025-10-08T19:16Z 5107 followers, XXX engagements

"🏆 Bank of America $BAC raised its 2026 gold forecast to $5000/oz (avg. $4400) and sees silver at $65/oz (avg. $56.25) citing supportive fiscal and monetary conditions under the current U.S. administration. BofA notes short-term correction risks but expects further gains as deficits debt and lower interest rates sustain demand. Spot gold $GOLD recently hit $4073 up XX% YTD while silver faces an XX% demand drop yet remains in its fifth straight supply deficit. 💰📈 #Gold #Silver #Commodities"
X Link @lwsresearch 2025-10-13T12:24Z 5109 followers, 2028 engagements

"🛢 U.S. drillers cut oil and gas rigs for the first time in six weeks according to Baker Hughes $BKR. The total rig count fell by X to XXX now X% below last years level with the Permian Basin hitting its lowest since Sept 2021 at XXX rigs. Despite fewer rigs the EIA forecasts U.S. crude output to rise to 13.5M bpd in 2025 (from 13.2M in 2024) and gas production to hit XXXXX bcfd amid higher prices. Oil $CL1 -XXXX% Gas $NG1 -XXXX% 📉 #Energy #Oil #NaturalGas"
X Link @lwsresearch 2025-10-10T18:17Z 5109 followers, XXX engagements

"👔 British American Tobacco plc $BATS appointed Matthew Wright as an Independent Non-Executive Director effective Nov X 2025. He will also join the Remuneration and Nominations Committees. Wright former CEO of Russell Reynolds Associates brings deep expertise in leadership recruitment and transformation aligning with BATs push toward a Smokeless World strategy. Chair Luc Jobin highlighted Wrights global experience across Asia Europe and the U.S. as key to advancing the companys cultural and strategic transformation. 🌍💼 #BAT #Leadership #CorporateGovernance"
X Link @lwsresearch 2025-10-14T11:11Z 5110 followers, XXX engagements

"🛢 BP Plc $BP will invest $5B in its Tiber-Guadalupe offshore project in the U.S. Gulf of Mexico targeting startup in 2030 with a new platform producing 80K bpd. The fields hold 350M boe marking $BPs pivot back to oil & gas after scaling down renewables. The move boosts its Gulf target to 400K boepd by 2030 rivaling Chevron $CVXs high-pressure Anchor project ⚡ #Oil #Energy #BP"
X Link @lwsresearch 2025-09-29T08:55Z 5111 followers, XXX engagements

"🚀 AST SpaceMobile $ASTS Signs Definitive Commercial Agreement with Verizon for Space-Based Cellular Broadband Across the U.S. 🗓 October X 2025 Business Wire 🔍 Strategic Partnership Overview AST SpaceMobile ($ASTS) announced a definitive commercial agreement with Verizon ($VZ) to deliver direct-to-cellular broadband service from space across the continental United States starting in 2026. The partnership will integrate Verizons terrestrial mobile network with AST SpaceMobiles low Earth orbit (LEO) satellite constellation using Verizons premium XXX MHz spectrum to provide ubiquitous"
X Link @lwsresearch 2025-10-08T12:04Z 5111 followers, XXX engagements

"📉 Whitehaven Coal Ltd $WHC reported the cancellation of 1927421 ordinary shares as part of its on-market buyback program totaling AUD XXXXX million completed between Aug XX and Oct X 2025 according to its ASX Appendix 3H filing. Additionally 7113 performance share rights (WHCAI) lapsed after failing to meet vesting conditions. Following these changes Whitehavens total shares on issue stand at XXXXX million. ⚒💰 #WhitehavenCoal #ASX #Buyback"
X Link @lwsresearch 2025-10-13T19:51Z 5109 followers, XXX engagements

"APA $APA provided supplemental estimates for 3Q 2025 and scheduled an earnings conference call for Nov X 2025 at 10:00 a.m. CT. Key estimates: U.S. realized prices oil $66.00/bbl NGL $20.00/bbl natural gas $0.70/Mcf; International oil $68.50/bbl NGL $40.00/bbl gas $4.20/Mcf. Operational and cash items: Egypt tax barrels 3738 MBoe/d; dry hole costs $46M; net gain on purchases/sales $177M (before tax). APA received substantial payments from EGPC distributed $173M to its noncontrolling Egypt partner in 3Q and noted that these receipts do not increase its free cash flow under its definition."
X Link @lwsresearch 2025-10-08T21:51Z 5112 followers, XXX engagements

"Bunge $BG shares soar XX% after Trump considers China cooking oil embargo"
X Link @lwsresearch 2025-10-15T16:47Z 5110 followers, XX engagements

"Argentine Peso Strengthens on Renewed U.S. Backing for Mileis Economic Policy 🗓 October XX 2025 Reuters 🔍 Argentinas markets strengthened Monday as investors reacted to news of renewed U.S. support for President Javier Mileis economic program ahead of his upcoming meeting with President Donald Trump at the White House. Expectations center on new announcements reinforcing bilateral cooperation and financial backing. 💵 Currency Intervention and Market Moves The U.S. Treasury reportedly intervened directly in Argentinas currency market last Thursday to stabilize the peso an unprecedented move"
X Link @lwsresearch 2025-10-13T17:01Z 5113 followers, XXX engagements

"🔥📈 Targa Resources $TRGP beats Q2 earnings with record natgas and NGL volumes6.28B cf/d in the Permian and 961K bpd of NGLs. Launches a new $1B share buyback doubling down as energy demand surges from AI and crypto data centers 💻💸. #TargaResources #NaturalGas #Buybacks"
X Link @lwsresearch 2025-08-07T11:56Z 5111 followers, XXX engagements

"Alliance Resource Partners $ARLP dded XXXXX #BTC in Q2 and has a total of XXXXXX $BTC as of June XX 2025"
X Link @lwsresearch 2025-08-07T21:24Z 5112 followers, XXX engagements

"🛢 ExxonMobil Corp $XOM CEO Darren Woods warned that the oil market will tighten over the medium and long term unless there is greater investment in unconventional oil and gas assets. Speaking in London Woods said current oversupply may ease soon as emerging-market demand continues to rise and production decline rates could reach XX% annually without new projects. ⚡🌍 #ExxonMobil #Oil #EnergyMarkets"
X Link @lwsresearch 2025-10-13T09:46Z 5111 followers, XXX engagements

"Cheniere Energy $LNG has filed a request with the FERC to expand its Sabine Pass LNG terminal in Louisiana. The Phase X Expansion would add three new liquefaction trains boosting capacity beyond the current XX mtpa. CEO Jack Fusco aims to capitalize on Trumps pro-LNG stance and fast-tracked permitting 🔥📊 #LNG #Cheniere #EnergyExpansion"
X Link @lwsresearch 2025-06-10T17:04Z 5110 followers, XXX engagements

"⛏ Whitehaven Coal Ltd $WHC continued its on-market buy-back repurchasing 50710 shares on Sept XX for A$344K at prices between A$6.656.86. Since March $WHC has bought back 5.8M shares with 35.8M remaining under its A$48M program running until Mar 2026 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-29T11:01Z 5110 followers, XXX engagements

"📈 JPMorgan reiterates Overweight on Glencore plc $GLEN with a XXX GBX PT citing continued upside potential. Shares rose +1.97% on the call as analyst Dominic OKane maintains the miner as a top buy idea ⛏💰 #Mining #Glencore #Commodities"
X Link @lwsresearch 2025-09-22T15:53Z 5107 followers, XXX engagements

"⛏ Whitehaven Coal Ltd $WHC repurchased 78462 shares on Sept XX for A$519K at prices between A$6.566.79. Since March $WHC has bought back 5.85M shares with 35.7M remaining under its A$48M buy-back program running until Mar 2026 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-30T10:48Z 5109 followers, XXX engagements

"🚀 AST SpaceMobile $ASTS secures a landmark deal with Amrica Mvil $AMX Latin Americas largest telco gaining direct access to 300M+ subscribers. The partnership accelerates $ASTS U.S. rollout and replaces Starlink $TSLA as $AMXs satellite partner 📡🌎 #5G #Satellites #Telecom"
X Link @lwsresearch 2025-09-22T10:49Z 5111 followers, 1282 engagements

"📉 J.P. Morgan trims its Q3 earnings forecast for Chevron Corp $CVX to $1.72/share (from $1.85) citing share dilution (13%) following the Hess Corp $HES acquisition. Despite a XXX% boost in net income the effect is offset by dilution. JPM now expects Q3 profit of $3.07B up from $2.85B in Q2 supported by Hess contributions stronger crude sales reduced maintenance and higher output from Permian Anchor and Leviathan. $CVX shares are up X% since the deal closed. 💼⛽ #Chevron #Earnings #Oil"
X Link @lwsresearch 2025-10-10T12:19Z 5111 followers, XXX engagements

"Sequans $SQNS has purchased an additional XX Bitcoin $BTC for $XXX million at an average price of $115517 per Bitcoin. As of 10/03/2025 we hodl 3234 Bitcoin acquired for $XXXXX million at an average price of $116643 per bitcoin"
X Link @lwsresearch 2025-10-06T11:10Z 5109 followers, XXX engagements

"🛢 Weatherford International $WFRD secured a 3-year $147M contract with Petrobras $PBR to provide Tubular Running Services in Brazil . The deal includes deploying Vero Auto Make-up Multi Slip Flush Joint Elevator and StringGuard systems to boost drilling safety and efficiency. CEO Girish Saligram highlighted the win as proof of Weatherfords strong TRS portfolio. Weatherford has backed Petrobras for 10+ years and operates in XX countries with 17300 employees. #OilServices #Petrobras #Energy"
X Link @lwsresearch 2025-09-16T20:35Z 5109 followers, XXX engagements

"📉 The Trump administration is blocking approval for Repsol $REP.MC Eni $ENI.MI and Maurel & Prom $MAU.PA to operate in Venezuela while still allowing Chevron $CVX. The move heightens pressure on Nicols Maduro reflecting Washingtons balancing act on energy and geopolitics. #Oil #Venezuela #Geopolitics"
X Link @lwsresearch 2025-08-22T19:26Z 5109 followers, XXX engagements

"1. Valaris leadership in the offshore market. Valaris is the largest offshore contractor with XX assets including seventh-generation drillships jackups and semisubmersibles. It is strategically positioned in key markets such as Brazil the Gulf of Mexico and West Africa where demand remains strong"
X Link @lwsresearch 2025-09-19T17:05Z 5110 followers, XXX engagements

"Strategy $MSTR has acquired XXX $BTC for $XXXX million at $123561 per bitcoin and has achieved BTC Yield of XXXX% YTD 2025. As of 10/12/2025 we hodl 640250 $BTC acquired for $XXXXX billion at $74000 per bitcoin. $STRC $STRK $STRF $STRD"
X Link @lwsresearch 2025-10-13T13:09Z 5108 followers, XXX engagements

"🤝🔧 Valmet Oyj $VALMT signed a strategic deal to provide valve services to Petrobras $PBR in Brazil. #Valmet #Petrobras #OilAndGas"
X Link @lwsresearch 2025-08-11T13:04Z 5110 followers, XXX engagements

"💼 BP Plc $BP said weak oil trading weighed on profits in Q3 even as production rose for a second consecutive quarter according to its trading update ahead of next months earnings. Growth was driven by BPX Energy its U.S. shale unit which boosted gas output while oil trading lagged and gas trading remained average. Shares fell X% in early London trading reflecting a mixed outlook as BP works to stabilize performance and enhance returns. ⚙📉 #BP #Oil #EnergyMarkets"
X Link @lwsresearch 2025-10-14T12:18Z 5110 followers, XXX engagements

"🔋 Glencore PLC $GLEN signed an eight-year supply agreement with Vulcan Energy Resources Ltd $VUL to purchase 3600044000 tons of battery-grade lithium hydroxide monohydrate from the Lionheart Project (Phase 1) which has a planned XXX GWh capacity. The deal strengthens Glencores EV materials portfolio while supporting Vulcans low-carbon lithium production strategy in Europe. ⚡🤝 #Glencore #VulcanEnergy #Lithium"
X Link @lwsresearch 2025-10-13T13:18Z 5109 followers, XXX engagements

"⛏ BHP $BHP Resumes Iron Ore Sales to China Easing Ban Fears 🗓 October XX 2025 Reuters Beijing & Melbourne 🔍 General Summary BHP Group resumed iron ore sales to China after reports of a potential purchasing freeze by Beijing. On Thursday BHP sold a 170000-ton cargo to a Chinese trader marking the first transaction since Chinas week-long national holiday and helping dispel fears in Australia of an unofficial Chinese ban on iron ore from the worlds largest miner. 💰 Details of the Transaction The cargo was paid for in U.S. dollars according to traders familiar with the deal. The Shanghai"
X Link @lwsresearch 2025-10-13T10:00Z 5109 followers, XXX engagements

"🛢 Brazil sets a minimum bid of $1.9B (R$10.2B) for its upcoming Dec X presalt oil auction offering stakes of XXX% in Mero XXXX% in Tupi and XXXX% in Atapu all currently state-owned. Operator Petrobras $PBR is expected to be a key contender ⚙ #Brazil #Oil #Petrobras"
X Link @lwsresearch 2025-10-07T19:37Z 5111 followers, XXX engagements

"🛢 Cenovus Energy Inc $CVE has purchased 21.7M shares of MEG Energy Corp $MEG raising its stake to XXX% ahead of the shareholder vote on their proposed merger. Both firms amended a standstill agreement allowing Cenovus to lift its stake up to XXX% before the vote. Earlier this month Cenovus raised its offer to C$8.6B ($6.1B) including debt. MEGs shareholder meeting was postponed to Oct XX to review the revised proposal. ⚙ #Cenovus #MEGEnergy #Mergers"
X Link @lwsresearch 2025-10-14T10:54Z 5110 followers, XXX engagements

"⛏ Whitehaven Coal Ltd $WHC continues its on-market buy-back program repurchasing 87067 shares on Sept XX for A$584.8K at prices between A$6.656.82. Since March 2025 $WHC has bought back 5.7M shares with up to 35.8M still authorized under its A$48M program (running until Mar 2026) 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-26T08:31Z 5110 followers, XXX engagements

"📉 Ethereum ETFs $ETH saw sharp net outflows of -$428.5M on Oct XX marking the largest daily withdrawal in weeks as investor sentiment cooled across major funds. BlackRock $ETHA (-$310.1M) led redemptions followed by Fidelity $FETH (-$19.1M) and Bitwise $ETHW (-$12.8M). Minor inflows into VanEck $QETH (+$9.3M) were not enough to offset the broader decline"
X Link @lwsresearch 2025-10-14T10:19Z 5109 followers, XXX engagements

"💥 Marathon Digital Holdings $MARA just purchased XXX $BTC ( $46.3M) via institutional platform FalconX according to Lookonchain. The Bitcoin miner now holds 52850 BTC valued at roughly $6.12B reinforcing its position as one of the largest corporate Bitcoin holders globally. 🪙⚡ #MarathonDigital #Bitcoin #Crypto"
X Link @lwsresearch 2025-10-13T10:06Z 5110 followers, XXX engagements

"🛢 A long-awaited global oil surplus is emerging likely pressuring prices further according to top commodity traders. Brent crude has fallen XX% since late September as OPEC+ members along with non-OPEC producers increase output into an already oversupplied market. The oil forward curve now signals a bearish outlook for 2026 suggesting weaker demand expectations and sustained downward pressure on U.S. crude benchmarks. 📉⚙ #Oil #OPEC #Commodities"
X Link @lwsresearch 2025-10-14T16:32Z 5109 followers, XXX engagements

"🔥 Glencore Plc $GLEN reports that a fire at its Lomas Bayas copper mine in Chile has been fully contained with no impact on operations. An internal investigation is underway to determine the cause of the Sept. XX incident ⛏ #Glencore #Mining #Copper"
X Link @lwsresearch 2025-10-08T13:07Z 5109 followers, XXX engagements

"🟢 Bitcoin ETF $BTC flows rebounded on Sept XX 2025 with +$518M in net inflows after days of heavy outflows. Fidelitys $FBTC led with +$299M followed by Arks $ARKB (+$62M) and Bitwise $BITB (+$47M). $IBIT saw -$47M outflows while $GBTC gained +$27M. Total inflows since launch now stand at $57.3B 🟠📈 #Bitcoin #ETF #Crypto"
X Link @lwsresearch 2025-09-30T10:46Z 5111 followers, XXX engagements

"🔥 Citi initiates coverage on Golar LNG Ltd $GLNG with a Buy rating and a $XX price target highlighting its low-risk high-return LNG exposure and strong growth outlook. Citi notes that Golars floating liquefaction vessels (FLNG) are backed by long-term tolling agreements minimizing volume risk while its solution delivers XX% lower capex per ton than land-based LNG projects boosting profitability. With limited competition in the floating LNG niche Citi believes $GLNG can achieve double-digit growth by capturing just a fraction of total market demand. ⚓💨 #GolarLNG #Energy #Investing"
X Link @lwsresearch 2025-10-10T12:55Z 5109 followers, 1466 engagements

"🚬 British American Tobacco PLC $BATS has signed an agreement with Goldman Sachs International to execute a share buyback program running from Thursday until December XX 2025. This continues the repurchase initiative launched in March 2024 when BAT announced plans to buy back up to XXX billion in shares 700M in 2024 and 900M in 2025 funded in part by the 1.57B sale of its 436.9M-share stake in Indias ITC Ltd. BAT reiterated that the buyback program will conclude by December XX 2025 reinforcing its commitment to shareholder returns and capital discipline 💷📈 #BAT #ShareBuyback #GoldmanSachs"
X Link @lwsresearch 2025-10-09T12:24Z 5110 followers, XXX engagements

"⚡ Entergy $ETR wins approval to build X new gas plants in Louisiana to power Metas $META data center. Plan also includes new transmission lines and up to XXX GW of solar procurement. #Energy #Meta #USA"
X Link @lwsresearch 2025-08-20T20:03Z 5111 followers, XXX engagements

"🔎 Braskem SA $BAK hired financial & legal advisors to explore options for optimizing its capital structure amid a prolonged chemical industry downturn. The move aims to mitigate current headwinds while reinforcing competitiveness in Brazils chemical sector ⚗ #Braskem #Chemicals #Markets"
X Link @lwsresearch 2025-09-26T11:51Z 5110 followers, 1940 engagements

"🛢 Baker Hughes $BKR: U.S. oil & gas rig count held steady at XXX this week. Thats XX fewer rigs (-6.2%) than a year ago. Oil rigs slipped to XXX (-2) while gas rigs edged up to XXX (+1). Despite weaker prices EIA sees record output ahead: crude 13.4M bpd in 2025 gas XXXXX bcfd ⚡ #Energy #Oil #Gas"
X Link @lwsresearch 2025-10-03T19:50Z 5110 followers, XXX engagements

"🌎 The U.S. government has authorized Shell Plc $SHEL and Trinidad and Tobago to develop an offshore natural gas field in Venezuelan waters near the maritime border according to Trinidads attorney general. The approval marks a significant diplomatic and energy breakthrough potentially expanding regional gas supply while easing Venezuelas isolation from Western energy markets. ⚡ #Shell #Energy #Venezuela #Trinidad"
X Link @lwsresearch 2025-10-09T17:43Z 5110 followers, 1006 engagements

"Bit Digital $BTBT has purchased an additional 31057 Ethereum $ETH to increase its total ETH holdings to 150244"
X Link @lwsresearch 2025-10-08T12:37Z 5112 followers, XXX engagements

"📉 Anglo American $AAL launches arbitration against Peabody $BTU over failed coal deal. 🗓 October X 2025 Reuters 🔍 Deal collapse background Anglo American ($AAL) has initiated arbitration against Peabody Energy ($BTU) following Peabodys withdrawal from its $3.78B bid for Anglos Australian coking coal assets. 🧠 Key details Peabody pulled out in August after a mine fire at Moranbah North disrupted operations invoking a clause allowing withdrawal due to a material adverse event. Anglo had agreed to divest these mines in Queenslands Bowen Basin as part of its strategy to offload non-core"
X Link @lwsresearch 2025-10-03T13:07Z 5109 followers, XXX engagements

"🌊 Petrobras $PBR faces renewed environmental scrutiny over its drilling license in the Foz do Amazonas basin as Brazils environmental agency Ibama requested additional information and flagged pending issues and uncertainties in the companys emergency and wildlife protection plans. Ibama proposed a meeting on Thursday to review concerns. Petrobras said it will fully respond and remains confident the license will be granted soon though delays beyond Oct XX could require a new drill ship adding to the R$180M ($32.8M) standby costs already incurred. 🛢 #Petrobras #Amazon #Energy"
X Link @lwsresearch 2025-10-14T17:09Z 5108 followers, XXX engagements

"📈 Jefferies Highlights Top Gold Stocks Amid Record Prices. $GOLD $DPM $EDV 🗓 October X 2025 Jefferies 🔍 Context Gold prices are reaching all-time highs creating a favorable environment for miners. Jefferies identified three companies best positioned to capture value from this momentum citing compelling valuations asset quality and operational improvements. 🧠 Key Picks Barrick Gold ($GOLD) Premium asset base at attractive valuation. Expected market re-rating as it meets guidance and controls costs. Benefits from gold asset recapitalization now materializing. Growing copper business adds"
X Link @lwsresearch 2025-10-06T13:18Z 5111 followers, XXX engagements

"🤝 Australian Critical Minerals Firms Head to Washington. 📅 Sept XX 2025 Reuters 🔍 Delegation: Over XX Australian critical minerals companies including Trafiguras unit Nyrstar (NYR) Pilbara Minerals (PLS) International Graphite (IG6) and Cobalt Blue (COB) will travel to New York and Washington next week. The trip is led by Austrade to meet senior officials in the Trump administration. Strategic Context: Australia aims to cement its role as a key supplier of critical minerals for Western allies seeking alternatives to China. This comes as the U.S. boosts defense and battery supply chains."
X Link @lwsresearch 2025-09-12T10:26Z 5110 followers, XXX engagements

"🚬 Philip Morris International $PM presented new evidence to the FDA advisory committee supporting continued authorization of its IQOS heated tobacco products as Modified Risk Tobacco Products. The FDAs preliminary review found evidence still supports PMIs reduced exposure claims vs cigarettes. IQOS used by 34M adults globally heats tobacco without burning cutting harmful chemicals while preserving taste. PMI has invested $14B since 2008 in smoke-free tech and now seeks renewal for two IQOS device versions and three HEETS variants. The brand re-entered the U.S. in 2023 after resolving its"
X Link @lwsresearch 2025-10-08T15:47Z 5112 followers, XXX engagements

"🥈 Spot Silver surged to nearly $50/oz its highest level in decades as the precious metals rally intensified amid safe-haven inflows and a weaker U.S. dollar"
X Link @lwsresearch 2025-10-09T12:30Z 5111 followers, XXX engagements

"⛽ Chord Energy $CHRD agreed to acquire Williston Basin assets from ExxonMobils $XOM XTO Energy unit for $550M covering 48000 net acres in the Bakken core. The deal adds 9M boe/d of mostly oil output with low decline rates and upside for margin expansion. Chord expects the transaction to boost free cash flow and NAV funding it with a mix of cash and debt. Closing is targeted by year-end. #Oil #Shale #M&A #Energy"
X Link @lwsresearch 2025-09-15T22:09Z 5109 followers, XXX engagements

"⛽ Phillips XX $PSX is exploring long-term U.S. LNG purchase deals and has begun hiring staff in Houston to support the effort sources told Bloomberg. Talks remain preliminary. ⚡"
X Link @lwsresearch 2025-09-10T19:47Z 5108 followers, XXX engagements

"🌏 Chinas Commerce Ministry urged the U.S. to end tariff threats and return to dialogue after President Donald Trump announced XXX% tariffs and export controls on critical software effective Nov. X. Beijing defended its rare earth export measures as legitimate and defensive allowing licenses for civilian use while restricting military applications and said the global supply impact will be very limited. China also justified new port fees on U.S. vessels calling Washingtons reaction a double standard and warning We dont want a trade war but were not afraid of one. ⚖ #China #TradeWar"
X Link @lwsresearch 2025-10-12T07:32Z 5107 followers, 2790 engagements

"📉 J.P. Morgan downgraded Glencore Plc $GLEN from Overweight to Neutral even as it raised its PT to XXXX (from 3.70). The bank flagged materially higher event risk ahead of the Q3 report (Oct 29) noting Glencore must boost copper output by XX% in H2 to hit its 850890kt 2025 guidance. JPM also added Glencore to Negative Catalyst Watch warning of potential higher CapEx guidance ($13B in Argentina) at the Dec X Capital Markets Day which could limit shareholder returns. ⚒📊 #Glencore #Copper #Mining"
X Link @lwsresearch 2025-10-09T08:21Z 5109 followers, XXX engagements

"☢ District Metals $DMX UAV Survey Reveals Strong Uranium Anomalies and Major Exploration Upside at Ardnasvarre Property (Sweden) 🗓 October XX 2025 District Metals Corp. 🔍 District Metals Corp. announced the completion of a UAV (drone-based) radiometric and magnetic survey over its 100%-owned Ardnasvarre Property in northern Sweden conducted by MWH Geo-Surveys International Inc. The survey uncovered strong extensive uranium-bearing anomalies linked to known uranium-polymetallic boulder trains sourced from the Viepsajokk and Labbas occurrencesindicating significant unexplored mineralization"
X Link @lwsresearch 2025-10-15T09:10Z 5110 followers, XXX engagements

"🚨 Mohnish Pabrai Q2 2025 Portfolio Moves Pabrai doubled down on carbon and offshore energy this quarter: ⛏ Coal: Added Alpha Metallurgical Resources $AMR (+11.02%) and Warrior Met Coal $HCC (+0.01%). 🌊 Offshore drilling: Big increase in Valaris plc $VAL (+31.96%) a leading offshore oil & gas drilling contractor"
X Link @lwsresearch 2025-08-13T12:26Z 5106 followers, 4040 engagements

"Plains All American Pipeline $PAA and Plains GP Holdings $PAGP on Tuesday said it has agreed to buy a XX% stake in pipeline operator EPIC Crude Holdings from Diamondback Energy units $FANG and Kinetik Holdings for $XXXX billion including debt. Reuters reported in August that the pipeline owners were seeking a sale according to sources familiar with the matter"
X Link @lwsresearch 2025-09-02T12:58Z 5109 followers, XXX engagements

"📉🌬Equinor ASA $EQNR which holds a XX% stake in rsted A/S $ORSTED.CO is sharing lessons with the Danish wind developer after the Trump administration ordered a halt to an almost-finished offshore wind farm in the US. Equinor said it draws on experience from setbacks at its Empire Wind project earlier this year. #Equinor #Orsted #WindEnergy"
X Link @lwsresearch 2025-08-25T08:52Z 5110 followers, XXX engagements

"⛏ Whitehaven Coal Ltd $WHC repurchased 46817 shares on Sept XX at AUD 6.566.65 totaling 5.61M shares bought back so far under its on-market program. Up to 41.6M shares (AUD 48M) may be repurchased by Mar XX 2026 with UBS executing trades 📊💰 #Coal #ASX #Buyback"
X Link @lwsresearch 2025-09-24T08:55Z 5110 followers, XXX engagements

"🚀 AST SpaceMobile $ASTS kicks off its next-gen launch campaign as the worlds largest commercial LEO spacecraft departs aboard the worlds largest cargo aircraft bound for India"
X Link @lwsresearch 2025-10-12T12:43Z 5111 followers, 6385 engagements

"🛢 Cenit subsidiary of Colombias Ecopetrol $EC completed its first transfer of imported light crude via a repurposed 16-inch pipeline to the Barrancabermeja refinery moving 220K barrels as a pilot. The shift aims to optimize existing infrastructure rather than build new pipelines with Cenit also studying future uses like hydrogen transport and CO capture. The companys Cao LimnCoveas pipeline has faced XX attacks this year highlighting security challenges 🚨 #Oil #Ecopetrol #EnergyTransition"
X Link @lwsresearch 2025-10-02T15:04Z 5111 followers, XXX engagements

"Argentine Peso Under Pressure Ahead of Midterm Elections. 🗓 Oct X 2025 Refinitiv 🔍 Key Context Argentinas peso remains under heavy pressure amid strong dollar demand ahead of crucial midterm elections forcing the government to inject liquidity to curb devaluation risks. 🧠 Highlights The peso traded at 1425 per USD in the wholesale market after a sharp XXXX% drop Wednesday and a XXXX% decline in September. The central bank (BCRA) has been selling reserves with net reserves estimated at only $7B limiting intervention capacity to mere weeks. U.S. Secretary of State Scott Bessent reaffirmed"
X Link @lwsresearch 2025-10-02T16:22Z 5111 followers, XXX engagements

"Whitehaven Coal $WHC continues its on-market buyback program repurchasing 49836 shares on June XX for AUD 287.5K 💰 The company has now bought back over 3.39M shares since March with a cap set at 41.83M. Broker: UBS Securities #WHC #Buyback #ASX 📉"
X Link @lwsresearch 2025-06-11T09:59Z 5108 followers, XXX engagements

"💥 S&P Global $SPGI launches the S&P Digital Markets XX Index expanding its crypto index lineup under S&P Dow Jones Indices. Developed with Dinari it tracks both digital assets and blockchain-related stocks in one benchmark. S&P says the move cements cryptos role in global markets boosting transparency and accessibility 🌐📊 #SPGI #Crypto #Blockchain"
X Link @lwsresearch 2025-10-07T13:11Z 5110 followers, XXX engagements

"⛏ Whitehaven Coal $WHC reports daily buy-back activity: 79640 shares repurchased on Sept X for AUD 508.8K at prices between AUD 6.306.45. Since March the miner has bought back 4.97M shares with up to 41.6M authorized (max AUD $48M) through March 2026. UBS Securities is executing the program. 📉"
X Link @lwsresearch 2025-09-08T10:01Z 5107 followers, XXX engagements

"U.S. drillers added oil and gas rigs for the second straight week the first back-to-back gain since April according to Baker Hughes $BKR. The total rig count rose by X to XXX in the week ending Sept. XX with oil rigs up X to XXX their highest since July while gas rigs held steady at XXX. The rig count a leading indicator of future output had fallen X% in 2024 and XX% in 2023 as lower commodity prices pushed energy firms to prioritize shareholder returns and debt reduction over growth. Independent E&Ps tracked by TD Cowen expect 2025 capex to fall about X% YoY after flat spending in 2024 and"
X Link @lwsresearch 2025-09-12T18:41Z 5106 followers, XXX engagements

"🌱 Repsol SA $REP achieves a milestone by producing XXX% renewable gasoline at industrial scale at its Tarragona complex the first of its kind in Spain. The new Nexa XX fuel is now available in XX stations across Madrid and Catalonia cutting CO emissions by over XX% vs conventional gasoline. The company plans XX stations by year-end and urges EU regulators to recognize renewable fuels role in decarbonization ahead of the 2035 combustion ban 🚗⚡ #Repsol #RenewableEnergy #Sustainability"
X Link @lwsresearch 2025-10-08T09:57Z 5107 followers, XXX engagements

"Paramount Skydance $PSKY talking to Apollo buyout firms to join possible $60B Warner Bros. Discovery $WBD: NYP"
X Link @lwsresearch 2025-10-08T16:13Z 5106 followers, 1366 engagements

"📉 Ethereum ETFs saw $76M outflows on Sept XX led by $FETH ($33M) $ETHW ($22M) and $ETHA ($15M). Despite occasional strong inflows (e.g. $363M on Sept 15) cumulative flows remain negative at $133B since launch reflecting ongoing volatility in ETH markets 🔻🪙 #Ethereum #ETF #Crypto"
X Link @lwsresearch 2025-09-23T10:03Z 5112 followers, XXX engagements

"📊 📊 Howard Marks - Oaktree Capital Q2 2025 - 🛢 Ecopetrol $EC: Increases position +12.26% (+387700 shares). - 🏭 Braskem $BAK: Aggressive cut -XXXXX% (-1.89M shares). - ⛽ Petrobras $PBR: Full sell-off (-100% -2.66M shares). 🔍 Key move in LatAm energy: increases exposure to Colombia cuts hard on Brazilian petrochemicals and exits Petrobras entirely. #HowardMarks #OaktreeCapital #Ecopetrol #Braskem #Petrobras #EnergyInvesting"
X Link @lwsresearch 2025-08-13T23:49Z 5111 followers, 3268 engagements

"⛽ Diamondback Energy $FANG CEO Kaes Vant Hof warned US crude production growth will stall if oil stays near $60/bbl with fewer wells profitable at that level. Speaking at an energy conference in Austin he said shale is near its ceiling noting $XX today equals $XX six years ago after inflation. Investor pressure for dividends and buybacks is shifting strategies away from production growth toward shareholder returns 📉💵 #Oil #Shale #Diamondback #Energy"
X Link @lwsresearch 2025-10-01T16:49Z 5112 followers, 1003 engagements

"Baker Hughes $BKR has secured a multi-year contract extension with Petrobras $PBR for two stimulation vessels Blue Marlin and Blue Orca to support offshore operations in Brazil's post and pre-salt fields. The vessels will provide advanced chemical treatments for well stimulation and support well construction through gravel pack and frac pack operations. The vessels feature onboard laboratories high-pressure pumping systems and chemical storage capabilities allowing for customized well treatments without frequent port returns. Both vessels have demonstrated strong safety records with over 650"
X Link @lwsresearch 2025-09-17T11:05Z 5106 followers, XXX engagements

"🛢 Petrobras $PBR awarded SLB $SLB a contract for completions tech & services on up to XX ultra-deepwater wells in Brazils Santos Basin (Atapu & Spia fields). Work begins mid-2026 deploying electric completions & digital solutions to boost uptime & reservoir control. $PBR offers a XXXX% dividend yield; Santos Basin remains core to Brazils energy future 🌊⚡ #Oil #Brazil #Energy"
X Link @lwsresearch 2025-09-25T13:16Z 5109 followers, 1574 engagements

"🛢 The Caspian Pipeline Consortium (CPC) boosted its September oil exports by X% MoM to 6.6M metric tons ( 1.75M bpd) according to industry sources cited by Reuters. CPC which handles over XX% of Kazakhstans oil exports through Russias Yuzhnaya Ozereevka terminal counts Chevron Corp $CVX and ExxonMobil Corp $XOM among its main shareholders. Shipments from Kazakhstan rose to 6.04M tons while Russian exports slipped to 583K tons. ⚙🌍 #CPC #Chevron #ExxonMobil"
X Link @lwsresearch 2025-10-13T12:31Z 5109 followers, XXX engagements

"Valero Energy Corp $VLO is overhauling the 65000-bpd gasoline-producing fluidic catalytic cracking unit (FCCU) at its 180000-bpd Memphis Tennessee refinery along with the 12000-bpd alkylation unit sources said. The maintenance which also includes work on the flare gas recovery unit and a catalyst change in a hydrotreater began over the weekend and is scheduled to finish by November X. The FCCU converts gas oil into unfinished gasoline while the alkylation unit produces octane-boosting components. The hydrotreater ensures compliance with U.S. sulfur regulations. A Valero spokesperson was not"
X Link @lwsresearch 2025-09-12T11:17Z 5112 followers, XXX engagements

"🌎 Eni SpA $ENI and YPF SA $YPF signed a final engineering agreement in Buenos Aires for a liquefied natural gas (LNG) project sourced from Argentinas Vaca Muerta shale formation. The plan covers the full LNG value chain from production in Neuqun to liquefaction and export via two floating LNG vessels each with a 6M tons/year capacity. The project could generate over $100B in exports for Argentina over XX years. ⚡🚢 #Eni #YPF #Energy"
X Link @lwsresearch 2025-10-10T13:56Z 5113 followers, XXX engagements

"Goldman Sachs initiated coverage of Golar LNG $GLNG with a Buy and a $XX PT (+34% upside). As the only pure-play FLNG operator $GLNG is XX% contracted expected to reach $800M run-rate EBITDA by 2028 (vs. $260M in 2025). Focused on floating LNG units with limited price exposure $GLNG is positioned for growth despite bearish global gas outlook 🌍⚡ #LNG #Energy #GLNG"
X Link @lwsresearch 2025-09-30T09:09Z 5110 followers, 1451 engagements

"⚒ Southern Copper $SCCO expects steady 2025 copper output in Peru (414k tons) while boosting investment with $800M capex. Flagship projects include Ta Mara ($1.8B start 2027 full by 2028) and Michiquillay ($2.5B 225k t/y from 2032). Controlled by Grupo Mxico $GMEXICOB SCCO also eyes higher revenues from molybdenum & silver 📈⛏ #Copper #Mining #Peru"
X Link @lwsresearch 2025-09-23T13:23Z 5110 followers, XXX engagements

"⛏ QCoal to shut part of Cook Colliery amid weak coal prices and high royalties. $BHP $BTU $HCC 📅 Sept XX 2025 Argus 🔍 Key development Australian producer QCoal will shut down one of two underground units at its 1mn t/yr Cook Colliery mine in Queensland. The mine mainly produces coking coal. The company did not disclose the exact production impact or closure date. 💰 Financial strain Operations deemed unsustainable under current pricing costs and Queenslands high royalty regime. QCoal says it has paid A$25mn ($17mn) in royalties since March 2022 without ever posting a profit. 🏭 Wider"
X Link @lwsresearch 2025-09-19T09:16Z 5111 followers, XXX engagements

"📈 Ethereum spot ETFs $ETH saw $176.6M in net inflows on Oct X led by BlackRock $ETHA (+$92.6M) and Bitwise $ETHW (+$27M). This extends the rebound in crypto fund flows lifting total cumulative inflows to $1.54B since launch 💎🔥 #Ethereum #ETF #Crypto"
X Link @lwsresearch 2025-10-07T07:36Z 5107 followers, XXX engagements

"🥗 Berenberg reiterates Buy on HelloFresh SE $HFG with a XX PT highlighting continued upside potential. Shares gained +1% on the call 📈📦 #Stocks #FoodDelivery #HelloFresh"
X Link @lwsresearch 2025-09-24T11:55Z 5109 followers, 1103 engagements

"⛽ Cheniere Energy $LNG inks long-term LNG deal with Japans JERA1M tons per year from 2029 to 2050. A 21-year supply pact reinforcing U.S.-Asia energy ties 🌏🤝. #LNG #Cheniere #JERA"
X Link @lwsresearch 2025-08-07T11:56Z 5110 followers, XXX engagements

"Valaris $VAL announced a five-well contract with Bp Exploration Delta Limited for drillship VALARIS DS-12 in Egypt. The work is expected to commence in Q2 2026 has an estimated duration of XXX days and an estimated total contract value of approximately $XXX million inclusive of a mobilization fee. The award includes three option wells. Management said DS-12 will return to Egypt and noted all four drillships with near-term availability are now contracted"
X Link @lwsresearch 2025-10-13T12:57Z 5109 followers, XXX engagements

"⚙ Anglo American PLC $AAL has offered remedies to EU regulators to secure approval for the $500M sale of its Brazilian nickel business to a unit of MMG Ltd $1208 (Hong Kong-listed). According to a source Anglo proposed to purchase ferronickel from MMG for resale in Europe for up to XX years ensuring supply continuity and addressing antitrust concerns over potential market shortages. The European Commission confirmed receipt of the proposal and extended its decision deadline to Nov X as it consults rivals and customers. 🔩 #AngloAmerican #MMG #Nickel"
X Link @lwsresearch 2025-10-15T14:59Z 5110 followers, XXX engagements

"💰 Berkshire Hathaway $BRK reached a $9.7B all-cash deal to acquire Occidental Petroleums $OXY chemical unit OxyChem. This is Buffetts biggest purchase since the $11.6B Alleghany deal in 2022 and comes as Berkshire holds a record $344B cash pile. Already owning XXXX% of Occidental Buffett emphasized he wont take full control of the oil major. OxyChem produces water treatment healthcare and commercial chemicals. Buffett XX is set to step down as CEO at year-end 🦫📈 #M&A #Buffett #OXY #BRK"
X Link @lwsresearch 2025-10-02T11:04Z 5107 followers, XXX engagements

"💰 APA Corp $APA shares rose premarket after the company confirmed receiving substantial payments from Egyptian General Petroleum Corp in Q3 easing investor concerns over delayed government transfers. RBC Capital Markets called the update constructive noting it aligns with Egypts efforts to strengthen cooperation with APA and boost oil and gas output. APA also curbed U.S. production by XX MMcf/d of gas and 1400 bpd of NGLs amid weak prices. Year-to-date shares are up XXX% ⚡ #APA #Energy #Oil"
X Link @lwsresearch 2025-10-09T11:42Z 5113 followers, XXX engagements

"Paramount Skydance $PSKY and Warner Bros. Discovery Still $WBD Talking - CNBC"
X Link @lwsresearch 2025-10-10T14:05Z 5108 followers, 1053 engagements

"Uranium Energy Corp $UEC announced on October X 2025 a public offering of 15500000 shares of common stock with a 30day underwriter option to purchase up to an additional 2325000 shares. Goldman Sachs is sole underwriter. The company states net proceeds will be used to accelerate development of a new American uranium refining and conversion facility through its wholly owned subsidiary United States Uranium Refining & Conversion Corp (UR&C) and for general corporate and working capital purposes. The offering is being made under a registration statement that became automatically effective on"
X Link @lwsresearch 2025-10-03T12:00Z 5108 followers, 1183 engagements

"🛢 US oil & gas rig count rose for the 4th straight week up +7 to XXX the highest since June per Baker Hughes $BKR. Still rigs remain -X% YoY. Oil rigs climbed to XXX (highest since July) while gas rigs slipped to XXX. Permian rigs fell to XXX the lowest since Sept 2021 even as the EIA projects higher 2025 output ⚡ #Energy #Oil #Shale"
X Link @lwsresearch 2025-09-26T18:10Z 5110 followers, XXX engagements

"🚀 AST SpaceMobile $ASTS TIME has recognized the companys BlueBird satellites as one of the Best Inventions of 2025 highlighting a breakthrough in space-based mobile broadband. Unlike rivals deploying thousands of small satellites founder and CEO Abel Avellan is betting on large-scale antennas the biggest ever placed in low Earth orbit to deliver true broadband speeds. 🔹 Five BlueBirds are already operational. 🔹 Larger models launching soon will enable up to XXX Mbps transmission speeds. 🔹 AT&T and Verizon users will have built-in satellite connectivity while others can access service via"
X Link @lwsresearch 2025-10-09T21:42Z 5109 followers, 1160 engagements

"Indonesia has asked mining company Freeport $FCX to conduct an assessment following the disaster caused by a mudslide at its Grasberg copper and gold mine in which seven workers died according to a statement issued on Thursday by an official from the Ministry of Mining"
X Link @lwsresearch 2025-10-09T08:17Z 5109 followers, XXX engagements

"🛢 Ecopetrol $EC eyes expansion in Brazil seeking oil & gas deals that may include Petrobras $PBRs onshore fields in Bahia. Move signals Colombias state-run giant pushing deeper into regional energy assets 🌍🤝⚡ #Ecopetrol #Petrobras #Oil"
X Link @lwsresearch 2025-09-19T14:32Z 5112 followers, 1117 engagements

"JP Morgan downgrades Puig $PUIG to underweight from overweight and cuts its target price to XXXX from 25"
X Link @lwsresearch 2025-10-09T08:18Z 5109 followers, XXX engagements

"🏭 Whitehaven Coal $WHC reported the repurchase of 66378 shares on Sept XX 2025 under its on-market buy-back program. The company paid AUD 411245.10 in total with prices ranging from AUD XXXX to XXXX per share. To date Whitehaven has bought back 5.34M shares for AUD 30.6M with up to 41.6M shares ($48M) authorized for repurchase through March XX 2026. Remaining capacity stands at 36.2M shares. #Buybacks #ASX #Coal"
X Link @lwsresearch 2025-09-16T10:06Z 5107 followers, XXX engagements

"📊 Bitcoin ETFs $BTC saw a slight net outflow of -$4.5M on Oct XX pausing the strong inflow streak from earlier in the week. BlackRock $IBIT led gains with +$74.2M while ARK Invest $ARKB (-$37.4M) and Bitwise $BITB (-$6.2M) dragged the total lower. Grayscale $GBTC also posted -$5.7M in redemptions. Despite daily volatility cumulative inflows across all Bitcoin ETFs remain robust at $62.7B signaling sustained institutional demand for Bitcoin $BTC exposure. 💥📈 #Bitcoin #ETF #CryptoMarkets"
X Link @lwsresearch 2025-10-11T10:31Z 5108 followers, XXX engagements

"🌾 President Donald Trump accused China of committing an Economically Hostile Act by halting soybean purchases from the U.S. saying the move harms American farmers. Trump said his administration is considering ending trade with China involving cooking oil and other goods as retaliation emphasizing that the U.S. can produce cooking oil domestically without relying on Chinese imports. 🫘 #TradeWar #China #Agriculture"
X Link @lwsresearch 2025-10-14T19:45Z 5110 followers, XXX engagements

"🎬 Warner Bros Discovery $WBD has rejected Paramount Global $PSKY and Skydance Medias initial takeover offer of about $20/share calling it too low according to Bloomberg. David Ellison who took control of $PSKY after an $8B merger with Skydance is now considering raising the bid approaching shareholders directly or bringing in Apollo Global Management $APO as a financial backer. The move signals an escalating Hollywood consolidation battle. 💥🎥 #WarnerBros #Paramount #Mergers"
X Link @lwsresearch 2025-10-12T07:27Z 5112 followers, 1368 engagements

"👔 Whitehaven Coal Ltd $WHC announced that Ray Zage will retire from the Board and not stand for re-election at the Oct XX AGM. Zage CEO of Tiga Investments and senior advisor to Farallon Capital has served since 2013 and was on the Audit & Risk Committee. He will remain engaged as a significant shareholder 🔑⛏ #ASX #Mining #Leadership"
X Link @lwsresearch 2025-09-25T10:01Z 5109 followers, XXX engagements

"🏅 Gold miners rallied after the FT reported Tether is in talks to invest across the gold supply chain. Harmony Gold $HMY +5% Hecla Mining $HL +4% Gold Fields $GFI +4% AngloGold Ashanti $AU +3% and Coeur Mining $CDE +2% all advanced on the news. 📈✨"
X Link @lwsresearch 2025-09-08T12:36Z 5113 followers, 1156 engagements

"🛢 U.S. drillers added oil & gas rigs for the 3rd straight week the longest streak since February Baker Hughes $BKR reported. Total rigs rose by X to XXX the highest since July though still X% below last year. Oil rigs climbed to XXX gas rigs steady at XXX. Despite lower 2025 capex plans (-4% YoY) the EIA sees U.S. crude output rising to 13.4M bpd and higher gas prices fueling drilling activity. 📈⛽"
X Link @lwsresearch 2025-09-19T19:57Z 5105 followers, XXX engagements

"⚖ Venture Global Inc. $VG has lost an arbitration case against BP Plc $BP a setback that contrasts with its recent legal win over Shell Plc $SHEL. The tribunal ruled in BPs favor finding that Venture Global improperly sold LNG cargoes from its Louisiana plant on the spot market instead of fulfilling long-term contract obligations. BP is now seeking over $X billion in damages adding pressure to one of the most closely watched disputes in the global LNG trade 🌎💥 #VentureGlobal #BP #LNG #Energy"
X Link @lwsresearch 2025-10-09T21:11Z 5109 followers, 1497 engagements

"U.S. Investment in Argentina Outpaces China by 7x and the Gap Is Expected to Widen 🗓 October XX 2025 Ruterd 🔍 Overview U.S. foreign direct investment (FDI) in Argentina is XXX times larger than Chinas and that gap could expand following the White House meeting between Presidents Javier Milei and Donald Trump. The encounter comes amid renewed U.S. financial backing for Argentina and signals a deepening strategic alliance between the two countries. 💵 Investment Landscape U.S. FDI stock: USD XXXX billion (17% of Argentinas total USD XXX billion as of March 2025). This surpasses Spain (USD"
X Link @lwsresearch 2025-10-15T16:32Z 5109 followers, XXX engagements

"📉 Berenberg downgrades Glencore Plc $GLEN to Hold (from Buy) setting PT at XXXX citing doubts over copper output targets. To meet full-year guidance (850K890K tonnes) Glencore must produce 282K tonnes in Q4 a potential record for its asset base. Q3 copper output estimated at 224K tonnes up from 176K in Q2. Analysts view guidance as optimistic despite strength in coal zinc and cobalt. Next earnings set for Oct XX ⚒⚡ #Glencore #Mining #Copper"
X Link @lwsresearch 2025-10-08T09:49Z 5107 followers, XXX engagements

"🥗 UBS upgrades HelloFresh SE $HFG from Neutral to Buy and raises its PT to XXXXX (from 7.60) citing signs that revenue declines are bottoming out. UBS expects growth to stabilize by Q3 2025 and return to positive constant-currency growth by Q2 2026 supported by an in-depth customer cohort analysis showing improved retention and engagement. The bank says HelloFreshs strategic pivot and better customer data offer confidence in a sustained turnaround despite prior volatility 🍽📈 #HelloFresh #UBS #Equities"
X Link @lwsresearch 2025-10-09T08:22Z 5111 followers, 2466 engagements

"⛏ Rio Tinto Group $RIO reported Q3 iron ore shipments of 84.3M tons flat YoY but up X% QoQ as the miner ramps up investment to sustain output amid slowing Chinese steel demand. The company reaffirmed its 2025 shipment guidance of 323M338M tons underscoring operational stability and disciplined production management despite market headwinds. ⚙📦 #RioTinto #IronOre #Mining"
X Link @lwsresearch 2025-10-13T22:44Z 5111 followers, XXX engagements

"⛏ Whitehaven Coal Ltd $WHC repurchased 36165 shares on Sept XX at AUD 6.526.74 totaling 5.57M shares bought back so far under its on-market program. Max planned is 41.6M shares (AUD 48M) with UBS executing trades until Mar XX 2026 📊💰 #Coal #ASX #Buyback"
X Link @lwsresearch 2025-09-23T09:55Z 5110 followers, XXX engagements

"💰 Bitcoin ETFs roar back: On Oct X 2025 net inflows hit +$627.2M led by BlackRock $IBIT (+$466.5M) and Fidelity $FBTC (+$89.6M). 🚀📊 #Bitcoin #ETF #Crypto"
X Link @lwsresearch 2025-10-03T09:36Z 5111 followers, XXX engagements

"🏆 Gold remains above $4000/oz supported by a global shift among central banks from U.S. Treasuries to gold reserves according to Russell Price of Ameriprise Financial. Price highlighted Chinas efforts to strengthen its currency noting that concerns over the U.S. fiscal deficit are weighing on Treasury demand though lower global rates have helped cushion bond losses. #Gold #CentralBanks #USDebt #China"
X Link @lwsresearch 2025-10-09T15:42Z 5112 followers, XXX engagements

"🌍 Macquarie Group Ltd $MQG plans to expand its LNG business targeting 1015 year supply deals while boosting physical trading. Strategy includes taking positions in shipping and assets to secure a bigger slice of the fast-growing LNG market ⛽🚢 #LNG #Energy #Macquarie"
X Link @lwsresearch 2025-09-24T12:15Z 5112 followers, XXX engagements

"11/ The numbers tell the story Multi-billion extensions high dayrates and multi-year backlogs. Focus is shifting to long-term projects and sixth- and seventh-generation rigs. Energy is heading back offshore"
X Link @lwsresearch 2025-10-05T08:55Z 5111 followers, XX engagements

"🌎 Eni SpA $ENI plans to begin liquefied natural gas (LNG) exports from Argentinas Vaca Muerta shale project by late 2029 or early 2030 according to COO Guido Brusco. The project developed jointly with YPF SA $YPF will produce roughly XX million tons of LNG per year marking a key milestone in Argentinas emergence as a global LNG exporter. ⚡🚢 #Eni #YPF #Energy"
X Link @lwsresearch 2025-10-13T12:36Z 5110 followers, XXX engagements

"🚭 Italys antitrust authority has opened an investigation into Philip Morris Italia $PM over alleged misleading marketing of its smoke-free products the regulator said Wednesday. Authorities claim slogans like smoke-free future could mislead consumers by implying the products are risk-free or less harmful despite still posing health risks and addiction potential. ⚖ #PhilipMorris #Regulation #Tobacco"
X Link @lwsresearch 2025-10-15T09:25Z 5110 followers, XXX engagements

"VALARIS remains the global leader in offshore drilling with a state-of-the-art fleet 🛳 Yet its current valuation doesnt reflect its true potential 💰 Lets break it down 👇 $VAL @ValarisLimited"
X Link @lwsresearch 2025-09-19T17:05Z 5110 followers, 3474 engagements

"🛢 Ecopetrol $EC plans to exceed its 2025 goal of drilling XX wells by 2040% with X drilled so far (2 successful). Output hits 751K bpd above the top end of its target. The company seeks partners for X oil fields via deals like the $268M agreement with Parex Resources $PXT. The Sirius project with Petrobras $PBR in Colombias Caribbean requires XXX community approvals. Area holds 6B cubic feet of gas; investment could reach $5B and operations may start by 2029 ⚙🌊 #Ecopetrol #Oil #Colombia"
X Link @lwsresearch 2025-09-19T09:12Z 5109 followers, XXX engagements

"⚠President Donald Trump warned of escalating trade tensions with China claiming Beijing plans to impose export controls on rare earths and other critical materials which could clog markets and hurt global supply chains. Trump argued China seeks a monopoly position in key sectors and said the U.S. is considering tariff increases and other countermeasures in response. He described the move as a hostile order aimed at holding the world captive. 🌎💼 #China #TradeWar #Geopolitics"
X Link @lwsresearch 2025-10-10T15:14Z 5106 followers, 7936 engagements

"💰 Bitcoin ETF $BTC inflows turned positive on October XX 2025 with a net gain of $102.7M rebounding after several days of outflows. Fidelitys $FBTC led with $132.7M in inflows while BlackRocks $IBIT saw - $30.8M. Other issuers like Bitwise $BITB and ARK 21Shares $ARKB posted modest gains"
X Link @lwsresearch 2025-10-15T09:37Z 5109 followers, XXX engagements

"Whitehaven Coal $WHC continues its on-market buy-back program acquiring 90206 shares on June XX at up to AUD XXXX each. So far the company has repurchased over XXXX million shares with plans to buy back up to 41.8M shares (worth $72M AUD total). Broker: UBS Securities. 📉💰🟩 #Whitehaven #Buyback #ASX"
X Link @lwsresearch 2025-06-23T08:06Z 5107 followers, XXX engagements

"📉 Glencore Plc $GLEN faces mounting pressure as institutional investors express frustration over strategy after shares fell -XX% in X years badly trailing peers. Weak coal prices hit its top-earning unit but shareholders are now questioning mine operations smelter efficiency & the groups long-term plan ⛏⚡ #Glencore #Commodities #Mining"
X Link @lwsresearch 2025-09-29T17:47Z 5107 followers, XXX engagements

"Brazilian oil company Petrobras $PBR will be able to supply around XX% of the country's total demand for nitrogen fertilizers when it resumes operations at three local plants its CEO Magda Chambriard said on Thursday"
X Link @lwsresearch 2025-10-09T20:59Z 5110 followers, 1066 engagements

"Vaar Energi $VAR majority owned by Italy's Eni $ENI said on Wednesday it had agreed to buy TotalEnergies $TTE's stake in Norway's Ekofisk PPF oil field raising Vaar's stake to XXXX% from 12.4%"
X Link @lwsresearch 2025-10-01T10:05Z 5110 followers, XXX engagements

"⚡ Albemarle Corp $ALB shares rose XXX% premarket to $XXXXX after TD Cowen raised its PT to $XX (from $70) and as China tightened export controls on rare earths. The firm said Albemarle could see a modest lift from higher spot lithium carbonate and spodumene prices though optimism over sustained price gains from Chinas mine shutdowns is fading. 📊 Ratings snapshot: X Buy XX Hold X Sell average target $XXXXX. YTD shares are up XXX% 🔋🌍 #Albemarle #Lithium #China"
X Link @lwsresearch 2025-10-09T11:45Z 5111 followers, XXX engagements

"🏗 ArcelorMittal $MT (+6.5%) and Acerinox $ACX (+3.6%) surged in Madrid after the EU unveiled new protection measures for European steelmakers. The plan halves tariff-free import quotas and doubles duties (to 50%) on volumes above that limit to shield the bloc from global overproduction. Analysts at Banco Sabadell $SAB call the move clearly positive estimating +1015% EBITDA upside for ArcelorMittal and up to +20% for Acerinox whose European operations were loss-making. The policy expected by 2026 aligns EU trade defenses with those of U.S. and Canada ⚙ #Steel #Europe #Trade"
X Link @lwsresearch 2025-10-08T19:19Z 5111 followers, XXX engagements

"🥇 Silver soared to its highest level in decades amid a historic short squeeze in London while gold surged to a record high fueled by investor demand for safe-haven assets as U.S.China trade tensions rattled markets. The dual rally underscores renewed bullish sentiment in precious metals driven by hedging activity and strong global macro uncertainty. ⚡💰 #Gold #Silver #Commodities"
X Link @lwsresearch 2025-10-13T04:16Z 5111 followers, XXX engagements

"The new president of BP $BP Albert Manifold told employees that the group's portfolio was too complex and that he needed to execute his strategy of shifting the focus back to oil and gas more quickly according to an internal memo seen by Reuters"
X Link @lwsresearch 2025-10-02T10:15Z 5106 followers, XXX engagements

"💰 Braskem S.A. $BAK confirmed it withdrew a $1B stand-by credit facility boosting total available cash to $2.3B as of Sept XX 2025. The move part of its conservative liquidity strategy aims to strengthen resilience amid a prolonged chemical industry downturn 🌎⚗ #Braskem #Chemicals #Liquidity"
X Link @lwsresearch 2025-10-06T12:44Z 5110 followers, 1291 engagements

"⛏ J.P. Morgan says Europes metals & mining sector still has upside but now requires selective positioning as valuations climb. 🏆 Top pick: Rio Tinto Group $RIO only Overweight among diversified miners with PT XXXXX (from 54.50) and placed on positive catalyst watch ahead of its Dec X CMD. JPM expects copper output +30% by 2028 (920K tons) and potential buyback resumption if regulatory limits ease. ⚖ Glencore $GLEN downgraded to Neutral (PT 4.00) on event risk tied to copper output targets and higher CapEx in Argentina. Anglo American $AAL kept Neutral (PT 27.60) merger with Teck $TECK could"
X Link @lwsresearch 2025-10-09T11:43Z 5109 followers, XXX engagements

"📉 Scotiabank downgrades AST SpaceMobile $ASTS to Sector Underperform from Sector Perform setting a $XXXXX PT a XX% downside. The bank cites a valuation bubble after shares surged +48% in a week and +242% in six months flagging extreme volatility (=2.41) and shipment delays for its BB2 satellite. Analysts warn overseas clients could shift to Starlink (SpaceX) amid service delays to 20272028 and question ASTSs monetization model. Scotiabank expects continued cash burn until 2027 despite strong liquidity 💸🛰 #ASTSpaceMobile #Satellites #Stocks"
X Link @lwsresearch 2025-10-07T20:11Z 5109 followers, 1976 engagements

"⚠ Braskem SA $BAK was hit with credit downgrades as Fitch cut its rating to CCC+ and S&P to CCC- both with negative outlooks. The agencies flagged a weakened credit profile amid a prolonged chemical industry slump. $BAK says its pushing resilience and transformation initiatives to weather the downturn 📉 #Braskem #Credit #Chemicals"
X Link @lwsresearch 2025-09-29T16:25Z 5106 followers, 1572 engagements

"⛏ Teck Resources Ltd $TECK cut output guidance again for its flagship Chilean copper mine extending production impacts through 2028. The move comes weeks after its major deal with Anglo American $AAL.L and adds to a string of global copper supply shocks as demand surges from AI and clean energy sectors ⚡🔋 #TeckResources #Copper #Mining"
X Link @lwsresearch 2025-10-08T08:44Z 5109 followers, XXX engagements

"⚡ TotalEnergies SE $TTE said its Q3 profit and cash flow are expected to be flat to up X% YoY supported by higher oil and gas output and stronger refining margins which offset a $10/bbl drop in crude prices. The company highlighted accretive hydrocarbon growth and improved downstream performance as key drivers of resilience in a volatile market. 🛢📈 #TotalEnergies #Oil #Earnings"
X Link @lwsresearch 2025-10-15T13:17Z 5110 followers, XXX engagements

"🔁 Whitehaven Coal Ltd $WHC continues its on-market buy-back: 59616 shares repurchased on XX June 2025 at up to AUD 5.81/share. Total bought so far: 3.88M out of 41.83M planned with up to AUD 72M allocated. Broker: UBS Securities. 🏦📉 #Whitehaven #Buyback #ASX"
X Link @lwsresearch 2025-06-24T10:18Z 5110 followers, XXX engagements

"Trump officials will announce new policies today to boost coal output. Energy Secretary Chris Wright said most coal plants slated for retirement will stay open to meet AI-driven power demand. $BTU $HCC $AMR"
X Link @lwsresearch 2025-09-29T12:30Z 5111 followers, XXX engagements

"⛏ Whitehaven Coal $WHC repurchased 129808 shares on Sept X for AUD 825.4K at prices between AUD 6.306.56. Total buybacks now stand at 5.05M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. 📉"
X Link @lwsresearch 2025-09-09T09:27Z 5107 followers, XXX engagements

"🛢 ISS recommended shareholders back Cenovus Energy Inc. $CVE C$7.3B ($5.2B) takeover of MEG Energy Corp. $MEG calling it a cautionary support move. The deal would consolidate Canadas oil sands with ISS noting MEG investors gain partial upside in the combined firm but face downside risk if rejected 📊 #Oil #M&A #Canada"
X Link @lwsresearch 2025-09-26T18:08Z 5107 followers, 1124 engagements