#  @lwsresearch LWS Financial Research Several major energy companies are making significant moves, including Chevron and ExxonMobil reporting strong quarterly results, while others like Petrobras and Occidental are cutting jobs and capital expenditures due to weak prices and industry consolidation. Additionally, there are notable developments in the LNG sector, with companies like Venture Global and Eni making progress on their projects. Some companies, such as Teck Resources and Glencore, are also adjusting their production guidance and output. ### Engagements: [-----] [#](/creator/twitter::1531936804139683840/interactions)  - [--] Week [------] +47% - [--] Month [-------] +9.50% - [--] Months [---------] +21% - [--] Year [---------] +160% ### Mentions: [--] [#](/creator/twitter::1531936804139683840/posts_active)  - [--] Week [---] -7.60% - [--] Month [---] +10% - [--] Months [-----] +12% - [--] Year [-----] +105% ### Followers: [-----] [#](/creator/twitter::1531936804139683840/followers)  - [--] Week [-----] +0.80% - [--] Month [-----] +4% - [--] Months [-----] +28% - [--] Year [-----] +71% ### CreatorRank: [-------] [#](/creator/twitter::1531936804139683840/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) 62.25% [finance](/list/finance) 54.9% [cryptocurrencies](/list/cryptocurrencies) 27.45% [countries](/list/countries) 25.98% [travel destinations](/list/travel-destinations) 4.41% [currencies](/list/currencies) 2.94% [exchanges](/list/exchanges) 1.96% [technology brands](/list/technology-brands) 1.96% [financial services](/list/financial-services) 1.47% [luxury brands](/list/luxury-brands) 0.98% **Social topic influence** [gas](/topic/gas) #2190, [strong](/topic/strong) 10.78%, [copper](/topic/copper) #1391, [$pbr](/topic/$pbr) #7, [acquisition](/topic/acquisition) #552, [company](/topic/company) #3124, [ceo](/topic/ceo) 5.88%, [oil](/topic/oil) #298, [warner bros](/topic/warner-bros) #325, [$glen](/topic/$glen) #7 **Top accounts mentioned or mentioned by** [@albertrjf](/creator/undefined) [@kamikazepartner](/creator/undefined) [@shawnstewa24764](/creator/undefined) [@fabianibauza](/creator/undefined) [@locoswallstreet](/creator/undefined) [@holyfinance](/creator/undefined) [@salmon28661](/creator/undefined) [@silverngold13](/creator/undefined) **Top assets mentioned** [PolkaBridge (PBR)](/topic/$pbr) [Netflix Inc (NFLX)](/topic/$nflx) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [Rio Tinto plc (RIO)](/topic/rio-tinto) [Realio Network (RIO)](/topic/$rio) [Paramount Skydance Corporation Class B Common Stock (PSKY)](/topic/$psky) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [TotalEnergies SE (TTE)](/topic/$tte) [Eden (EDEN)](/topic/$eden) [BHP Group Limited (BHP)](/topic/$bhp) [Augur (REP)](/topic/$rep) [ConocoPhillips (COP)](/topic/conocophillips) [Validity (VAL)](/topic/$val) [Chevron Corporation (CVX)](/topic/chevron-corp) [BP p.l.c. (BP)](/topic/$bp) [ASP Isotopes Inc. (ASPI)](/topic/$aspi) [Exxon Mobil (XOM)](/topic/exxon-mobil) [Enume AI (ENI)](/topic/$eni) [American Airlines Group Inc (AAL)](/topic/$aal) [Braskem S.A. American Depositary Shares (BAK)](/topic/$bak) [Certara, Inc. (CERT)](/topic/$cert) [Baker Hughes Co (BKR)](/topic/$bkr) [Valero Energy Corporation (VLO)](/topic/$vlo) [Copiosa Coin (COP2)](/topic/$cop) [Convex Finance (CVX)](/topic/$cvx) [Golar LNG Ltd (GLNG)](/topic/$glng) [British American Tobacco (BTI)](/topic/british-american-tobacco) [Coterra Energy Inc (CTRA)](/topic/$ctra) [Devon Energy Corp (DVN)](/topic/$dvn) [Bitcoin (BTC)](/topic/bitcoin) [CME Group Inc (CME)](/topic/$cme) [PayPal Holdings Inc (PYPL)](/topic/$pypl) ### Top Social Posts Top posts by engagements in the last [--] hours "🎬 EU antitrust regulators are set to review rival bids by Netflix Inc. $NFLX and Paramount Skydance Corp. $PSKY for Warner Bros. Discovery Inc. $WBD at the same time an unusual head-to-head competition review according to Bloomberg. The parallel process could give Brussels greater leverage to shape the outcomepotentially fast-tracking one bid while subjecting the other to deeper scrutiny. The stakes include HBO Max DC Comics and iconic franchises with Netflix recently switching to a $82.7B all-cash offer ($27.75/share) to speed approval and boost deal certainty 📺⚖ #Streaming #Mergers" [X Link](https://x.com/lwsresearch/status/2014028761805517187) 2026-01-21T17:34Z [----] followers, [---] engagements "🎬 Paramount Skydance Corp. $PSKY urged Warner Bros. Discovery Inc. $WBD shareholders to vote AGAINST the proposed merger with Netflix Inc. $NFLX filing a contested proxy arguing its $30.00 all-cash offer is financially superior. Paramount warns the Netflix deal offers uncertain value with cash proceeds potentially dropping to $21.40$27.75/share after debt adjustments and assigns little to zero value to the spun-off Global Linear Networks citing Warners own advisors. Paramount is calling for a NO vote on all three proposals ahead of the special meeting ⚖📉 #Mergers #StreamingWars" [X Link](https://x.com/lwsresearch/status/2014323547917668679) 2026-01-22T13:05Z [----] followers, [---] engagements "⛏ Glencore Plc $GLEN is close to appointing Citigroup Inc. $C as lead adviser on a potential acquisition by Rio Tinto Group $RIO a deal that could create the worlds largest miner valued at $200B+ sources told Reuters. Citi has disclosed its connection to $GLEN with the UK Takeover Panel and brings a long advisory history while $RIO has lined up JPMorgan Evercore and Macquarie. With the Feb [--] UK takeover deadline approaching the parties may seek an extension as valuation and complexity are worked throughputting $100M+ in advisory fees at stake. 📈 #Mining #Mergers #Copper" [X Link](https://x.com/lwsresearch/status/2018368265303503146) 2026-02-02T16:57Z [----] followers, [---] engagements "🎬 Activist investor Ancora Capital has taken a $200M stake in Warner Bros Discovery Inc $WBD and plans to oppose its deal with Netflix Inc $NFLX intensifying Hollywoods takeover battle. Rival bidder Paramount Skydance Corp $PSKY sweetened terms (still $30/share $108.4B incl. debt) and argues its offer has clearer regulatory approval than Netflixs $27.75/share bid. At stake: WBDs studios streaming assets and franchises like Game of Thrones and Harry Potter 📺🔥 #Media #M&A #Streaming https://twitter.com/i/web/status/2021565254098903136 https://twitter.com/i/web/status/2021565254098903136" [X Link](https://x.com/lwsresearch/status/2021565254098903136) 2026-02-11T12:41Z [----] followers, [---] engagements "🍺 Constellation Brands Inc $STZ appointed Nicholas Fink as new CEO effective April [--] replacing Bill Newlands. Fink former CEO of Fortune Brands Innovations and a Constellation board member steps in as the Corona and Modelo maker faces softer demand. The company has been pressured by weaker alcohol sales particularly among Hispanic consumers amid immigration crackdowns and broader economic uncertainty. Shares fell 1.5% in extended trading 📉 #Leadership #Consumer #Beverage https://twitter.com/i/web/status/2022250825695871162 https://twitter.com/i/web/status/2022250825695871162" [X Link](https://x.com/lwsresearch/status/2022250825695871162) 2026-02-13T10:05Z [----] followers, [---] engagements "CPI (YoY) (Jan) Act.: 2.4% Est.: 2.5% Prev.: 2.7%" [X Link](https://x.com/lwsresearch/status/2022303339459858885) 2026-02-13T13:34Z [----] followers, [----] engagements "📉 Markets are pricing a 50% chance of a third 25bp rate cut by the Federal Reserve by year-end after core CPI rose 0.3% in January in line with expectations. U.S. 2-year Treasury yields fell to 3.40% their lowest level since October. While the inflation data eased concerns economists caution the Fed remains focused on labor market strength warning investors may be overestimating the pace of easing this year 📊💵 #Fed #Inflation #Markets CPI (YoY) (Jan) Act.: 2.4% Est.: 2.5% Prev.: 2.7% https://t.co/Q1uMw92y3F CPI (YoY) (Jan) Act.: 2.4% Est.: 2.5% Prev.: 2.7% https://t.co/Q1uMw92y3F" [X Link](https://x.com/lwsresearch/status/2022315553138905187) 2026-02-13T14:22Z [----] followers, [---] engagements "☢ Cameco Corp $CCJ beat Q4/25 estimates reporting EPS of $0.50 vs. $0.45 consensus driven by higher realized uranium prices ($65.53/lb) and strong fuel services volumes. However [----] guidance was mixed with production set at 19.521.5M lbs UO and softer EBITDA outlook for Westinghouse. The company maintains strong cash generation and remains leveraged to uranium price momentum as long-term fundamentals in nuclear fuel markets stay supportive ⚛📈 #Uranium #Earnings #Nuclear https://twitter.com/i/web/status/2022375637227372676 https://twitter.com/i/web/status/2022375637227372676" [X Link](https://x.com/lwsresearch/status/2022375637227372676) 2026-02-13T18:21Z [----] followers, [---] engagements "🎬 Warner Bros Discovery Inc $WBD saw activist Sachem Head Capital more than double its stake to 8M shares in Q4 as the company navigates takeover interest and its streaming deal with Netflix Inc $NFLX. The move comes amid pressure from rival bidder Paramount Skydance Corp $PSKY which has intensified efforts after a rejected hostile offer. Sachem Head was among 2025s top-performing hedge funds adding weight to its growing position 📈📺 #Media #Activism #M&A https://twitter.com/i/web/status/2022653932548354105 https://twitter.com/i/web/status/2022653932548354105" [X Link](https://x.com/lwsresearch/status/2022653932548354105) 2026-02-14T12:47Z [----] followers, [---] engagements "Morgan Stanley $MS maintained an "Equalweight" rating on Petrobras $PBR shares with a $19 price target. $MS highlighted $PBR's strategic focus on increasing its exploration spending to ensure reserve replacement beyond the expected peak production between [----] and 2032.nd 2032" [X Link](https://x.com/lwsresearch/status/1808200583893139763) 2024-07-02T18:06Z [----] followers, [----] engagements "📈Petrobras $PBR 💰Results Q4💰 Main financial highlights Maintenance of a strong cash generation with Operating Cash Flow of US$ [----] billion and Free Cash Flow of US$ [----] billion in [----] Financial debt of US$ [----] billion at year end the lowest level since [----] Consistent performance: Adjusted EBITDA without one-off events of US$ [----] billion and Net Profit without one-off events of US$ [----] billion Main operational highlights We increased our proven reserves reaching a reserve replacement ratio (RRR) of 154% and a production reserve ratio (R/P) of [----] years We had the production start-up" [X Link](https://x.com/lwsresearch/status/1894905453211009532) 2025-02-27T00:20Z [----] followers, [----] engagements "Petrobras $PBR aims to pay extra dividends to support Brazils budget. CEO Magda Chambriard said payouts will depend on oil prices which remain below [----] levels despite Middle East tensions. 🛢💸 #Oil #Brazil #Dividends" [X Link](https://x.com/lwsresearch/status/1935457114811482304) 2025-06-18T21:58Z [----] followers, [----] engagements "AST SpaceMobile $ASTS and Vodafone Launch European Satellite JV SatCo 🛰 New Satellite Company: SatCo Vodafone and AST SpaceMobile ($ASTS) announced the formation of SatCo a joint venture headquartered in Luxembourg. SatCo will offer direct-to-smartphone satellite broadband across Europe using AST SpaceMobiles space-based cellular network. The service is aimed at citizens businesses and public organizations and is expected to launch commercially in [----]. 📶 Pan-European Interest [--] EU member states and other European countries have already shown interest in the offering. SatCo will act as a" [X Link](https://x.com/lwsresearch/status/1939566029195096296) 2025-06-30T06:05Z [----] followers, [----] engagements "🚨 BREAKING: AST SpaceMobile $ASTS has officially received FCC experimental authorization to operate non-geostationary LEO satellites including FM1 🛰. The permit enables operations from July [--] [----] to July [--] [----] using high-frequency bands for advanced mobile connectivity. Game on for space-based cellular 🚀📡 #ASTS #FCC #LEOsatellites" [X Link](https://x.com/lwsresearch/status/1943670189893079099) 2025-07-11T13:54Z [----] followers, [----] engagements "Whats going on with the consumer staples sector 🛒 Historic brands like Kraft Heinz $KRAFT General Mills $GSI Pepsi $PEPSICO and Coca-Cola $KO have been safe havens for decades but today they face a very different backdrop. In this THREAD we review valuations debt and sustainability 👇 https://twitter.com/i/web/status/1971555561318629884 https://twitter.com/i/web/status/1971555561318629884" [X Link](https://x.com/lwsresearch/status/1971555561318629884) 2025-09-26T12:40Z [----] followers, [---] engagements "⚡ Diversified Energy $DEC will shift its primary listing to the NYSE keeping a secondary London listing. The Alabama-based energy firm listed in London since [----] said the U.S. is its natural long-term home with 65% of shares already held by U.S. investors. The move mirrors a broader trend of companies prioritizing U.S. markets 📊 #Energy #Stocks #NYSE https://twitter.com/i/web/status/1973330060821074372 https://twitter.com/i/web/status/1973330060821074372" [X Link](https://x.com/lwsresearch/status/1973330060821074372) 2025-10-01T10:12Z [----] followers, [---] engagements "ASP Isotopes $ASPI Q3 [----] Update ASP Isotopes delivered a strong and diversified Q3 update highlighting progress across semiconductors nuclear medicine advanced isotopes and its Quantum Leap Energy (QLE) spin-off. 🔬 Semiconductor Isotopes (Si-28) First commercial shipment of Silicon-28 validated by customers. U.S. semiconductor and industrial gas clients visited SA facilities; plant upgrades nearly complete to improve enrichment rates and prepare Germane capabilities. Signed the largest Si-28 contract to date for [----] deliveries. 🧬 Nuclear Medicine & Enlightened Isotopes First" [X Link](https://x.com/lwsresearch/status/1991861443482767826) 2025-11-21T13:29Z [----] followers, 13K engagements "⚠ Subsea [--] $SUBC and Saipem $SPM face strong pushback in Brazil as major oil companies including Petrobras $PBR TotalEnergies SE $TTE and Exxon Mobil Corp $XOM oppose their proposed merger on antitrust grounds. Brazils regulator CADE has requested additional data with industry group IBP warning the combined Saipem7 could dominate SURF projects raise costs and pressure clients into long-term exclusivity. Total argues the merged firm would control [--] of [--] global deepwater SURF vessels intensifying competition concerns ⛓🌊 #Energy #Mergers #Antitrust" [X Link](https://x.com/lwsresearch/status/1996042226455990654) 2025-12-03T02:22Z [----] followers, [---] engagements "Australian mineral explorer Predictive Discovery $PDI said it had received a superior takeover bid of [---] billion Australian dollars ($1.38 billion) from Perseus Mining $PRU sending its shares to their highest level in more than [--] years" [X Link](https://x.com/lwsresearch/status/1996216321755750763) 2025-12-03T13:53Z [----] followers, [---] engagements "🛢 YPF $YPF expects a mid-2026 FID on its $20B LNG project with partners Eni $ENI and XRG targeting [--] mtpa of output. Exports from this phase are projected to start in [--------] roughly four years after FID. Shell $SHEL has exited a separate phase of the LNG development after its scope was cut from [--] to [--] mtpa. YPF plans to bring in a new partner as it prioritizes the EniXRG phase linked to Vaca Muerta. The company also sees potential to resume dividends in [--------] depending on oil and gas prices ⚡🌍 #LNG #Argentina #Energy https://twitter.com/i/web/status/1996575474105864255" [X Link](https://x.com/lwsresearch/status/1996575474105864255) 2025-12-04T13:41Z [----] followers, [---] engagements "🚢 Flex LNG $FLNG has appointed Marius Foss as its new CEO of Flex LNG Management AS after serving as Interim CEO and Chief Commercial Officer. Foss who brings 35+ years of shipping experience from Frontline Golar LNG $GLNG and Avance Gas has been central to shaping Flex LNGs commercial strategy since [----]. The Board highlighted his strong leadership and commercial track record while Foss emphasized the companys modern fleet robust contract backlog and strong balance sheet as key advantages for future growth ⚓📈 #Shipping #LNG #FLNG https://twitter.com/i/web/status/1996922941804552619" [X Link](https://x.com/lwsresearch/status/1996922941804552619) 2025-12-05T12:41Z [----] followers, [----] engagements "Infinity Natural Resources $INR$ said on Monday that it will acquire upstream and midstream assets in Ohio from Antero Resources $AR and Antero Midstream $AM for a total of $1.2 billion" [X Link](https://x.com/lwsresearch/status/1998049423910215686) 2025-12-08T15:17Z [----] followers, [---] engagements "⛏ Colombia greenlights at least eight companies to participate in next weeks copper gold and polymetallic exploration round according to the National Mining Agency (ANM). Among the approved bidders is Aris Mining Corp $ARIS while Rio Tinto Ltd $RIO is in the final stage of qualification. On Monday the ANM will offer [--] areas for exploration as the country seeks to attract investment into its strategic metals sector ⚡ #Mining #Colombia #Copper https://twitter.com/i/web/status/1999554021615632450 https://twitter.com/i/web/status/1999554021615632450" [X Link](https://x.com/lwsresearch/status/1999554021615632450) 2025-12-12T18:56Z [----] followers, [---] engagements "🌱 Argentinas state-controlled YPF SA $YPD accepted a binding offer from Adecoagro SA $AGRO to acquire 50% of its stake in Profertil a leading fertilizer producer in the region. Profertil produces 1.32M tons of urea and 790k tons of ammonia annually. The sale pending customary conditions allows YPF to sharpen its strategic focus on Vaca Muerta and advance its Plan 4x4 transformation program for [--------] aimed at boosting profitability and positioning the company as a world-class shale operator 🔄💼 #Argentina #YPF #Fertilizers https://twitter.com/i/web/status/2000598026713174471" [X Link](https://x.com/lwsresearch/status/2000598026713174471) 2025-12-15T16:05Z [----] followers, [---] engagements "🛡 RBC Capital resumes coverage on International General Insurance Holdings Ltd $IGIC with an Outperform rating and a $28 price target seeing upside from best-in-class underwriting margins and global growth. At $24.90 IGIC trades at an attractive 8.9x P/E offers a 4%+ dividend yield and is expected to return more capital via a 5% buyback in 2026/27. RBC highlights disciplined underwriting strong capital stewardship and management alignment as key supports even as P&C conditions soften 📈💰 #Insurance #Equities #Dividends https://twitter.com/i/web/status/2000918574299312330" [X Link](https://x.com/lwsresearch/status/2000918574299312330) 2025-12-16T13:18Z [----] followers, [---] engagements "ASP Isotopes Inc $ASPI has secured all regulatory clearances to acquire Renergen Limited $REN through a South African scheme of arrangement . This acquisition creates a global powerhouse in high-tech materials combining ASP Isotopes Inc $ASPIs enrichment technology with Renergen Limited $RENs US-government-backed liquid helium and LNG production. The transaction is now unconditional with full implementation expected to begin on December [--] [----] promising significant supply chain synergies by [----]. 🚀💎 #AdvancedMaterials #Helium #EnergyTech https://twitter.com/i/web/status/2001367083095871620" [X Link](https://x.com/lwsresearch/status/2001367083095871620) 2025-12-17T19:01Z [----] followers, [----] engagements "🔩 Global aluminum producers raised Q1 premium offers to Japanese buyers to $210$225/ton up from $190$203 tightening talks that set the Asian benchmark. The hike follows South32 $S32s plan to halt the Mozal smelter in March further squeezing supply while inventories at Japans main ports fell 5.2% MoM. Negotiations with miners like Rio Tinto $RIO are expected to drag into January with buyers pushing back near $165 amid soft demand; Marubeni $8002 data underscores the tightening backdrop. 📈⚖ #Aluminum #Commodities #SupplyTightening https://twitter.com/i/web/status/2004533500528005328" [X Link](https://x.com/lwsresearch/status/2004533500528005328) 2025-12-26T12:43Z [----] followers, [---] engagements "🍼 NewPrinces $NWL completes acquisition of Plasmon from Kraft Heinz 📅 Date: December [--] [----] NewPrinces Group has completed the acquisition of 100% of Plasmon S.r.l. from The Kraft Heinz Company marking the return of one of Italys most iconic baby food brands to national ownership. The transaction closed at a final cash price of [-----] million and includes the Plasmon Nipiol BiAglut Aproten and Dieterba brands as well as the Latina production plant. 💶 Transaction economics Plasmon generated approximately [---] million in revenues and [--] million in EBITDA (FY2024). For Kraft Heinz the" [X Link](https://x.com/lwsresearch/status/2006421297111130460) 2025-12-31T17:44Z [----] followers, [----] engagements "📈 Pluxee $PLX 💰Results 💰 Highlights Sustained Employee Benefits business performance in Q1 Fiscal [----] driven by strong new client acquisition and healthy net retention Total Revenues up +9.0% organically reaching 308m Operating revenue up +9.1% organically to 268m supported by a strong trajectory in Employee Benefits delivering +11.6% organic growth Float revenue standing at 40m up +8.5% organically Continued execution of the M&A roadmap with the closing of Skipr in Belgium and France and ProEves in India alongside a solid and diversified pipeline Pluxee confirms all financial objectives" [X Link](https://x.com/lwsresearch/status/2008798885968306514) 2026-01-07T07:12Z [----] followers, 10.7K engagements "🔌 Galp Energia SGPS SA $GALP to merge European distribution with Moeve by mid-2026 Galp Energia SGPS SA $GALP is in talks with Moeve to combine their European distribution businesses aiming to create two leading energy and mobility platforms in the Iberian Peninsula: RetailCo and IndustrialCo. The agreement is expected by mid-2026. RetailCo would be jointly controlled by Galp and Moeve while Galp is expected to hold 20% of IndustrialCo strengthening its footprint across downstream and industrial energy assets. ⚡🤝 #Energy #Mergers #Europe https://twitter.com/i/web/status/2009192522749243810" [X Link](https://x.com/lwsresearch/status/2009192522749243810) 2026-01-08T09:16Z [----] followers, [---] engagements "🛢 Marathon Petroleum Corp $MPC says it will bid for Venezuelan crude Marathon Petroleum Corp $MPC said it is interested in bidding for Venezuelan crude as the U.S. prepares to increase oil imports from Venezuela following the ouster of Nicols Maduro. Caracas and Washington agreed this week to export up to $2B of crude (3050M barrels) to the U.S. Citgo Petroleum is also seeking to participate in any auction despite years without authorization to import Venezuelan crude after cutting ties with PDVSA in [----]. U.S. Gulf Coast refinersconfigured for heavier gradesare expected to be the main" [X Link](https://x.com/lwsresearch/status/2009552409635266930) 2026-01-09T09:06Z [----] followers, [---] engagements "Anglo American shares $AAL also rose 2% a day after notification from the European Commission showed that the mining company's agreement with Canada's Teck Resources $TECK.A is on track for antitrust approval in Europe" [X Link](https://x.com/lwsresearch/status/2009555128685302094) 2026-01-09T09:17Z [----] followers, [---] engagements "💶 Edenred SE $EDEN issues 500M bond extending debt maturity Edenred SE $EDEN successfully issued a 500M bond with a 7-year maturity and a 3.75% coupon maturing Jan. [--] [----]. The deal was 3x oversubscribed (orders 1.6B) signaling strong investor confidence in Edenreds credit quality and growth outlook. Proceeds will fund general corporate purposes including repayment of a 500M bond due March [----] extending average bond debt maturity to [---] years (from [---] years). The issuance supports Edenreds Amplify2528 strategy notably investments in technology and products. 📈💼 #FixedIncome" [X Link](https://x.com/lwsresearch/status/2009555963091484991) 2026-01-09T09:20Z [----] followers, [---] engagements "🤝 Rio Tinto Group $RIO is in early talks to buy Glencore plc $GLEN a potential top-10 mega M&A that could reshape mining in [----] and ignite a broader consolidation wavewith copper demand as the core catalyst ⚡ Key angle: this piles pressure on BHP Group Limited $BHP (worlds largest miner) to respondanalysts see BHP as the most likely interloper that could counterbid keep Glencores copper and divest non-core assets to address complexity/regulatory concerns. Context driving the deal cycle: Copper hunger (AI + electrification/clean energy) is pushing miners to buy producing assets vs. slow" [X Link](https://x.com/lwsresearch/status/2010673975894950158) 2026-01-12T11:23Z [----] followers, [----] engagements "🏭 Braskem S.A. $BAK disclosed that its subsidiary Braskem Idesa S.A.P.I. has shared non-public information with holders of its 7.450% senior secured notes due [----] and 6.990% senior secured notes due [----] as part of talks on a potential capital structure reorganization 📄 Key points: Confidentiality agreements were signed on Dec [--] [----] with a commitment to later disclose any material information shared. Both sides exchanged proposals including a restructuring plan from Braskem Idesa and an investor counterproposal (Jan [--] 2026). No agreement reached so far and Braskem Idesa rejected investor" [X Link](https://x.com/lwsresearch/status/2010726567551406266) 2026-01-12T14:52Z [----] followers, [---] engagements "🛢 Diamondback Energy Inc. $FANG reported lower realized oil prices in Q4 reflecting broader weakness in crude markets 📉 Key points: Average realized oil price: $58.00/bbl in Q4 vs $64.60/bbl in the prior quarter. Benchmark oil prices fell 9.2% over the quarter ended Dec [--]. Market pressure driven by oversupply concerns and tariff risks outweighing geopolitical tensions. Takeaway: softer crude pricing weighed on shale economics into year-end. #Oil #Energy #Earnings https://twitter.com/i/web/status/2010828034027446548 https://twitter.com/i/web/status/2010828034027446548" [X Link](https://x.com/lwsresearch/status/2010828034027446548) 2026-01-12T21:35Z [----] followers, [---] engagements "🧪 Cantor Fitzgerald reiterates Overweight on ASP Isotopes Inc. $ASPI setting a $13 PT (+74% upside from $7.49) with Street targets ranging $11$15 and a unanimous Strong Buy consensus 📈 Why the bull case: Proprietary isotope-enrichment tech (aerodynamic separation + quantum laser enrichment) enabling nuclear fuel medical isotopes (cancer treatment) and silicon-28 for semiconductors. Only commercial-scale provider of certain isotopes strong moat. Revenue +147.8% YoY (though valuation is rich on a revenue multiple). Renergen acquisition adds exposure to a high-grade helium deposit with" [X Link](https://x.com/lwsresearch/status/2011065864582242497) 2026-01-13T13:20Z [----] followers, [----] engagements "⚠ AlphaValue cuts its price target on Pluxee N.V. $PLX to [--] (from 29.4) following regulatory reform in Brazil slashing EPS and EBITDA forecasts and applying a 45% discount to valuation multiples 📉 Key points: Dividend payout lowered to 25%; share buybacks expected. Brazil regulation is the main overhang pressuring profitability assumptions. Appeal outcomes remain uncertain limiting near-term visibility. Bottom line: tighter regulation drives a more conservative valuation despite capital returns. #Equities #Regulation #Valuation https://twitter.com/i/web/status/2011114080250049028" [X Link](https://x.com/lwsresearch/status/2011114080250049028) 2026-01-13T16:32Z [----] followers, [----] engagements "🚬 Bank of America Corp $BAC reiterates Buy on British American Tobacco plc $BTI $BATS trimming price targets due to FX moves but keeping BTI as top sector pick. BofA expects stronger [----] top-line growth (+3.4%) led by Modern Oral products which should drive 50% of growth and support a 4% sales / 5% EBIT growth algorithm 💵📈 The tobacco sector rerated sharply in [----] (forward P/E 14.3x vs 10.5x in 2024) on defensive appeal and a friendlier U.S. regulatory backdrop. BofA cut targets for Imperial Brands plc $IMB (Neutral) on softer margin expansion and sees more modest share price upside in" [X Link](https://x.com/lwsresearch/status/2011732283607146772) 2026-01-15T09:28Z [----] followers, [---] engagements "Coterra $CTRA is reportedly considering a combination with Devon $DVN but talks are ongoing and a deal isnt certain" [X Link](https://x.com/lwsresearch/status/2011863088497070409) 2026-01-15T18:08Z [----] followers, [---] engagements "⛏ Warrior Met Coal Inc $HCC secured two 20-year federal coal leases from the U.S. Bureau of Land Management for Mine No. [--] and Mine No. [--] in Alabama locking in 53.2M short tons of recoverable reserves. The company bid $47M total (paid in five annual installments) and will pay 7% production royalties strengthening long-term supply visibility as shares trade near 52-week highs after an 89.5% YoY rally 📈⚡ The leases provide exclusive mining rights with extension options while coal is produced commercially reinforcing Warriors cash-flow outlook and reserve life. #Coal #Mining #Energy" [X Link](https://x.com/lwsresearch/status/2012517357277589665) 2026-01-17T13:28Z [----] followers, [---] engagements "🥇 Gold production leaders Q3 [----] highlight the scale advantage of the majors as bullion prices stay strong. Newmont Corp $NEM leads with 1.42Moz followed by Agnico Eagle Mines Ltd $AEM (867koz) Barrick Gold Corp $GOLD (829koz) Zijin Mining Group Co $2899.HK (772koz) and AngloGold Ashanti Ltd $AU (768koz). Mid-tier output remains diversified with Gold Fields Ltd $GFI (621koz) Kinross Gold Corp $KGC (504koz) and a long tail of producers contributing meaningful volumes. In a deglobalizing inflationary backdrop scale + reserve depth continue to matter for margins and capital discipline 📈✨" [X Link](https://x.com/lwsresearch/status/2012863187847172569) 2026-01-18T12:22Z [----] followers, [----] engagements "🟡 Cerrado Gold $CERT ends hedging program and proposes share buyback 📅 Date: January [--] [----] 📰 Source: GlobeNewswire (Company Release) Cerrado Gold Inc. announced the completion of its gold hedging program at the Minera Don Nicolas (MDN) mine in Argentina effective January [--] [----] and unveiled plans to launch a Normal Course Issuer Bid (NCIB) to repurchase up to 5% of its outstanding shares. 💰 End of gold hedging: full exposure to spot prices Cerrado has delivered the final ounces under its hedging contract which capped part of its gold sales at $3250/oz. From now on the company will sell" [X Link](https://x.com/lwsresearch/status/2013242597116969333) 2026-01-19T13:30Z [----] followers, [---] engagements "📊 Pluxee N.V. $PLX completed treasury share buybacks during Jan [----] [----] acquiring a total of [------] shares across XPAR DXE and TQE at an overall weighted average price of [-----] per share confirming continued execution of its capital return strategy amid declining price levels 💼📉 #Pluxee #Buybacks #CapitalAllocation https://twitter.com/i/web/status/2013293426888843481 https://twitter.com/i/web/status/2013293426888843481" [X Link](https://x.com/lwsresearch/status/2013293426888843481) 2026-01-19T16:52Z [----] followers, [----] engagements "Edenred SE $EDEN unveils a new positioning for its Benefits & Engagement business aiming to help companies attract retain and engage talent as workplace engagement remains fragile: only 23% of employees globally (and 7% in France) are fully engaged costing the global economy $438B in [----]. With the new signature Power up your joie de vivre Edenred shifts from a purely functional benefits model (e.g. Ticket Restaurant) to a holistic engagement approach covering purchasing power wellbeing recognition and connection backed by platforms like Reward Gateway and GoIntegro and launched alongside a" [X Link](https://x.com/lwsresearch/status/2013294382892367933) 2026-01-19T16:56Z [----] followers, [---] engagements "⛽ APA Corp. $APA cut U.S. natural gas output by [--] MMcf/d and NGL production by [----] bpd in Q4 responding to weak pricing. The company expects U.S. realized gas prices of $0.15/Mcf for the quarter ($4.30/Mcf globally). Q4 transaction reorganization and separation costs rose to $36M (vs. $18M prior quarter) driven by early office lease terminations in the U.S. and UK and contract exits 📉⚙ #NaturalGas #Energy #Commodities https://twitter.com/i/web/status/2013743652976099371 https://twitter.com/i/web/status/2013743652976099371" [X Link](https://x.com/lwsresearch/status/2013743652976099371) 2026-01-20T22:41Z [----] followers, [---] engagements "📊 Pluxee $PLX and Edenred $EDEN rally on results but Brazil regulation clouds [----] outlook 📅 Date: January [----] 📰 Source: / Analyst commentary (Kepler Cheuvreux) 🧠 Shares of Pluxee NV and Edenred SA jumped sharply on Wednesday+5% and +7% respectivelyafter both companies reported results and outlooks that reassured investors about underlying operating momentum. However analysts caution that regulatory changes in Brazil are expected to weigh materially on earnings in [----]. 📈 Pluxee: strong start cautious guidance Pluxee reported a solid start to its new financial year with Q1 revenue up 9%" [X Link](https://x.com/lwsresearch/status/2013908979345146165) 2026-01-21T09:38Z [----] followers, [----] engagements "🌍 Lynas Rare Earths Ltd. $LYC CEO Amanda Lacaze said government policiesespecially minimum price supportare improving rare earth market dynamics lifting prices to more sustainable levels despite ongoing power outages impacting production. While output fell Q2 revenue jumped 43% on higher prices with Lynas benefiting from geopolitics and reduced Chinese oversupply. Lacaze highlighted continued talks with governments on price floors pointing to U.S. support for MP Materials Corp. $MP as a positive signal for securing non-China rare earth supply chains 🔋📈 #RareEarths #CriticalMinerals" [X Link](https://x.com/lwsresearch/status/2013927607801180204) 2026-01-21T10:52Z [----] followers, [---] engagements "Braskem SA $BAK is targeting March to present an out-of-court restructuring plan to creditors to resolve its mounting debt. The timeline depends on asset manager IG4 Capital finalizing its acquisition of Novonors stake to lead negotiations though discussions remain private and subject to change 📉🤝 #Braskem #Restructuring #Debt https://twitter.com/i/web/status/2014112856556351497 https://twitter.com/i/web/status/2014112856556351497" [X Link](https://x.com/lwsresearch/status/2014112856556351497) 2026-01-21T23:08Z [----] followers, [---] engagements "⚖ Venture Global LNG Inc. $VG won an arbitration case brought by Repsol S.A. $REP over LNG sales from the Calcasieu Pass project under a long-term supply contract. The ruling removes a key legal overhang for Venture Global lifting shares while clarifying contractual rights tied to one of the U.S.s most watched LNG developments 🔥📈 #LNG #Energy #Arbitration https://twitter.com/i/web/status/2014277888086794439 https://twitter.com/i/web/status/2014277888086794439" [X Link](https://x.com/lwsresearch/status/2014277888086794439) 2026-01-22T10:04Z [----] followers, [---] engagements "⛏ Cerrado Gold Inc. $CERT announced it will host a management conference call on Jan [--] at 10:00 AM ET to address a purported unfavorable opinion on the environmental impact assessment for its Lagoa Salgada Project in Portugal. CEO Mark Brennan said the company is shocked and disappointed by the regulators response and is working to clarify the reasoning and outline next steps for shareholders. Call details will be released ahead of Monday 📞⚖ #CerradoGold #Mining #ESG ⚖🌱 Cerrado Gold $CERT disputes unfavourable EIA opinion for Lagoa Salgada (Portugal) 📅 Date: January [--] [----] 📰 Source:" [X Link](https://x.com/lwsresearch/status/2014697145585017118) 2026-01-23T13:50Z [----] followers, [----] engagements "🛢 U.S. drillers added oil and gas rigs for the first time in three weeks with the total rig count rising by [--] to [---] according to Baker Hughes Co. $BKR. Oil rigs increased by [--] to [---] while gas rigs held steady at [---]. Despite the uptick the total count remains [--] rigs (-5.6%) below last year reflecting continued capital discipline amid lower prices. With WTI crude $CL1 expected to fall for a fourth straight year in [----] producers remain focused on shareholder returns and debt reduction rather than aggressive growth 📉⚙ #OilAndGas #RigCount #EnergyMarkets" [X Link](https://x.com/lwsresearch/status/2014789581455929758) 2026-01-23T19:57Z [----] followers, [---] engagements "🛢 Valero Energy Corp. $VLO and Phillips [--] $PSX purchased cargoes of Venezuelan crude marking some of the first U.S. Gulf Coast refinery deals under Washingtons agreement with Caracas to export up to 50M barrels. The crude was bought from Vitol at a $8.5$9.5/bbl discount to Brent $BRN1 for delivery to the U.S. Gulf Coast. The move signals a gradual reopening of Venezuelan heavy crude flows into the U.S. market alongside ongoing activity involving Chevron Corp. $CVX 📈⚖ #OilMarkets #Venezuela #EnergySecurity https://twitter.com/i/web/status/2014790970831769727" [X Link](https://x.com/lwsresearch/status/2014790970831769727) 2026-01-23T20:02Z [----] followers, [---] engagements "⛏ Access to Chiles Escondida and Zaldvar copper mines was disrupted after a contractor strike protest blocked key roads according to union sources. The action involves workers from Finning with intermittent blockades affecting routes to mines operated by BHP Group Ltd. $BHP and Antofagasta Minerals $ANTO. The disruption adds near-term operational risk in a tight copper market if protests persist ⚠📉 #Copper #Mining #LaborDisputes https://twitter.com/i/web/status/2014794365630046333 https://twitter.com/i/web/status/2014794365630046333" [X Link](https://x.com/lwsresearch/status/2014794365630046333) 2026-01-23T20:16Z [----] followers, [----] engagements "🧵1/ GCI Liberty is a telecom company almost no one is looking at. It was spun off from Liberty Broadband in July [----] and quietly ignored in a sector investors tend to dismiss by default. Thats where the opportunity starts" [X Link](https://x.com/lwsresearch/status/2015327860949438723) 2026-01-25T07:36Z [----] followers, [---] engagements "💉 InMode Ltd $INMD shares jump after reports the company is in advanced talks to be acquired for $1.1B implying a 23.5% premium and potential delisting if the deal closes. The transaction would value InMode above its current $963M market cap. 📈 The rumored buyout comes as InMode trades at low multiples (6x P/E 4x EV/EBITDA) after years of revenue pressure with analysts noting strong cash generation and balance sheet strengthfitting a broader private equity trend in medical aesthetics. #MergersAndAcquisitions #MedTech #Stocks https://twitter.com/i/web/status/2015848100674371758" [X Link](https://x.com/lwsresearch/status/2015848100674371758) 2026-01-26T18:03Z [----] followers, [---] engagements "📊 Pluxee N.V. $PLX reported treasury share transactions for Jan [----] [----] acquiring a total of [------] ordinary shares across Euronext Paris (XPAR) DXE and TQE. The weighted average purchase price for the period was [----] per share reflecting consistent buyback execution within a tight price range. 💼📈 #ShareBuyback #CapitalAllocation #Stocks https://twitter.com/i/web/status/2015872916123005085 https://twitter.com/i/web/status/2015872916123005085" [X Link](https://x.com/lwsresearch/status/2015872916123005085) 2026-01-26T19:42Z [----] followers, [----] engagements "⚓ New Fortress Energy Inc. $NFE controlled by Wes Edens is finalizing a restructuring support agreement that would grant creditors preferred equity in the reorganized LNG operator. Under the proposal bondholders would take control of Brazilian assets while term loan lenders recoveries would be linked to FLNG [--] (offshore LNG facility near Altamira Mexico) as well as a Puerto Rico terminal and other downstream assets reshaping value distribution across the capital structure. 🔄📉 #Energy #Restructuring #LNG https://twitter.com/i/web/status/2015895862732300545" [X Link](https://x.com/lwsresearch/status/2015895862732300545) 2026-01-26T21:13Z [----] followers, [----] engagements "📺 Netflix Inc. $NFLX faces growing antitrust scrutiny in the UK after British politicians urged the Competition and Markets Authority (CMA) to launch a full review of its $83B bid for Warner Bros. Discovery Inc. $WBD citing risks of further consolidation in an already dominant TV streaming market. Lawmakers warn the deal could lead to a substantial reduction in competition harming consumers and creators. The proposed acquisition is also drawing attention from EU regulators who are expected to review rival bids from Netflix $NFLX and Paramount Skydance $PSKY simultaneously an unusual" [X Link](https://x.com/lwsresearch/status/2016098570386944468) 2026-01-27T10:38Z [----] followers, [---] engagements "⛏ Sociedad Qumica y Minera de Chile SA $SQM_A signed a copper exploration partnership with Ivanhoe Electric Inc. $IE in northern Chile covering [----] sq km. The initial phase includes a $9M investment by $SQM_A over three years. If successful the alliance could evolve into a 50/50 joint venture with $SQM_A holding the option to operate and appoint the CEO expanding its footprint beyond lithium into copper. 🔎📈 #Copper #Mining #Chile https://twitter.com/i/web/status/2016206084353019916 https://twitter.com/i/web/status/2016206084353019916" [X Link](https://x.com/lwsresearch/status/2016206084353019916) 2026-01-27T17:46Z [----] followers, [---] engagements "🔄 Georgia Capital PLC $CGEO announced the cancellation of [-----] treasury shares on Jan. [--] [----] under its share buyback and cancellation program. Following the cancellation the company now has [--------] ordinary shares outstanding with no shares held in treasury and the same number of voting rights. The move marginally reduces share count and supports shareholder value. 📉💼 #ShareBuyback #CapitalMarkets #UKStocks https://twitter.com/i/web/status/2016499890247909795 https://twitter.com/i/web/status/2016499890247909795" [X Link](https://x.com/lwsresearch/status/2016499890247909795) 2026-01-28T13:13Z [----] followers, [---] engagements "📊🧪 ASP Isotopes $ASPI Provides Production Update on the Renergen Helium Project Date & source: January [--] [----] GlobeNewswire / Refinitiv Company: ASP Isotopes Inc. Project: Renergen Helium Project 🧠 ASP Isotopes reported material operational and commercial progress at the Renergen Helium Project following its acquisition of Renergen and the operational restart in April [----]. Since ASPIs involvement the project has seen significant improvements in drilling execution gas production subsurface confidence and commercial readiness putting it on track to achieve positive operational cash flow" [X Link](https://x.com/lwsresearch/status/2016856075069235291) 2026-01-29T12:48Z [----] followers, [---] engagements "🛢 Valero Energy Corp. $VLO beat Q4 earnings expectations driven by a sharp rebound in refining margins and higher throughput. Adjusted EPS came in at $3.82 vs. $3.27 expected as the companys refining margin per barrel jumped 61% to $13.61 with average production rising to [---] mbpd. $VLO is seen as well-positioned to benefit from increased Venezuelan crude flows with analysts noting wider heavylight crude spreads could add $600M+ to profits. The company also advances a $230M FCC optimization project to boost higher-value output. 📈⚙ #Earnings #Refining #Energy" [X Link](https://x.com/lwsresearch/status/2016898413980233752) 2026-01-29T15:37Z [----] followers, [---] engagements "🚬 Altria Group Inc. $MO forecast [----] earnings above analyst estimates driven by price increases in cigarettes and oral tobacco as volumes continue to decline. The Marlboro maker guided adjusted EPS of $5.56$5.72 for [----] (midpoint above consensus) underscoring pricing power as a key lever amid weaker cigarette shipments (-7.9% YoY) and setbacks in alternatives like NJOY vapes which are not expected to return in [----]. Competition is also intensifying in nicotine pouches notably from British American Tobacco plc $BATS. 📉💰 #Earnings #ConsumerStaples #PricingPower" [X Link](https://x.com/lwsresearch/status/2016921417581732161) 2026-01-29T17:08Z [----] followers, [---] engagements "⚠ Bitcoin $BTCUSD options worth $7.5B expire today part of a $8.8B total BTC + ETH $ETHUSD options expiry marking the first major monthly expiration of [----] as BTC trades near $82000 down sharply from $90000. Despite bullish positioning (Put/Call 0.48) traders are increasingly defensive with rising demand for downside protection. Ethereum $ETHUSD shows a more balanced setup (Put/Call 0.70) and falling implied volatility pointing to consolidation though liquidity risks and institutional flows to exchanges make this expiry a potential short-term catalyst. 📉⚖ #Bitcoin #CryptoOptions" [X Link](https://x.com/lwsresearch/status/2017168938077954243) 2026-01-30T09:32Z [----] followers, [---] engagements "⚠ United Steelworkers (USW) and Marathon Petroleum Corp. $MPC continued last-minute talks as the deadline for potential strikes at U.S. refineries and chemical plants approached with walkouts possible as early as Sunday. The union rejected Marathons latest offer which included a 13% wage increase over four years citing unresolved issues around cost-of-living adjustments healthcare costs and the use of AI in plants. Marathon is the lead negotiator for talks covering Exxon Mobil Corp. $XOM Chevron Corp. $CVX and others keeping operational risk elevated across the refining sector. ⛽⚖ #Refining" [X Link](https://x.com/lwsresearch/status/2018217746543087901) 2026-02-02T06:59Z [----] followers, [---] engagements "🔥 ConocoPhillips $COP CEO said the global LNG market is set to double projecting growth from [---] Mt today to [---] Mt by [----] and further expansion to [---] Mt by [----]. The outlook underscores structural demand growth for LNG as a transition fuel driven by energy security needs coal-to-gas switching and rising consumption across emerging markets. 🚢⚡ #LNG #EnergyTransition #NaturalGas https://twitter.com/i/web/status/2018380307976614104 https://twitter.com/i/web/status/2018380307976614104" [X Link](https://x.com/lwsresearch/status/2018380307976614104) 2026-02-02T17:45Z [----] followers, [---] engagements "⛏ Capstone Copper Corp. $CS and the union at Chiles Mantoverde mine are set to meet Monday afternoon to seek a resolution to a one-month-long strike according to the union. The company recently resumed operations after a court ruling allowed the clearing of a seized desalination plant claiming 5075% production though the union disputes the impact. Mantoverde produced [-----] tonnes of copper in [----] (0.4% of global output); ownership is Capstone $CS (70%) and Mitsubishi Materials Corp. $5711 (30%). ⚖🔧 #Copper #Mining #Labor https://twitter.com/i/web/status/2018386943168426195" [X Link](https://x.com/lwsresearch/status/2018386943168426195) 2026-02-02T18:12Z [----] followers, [---] engagements "⚡ QatarEnergy CEO warns LNG surplus could flip to a deficit by [----] as AI-driven electricity demand and data centers accelerate gas consumption alongside rising needs in Asia and Europe. Executives from Shell plc $SHEL ConocoPhillips $COP and Exxon Mobil Corp. $XOM see strong long-term LNG demand with Asialed by China and Indiaas the main growth engine. While new supply may ease prices near term faster-than-expected demand from AI could tighten the LNG market sooner than expected. 🔥🌍 #LNG #EnergyTransition #AI https://twitter.com/i/web/status/2018389846062993607" [X Link](https://x.com/lwsresearch/status/2018389846062993607) 2026-02-02T18:23Z [----] followers, [---] engagements "📊 Pluxee N.V. $PLX reported treasury share buybacks for Jan [----] [----] totaling [------] shares repurchased at an overall weighted average price of [-----]. Execution remained consistent across XPAR DXE and TQE reflecting disciplined capital return 💼📈 #Pluxee #Buybacks #CapitalReturn https://twitter.com/i/web/status/2018391473536794887 https://twitter.com/i/web/status/2018391473536794887" [X Link](https://x.com/lwsresearch/status/2018391473536794887) 2026-02-02T18:30Z [----] followers, [----] engagements "🛢 SLB $SLB secured a $1.5B five-year contract from Kuwait Oil Company to design develop and manage production at the Mutriba field. The award builds on SLBs subsurface expertise and targets deep high-pressure/high-temperature reservoirs with sour conditions. 📈 The win underscores rising E&P activity across the Middle East Africa and Asia boosting demand for oilfield services. It follows SLBs recent five-year services contract with Saudi Aramco $2222 for unconventional gas fields ⚙ #OilServices #EnergyCapex #MiddleEast https://twitter.com/i/web/status/2018717847615135815" [X Link](https://x.com/lwsresearch/status/2018717847615135815) 2026-02-03T16:06Z [----] followers, [---] engagements "🔥 U.S. natural gas stocks moved higher tracking gains in gas prices as lower production and stronger LNG export flows tightened the market. 📈 U.S. natural gas futures $NG1 rose +4% lifting shares of CNX Resources Corp $CNX Williams Companies Inc $WMB and the United States Natural Gas Fund $UNG amid forecasts for stronger-than-expected demand this week ⚡ #NaturalGas #EnergyStocks #LNG https://twitter.com/i/web/status/2018721909819462125 https://twitter.com/i/web/status/2018721909819462125" [X Link](https://x.com/lwsresearch/status/2018721909819462125) 2026-02-03T16:23Z [----] followers, [---] engagements "📈 Petrobras $PBR remains a Buy at UBS Group AG $UBS with the bank raising its price target to BRL [-----] from BRL [-----] reinforcing a constructive outlook on the Brazilian oil major. 🔎 The upgrade signals continued confidence in Petrobras fundamentals and strategy as shares react positively to supportive analyst coverage and improving sentiment in Brazils energy sector ⚡ #Petrobras #EnergyStocks #BuyRating https://twitter.com/i/web/status/2018734643906826427 https://twitter.com/i/web/status/2018734643906826427" [X Link](https://x.com/lwsresearch/status/2018734643906826427) 2026-02-03T17:13Z [----] followers, [----] engagements "⚖ Netflix Inc. $NFLX co-CEO Ted Sarandos faced U.S. Senate questioning over the companys proposed $82.7B acquisition of Warner Bros Discovery Inc. $WBD as lawmakers raised antitrust concerns about competition jobs and consumer choice. 🏛 Senators warned the deal could reduce streaming competition limit access to Warner content and cut opportunities for writers and actors. The U.S. Department of Justice is reviewing the transaction amid a rival hostile bid from Paramount Skydance Corp $PSKY. 🎬 Netflix argues the market remains competitiveciting YouTube (Alphabet) viewing sharebut lawmakers" [X Link](https://x.com/lwsresearch/status/2018945317303914925) 2026-02-04T07:10Z [----] followers, [---] engagements "🔋 Goldman Sachs Group Inc. $GS and Macquarie Group Ltd $MQG raised their [----] average nickel price forecasts citing tighter Indonesian supply after signals that the country plans to curb mining output. 📈 Goldman lifted its [----] average forecast to $17200/tonne (from $14800) with prices potentially reaching $18700/tonne in 2Q26 before easing toward $15500/tonne by year-end as supply recovers. Macquarie raised its LME [----] average to $17750/tonne (from $15000) cutting its global surplus view to [--] kt. Indonesia the worlds largest nickel producer plans to slash mining quotas to [------] Mt (vs" [X Link](https://x.com/lwsresearch/status/2018945555544658333) 2026-02-04T07:11Z [----] followers, [---] engagements "⛽ Phillips [--] $PSX beat Q4 earnings expectations as U.S. refining margins rebounded from multi-year lows lifting profits after a weak [----]. Shares rose about 4% following the release. 📈 The company posted adjusted EPS of $2.47 vs $2.16 expected with its realized refining margin more than doubling to $12.48/bbl driving $542M in adjusted refining profit versus losses a year earlier. Refinery utilization climbed to 99%. 🔮 While Q1 utilization is guided lower (90%) with higher restructuring costs PSX strengthened its balance sheet cutting debt by $2B to $19.7B supported by asset sales and" [X Link](https://x.com/lwsresearch/status/2019085500385026401) 2026-02-04T16:27Z [----] followers, [---] engagements "⛽ Equinor ASA $EQNR will cut share buybacks by 70% to $1.5B in [----] (from $5B in 2025) and plans a sharp capex reduction in [----] as Q4 pre-tax profit fell 22% to $6.2B amid weaker oil and gas prices. 💸 While dividends rise to $0.39/share total shareholder distributions are set to $5.5B in [----] (vs $9B last year). Equinor will hold [----] capex at $13B then cut to $9B in [----] mainly by scaling back renewables/low-carbon spending while keeping oil & gas investment stable. 📉 Peers Shell plc $SHEL and BP plc $BP may also trim payouts as prices stay soft highlighting a broader shift toward cash" [X Link](https://x.com/lwsresearch/status/2019086308157645185) 2026-02-04T16:31Z [----] followers, [---] engagements "Political noise at Argentinas statistics agency is keeping markets on edge after the agency chief resigned following a government decision to delay a new inflation index that gives more weight to servicesraising concerns over institutional independence. 📉 Market reaction was cautious: S&P Merval $IMV slipped modestly after an early uptick bonds edged lower and country risk hovered just below [---] bps while the peso $USDARS stayed relatively stable. Analysts warn the move could hurt demand for inflation-linked (CER) bonds and cloud data credibility. 🔎 Despite FX reserve purchases ($1.25B YTD)" [X Link](https://x.com/lwsresearch/status/2019088559928467556) 2026-02-04T16:40Z [----] followers, [---] engagements "🛢 OPEC crude output fell in January averaging [-----] mbpd down [---] kbpd MoM according to a Bloomberg survey as geopolitical turmoil curtailed Venezuelan exports and several members began a three-month production freeze. Roughly one-third of the decline came from Venezuela where oil flows were disrupted after a U.S. blockade followed the removal of Nicols Maduro tightening supply at the margin and reinforcing near-term market support. 📉 The pullback highlights how politics and policy are again shaping OPEC supply even as broader output discipline comes into force across the group ⚖ #OPEC" [X Link](https://x.com/lwsresearch/status/2019147593419260049) 2026-02-04T20:34Z [----] followers, [---] engagements "🛢 Brazils oil regulator ANP cleared Petrobras $PBR to resume drilling at an exploratory well in the Foz do Amazonas basin after operations were halted earlier this year due to a drilling fluid leak. ⚙ Petrobras SA $PETR3 received approval after technical reviews found no impediments to restarting work provided it meets specific conditions including replacing all riser joint seals and additional worker training. 🌊 The decision reopens progress on one of Brazils most sensitive and strategic offshore exploration areas closely watched by both markets and environmental groups. #Petrobras" [X Link](https://x.com/lwsresearch/status/2019160851823878536) 2026-02-04T21:27Z [----] followers, [---] engagements "📈 Evolution AB $EVO 💰Results 💰 Fourth quarter of [----] (Q4 2024) Net revenues decreased 3.7% to EUR [-----] million (533.8) and total operating revenues decreased 9.5% to EUR [-----] million (625.3) Adjusted EBITDA (excluding other operating revenues) decreased 6.1% to EUR [-----] million (363.6) corresponding to a margin of 66.4% (68.1) EBITDA decreased 13.6% to EUR [-----] million (455.0) Profit for the period amounted to EUR [-----] million (377.1) Earnings per share amounted to EUR [----] (1.83) January-December [----] (2024) Net revenues increased 0.2% to EUR [------] million (2063.1) and total" [X Link](https://x.com/lwsresearch/status/2019312917573681308) 2026-02-05T07:31Z [----] followers, [----] engagements "🏭 Nippon Steel Corp $5401 widened its full-year net loss forecast to 70B ($446M) for the year ending March after posting losses through the first nine months. 📉 The outlook worsened from a prior 60B loss estimate driven by charges tied to the $15B acquisition of U.S. Steel and divestments of steel assets in Brazil. The company logged a 45B net loss for the nine months to December versus a 362.1B profit a year earlier. #Steel #Earnings #Japan https://twitter.com/i/web/status/2019317870493122692 https://twitter.com/i/web/status/2019317870493122692" [X Link](https://x.com/lwsresearch/status/2019317870493122692) 2026-02-05T07:51Z [----] followers, [---] engagements "⛏ Anglo American plc $AAL reported a 10% drop in [----] copper output to [---] kt landing at the low end of guidance and cut its [----] copper outlook amid weaker productionparticularly at the Collahuasi JV mine in Chile. 📉 The miner now expects [----] copper production of [------] kt down from [------] kt previously and flagged $200M in H2 [----] charges tied to rehabilitation provisions in Chile. Shares of peers also reacted including Teck Resources Ltd $TECK.A. 🔄 Anglo continues its portfolio reshaping toward copper and iron ore while pursuing divestments of De Beers met coal and nickel assets as part" [X Link](https://x.com/lwsresearch/status/2019320998261047628) 2026-02-05T08:03Z [----] followers, [---] engagements "⛏ Mantoverde mine in Chile reached a new labor agreement ending a strike of more than one month clearing the way for full resumption of operations according to sources. 💰 Workers secured final payments of $27000 per member while owner Capstone Copper Corp $CS said all four unions have now agreed to new contracts. 📊 In [----] Mantoverde produced [-----] tonnes of copper concentrate and [-----] tonnes of copper cathodes (0.4% of global output). Ownership: Capstone Copper 70% Mitsubishi Materials Corp $5711.T 30% ⚙ #Copper #Mining #LaborDeal https://twitter.com/i/web/status/2019591301583327643" [X Link](https://x.com/lwsresearch/status/2019591301583327643) 2026-02-06T01:57Z [----] followers, [---] engagements "🥇 CME Group Inc. $CME raised margin requirements again for gold and silver futures as heightened volatility grips precious metals markets and the exchange moves to curb risk. 📊 COMEX gold margins (initial & maintenance) increased to 9% from 8% while COMEX silver margins were lifted to 18% from 15% effective after the Feb [--] close. CME has now raised margins three times since late January following a shift to percentage-based margining. ⚠ The move comes after extreme price swings with gold and silver posting their biggest losses in decades last week before rebounding sharply. #Gold #Silver" [X Link](https://x.com/lwsresearch/status/2019669845558669402) 2026-02-06T07:09Z [----] followers, [---] engagements "🛢 Petrobras S.A. $PBR said it acquired a 42.5% stake in Block [----] offshore Namibia marking a strategic move to expand its upstream footprint in Africa and strengthen its exploration pipeline in frontier basins 🌍⛽ #Petrobras #Exploration #Energy" [X Link](https://x.com/lwsresearch/status/2019752532327706690) 2026-02-06T12:38Z [----] followers, [---] engagements "Sanae Takaichi's ruling Liberal Democratic Party and its coalition partner are set to secure a big majority in Japans snap general election as voting closes on Sunday" [X Link](https://x.com/lwsresearch/status/2020471351878758839) 2026-02-08T12:14Z [----] followers, [----] engagements "⚠ Namibia raised concerns over offshore stake acquisitions by TotalEnergies SE $TTE and Petrobras SA $PBR saying the deals were completed without prior notification or ministerial approval as required by law. 🛢 The companies said they each acquired 42.5% of the PEL104 exploration licence in the Luderitz Basin from Maravilla Oil & Gas and Eight Offshore Investments expanding exposure in a key frontier basin. Namibias energy ministry said it learned of the announcement only minutes before release and stressed prior approval is mandatory. 📜 The move comes as Namibia tightens" [X Link](https://x.com/lwsresearch/status/2020478347285823697) 2026-02-08T12:42Z [----] followers, [----] engagements "💎 Angola is seeking a 2030% stake in De Beers the diamond unit being sold by Anglo American plc $AAL as the miner exits the business amid falling diamond prices and rising competition from synthetic diamonds. 🤝 Angola which had initially explored a majority stake now favors a smaller lower-risk position and is holding closed-door talks with Botswana Namibia and South Africa to align on a common regional approach. The stake would be acquired via state entities Endiama and Sodiam. ⚠ The move comes as Botswana also eyes a larger role in De Beers setting the stage for complex negotiations while" [X Link](https://x.com/lwsresearch/status/2020783495342125358) 2026-02-09T08:55Z [----] followers, [---] engagements "⛏ The U.S. is stepping up its challenge to Chinas dominance over African critical minerals using offtake agreements and state-backed financing to redirect supplies of copper cobalt and other strategic metals into U.S.-aligned value chains according to diplomats and executives ahead of the Mining Indaba. Rather than deploying operators on the ground Washington is leveraging purchase agreements with traders and state minersparticularly in the DRC Zambia and Guineato secure output in regions where China controls much of the mining and refining capacity. Analysts say this approach allows the U.S." [X Link](https://x.com/lwsresearch/status/2020787145389019343) 2026-02-09T09:09Z [----] followers, [---] engagements "Japan PM Sanae Takaichis landslide election win cheered equity markets but investors warn that marketsnot politicswill constrain fiscal ambitions. The ruling LDP secured over two-thirds of lower-house seats giving Takaichi a strong mandate even as concerns linger over debt sustainability. 📈 Markets reacted positively: Japanese equities hit record highs on expectations of consumer and corporate stimulus while the yen and JGBs stayed relatively stable as investors await concrete budget details. Analysts say bond yields and FX could quickly sell off if fiscal plans look overly expansionary. ⚖" [X Link](https://x.com/lwsresearch/status/2020791546774188139) 2026-02-09T09:27Z [----] followers, [---] engagements "🛢 Namibia said it will not recognize the offshore stake purchases announced by TotalEnergies SE $TTE and Petrobras SA $PBR in the Lderitz Basin until the companies formally submit applications and complete the required legal approval process government officials said. ⚠ Authorities stressed that no transaction can be considered valid without regulatory clearance. Last week TotalEnergies and Petrobras each announced the acquisition of a 42.5% stake in the PEL104 exploration license offshore Namibia part of a push into one of the worlds last major oil exploration frontiers. 🌍 The deal" [X Link](https://x.com/lwsresearch/status/2020810280586846215) 2026-02-09T10:41Z [----] followers, [---] engagements "🛢 Transocean Ltd. $RIG agreed to acquire Valaris Ltd. $VAL in an all-stock deal valued at $5.8B creating a global offshore drilling leader with a 73-rig fleet and a pro forma enterprise value of $17B. 📊 Ownership of the combined company will be 53% Transocean / 47% Valaris with $200M in identified cost synergies stronger cash flow and a path to 1.5x leverage within [--] months as the offshore cycle improves. ⚙ The merger expands exposure to ultra-deepwater and modern jackups improves liquidity and index inclusion potential and strengthens positioning across the worlds most attractive offshore" [X Link](https://x.com/lwsresearch/status/2020843848520356080) 2026-02-09T12:54Z [----] followers, [----] engagements "📦 U.S. container imports fell 6.8% YoY in January but the data points to trade normalization rather than demand weakness according to Descartes Systems Group Ltd $DSG. January volumes totaled 2.32M TEUs still above the historical average after last years tariff-driven front-loading surge. Imports from China dropped 22.7% YoY to [------] TEUs accounting for about one-third of total U.S. imports reflecting easing distortions from earlier tariff anticipation. Investors view the trend as a sign of steadier more sustainable trade flows 📉📈 #GlobalTrade #SupplyChains #USEconomy" [X Link](https://x.com/lwsresearch/status/2020849840830197958) 2026-02-09T13:18Z [----] followers, [---] engagements "Transocean Ltd $RIG announces its intention to acquire Valaris Ltd $VAL at a price equivalent to $81/share We have analyzed it in our research and it has been in our model portfolio since [----] 🚢 Very good revaluation and the offshore cycle is starting to heat up 🔥 👉 More information about our research methodology and current positioning: https://locosdewallstreet.com/suscripcion-fr-free-en https://twitter.com/i/web/status/2020854445790101942 https://locosdewallstreet.com/suscripcion-fr-free-en https://twitter.com/i/web/status/2020854445790101942" [X Link](https://x.com/lwsresearch/status/2020854445790101942) 2026-02-09T13:37Z [----] followers, [----] engagements "🏭 Cleveland-Cliffs Inc. $CLF shares fell 3% after the steelmaker missed Q4 revenue expectations pressured by weak auto production the expiry of a five-year slab contract and adverse conditions in the Canadian market. 📉 Q4 revenue came in at $4.3B below the $4.59B consensus though adjusted loss narrowed to $0.43/share beating expectations of a $0.60 lossits first earnings beat after five consecutive misses. 📊 Despite the pullback $CLF is up 11% YTD following a 40% gain in [----] highlighting improving execution even as demand headwinds persist ⚙ #Steel #Earnings #Industrials" [X Link](https://x.com/lwsresearch/status/2020859505932722404) 2026-02-09T13:57Z [----] followers, [---] engagements "🛢 Chevron Corp $CVX-led Tengiz oil field in Kazakhstan has recovered 60% of normal output reaching [------] bpd after January fires forced a prolonged shutdown according to industry sources. 📈 Full production of [------] bpd is targeted for Feb [--] lifting Kazakhstans total oil output to [---] mbpd in early February. The outage had weighed on exports via the CPC pipeline which are now set to rebound as Tengiz ramps up 🔧 #OilMarkets #EnergySupply #Kazakhstan https://twitter.com/i/web/status/2020860178195710225 https://twitter.com/i/web/status/2020860178195710225" [X Link](https://x.com/lwsresearch/status/2020860178195710225) 2026-02-09T13:59Z [----] followers, [---] engagements "Argentine markets remain tightly linked to political developments and a new fiscal regularization scheme as investors weigh reform momentum against institutional and macro risks. 📉 Equities: the S&P Merval $IMV slipped after last weeks sharp selloff leaving the index 3% down in USD YTD underperforming regional peers amid slow reform progress and uneven economic recovery. 💵 FX & reserves: the peso $USDARS stayed broadly stable as the central bank continues dollar purchases ($1.48B accumulated in 2026) supporting reserves. 🏛 Key catalysts: Senate debate on labor reform rollout of a framework" [X Link](https://x.com/lwsresearch/status/2020885150079271036) 2026-02-09T15:39Z [----] followers, [---] engagements "📊 Pluxee N.V. $PLX disclosed treasury share purchases for Feb [--] [----] totaling [------] shares repurchased at an overall weighted average price of [-----]. 💶 The buybacks were executed across XPAR DXE and TQE underscoring continued steady capital return execution during the period. #Pluxee #Buybacks #CapitalAllocation https://twitter.com/i/web/status/2020905977076211928 https://twitter.com/i/web/status/2020905977076211928" [X Link](https://x.com/lwsresearch/status/2020905977076211928) 2026-02-09T17:01Z [----] followers, [----] engagements "🤖 H&R Block Inc $HRB rolls out new AI tools for the [----] tax season as taxpayers brace for changes under the One Big Beautiful Bill Act. The company launched AI Tax Assist for 24/7 automated answers in DIY Online & Desktop products blending generative AI with expertise from H&R Blocks Tax Institute while also upgrading in-person services with AI support for tax professionals 📊 🚀 Enhancements include a Smart Product Selector improved detection of credits/deductions/forms and a free tax professional review for new paid DIY clients through Feb. [--] [----]. Management highlights rising tax-code" [X Link](https://x.com/lwsresearch/status/2020968085419614679) 2026-02-09T21:08Z [----] followers, [----] engagements "⛽ Russia says Cubas fuel situation is critical and accuses the U.S. of asphyxiating the islands economy pledging solidarity with Cuba and Venezuela amid rising geopolitical tensions. Havana plans fuel rationing to protect essential services as Washington tightens pressure on oil supplies ⚠ ✈ The crisis is already hitting aviation: Air Canada $AC suspended flights to Cuba after authorities warned jet fuel would no longer be available. Moscow says it remains in close diplomatic contact and has supplied oil in recent years while the standoff adds economic and logistical strain to the region 🌍" [X Link](https://x.com/lwsresearch/status/2021143724135203191) 2026-02-10T08:46Z [----] followers, [---] engagements "🛢 BP plc $BP posts Q4 earnings in line with expectations and pauses share buybacks suspending its $750M quarterly repurchase program after writing down $4B in renewables and biogas assets. Adjusted net profit reached $1.54B (+32% YoY) matching forecasts as excess cash is redirected toward oil & gas investments 📉 🔄 The shift reinforces BP plc $BPs strategy pivot back to hydrocarbons under incoming CEO Meg ONeill with impairments tied to Lightsource bp Archaea and offshore wind. BP also highlighted Brazils Bumerangue discoveryits largest in [--] yearsestimated at 8B barrels of liquids with" [X Link](https://x.com/lwsresearch/status/2021145153038098649) 2026-02-10T08:52Z [----] followers, [---] engagements "🔩 Copper prices trade flat as rising inventories and weak demand offset a softer dollar with Shanghai copper moving in a narrow range ahead of the Lunar New Year holidays. Higher stockpiles and subdued buying interest are capping upside despite currency support ⚖ 📉 Copper futures $HG1 slipped slightly while the U.S. Dollar Index $DXY stayed broadly steady keeping pressure balanced across the metals complex as traders await post-holiday demand signals 🧭 #Copper #Commodities #Markets https://twitter.com/i/web/status/2021145399759687933 https://twitter.com/i/web/status/2021145399759687933" [X Link](https://x.com/lwsresearch/status/2021145399759687933) 2026-02-10T08:53Z [----] followers, [---] engagements "🔥 Valero Energy Corp $VLO reports a fire at its Ardmore Oklahoma refinery with five people hospitalized following the incident. The [-----] bpd facility was affected on Monday but the fire has since been fully extinguished according to local media citing the company 🚑 ⚠ Valero Energy Corp $VLO said operations were stabilized after the incident though the company was not immediately available for further comment as markets monitor potential operational impacts #Energy #Refining #BreakingNews https://twitter.com/i/web/status/2021145626071666975" [X Link](https://x.com/lwsresearch/status/2021145626071666975) 2026-02-10T08:54Z [----] followers, [---] engagements "Hasbro $HAS and Warner Bros Discovery $WBD's global consumer products division announced a multi-year partnership on Tuesday to create toys and games based on the Harry Potter universe" [X Link](https://x.com/lwsresearch/status/2021218385581818120) 2026-02-10T13:43Z [----] followers, [---] engagements "🛢 Equinor ASA $EQNR plans a sharp increase in international oil and gas production by [----] targeting [------] boe/day abroad versus [------] boe/day in [----] (+23%+) while keeping domestic output broadly stable. Growth is driven by Brazils Bacalhau and Raia the Sparta project in the U.S. Gulf operated by Shell plc $SHEL and higher volumes from Adura its UK JV with Shell 📈 🌍 Bacalhau is ramping toward [------] bpd in 2H26 Raia starts in [----] and Equinor is nearing a key investment decision for Canadas Bay du Nord. Beyond [----] the company is positioning for selective exploration in Brazil Angola" [X Link](https://x.com/lwsresearch/status/2021220215929852008) 2026-02-10T13:50Z [----] followers, [---] engagements "💳 Bernstein SocGen Group reiterates Market Perform on PayPal Holdings Inc $PYPL setting a $45 price target vs $41 noting the stock is down 30% YTD but screens as undervalued on fair value metrics. The firm flags a bleak outlook for PayPals branded business citing weak e-commerce growth outside major platforms and eroding pricing power versus competing payment methods 📉 ⚠ Bernstein warns branded gross profit trends could lag overall TPV though a 16% [----] FCF yield suggests some downside is already priced in. While upside looks limited near current levels the firm says $3035 could make" [X Link](https://x.com/lwsresearch/status/2021221859836973401) 2026-02-10T13:56Z [----] followers, [---] engagements "💳 Jefferies reiterates Hold on PayPal Holdings Inc $PYPL with a $40 price target slightly below the current $41 level despite fair value models pointing to potential undervaluation. The firms analysis of Q4 disclosures shows branded take rates fell [---] bps YoY driven by volume-based investments signaling continued pressure on PayPals core branded business 📉 📊 Offsetting this Braintree and Venmo showed improving economics with take rates up [--] bps and [--] bps YoY respectively. Jefferies notes overall take rates remain pressured by TPV mix shift lower Xoom pricing and Paidy reclassification" [X Link](https://x.com/lwsresearch/status/2021222088585904535) 2026-02-10T13:57Z [----] followers, [---] engagements "🚬 British American Tobacco p.l.c. $BATS extends Chair Luc Jobins tenure until April [----] allowing him to remain in the role for up to two additional years while the company continues its search for a successor. The move means Jobin will exceed the UK Corporate Governance Codes nine-year board tenure guideline when he reaches that mark in July [----] ⚖ 🔄 The board said the extension provides stability during BATs transformation removing uncertainty at a critical phase. Senior Independent Director Holly Keller Koeppel will step down after the [----] AGM with Karen Guerra set to assume the role" [X Link](https://x.com/lwsresearch/status/2021222287081341374) 2026-02-10T13:58Z [----] followers, [---] engagements "🥈 Silver inventories on the Shanghai Futures Exchange are collapsing with deliverable stocks down to [---] tonnes the lowest level since [----]. That represents an 88% drop from the 3000-tonne peak in January [----] highlighting extreme tightness in Chinas physical silver market 📉 🌍 The squeeze has been intensified by heavy silver exports from China to London in [----] which eased global shortages but drained local inventories even further. With available supply at multi-year lows the physical silver market is now among the tightest seen in the past decade ⚠ #Silver #Commodities #Metals" [X Link](https://x.com/lwsresearch/status/2021222496335258023) 2026-02-10T13:59Z [----] followers, [---] engagements "🎬 Paramount Global $PSKY revised its all-cash $30/share offer for Warner Bros. Discovery Inc $WBD adding a $0.25 per share quarterly fee for each quarter the deal fails to close beyond Dec. [--] 2026equivalent to roughly $650M in cash per quarter 💰 Paramount Global $PSKY also said it would finance the $2.8B breakup fee owed to Netflix Inc $NFLX if the transaction collapses. Warner Bros. Discovery Inc $WBD and Netflix Inc $NFLX declined to comment keeping deal uncertainty elevated 📉 #Mergers #Media #Stocks https://twitter.com/i/web/status/2021226105647038529" [X Link](https://x.com/lwsresearch/status/2021226105647038529) 2026-02-10T14:13Z [----] followers, [---] engagements "📈CRESUD S.A.C.I.F. $CRESY 💰Results 💰 NET INCOME FOR THE FIRST HALF OF FISCAL YEAR [----] reached ARS [------] million compared to a loss of ARS [-----] million in the same period of [----]. This result was mainly driven by the gain from changes in the fair value of IRSA investment properties. ADJUSTED EBITDA for the period totaled ARS [------] million 19.0% lower than in the same period of [----]. Adjusted EBITDA from the agribusiness segments amounted to ARS [-----] million while the urban properties and investments business (through IRSA) contributed ARS [------] million. The [----] REGIONAL AGRICULTURAL" [X Link](https://x.com/lwsresearch/status/2021228414577840135) 2026-02-10T14:23Z [----] followers, [---] engagements "🛢 BP plc $BP decision to suspend share buybacks is a short-term pain that could turn into a long-term strategic gainand even a potential opportunity for rivals like Shell plc $SHEL according to Reuters Ron Bousso. The move BPs biggest financial reset since its [----] dividend cut prioritizes balance-sheet repair and production growth over shareholder payouts 📉 📊 Halting $4.5B in [----] buybacks should help BP plc $BP cut net debt from $22B toward a $1418B target by [----] while its oil & gas output rebounds toward 2.5M boe/day by [----] supported by major projects and the 8B-barrel Bumerangue" [X Link](https://x.com/lwsresearch/status/2021253954479206705) 2026-02-10T16:04Z [----] followers, [---] engagements "🔥 Spains natural gas imports totaled [-----] GWh in January down from [-----] GWh a year earlier according to Enags SA $ENG. The data shows a modest year-on-year decline in inbound gas volumes 📉 🚢 Supply sources remained diversified: 62.4% came from LNG while 37.6% arrived via pipelines underscoring Spains continued reliance on seaborne gas despite strong regasification capacity and regional pipeline links ⚙ #NaturalGas #EnergyMarkets #Spain https://twitter.com/i/web/status/2021280989217951974 https://twitter.com/i/web/status/2021280989217951974" [X Link](https://x.com/lwsresearch/status/2021280989217951974) 2026-02-10T17:51Z [----] followers, [---] engagements "🥇 Platinum deficits are set to persist as EV adoption slows according to Valterra Platinum Ltd $VAL with weaker-than-expected electric vehicle rollout supporting demand for platinum-group metals used in catalytic converters. The slower transition away from internal combustion engines is helping tighten supply-demand balances 📉 🚗 While the EV boom had pressured platinum and palladium sentiment in recent years delayed adoption in key markets is now boosting outlooks for both metals keeping the physical market in deficit for the coming years Valterras CEO said 🔧 #Platinum #Commodities #EVs" [X Link](https://x.com/lwsresearch/status/2021288198438310127) 2026-02-10T18:20Z [----] followers, [---] engagements "⚠ Donald Trump warned Iran that failure to reach a deal could trigger tougher action including sending a second U.S. aircraft carrier strike group to the Middle East. Talks have resumed but Washington wants broader terms beyond Irans nuclear program while Tehran resists. Trump says military pressure is key as Benjamin Netanyahu prepares to visit Washington amid skepticism over a deal 🚢⚔ #Geopolitics #MiddleEast #GlobalRisk https://twitter.com/i/web/status/2021291878403145882 https://twitter.com/i/web/status/2021291878403145882" [X Link](https://x.com/lwsresearch/status/2021291878403145882) 2026-02-10T18:35Z [----] followers, [---] engagements "📊 MSCI Inc. $MSCI announced the February [----] Index Review effective after the close on Feb [--] [----]. The MSCI ACWI Index will see [--] additions and [--] deletions reflecting shifting global equity dynamics. The largest additions to the MSCI World Index by full market cap are AST SpaceMobile Inc $ASTS Coherent Corp $COHR and FTAI Aviation Ltd $FTAI all from the U.S. 🚀📈 #MSCI #Equities #GlobalMarkets https://twitter.com/i/web/status/2021349358231244823 https://twitter.com/i/web/status/2021349358231244823" [X Link](https://x.com/lwsresearch/status/2021349358231244823) 2026-02-10T22:23Z [----] followers, [---] engagements "🏈 Nearly 125M U.S. viewers watched the Seattle Seahawks crush the New England Patriots [----] making it the second most-watched Super Bowl in U.S. history. The game averaged 124.9M viewers across NBC (owned by Comcast Corp $CMCSA) Peacock Telemundo and NFL+ peaking at 137.8M 📺🔥 🎤 The halftime show by Bad Bunny drew 128.2M viewers generating 4B social views in 24h as advertisers paid up to $10M per 30-sec spot 💰 #SuperBowl #Media #NFL https://twitter.com/i/web/status/2021517825974673580 https://twitter.com/i/web/status/2021517825974673580" [X Link](https://x.com/lwsresearch/status/2021517825974673580) 2026-02-11T09:33Z [----] followers, [---] engagements "Activist investor Ancora Holdings has built a stake worth about $200 million in Warner Bros Discovery $WBD and plans to oppose Warner's deal to sell its prized television and film assets to Netflix $NFLX the Wall Street Journal reported on Tuesday" [X Link](https://x.com/lwsresearch/status/2021518056837857515) 2026-02-11T09:33Z [----] followers, [---] engagements "🚭 India will maintain its [----] ban on e-cigarettes and heated tobacco devices rejecting lobbying efforts by Philip Morris International Inc $PM to introduce IQOS. The Health Ministry said it is not considering any relaxation reaffirming a strict tobacco-control stance. PMI which holds 76% of the global heated tobacco market and has grown its cigarette share in India to 7.6% argued the ban is illogical. Peers exposed to the market include British American Tobacco PLC $BATS and ITC Ltd $ITC 📉 #Tobacco #Regulation #EmergingMarkets https://twitter.com/i/web/status/2021518863842545716" [X Link](https://x.com/lwsresearch/status/2021518863842545716) 2026-02-11T09:37Z [----] followers, [---] engagements "🛢 TotalEnergies SE $TTE will cut Q1 buybacks by 62% to $750M as weaker oil & gas prices weigh on results. Q4 adjusted net profit fell 13% YoY to $3.8B despite a 215% surge in refining profits. Peers are also tightening capital returns: BP plc $BP. paused buybacks while Equinor ASA $EQNR trimmed them by 70%. Meanwhile Exxon Mobil Corp $XOM and Shell plc $SHEL keep programs intact 📉⚡ #Energy #OilMarkets #CapitalAllocation https://twitter.com/i/web/status/2021519010932678667 https://twitter.com/i/web/status/2021519010932678667" [X Link](https://x.com/lwsresearch/status/2021519010932678667) 2026-02-11T09:37Z [----] followers, [---] engagements "☀ BP plc $BP. sold a 10% stake in its Shafag solar project (Azerbaijan) to Hungarys MVM Energetika Zrt retaining 40.01% ownership. Partners include SOCAR Green (39.99%) and Azerbaijan Business Development Fund (10%). BPs solar unit Lightsource bp expects the project to be completed by [----] generating [---] GWh annually reinforcing its renewables push ⚡🌍 #Renewables #EnergyTransition #Solar https://twitter.com/i/web/status/2021566048806277209 https://twitter.com/i/web/status/2021566048806277209" [X Link](https://x.com/lwsresearch/status/2021566048806277209) 2026-02-11T12:44Z [----] followers, [---] engagements "🍷 Shares of Pernod Ricard SA $RI.PA and Remy Cointreau SA $RCO.PA fell after exports of French wine & spirits declined for a third straight year hitting a 20+ year low. Shipments to China and the U.S. weakened weighing on demand. Meanwhile China signaled possible probes or reciprocal tariffs on EU alcoholic beverages if new tariffs move forward adding fresh risk for Frances premium cognac sector 📉🍾 #TradeTensions #Luxury #GlobalMarkets https://twitter.com/i/web/status/2021567393705660769 https://twitter.com/i/web/status/2021567393705660769" [X Link](https://x.com/lwsresearch/status/2021567393705660769) 2026-02-11T12:50Z [----] followers, [---] engagements "@Kamikazepartner A hedge fund analyst has prepared this report on Valaris 👇 $VAL $VAL surging after Transocean's $5.8B acquisition deal. 🚀We published a full deep-dive on Valaris weeks ago ➡ fleet backlog supply dynamics and [--] valuation scenarios. The report is free in the next post https://t.co/4vSaWTeABW $VAL surging after Transocean's $5.8B acquisition deal. 🚀We published a full deep-dive on Valaris weeks ago ➡ fleet backlog supply dynamics and [--] valuation scenarios. The report is free in the next post https://t.co/4vSaWTeABW" [X Link](https://x.com/lwsresearch/status/2021583543625732303) 2026-02-11T13:54Z [----] followers, [---] engagements "CME Group $CME is considering launching a rare earths futures contract which would be the first of its kind" [X Link](https://x.com/lwsresearch/status/2021631267327156734) 2026-02-11T17:03Z [----] followers, [---] engagements "🔍 Baker Hughes Co $BKR is exploring a potential $1.5B sale of Waygate Technologies its industrial testing & inspection unit according to Bloomberg. The process could begin in coming months and attract private equity interest. The move follows its $13.6B all-cash acquisition of Chart Industries Inc $GTLS as CEO Lorenzo Simonelli reshapes the portfolio toward energy transition and LNG growth 📊⚡ #Energy #M&A #OilServices https://twitter.com/i/web/status/2021649388284817434 https://twitter.com/i/web/status/2021649388284817434" [X Link](https://x.com/lwsresearch/status/2021649388284817434) 2026-02-11T18:15Z [----] followers, [---] engagements "🚀 AST SpaceMobile Inc $ASTS plans to issue $1B in convertible senior notes due [----] with an option for buyers to purchase an additional $150M. Proceeds will fund global spectrum deployment AI monetization government space projects debt reduction and expansion of its SpaceMobile service. Simultaneously ASTS will launch registered direct equity offerings and use proceeds (plus cash) to repurchase up to $300M of existing [----] convertible notes refinancing its debt stack while extending maturities 📡💰 #Space #CapitalMarkets #Satellite https://twitter.com/i/web/status/2021706004476383440" [X Link](https://x.com/lwsresearch/status/2021706004476383440) 2026-02-11T22:00Z [----] followers, [----] engagements "🚬 British American Tobacco PLC $BATS reported a 2.3% rise in annual profit to 11.28B as its nicotine pouch Velo gained U.S. market share. Growth in vapor and heated tobacco products lifted new-category revenue +7% in [----] pushing total sales up 2.1% to 25.61B. Velo is taking share from Altria Group Inc $MO (On) and Philip Morris International Inc $PM (Zyn) strengthening BATs position in reduced-risk products 📈💨 #Tobacco #Earnings #ConsumerGoods https://twitter.com/i/web/status/2021845774582067476 https://twitter.com/i/web/status/2021845774582067476" [X Link](https://x.com/lwsresearch/status/2021845774582067476) 2026-02-12T07:16Z [----] followers, [----] engagements "🔋 Albemarle Corp $ALB will idle its Kemerton lithium processing plant in Western Australia after posting a larger-than-expected quarterly loss. Q4 net loss reached $455.9M (-$3.87/share) as lithium prices remain 90% below [----] highs despite recent stabilization. Kemerton processes spodumene from Greenbushes co-owned with Chinas Tianqi Lithium Corp $002466. While lithium sales volumes rose 23% weak pricing continues to pressure margins 📉⚡ #Lithium #EV #Commodities https://twitter.com/i/web/status/2021857523657998585 https://twitter.com/i/web/status/2021857523657998585" [X Link](https://x.com/lwsresearch/status/2021857523657998585) 2026-02-12T08:02Z [----] followers, [---] engagements "📦 HelloFresh SE $HFG plunged 6% after reporting a 9% YoY revenue drop (constant FX) worse than its 68% guidance and warning of a soft start to [----]. Q4 demand was hit by extreme weather in Europe and the U.S. while its ready-to-eat segment underperformed. Despite a slight EBITDA beat (423M +14% YoY) and improved meal-kit margins (13.5%) investors focused on weak revenue momentum and customer trends. The company will exit Italy and Spain to protect profitability 📉🍽 #Earnings #Consumer #Europe https://twitter.com/i/web/status/2021867440460759417" [X Link](https://x.com/lwsresearch/status/2021867440460759417) 2026-02-12T08:42Z [----] followers, [----] engagements "⚡ President Donald Trump is pushing to revive U.S. coal power pledging $175M in federal funds to upgrade six plants and directing the Defense Department to purchase electricity from others. While the support could extend the life of aging coal facilities analysts note it may not be enough to attract private investment needed for new capacity given financial and political risks ⛏📉 #Coal #EnergyPolicy https://twitter.com/i/web/status/2021920617293836307 https://twitter.com/i/web/status/2021920617293836307" [X Link](https://x.com/lwsresearch/status/2021920617293836307) 2026-02-12T12:13Z [----] followers, [---] engagements "Argentinas Senate approved President Javier Mileis labor reform bill in a [----] vote marking a key legislative win. The overhaul aims to boost investment and formal employment by easing hiring rules reducing dismissal costs and limiting strike provisions but faces strong union and opposition backlash. The bill now heads to the lower house amid street protests and political tension. Milei calls it a turning point for the labor market while critics warn it cuts worker protections ⚖📉 #Argentina #Reform #EmergingMarkets https://twitter.com/i/web/status/2021935547338408389" [X Link](https://x.com/lwsresearch/status/2021935547338408389) 2026-02-12T13:12Z [----] followers, [---] engagements "🏭 President Donald Trump is reportedly planning to scale back some steel and aluminum tariffs according to the Financial Times. U.S. officials believe certain levies some as high as 50% are raising consumer prices on goods like food cans and household products. The administration is reviewing affected product lists and could exempt select items while launching more targeted national security probes. The move comes amid voter concerns over cost of living ahead of midterm elections 📉⚖ #Trade #Tariffs #USMarkets https://twitter.com/i/web/status/2022253052351168807" [X Link](https://x.com/lwsresearch/status/2022253052351168807) 2026-02-13T10:14Z [----] followers, [---] engagements "📈 Edenred SE $EDEN and Pluxee N.V. $PLX both part of our research model portfolio shares rose in Paris after a Brazilian judge suspended a proposed meal voucher reform that would have capped operator fees. The preliminary ruling applies only to Edenred though other employee-benefits firms have also filed legal challenges easing regulatory overhang in a key market ⚖💳#Edenred #Pluxee #Regulation https://twitter.com/i/web/status/2014021151224172698 https://twitter.com/i/web/status/2014021151224172698" [X Link](https://x.com/lwsresearch/status/2014021151224172698) 2026-01-21T17:03Z [----] followers, [----] engagements "🛢 U.S. Energy Secretary Chris Wright said at Davos that the world needs to more than double global oil production criticizing EU and California green energy policies as inefficient and risky for energy security. Speaking alongside Occidental Petroleum Corp. $OXY CEO Vicki Hollub Wright argued oil and gas will remain essential for decades while warning EU methane rules could hinder U.S.Europe energy cooperation. Hollub noted Occidental exited California due to state regulations underscoring policy-driven supply constraints amid global demand growth 🌍⚡ #OilMarkets #EnergyPolicy #Geopolitics" [X Link](https://x.com/lwsresearch/status/2014320276696129542) 2026-01-22T12:52Z [----] followers, [---] engagements "⚖ A Brazilian judge granted an injunction to Pluxee N.V. $PLX suspending oversight actions and sanctions linked to new government rules that change the meal-voucher system in Brazil. $PLX becomes the third company to secure court relief after Edenred SE $EDEN and Brazils VR with Pluxee saying the ruling avoids immediate disruptions to the food benefits ecosystem. The decision offers temporary regulatory relief for operators tied to Sodexo SA $SW in the market. 🍽📉 #Brazil #Regulation #FoodBenefits https://twitter.com/i/web/status/2016217411100225687" [X Link](https://x.com/lwsresearch/status/2016217411100225687) 2026-01-27T18:31Z [----] followers, [----] engagements "⛏ Vicua Corp the copper JV between BHP Group Ltd $BHP and Lundin Mining Corp $LUN could double investment to $800M in [----] for its flagship Filo del Sol and Josemara projects in Argentina up from $390M in [----]. 📊 The Vicua District is among the largest undeveloped coppergoldsilver deposits globally with estimated [--] Mt of measured copper (+25 Mt inferred). First production is targeted around [----] pending an integrated technical report due in Q1. The push aligns with Argentinas efforts to attract foreign capital via the RIGI incentives positioning copper as a key export to capitalize on" [X Link](https://x.com/lwsresearch/status/2020789026798678063) 2026-02-09T09:17Z [----] followers, [---] engagements "January Nonfarm Payrolls rise [------] above expectations for [-----]. The U.S. Unemployment Rate fell from 4.4% to 4.3% beating estimates" [X Link](https://x.com/lwsresearch/status/2021578081262059848) 2026-02-11T13:32Z [----] followers, [----] engagements "Petrobras $PBR nforms about the monetary update of shareholder remuneration related to 3Q25" [X Link](https://x.com/lwsresearch/status/2022018609313349839) 2026-02-12T18:42Z [----] followers, [---] engagements "📉 Coinbase Global Inc $COIN posted a surprise Q4 loss of $666.7M (-$2.49/share) vs. expectations of a $0.55 profit as crypto trading volumes weakened amid a broad digital asset selloff. Transaction revenue fell to $982.7M (from $1.56B YoY) with consumer trading down 45%. Bitcoin ETF outflows ($12B since November) and softer volatility pressured activity. Still subscription & services revenue rose 13.5% to $727.4M driven by stablecoin growth via its partnership with Circle Internet Financial Ltd $CRCL helping cushion results 🔻💰 #Crypto #Earnings #Bitcoin" [X Link](https://x.com/lwsresearch/status/2022249987766120490) 2026-02-13T10:02Z [----] followers, [---] engagements "🛢 Colombia saw oil output fall 3.4% YoY in [----] to [------] bpd while commercial gas production dropped 17.1% to [-----] MMcf/d according to the Agencia Nacional de Hidrocarburos. December figures also declined for both crude (-1.1%) and gas (-22.7%). Industry group Campetrol cited natural field decline and operational disruptions as President Gustavo Petro maintains a ban on new exploration contracts amid a push toward energy transition ⚡📉 #Energy #Colombia #OilMarkets" [X Link](https://x.com/lwsresearch/status/2022251221155815738) 2026-02-13T10:07Z [----] followers, [---] engagements "🛢 Some OPEC+ members see room to resume supply hikes in April arguing fears of a global oil glut may be overstated. The group led by Saudi Arabia and Russia has not yet made a formal decision ahead of its March [--] meeting. Delegates say the outcome could hinge on geopolitical risks including whether President Donald Trump escalates tensions with Iran or reaches a nuclear deal factors that could reshape supply expectations 📈🌍 #OPEC #OilMarkets #Geopolitics" [X Link](https://x.com/lwsresearch/status/2022344919667311055) 2026-02-13T16:19Z [----] followers, [---] 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 https://twitter.com/i/web/status/1969407508054745326 https://twitter.com/i/web/status/1969407508054745326" [X Link](https://x.com/lwsresearch/status/1969407508054745326) 2025-09-20T14:25Z [----] followers, [----] engagements "Targa Resources $TRGP said on Monday that it will acquire Stakeholder Midstream for $1.25 billion in cash" [X Link](https://x.com/lwsresearch/status/1995469944050335788) 2025-12-01T12:28Z [----] followers, [---] engagements "Argentina signs its first large-scale LNG export contract to Europe as Southern Energy (SESA) owned by Pan American Energy (private) Golar LNG Ltd $GLNG YPF SA $YPF Pampa Energa SA $PAM and Harbour Energy plc $HBR agrees to supply Germanys Securing Energy for Europe (SEFE) with [--] MTPA of LNG for [--] years from [----] via the Hilli Episeyo FLNG. The deal could generate over $7B in exports and support $6B+ in LNG infrastructure investment boosting Argentinas role as a future global LNG exporter and strengthening Europes energy security 🌍🧊💰 #LNG #Argentina #EnergySecurity" [X Link](https://x.com/lwsresearch/status/1995520538152673313) 2025-12-01T15:49Z [----] followers, 13.3K engagements "🛢 Targa Resources $TRGP gained about 3% after Exxon Mobil $XOM raised its Permian Basin growth outlook a shift RBC Capital Markets says is directly bullish for Targas midstream system. Exxon now plans to double Permian output to 2.5M bpd by [----] an upgrade of 200k boepd versus its prior plan. RBC highlights that Targa is heavily exposed to the largest best-capitalized Permian producers who keep drilling even when commodity prices fluctuate. Higher long-term volumes plus Exxons export ambitions should drive stronger stickier throughput across Targas Permian and Gulf Coast infrastructure." [X Link](https://x.com/lwsresearch/status/1998429022796025870) 2025-12-09T16:26Z [----] followers, [---] engagements "💰 Amerigo Resources $ARG $ARREF declared a new C$0.05 performance dividend boosting total [----] dividends to C$0.18 per share as strong copper prices and a debt-free balance sheet fuel its Capital Return Strategy. The company emphasized that performance dividends are incremental not a replacement for its regular quarterly payouts or buybacks Amerigo retired 3.97M shares this year. CEO Aurora Davidson highlighted the flexibility of this mechanism to return extra capital when market conditions align 🔧📈 #Copper #Dividends #Mining https://twitter.com/i/web/status/1998739241132527950" [X Link](https://x.com/lwsresearch/status/1998739241132527950) 2025-12-10T12:59Z [----] followers, [---] engagements "🔋 Albemarle Corp $ALB gets price target upgrades to $150 from both RBC Capital Markets (Royal Bank of Canada $RY) and Citigroup Inc $C citing stronger demand for energy storage systems (ESS) and improving lithium market balance. Brokers see earlier supply-demand normalization rising lithium prices and better FCF visibility supported by cost discipline pushing ALB shares up premarket 📈⚡#Lithium #EnergyStorage #CleanEnergy https://twitter.com/i/web/status/2001657978026393816 https://twitter.com/i/web/status/2001657978026393816" [X Link](https://x.com/lwsresearch/status/2001657978026393816) 2025-12-18T14:17Z [----] followers, [---] engagements "🎬 Netflix Inc $NFLX is pushing for a short 17-day theatrical window for Warner Bros. Discovery Inc $WBD films following its pending $82.7B acquisition a move that has sparked strong backlash from cinema owners and filmmakers ⚠🍿 🎟 Theater chains like AMC Entertainment Holdings Inc $AMC argue a 45-day window is essential to sustain the theatrical business pointing to strong box office demandhighlighted by the Stranger Things finale generating $2528M over New Years. The proposal underscores rising tensions between streaming-first strategies and the traditional cinema model. #StreamingWars" [X Link](https://x.com/lwsresearch/status/2007180423240028536) 2026-01-02T20:01Z [----] followers, [----] engagements "⛽ Eni SpA $ENI and Repsol SA $REP struggle to collect $6B in Venezuelan gas payments European energy majors Eni SpA $ENI and Repsol SA $REP are facing difficulties recovering around $6B owed by Venezuela for gas and naphtha supplies with reports of limited urgency from U.S. authorities amid ongoing sanctions. The issue centers on gas produced at the Perla offshore field a 50/50 JV operated locally and payments previously settled via oil swaps with PDVSA. Since U.S. sanctions in 2019and tighter enforcement under the current America First stanceoil-for-debt mechanisms have narrowed complicating" [X Link](https://x.com/lwsresearch/status/2008516673905512920) 2026-01-06T12:31Z [----] followers, [---] engagements "Amerigo $ARG Reports Record Q4-2025 Highlights: Q4-2025 copper: 18.9M lbs (record). FY2025 copper: 62.2M lbs above revised guidance; molybdenum: 1.5M lbs (also above guidance). [----] guidance: 63.8M lbs copper + 1.5M lbs moly. Cash costs: $1.93/lb (normalized $1.87/lb); strong moly credits. Avg copper price 2025: $4.73/lb; Q4 provisional: $5.35/lb. Debt-free since Oct 2025; $40.3M cash at year-end. $20.3M returned to shareholders in [----] (dividends + buybacks). Key [----] guidance: Copper production: 63.8M lbs Molybdenum production: 1.5M lbs Cash cost: $1.98/lb (up YoY due to FX energy inflation" [X Link](https://x.com/lwsresearch/status/2011072395109417029) 2026-01-13T13:46Z [----] followers, [---] engagements "🔩 Copper production leaders Q3 [----] underline how scale and asset quality dominate global supply as copper remains a strategic metal for electrification and AI. BHP Group Ltd $BHP leads with [---] kt followed by Freeport-McMoRan Inc $FCX (414 kt) Zijin Mining Group Co $2899.HK (263 kt) and Codelco (248 kt) 📊⚡ The next tier includes Glencore plc $GLEN (240 kt) Southern Copper Corp $SCCO (235 kt) and Rio Tinto Group $RIO (204 kt) while diversified producers like Anglo American plc $AAL CMOC Group Ltd $3993.HK KGHM Polska Mied SA $KGH and Antofagasta plc $ANTO add depth to supply. In a" [X Link](https://x.com/lwsresearch/status/2012951508153720996) 2026-01-18T18:13Z [----] followers, [----] engagements "⛽ Ecopetrol S.A. $EC is taking preliminary steps to resume natural gas imports from Venezuela betting that a potential easing of U.S. sanctions under Donald Trump could reopen cross-border energy flows. The move would help Colombia secure gas supply as domestic production tightens highlighting how geopolitics could quickly reshape regional energy trade if Washington softens its stance toward Caracas 🌎⚡ #Ecopetrol #EnergySecurity #Geopolitics https://twitter.com/i/web/status/2013690589892513912 https://twitter.com/i/web/status/2013690589892513912" [X Link](https://x.com/lwsresearch/status/2013690589892513912) 2026-01-20T19:10Z [----] followers, [---] engagements "🔋 Albemarle Corp. $ALB rose after Truist Securities upgraded the stock to Buy from Hold and raised its price target to $205 from $125 implying 19% upside from the last close. Truist expects improving lithium price outlooks supported by better industry supply discipline and strong demand from energy storage systems EVs and data-center/AI-related infrastructure even as broader macro growth remains subdued in [----] 📈⚡ #Lithium #EVs #EnergyTransition https://twitter.com/i/web/status/2013966501636641114 https://twitter.com/i/web/status/2013966501636641114" [X Link](https://x.com/lwsresearch/status/2013966501636641114) 2026-01-21T13:26Z [----] followers, [---] engagements "⚖🌱 Cerrado Gold $CERT disputes unfavourable EIA opinion for Lagoa Salgada (Portugal) 📅 Date: January [--] [----] 📰 Source: GlobeNewswire 🏢 Company: Cerrado Gold Cerrado Gold announced it received a purported unfavourable opinion from Portugals Environmental Agency (APA) regarding the Environmental Impact Assessment (EIA) for the Lagoa Salgada Project. The Company argues the opinion was issued after the statutory deadline and therefore the EIA should be deemed tacitly approved under Portuguese law (RJAIA). Legal position Under Portuguese EIA law APA had [--] business days to issue a decision" [X Link](https://x.com/lwsresearch/status/2014672773923090933) 2026-01-23T12:13Z [----] followers, [----] engagements "Since its launch in September [----] the models and analytical methodology of @lwsresearch have shown a solid historical performance with a 38.9% CAGR since inception based on model portfolios and a methodology applied consistently over time" [X Link](https://x.com/lwsresearch/status/2015400936928125264) 2026-01-25T12:26Z [----] followers, [----] engagements "📌 New investment idea in our Financial Research: Golar LNG $GLNG Want to read the full thesis Subscribe 👇 Golar is the leading independent player in FLNG (floating LNG) a highly specialized niche within the global gas midstream. Its edge is industrial and end-to-end: it designs/converts operates and maintains FLNG units that liquefy gas at the source and export it as LNG without onshore infrastructure. Bottom line: long-duration contracts high technical uptime and more predictable cash flows with strong resilience to geopolitical shocks. #Investing #LNG #NaturalGas #Midstream" [X Link](https://x.com/lwsresearch/status/2016119315724898434) 2026-01-27T12:01Z [----] followers, [----] engagements "🛢 Petrleo Brasileiro SA (Petrobras) $PBR said it does not rule out entering Venezuela as a potential option to secure new natural gas supplies according to executive Anglica Laureano head of energy transition and sustainability. She noted the company is assessing conditions following recent developments in Venezuela and stressed the situation still needs to evolve while Petrobras already advances gas projects in Colombia as part of its regional strategy. 🌎⚡ #Energy #NaturalGas #LatAm https://twitter.com/i/web/status/2016215784876392765 https://twitter.com/i/web/status/2016215784876392765" [X Link](https://x.com/lwsresearch/status/2016215784876392765) 2026-01-27T18:24Z [----] followers, [---] engagements "🔄 Cerrado Gold Inc. $CERT ($CRDOF) filed a Normal Course Issuer Bid (NCIB) to repurchase up to 6.79M shares (5% outstanding) citing that the stock does not reflect the value of its assets and future prospects. The NCIB runs Feb [--] [----] Feb [--] [----] with a cap of 2% of shares per 30-day period. Purchases will be made on the TSX Venture Exchange via Stifel Financial Corp. and all repurchased shares will be cancelled aiming to enhance shareholder value. 📈💰 #ShareBuyback #Gold #Mining https://twitter.com/i/web/status/2016497523976777728 https://twitter.com/i/web/status/2016497523976777728" [X Link](https://x.com/lwsresearch/status/2016497523976777728) 2026-01-28T13:04Z [----] followers, [---] engagements "🛢 Petrleo Brasileiro SA (Petrobras) $PBR expanded and renewed oil sales contracts with Indian state refiners Indian Oil Corporation Ltd $IOC Bharat Petroleum Corp Ltd $BPCL and Hindustan Petroleum Corp Ltd $HPCL. The agreements represent up to 60M barrels in sales with a potential value exceeding $3.1B and will remain in effect through March [----] reinforcing Petrobras long-term crude supply ties with India. 📈🌏 #OilMarkets #EnergyTrade #Petrobras https://twitter.com/i/web/status/2016583904740692221 https://twitter.com/i/web/status/2016583904740692221" [X Link](https://x.com/lwsresearch/status/2016583904740692221) 2026-01-28T18:47Z [----] followers, [---] engagements "🛢 Petrleo Brasileiro S.A. (Petrobras) $PBR reported 12.1B boe in proved reserves as of Dec. [--] [----] under SEC standards with 84% oil & condensate and 16% natural gas. In [----] $PETR3 added 1.7B boe delivering a 175% reserve replacement rate despite record production and a reserves-to-production ratio of [----] years. Growth was driven by Bzios Tupi Mero and Itapu (Santos Basin) plus progress in Sergipe-Alagoas deepwater underscoring project resilience to oil price swings and long-term energy security. 📈⚡ #Energy #OilGas #Brazil https://twitter.com/i/web/status/2016798556464542040" [X Link](https://x.com/lwsresearch/status/2016798556464542040) 2026-01-29T09:00Z [----] followers, [---] engagements "📈 Glencore $GLEN 💰Results 💰 Headline: Glencore delivered FY2025 key commodity production within guidance for the second year running highlighted by a very strong H2 copper rebound continued strength in zinc and coal volumes and reiterated confidence in Marketing earnings.Key takeaways Guidance delivered: Production for key commodities landed within guidance ranges credited to simplified/optimized operating structures. Copper: big H2 rebound: H2 copper 500kt (+48% vs H1) driven mainly by higher grades/recoveries at KCC Mutanda Antapaccay Antamina. Zinc: improving in H2: H2 zinc up +39kt" [X Link](https://x.com/lwsresearch/status/2016799437561954518) 2026-01-29T09:03Z [----] followers, [---] engagements "👟 Adidas AG $ADS reported stronger-than-expected Q4 operating profit of 164M beating analyst estimates and lifting full-year operating profit slightly above its October guidance. The German sportswear group also announced a new share buyback program signaling confidence as it builds momentum from retro sneakers and new running and football product launches reinforcing its turnaround narrative. 📈💶 #Earnings #ShareBuyback #ConsumerBrands https://twitter.com/i/web/status/2016946531090227481 https://twitter.com/i/web/status/2016946531090227481" [X Link](https://x.com/lwsresearch/status/2016946531090227481) 2026-01-29T18:48Z [----] followers, [---] engagements "🛢 Coterra Energy Inc. $CTRA and Devon Energy Corp. $DVN are in advanced talks to merge in what could become the largest U.S. shale oil & gas deal in nearly two years according to the Financial Times. The transaction is expected to be structured as a merger of equals and could be announced as early as next week following earlier reports that the two producers were exploring a combination to gain scale and efficiencies. 🔄📈 #Energy #Mergers #ShaleOil https://twitter.com/i/web/status/2016946917323002086 https://twitter.com/i/web/status/2016946917323002086" [X Link](https://x.com/lwsresearch/status/2016946917323002086) 2026-01-29T18:49Z [----] followers, [----] engagements "⛏ Rio Tinto Group $RIO and Glencore Plc $GLEN are seeking more time to negotiate a potential merger that would create the worlds largest mining company as talks continue over the premium Rio would need to pay sources say. Discussions ongoing since early this month aim to form a mining giant with a major copper footprint but valuation disagreements mean the parties are likely to request a deadline extension from the UK Takeover Panel to keep negotiations alive. 📈 #Mining #Mergers #Copper https://twitter.com/i/web/status/2017289457100329049 https://twitter.com/i/web/status/2017289457100329049" [X Link](https://x.com/lwsresearch/status/2017289457100329049) 2026-01-30T17:31Z [----] followers, [---] engagements "🛢 U.S. drillers added oil and gas rigs for a second straight week lifting the total count to [---] the highest since December according to Baker Hughes Co. $BKR. Oil rigs were flat at [---] while gas rigs rose to [---] (highest since December). Despite the uptick the total rig count is still 6% below last year reflecting continued capital discipline. The EIA expects U.S. crude output to edge lower in [----] while gas production rises as Henry Hub prices ease and LNG demand supports flows. ⚙📈 #OilGas #RigCount #EnergyMarkets https://twitter.com/i/web/status/2017340622412100010" [X Link](https://x.com/lwsresearch/status/2017340622412100010) 2026-01-30T20:54Z [----] followers, [---] engagements "🚨 #Gold and #silver selloff intensified after CME Group Inc. $CME raised margin requirements triggering forced liquidations following last weeks sharp drop tied to the nomination of Kevin Warsh as next Fed chair. Gold $GOLD suffered its worst daily fall since [----] and extended losses while silver $XAGUSD1 plunged nearly 20% its largest-ever daily decline. CME lifted COMEX gold margins from 6% to 8% and silver margins from 11% to 15% pressuring leveraged positions and draining liquidity across precious metals. Despite the shock J.P. Morgan maintains a medium-term bullish view on gold citing" [X Link](https://x.com/lwsresearch/status/2018216802904387675) 2026-02-02T06:55Z [----] followers, [---] engagements "📺 Warner Bros. Discovery Inc. $WBD is likely to hold a shareholder vote in March on the $82.7B deal to sell its streaming and studio assets to Netflix Inc. $NFLX according to CNBC. $WBD said no date has been set yet and that the vote will be scheduled once the preliminary proxy filing becomes final marking a key procedural step as the blockbuster media deal moves forward. ⚖📊 #Streaming #Mergers #MediaDeals https://twitter.com/i/web/status/2018361635430097056 https://twitter.com/i/web/status/2018361635430097056" [X Link](https://x.com/lwsresearch/status/2018361635430097056) 2026-02-02T16:31Z [----] followers, [---] engagements "🛢 Devon Energy Corp. $DVN and Coterra Energy Inc. $CTRA announced a $58B all-stock merger creating a larger Permian Basinfocused producer. On the news $DVN shares edged +1% while $CTRA fell 2% after deal speculation had already lifted stocks$CTRA +14% since talks emerged Jan. [--] and $DVN +6%. The move underscores ongoing scale-driven consolidation in U.S. shale. 🔄📈 #Energy #Mergers #ShaleOil https://twitter.com/i/web/status/2018378875605004370 https://twitter.com/i/web/status/2018378875605004370" [X Link](https://x.com/lwsresearch/status/2018378875605004370) 2026-02-02T17:39Z [----] followers, [---] engagements "⛏ Glencore plc $GLEN signed a non-binding MoU with the Orion Critical Mineral Consortium for the potential sale of a 40% stake in its DRC mining assets valuing Mutanda Mining + Kamoto Copper Company at $9B. The U.S.-backed consortium led by Orion Resource Partners would secure access to critical minerals (copper & cobalt) for the U.S. and allies while Glencore retains operational control. Orion would gain board representation and rights over its share of production. 🌍 The deal still subject to due diligence and approvals reinforces the U.S.DRC Strategic Partnership and could pave the way for" [X Link](https://x.com/lwsresearch/status/2018710485726536136) 2026-02-03T15:37Z [----] followers, [---] engagements "🔁 NewPrinces S.p.A. $NWL announced the execution of its share buyback program in January [----] repurchasing [-----] shares (0.13% of share capital) at an average price of [-----] for a total value of 1.12M. 📊 Following these transactions on Mercato Telematico Azionario the company now holds [------] treasury shares representing 2.09% of share capital and 1.48% of voting rights reinforcing balance sheet flexibility and shareholder returns 💶 #ShareBuyback #CapitalAllocation #Equities https://twitter.com/i/web/status/2019099050164019661 https://twitter.com/i/web/status/2019099050164019661" [X Link](https://x.com/lwsresearch/status/2019099050164019661) 2026-02-04T17:21Z [----] followers, [----] engagements "Glencore $GLEN -Rio Tinto $RIO megamerger hangs in the balance as deadline looms Rio wants to hold both CEO and chair roles in combined company while Glencore holds out for premium. FT" [X Link](https://x.com/lwsresearch/status/2019124456740848085) 2026-02-04T19:02Z [----] followers, [---] engagements "⛏ Rio Tinto Plc $RIO and Glencore Plc $GLEN are expected to extend merger talks ahead of the UK regulatory deadline giving Rio more time to assess a deal that could create the worlds largest mining group ($207B market cap) sources say. ⚠ However Rio could still walk away amid investor resistance to paying a premium valuation concerns with copper near $14000/t and doubts over the fit of Glencores trading division. Any deal may also face Chinese regulatory scrutiny and potential asset sales. 🔄 The talks underscore how coppers strategic value and geopolitical volatility are reshaping M&A in" [X Link](https://x.com/lwsresearch/status/2019323661409300926) 2026-02-05T08:14Z [----] followers, [----] engagements "Initial Jobless Claims Act.: 231K Est.: 212K Prev.: 209K" [X Link](https://x.com/lwsresearch/status/2019406645705519217) 2026-02-05T13:43Z [----] followers, [----] engagements "⛽ ConocoPhillips $COP said it plans to cut capital and operating costs by $1B in [----] after Q4 earnings missed expectations amid weaker oil prices. The move builds on $1B in synergies realized in [----] following the $22.5B Marathon Oil acquisition. 📉 The company posted adjusted EPS of $1.02 vs $1.11 expected as its average realized price fell 19% to $42.46/boe only partly offset by a 6.3% rise in production to [----] mboepd. 🔧 Management reaffirmed its focus on spending discipline and asset sales$3.2B completed in [----] toward a $5B divestment target by end-2026while returning 45% of operating" [X Link](https://x.com/lwsresearch/status/2019425758511321280) 2026-02-05T14:59Z [----] followers, [---] engagements "⛏ Rio Tinto Plc $RIO and Glencore Plc $GLEN have decided not to pursue a merger ending talks that could have created the worlds largest mining group" [X Link](https://x.com/lwsresearch/status/2019431423946723825) 2026-02-05T15:22Z [----] followers, [---] engagements "Petrobras $PBR announces receipt of earnout payment related to Spia and Atapu" [X Link](https://x.com/lwsresearch/status/2019817937897685352) 2026-02-06T16:58Z [----] followers, [---] engagements "⛏ Australian shareholders welcomed Rio Tinto Plc $RIO decision to end merger talks with Glencore Plc $GLEN praising managements capital discipline and relief at avoiding a potentially value-destructive mega-deal. Investors had feared Rio could overpay to accelerate copper exposure especially with elevated prices. 📈 Rios Australia-listed shares rose as much as 2.6% to a record high before trimming gains as investors backed CEO Simon Trotts strategy to keep the group stronger sharper and simpler and focused on its existing growth pipeline rather than complex M&A. ⚠ Fund managers noted that" [X Link](https://x.com/lwsresearch/status/2019825103484117031) 2026-02-06T17:26Z [----] followers, [---] engagements "🚬 Philip Morris International Inc. $PM forecast stronger-than-expected full-year earnings driven by robust sales of its Zyn nicotine pouches even as competition in the category intensifies. 📈 The company guided [----] adjusted EPS of $8.38$8.53 above the $8.33 consensus supported by 19% YoY growth in U.S. Zyn volumes in Q4. Zyn has become a key growth engine second only to IQOS as PMI pivots toward smoke-free products. ⚠ Competitive pressure is rising from rivals like British American Tobacco plc $BATS with its Velo brand keeping investors focused on profitability and market share in the" [X Link](https://x.com/lwsresearch/status/2019827581684441290) 2026-02-06T17:36Z [----] followers, [---] engagements "⚠ Brazils environmental regulator Ibama said it will fine Petrobras SA $PBR over a drilling fluid spill in January at the Foz do Amazonas an environmentally sensitive offshore region. 🌿 Ibama chief Rodrigo Agostinho said a penalty is expected with the agency set to finalize its technical report within days though the amount of the fine has not yet been disclosed. 🛢 The case adds regulatory and environmental pressure on Petrobras as it advances exploration plans in one of Brazils most scrutinized frontier basins. #Petrobras #BrazilEnergy #EnvironmentalRisk" [X Link](https://x.com/lwsresearch/status/2019889474017350021) 2026-02-06T21:42Z [----] followers, [---] engagements "Bitcoin mining difficulty plunged 11.2% the steepest drop since Chinas [----] mining ban after a sharp fall in network hashrate amid a broad crypto selloff and U.S. winter storm disruptions. Bitcoin $BTCUSD was down 1.7% at the time. ⚡ The adjustment took difficulty to 125.9T as miners curtailed operationsFoundry USA briefly lost 60% of hashratewhile some capacity shifted toward AI/HPC data centers. 🔮 Outlook: difficulty is projected to rebound +5.6% by Feb [--] as power returns and hashrate recovers signaling short-term normalization after the shock. #Bitcoin #Mining #CryptoMarkets" [X Link](https://x.com/lwsresearch/status/2020853128946417762) 2026-02-09T13:31Z [----] followers, [---] engagements "🛢 Petrleo Brasileiro SA $PBR reported Q4 [----] production of 3.11M boe/d up 18% YoY driven by a 20% jump in Brazil oil output to 2.5M bpd. Total sales of oil gas and derivatives rose 19% YoY to 3.37M bpd while exports surged 79% YoY to 1.24M bpd underscoring strong operational momentum 📈🚢 #Oil #Energy #Brazil https://twitter.com/i/web/status/2021360234233520316 https://twitter.com/i/web/status/2021360234233520316" [X Link](https://x.com/lwsresearch/status/2021360234233520316) 2026-02-10T23:06Z [----] followers, [---] engagements "🌏 China will brief metals companies next month on rare earth and critical mineral export controls as Beijing tightens oversight on strategic and dual-use materials. Officials will outline compliance customs procedures and U.S.-China trade outlook ahead of the next five-year plan. Key participants include China Northern Rare Earth Group $600111 Jiangxi Copper Co Ltd $600362 CMOC Group Ltd $603993 and Zijin Mining Group Co Ltd $601899 ⚙📦 #RareEarths #Trade #Commodities https://twitter.com/i/web/status/2021858916506747074 https://twitter.com/i/web/status/2021858916506747074" [X Link](https://x.com/lwsresearch/status/2021858916506747074) 2026-02-12T08:08Z [----] followers, [---] engagements "⛏ Peabody Energy Corp $BTU jumped +5% after-hours after President Donald Trump voiced strong support for coal at a Champion of Coal event. Trump predicted coal power generation could rise 2530% this year pledged to limit wind development and said the DOE would fund plants to remain operational. He also highlighted Tennessee Valley Authority keeping the Cumberland and Kingston coal plants open reinforcing expectations of policy tailwinds for U.S. coal producers 📈⚡ #Coal #EnergyPolicy #Markets https://twitter.com/i/web/status/2021875204234829941" [X Link](https://x.com/lwsresearch/status/2021875204234829941) 2026-02-12T09:13Z [----] followers, [---] engagements "🛢 Libya awarded new oil & gas exploration blocks in its first licensing round since [----] aiming to revive output despite political divisions. Winners include Chevron Corp $CVX Eni SpA $ENI QatarEnergy and Repsol SA $REP. Five of [--] blocks were awarded across the Sirte and Murzuq basins following a 25-year development deal last month with TotalEnergies SE $TTE and ConocoPhillips. The move signals renewed foreign interest in Libyas energy sector 🌍📈 #Oil #Energy #MENA https://twitter.com/i/web/status/2021907916056379488 https://twitter.com/i/web/status/2021907916056379488" [X Link](https://x.com/lwsresearch/status/2021907916056379488) 2026-02-12T11:23Z [----] followers, [---] engagements "🚀 AST SpaceMobile Inc $ASTS priced $1B in convertible senior notes due [----] at 2.25% interest with a $116.30 conversion price (20% premium to $96.92 close). Net proceeds total $984M or $1.13B if the $150M option is fully exercised. ASTS will use funds to accelerate global spectrum deployment AI integration government space projects and debt reduction. It will also repurchase $296.5M of existing [----] converts optimizing its capital structure while advancing its space-based cellular network 📡💰 #Space #CapitalMarkets #Satellite https://twitter.com/i/web/status/2021911005266112731" [X Link](https://x.com/lwsresearch/status/2021911005266112731) 2026-02-12T11:35Z [----] followers, [----] engagements "🍔 Restaurant Brands International Inc $QSR beat Q4 comparable sales estimates posting +3.1% growth vs. 2.8% expected driven by resilient traffic at Burger King and Tim Hortons. U.S.-listed shares rose 2% premarket. Value menus like [--] for $5 helped attract budget-conscious consumers mirroring momentum at McDonald's Corp $MCD which also topped Q4 sales and profit expectations 🍟📈 #Earnings #FastFood #Consumer https://twitter.com/i/web/status/2021921176994386018 https://twitter.com/i/web/status/2021921176994386018" [X Link](https://x.com/lwsresearch/status/2021921176994386018) 2026-02-12T12:15Z [----] followers, [---] engagements "✈ Sabre Corp $SABR PayPal Holdings Inc $PYPL and Mindtrip partnered to launch an AI-powered travel booking platform in Q2 [----]. The system will let users search plan and pay for trips via conversational AI in a single interface. Sabre will power real-time inventory (420+ airlines 2M+ lodgings) PayPal will handle payments and identity and Mindtrip will deliver the AI experience targeting the shift toward conversational commerce 🤖🌍 #AI #TravelTech #Fintech" [X Link](https://x.com/lwsresearch/status/2021948972139512231) 2026-02-12T14:06Z [----] followers, [----] engagements "Petrobras $PBR informs about Braskem $BAK" [X Link](https://x.com/lwsresearch/status/2022018450798035406) 2026-02-12T18:42Z [----] followers, [---] engagements "Braskem S.A. $BRKM5 (NYSE: $BAK) reports that Petrobras $PBR will not exercise its preemptive rights or tag-along rights in connection with a potential transfer of shares of NSP Investimentos (Novonor) to the Shine I FIDC fund according to a decision by its Board on February 11; The measure comes amid ongoing negotiations and Petrobras has authorized its board of directors to implement the approved decision while the market awaits the final terms of the transaction. The move could redefine Braskem's shareholding structure amid a strategic reconfiguration. ⚖📊 #Braskem #Petrobras #MAB" [X Link](https://x.com/lwsresearch/status/2022216499549593858) 2026-02-13T07:49Z [----] followers, [---] engagements "🛢 U.S.-controlled sales of Venezuela oil have already generated $1B+ with another $5B expected in coming months according to U.S. Energy Secretary Chris Wright. Proceeds are being directed to Venezuelas interim government under the administration of President Donald Trump. Washington will oversee sales and fund flows until a representative government is established signaling continued U.S. control over exports. The update comes amid broader energy market shifts affecting majors like Exxon Mobil Corp $XOM ⚡💰 #Energy #Geopolitics #OilMarkets" [X Link](https://x.com/lwsresearch/status/2022250383968469500) 2026-02-13T10:03Z [----] followers, [---] engagements "🛢 Petrleos de Venezuela SA is in talks with several of its existing joint-venture partners including Chevron Corp $CVX Repsol SA $REP and Maurel & Prom SA $MAU to offer expanded oil and gas development areas adjacent to their current blocks aiming to help boost crude and gas output. The negotiations follow a recently approved reform of Venezuelas oil law that gives foreign partners greater autonomy and a six-month window to renegotiate project terms. Most of the areas on offer are near existing producing fields such as in the Orinoco Belt. #Energy #OilMarkets #Venezuela http://reuters.com" [X Link](https://x.com/lwsresearch/status/2022250967970750733) 2026-02-13T10:06Z [----] followers, [---] engagements "📺 Talks between ITV plc $ITV and Comcast Corp $CMCSA (owner of Sky) over a $2.2B deal for ITVs broadcast channels and ITVX streaming platform have slowed in recent weeks sources say. The tie-up aims to create a top-three UK streaming player to compete with global giants but valuation challenges the spin-off of ITV Studios and shifting industry dynamics including the Warner Bros. takeover battle have complicated negotiations. A deal is still expected though timing remains uncertain 📉🎬 #Media #Streaming #M&A https://twitter.com/i/web/status/2022253872446652621" [X Link](https://x.com/lwsresearch/status/2022253872446652621) 2026-02-13T10:17Z [----] followers, [---] engagements "🛢 ConocoPhillips $COP and partners will invest $2.1B (NOK 20B) to restart production at three Greater Ekofisk fields (Albuskjell Vest Ekofisk Tommeliten Gamma) by late [----]. The project targets 90120M boe in remaining gas and condensate resources. Partners include Vaar Energi ASA $VAR and Orlen SA $PKN. First gas is expected in Q4 [----] reinforcing Norways offshore output outlook ⚡ #Energy #Gas #Offshore https://twitter.com/i/web/status/2022255194377957597 https://twitter.com/i/web/status/2022255194377957597" [X Link](https://x.com/lwsresearch/status/2022255194377957597) 2026-02-13T10:23Z [----] followers, [---] engagements "🍔 Wendys Co $WEN beat Q4 EPS ($0.16 vs. $0.15 est.) and revenue ($543M vs. $537.6M est.) but shares fell 6.5% after weak [----] guidance. The company forecast $0.56$0.60 EPS next year well below the $0.85 expected by analysts and sees flat global systemwide sales. Q4 global same-store sales dropped 10.1% (U.S. -11.3%) while margins at company-operated U.S. stores fell to 12.7% amid lower traffic and higher costs. International sales grew 6.2% offering a rare bright spot 📉🍟 #Earnings #Consumer #Restaurants https://twitter.com/i/web/status/2022282445848985803" [X Link](https://x.com/lwsresearch/status/2022282445848985803) 2026-02-13T12:11Z [----] followers, [---] engagements "⚡ A new proposal from PJM Interconnection to manage soaring data center power demand could accelerate bilateral energy deals between data center operators and independent power producers (IPPs) analysts say. The plan includes a bring your own generation model and a fast-tracked backup capacity auction. This could benefit large IPPs like Talen Energy Corp $TLN Constellation Energy Corp $CEG and Vistra Corp $VST as AI-driven electricity demand hits new records. Analysts expect a wave of long-term power agreements though permitting and interconnection bottlenecks remain key risks 📈🔌 #AI" [X Link](https://x.com/lwsresearch/status/2022309057604792579) 2026-02-13T13:57Z [----] followers, [---] engagements "🛢 Repsol SA $REP received U.S. authorization to resume operations and make new E&P investments in Venezuela under new Treasury licenses (GL49 & GL50). The permits also cover Chevron Corp $CVX BP plc $BP. Shell plc $SHEL and Eni SpA $ENI. Contracts must follow U.S. law payments to blocked entities go through supervised funds and gold/crypto settlements are banned. The move aligns with President Donald Trumps broader plan to revive Venezuelas oil sector where Repsol says it could triple output from [-----] bpd in [--] years 📈🌎 #Energy #Venezuela #OilMarkets" [X Link](https://x.com/lwsresearch/status/2022365719678091634) 2026-02-13T17:42Z [----] followers, [---] engagements "⛽ Gasoline refining margins in Northwest Europe fell $0.80 to $7.69/bbl pressured by weaker demand and ample supply. In Asia Singapore light distillate stocks hit their highest level since July [----] amid elevated naphtha and gasoline inventories. EU-27 and UK gasoline exports averaged [------] bpd so far in February down sharply from [------] bpd in January signaling softer global flows. Brent futures $BRN1 edged higher 📉🛢 #Refining #OilMarkets #Energy" [X Link](https://x.com/lwsresearch/status/2022377529777016950) 2026-02-13T18:29Z [----] followers, [---] engagements "🛢 Baker Hughes Co $BKR reported no change in the total U.S. rig count at [---] this week: oil rigs fell by [--] to [---] (lowest since early January) while gas rigs rose by [--] to [---] (highest since July 2023). Total rigs are down [--] YoY (-6%) reflecting capital discipline amid softer crude prices ($CL1). The U.S. Energy Information Administration expects U.S. oil output to hold at 13.6M bpd in [----] while gas production rises to [---] bcfd 📉⚡ #Oil #Gas #EnergyMarkets https://twitter.com/i/web/status/2022390756988567806 https://twitter.com/i/web/status/2022390756988567806" [X Link](https://x.com/lwsresearch/status/2022390756988567806) 2026-02-13T19:21Z [----] followers, [---] engagements "U.S. liquefied natural gas plants could use [--] billion cubic feet of natural gas per day in the coming years Cheniere Energy $LNG commercial director Anatol Feygin said Friday at a seminar held by the Federal Reserve Bank of Kansas City" [X Link](https://x.com/lwsresearch/status/1989410670950182945) 2025-11-14T19:10Z [----] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@lwsresearch LWS Financial Research
Several major energy companies are making significant moves, including Chevron and ExxonMobil reporting strong quarterly results, while others like Petrobras and Occidental are cutting jobs and capital expenditures due to weak prices and industry consolidation. Additionally, there are notable developments in the LNG sector, with companies like Venture Global and Eni making progress on their projects. Some companies, such as Teck Resources and Glencore, are also adjusting their production guidance and output.
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Social Influence
Social category influence stocks 62.25% finance 54.9% cryptocurrencies 27.45% countries 25.98% travel destinations 4.41% currencies 2.94% exchanges 1.96% technology brands 1.96% financial services 1.47% luxury brands 0.98%
Social topic influence gas #2190, strong 10.78%, copper #1391, $pbr #7, acquisition #552, company #3124, ceo 5.88%, oil #298, warner bros #325, $glen #7
Top accounts mentioned or mentioned by @albertrjf @kamikazepartner @shawnstewa24764 @fabianibauza @locoswallstreet @holyfinance @salmon28661 @silverngold13
Top assets mentioned PolkaBridge (PBR) Netflix Inc (NFLX) Warner Bros Discovery, Inc. (WBD) Rio Tinto plc (RIO) Realio Network (RIO) Paramount Skydance Corporation Class B Common Stock (PSKY) AST SpaceMobile, Inc. Class A Common Stock (ASTS) TotalEnergies SE (TTE) Eden (EDEN) BHP Group Limited (BHP) Augur (REP) ConocoPhillips (COP) Validity (VAL) Chevron Corporation (CVX) BP p.l.c. (BP) ASP Isotopes Inc. (ASPI) Exxon Mobil (XOM) Enume AI (ENI) American Airlines Group Inc (AAL) Braskem S.A. American Depositary Shares (BAK) Certara, Inc. (CERT) Baker Hughes Co (BKR) Valero Energy Corporation (VLO) Copiosa Coin (COP2) Convex Finance (CVX) Golar LNG Ltd (GLNG) British American Tobacco (BTI) Coterra Energy Inc (CTRA) Devon Energy Corp (DVN) Bitcoin (BTC) CME Group Inc (CME) PayPal Holdings Inc (PYPL)
Top Social Posts
Top posts by engagements in the last [--] hours
"🎬 EU antitrust regulators are set to review rival bids by Netflix Inc. $NFLX and Paramount Skydance Corp. $PSKY for Warner Bros. Discovery Inc. $WBD at the same time an unusual head-to-head competition review according to Bloomberg. The parallel process could give Brussels greater leverage to shape the outcomepotentially fast-tracking one bid while subjecting the other to deeper scrutiny. The stakes include HBO Max DC Comics and iconic franchises with Netflix recently switching to a $82.7B all-cash offer ($27.75/share) to speed approval and boost deal certainty 📺⚖ #Streaming #Mergers"
X Link 2026-01-21T17:34Z [----] followers, [---] engagements
"🎬 Paramount Skydance Corp. $PSKY urged Warner Bros. Discovery Inc. $WBD shareholders to vote AGAINST the proposed merger with Netflix Inc. $NFLX filing a contested proxy arguing its $30.00 all-cash offer is financially superior. Paramount warns the Netflix deal offers uncertain value with cash proceeds potentially dropping to $21.40$27.75/share after debt adjustments and assigns little to zero value to the spun-off Global Linear Networks citing Warners own advisors. Paramount is calling for a NO vote on all three proposals ahead of the special meeting ⚖📉 #Mergers #StreamingWars"
X Link 2026-01-22T13:05Z [----] followers, [---] engagements
"⛏ Glencore Plc $GLEN is close to appointing Citigroup Inc. $C as lead adviser on a potential acquisition by Rio Tinto Group $RIO a deal that could create the worlds largest miner valued at $200B+ sources told Reuters. Citi has disclosed its connection to $GLEN with the UK Takeover Panel and brings a long advisory history while $RIO has lined up JPMorgan Evercore and Macquarie. With the Feb [--] UK takeover deadline approaching the parties may seek an extension as valuation and complexity are worked throughputting $100M+ in advisory fees at stake. 📈 #Mining #Mergers #Copper"
X Link 2026-02-02T16:57Z [----] followers, [---] engagements
"🎬 Activist investor Ancora Capital has taken a $200M stake in Warner Bros Discovery Inc $WBD and plans to oppose its deal with Netflix Inc $NFLX intensifying Hollywoods takeover battle. Rival bidder Paramount Skydance Corp $PSKY sweetened terms (still $30/share $108.4B incl. debt) and argues its offer has clearer regulatory approval than Netflixs $27.75/share bid. At stake: WBDs studios streaming assets and franchises like Game of Thrones and Harry Potter 📺🔥 #Media #M&A #Streaming https://twitter.com/i/web/status/2021565254098903136 https://twitter.com/i/web/status/2021565254098903136"
X Link 2026-02-11T12:41Z [----] followers, [---] engagements
"🍺 Constellation Brands Inc $STZ appointed Nicholas Fink as new CEO effective April [--] replacing Bill Newlands. Fink former CEO of Fortune Brands Innovations and a Constellation board member steps in as the Corona and Modelo maker faces softer demand. The company has been pressured by weaker alcohol sales particularly among Hispanic consumers amid immigration crackdowns and broader economic uncertainty. Shares fell 1.5% in extended trading 📉 #Leadership #Consumer #Beverage https://twitter.com/i/web/status/2022250825695871162 https://twitter.com/i/web/status/2022250825695871162"
X Link 2026-02-13T10:05Z [----] followers, [---] engagements
"CPI (YoY) (Jan) Act.: 2.4% Est.: 2.5% Prev.: 2.7%"
X Link 2026-02-13T13:34Z [----] followers, [----] engagements
"📉 Markets are pricing a 50% chance of a third 25bp rate cut by the Federal Reserve by year-end after core CPI rose 0.3% in January in line with expectations. U.S. 2-year Treasury yields fell to 3.40% their lowest level since October. While the inflation data eased concerns economists caution the Fed remains focused on labor market strength warning investors may be overestimating the pace of easing this year 📊💵 #Fed #Inflation #Markets CPI (YoY) (Jan) Act.: 2.4% Est.: 2.5% Prev.: 2.7% https://t.co/Q1uMw92y3F CPI (YoY) (Jan) Act.: 2.4% Est.: 2.5% Prev.: 2.7% https://t.co/Q1uMw92y3F"
X Link 2026-02-13T14:22Z [----] followers, [---] engagements
"☢ Cameco Corp $CCJ beat Q4/25 estimates reporting EPS of $0.50 vs. $0.45 consensus driven by higher realized uranium prices ($65.53/lb) and strong fuel services volumes. However [----] guidance was mixed with production set at 19.521.5M lbs UO and softer EBITDA outlook for Westinghouse. The company maintains strong cash generation and remains leveraged to uranium price momentum as long-term fundamentals in nuclear fuel markets stay supportive ⚛📈 #Uranium #Earnings #Nuclear https://twitter.com/i/web/status/2022375637227372676 https://twitter.com/i/web/status/2022375637227372676"
X Link 2026-02-13T18:21Z [----] followers, [---] engagements
"🎬 Warner Bros Discovery Inc $WBD saw activist Sachem Head Capital more than double its stake to 8M shares in Q4 as the company navigates takeover interest and its streaming deal with Netflix Inc $NFLX. The move comes amid pressure from rival bidder Paramount Skydance Corp $PSKY which has intensified efforts after a rejected hostile offer. Sachem Head was among 2025s top-performing hedge funds adding weight to its growing position 📈📺 #Media #Activism #M&A https://twitter.com/i/web/status/2022653932548354105 https://twitter.com/i/web/status/2022653932548354105"
X Link 2026-02-14T12:47Z [----] followers, [---] engagements
"Morgan Stanley $MS maintained an "Equalweight" rating on Petrobras $PBR shares with a $19 price target. $MS highlighted $PBR's strategic focus on increasing its exploration spending to ensure reserve replacement beyond the expected peak production between [----] and 2032.nd 2032"
X Link 2024-07-02T18:06Z [----] followers, [----] engagements
"📈Petrobras $PBR 💰Results Q4💰 Main financial highlights Maintenance of a strong cash generation with Operating Cash Flow of US$ [----] billion and Free Cash Flow of US$ [----] billion in [----] Financial debt of US$ [----] billion at year end the lowest level since [----] Consistent performance: Adjusted EBITDA without one-off events of US$ [----] billion and Net Profit without one-off events of US$ [----] billion Main operational highlights We increased our proven reserves reaching a reserve replacement ratio (RRR) of 154% and a production reserve ratio (R/P) of [----] years We had the production start-up"
X Link 2025-02-27T00:20Z [----] followers, [----] engagements
"Petrobras $PBR aims to pay extra dividends to support Brazils budget. CEO Magda Chambriard said payouts will depend on oil prices which remain below [----] levels despite Middle East tensions. 🛢💸 #Oil #Brazil #Dividends"
X Link 2025-06-18T21:58Z [----] followers, [----] engagements
"AST SpaceMobile $ASTS and Vodafone Launch European Satellite JV SatCo 🛰 New Satellite Company: SatCo Vodafone and AST SpaceMobile ($ASTS) announced the formation of SatCo a joint venture headquartered in Luxembourg. SatCo will offer direct-to-smartphone satellite broadband across Europe using AST SpaceMobiles space-based cellular network. The service is aimed at citizens businesses and public organizations and is expected to launch commercially in [----]. 📶 Pan-European Interest [--] EU member states and other European countries have already shown interest in the offering. SatCo will act as a"
X Link 2025-06-30T06:05Z [----] followers, [----] engagements
"🚨 BREAKING: AST SpaceMobile $ASTS has officially received FCC experimental authorization to operate non-geostationary LEO satellites including FM1 🛰. The permit enables operations from July [--] [----] to July [--] [----] using high-frequency bands for advanced mobile connectivity. Game on for space-based cellular 🚀📡 #ASTS #FCC #LEOsatellites"
X Link 2025-07-11T13:54Z [----] followers, [----] engagements
"Whats going on with the consumer staples sector 🛒 Historic brands like Kraft Heinz $KRAFT General Mills $GSI Pepsi $PEPSICO and Coca-Cola $KO have been safe havens for decades but today they face a very different backdrop. In this THREAD we review valuations debt and sustainability 👇 https://twitter.com/i/web/status/1971555561318629884 https://twitter.com/i/web/status/1971555561318629884"
X Link 2025-09-26T12:40Z [----] followers, [---] engagements
"⚡ Diversified Energy $DEC will shift its primary listing to the NYSE keeping a secondary London listing. The Alabama-based energy firm listed in London since [----] said the U.S. is its natural long-term home with 65% of shares already held by U.S. investors. The move mirrors a broader trend of companies prioritizing U.S. markets 📊 #Energy #Stocks #NYSE https://twitter.com/i/web/status/1973330060821074372 https://twitter.com/i/web/status/1973330060821074372"
X Link 2025-10-01T10:12Z [----] followers, [---] engagements
"ASP Isotopes $ASPI Q3 [----] Update ASP Isotopes delivered a strong and diversified Q3 update highlighting progress across semiconductors nuclear medicine advanced isotopes and its Quantum Leap Energy (QLE) spin-off. 🔬 Semiconductor Isotopes (Si-28) First commercial shipment of Silicon-28 validated by customers. U.S. semiconductor and industrial gas clients visited SA facilities; plant upgrades nearly complete to improve enrichment rates and prepare Germane capabilities. Signed the largest Si-28 contract to date for [----] deliveries. 🧬 Nuclear Medicine & Enlightened Isotopes First"
X Link 2025-11-21T13:29Z [----] followers, 13K engagements
"⚠ Subsea [--] $SUBC and Saipem $SPM face strong pushback in Brazil as major oil companies including Petrobras $PBR TotalEnergies SE $TTE and Exxon Mobil Corp $XOM oppose their proposed merger on antitrust grounds. Brazils regulator CADE has requested additional data with industry group IBP warning the combined Saipem7 could dominate SURF projects raise costs and pressure clients into long-term exclusivity. Total argues the merged firm would control [--] of [--] global deepwater SURF vessels intensifying competition concerns ⛓🌊 #Energy #Mergers #Antitrust"
X Link 2025-12-03T02:22Z [----] followers, [---] engagements
"Australian mineral explorer Predictive Discovery $PDI said it had received a superior takeover bid of [---] billion Australian dollars ($1.38 billion) from Perseus Mining $PRU sending its shares to their highest level in more than [--] years"
X Link 2025-12-03T13:53Z [----] followers, [---] engagements
"🛢 YPF $YPF expects a mid-2026 FID on its $20B LNG project with partners Eni $ENI and XRG targeting [--] mtpa of output. Exports from this phase are projected to start in [--------] roughly four years after FID. Shell $SHEL has exited a separate phase of the LNG development after its scope was cut from [--] to [--] mtpa. YPF plans to bring in a new partner as it prioritizes the EniXRG phase linked to Vaca Muerta. The company also sees potential to resume dividends in [--------] depending on oil and gas prices ⚡🌍 #LNG #Argentina #Energy https://twitter.com/i/web/status/1996575474105864255"
X Link 2025-12-04T13:41Z [----] followers, [---] engagements
"🚢 Flex LNG $FLNG has appointed Marius Foss as its new CEO of Flex LNG Management AS after serving as Interim CEO and Chief Commercial Officer. Foss who brings 35+ years of shipping experience from Frontline Golar LNG $GLNG and Avance Gas has been central to shaping Flex LNGs commercial strategy since [----]. The Board highlighted his strong leadership and commercial track record while Foss emphasized the companys modern fleet robust contract backlog and strong balance sheet as key advantages for future growth ⚓📈 #Shipping #LNG #FLNG https://twitter.com/i/web/status/1996922941804552619"
X Link 2025-12-05T12:41Z [----] followers, [----] engagements
"Infinity Natural Resources $INR$ said on Monday that it will acquire upstream and midstream assets in Ohio from Antero Resources $AR and Antero Midstream $AM for a total of $1.2 billion"
X Link 2025-12-08T15:17Z [----] followers, [---] engagements
"⛏ Colombia greenlights at least eight companies to participate in next weeks copper gold and polymetallic exploration round according to the National Mining Agency (ANM). Among the approved bidders is Aris Mining Corp $ARIS while Rio Tinto Ltd $RIO is in the final stage of qualification. On Monday the ANM will offer [--] areas for exploration as the country seeks to attract investment into its strategic metals sector ⚡ #Mining #Colombia #Copper https://twitter.com/i/web/status/1999554021615632450 https://twitter.com/i/web/status/1999554021615632450"
X Link 2025-12-12T18:56Z [----] followers, [---] engagements
"🌱 Argentinas state-controlled YPF SA $YPD accepted a binding offer from Adecoagro SA $AGRO to acquire 50% of its stake in Profertil a leading fertilizer producer in the region. Profertil produces 1.32M tons of urea and 790k tons of ammonia annually. The sale pending customary conditions allows YPF to sharpen its strategic focus on Vaca Muerta and advance its Plan 4x4 transformation program for [--------] aimed at boosting profitability and positioning the company as a world-class shale operator 🔄💼 #Argentina #YPF #Fertilizers https://twitter.com/i/web/status/2000598026713174471"
X Link 2025-12-15T16:05Z [----] followers, [---] engagements
"🛡 RBC Capital resumes coverage on International General Insurance Holdings Ltd $IGIC with an Outperform rating and a $28 price target seeing upside from best-in-class underwriting margins and global growth. At $24.90 IGIC trades at an attractive 8.9x P/E offers a 4%+ dividend yield and is expected to return more capital via a 5% buyback in 2026/27. RBC highlights disciplined underwriting strong capital stewardship and management alignment as key supports even as P&C conditions soften 📈💰 #Insurance #Equities #Dividends https://twitter.com/i/web/status/2000918574299312330"
X Link 2025-12-16T13:18Z [----] followers, [---] engagements
"ASP Isotopes Inc $ASPI has secured all regulatory clearances to acquire Renergen Limited $REN through a South African scheme of arrangement . This acquisition creates a global powerhouse in high-tech materials combining ASP Isotopes Inc $ASPIs enrichment technology with Renergen Limited $RENs US-government-backed liquid helium and LNG production. The transaction is now unconditional with full implementation expected to begin on December [--] [----] promising significant supply chain synergies by [----]. 🚀💎 #AdvancedMaterials #Helium #EnergyTech https://twitter.com/i/web/status/2001367083095871620"
X Link 2025-12-17T19:01Z [----] followers, [----] engagements
"🔩 Global aluminum producers raised Q1 premium offers to Japanese buyers to $210$225/ton up from $190$203 tightening talks that set the Asian benchmark. The hike follows South32 $S32s plan to halt the Mozal smelter in March further squeezing supply while inventories at Japans main ports fell 5.2% MoM. Negotiations with miners like Rio Tinto $RIO are expected to drag into January with buyers pushing back near $165 amid soft demand; Marubeni $8002 data underscores the tightening backdrop. 📈⚖ #Aluminum #Commodities #SupplyTightening https://twitter.com/i/web/status/2004533500528005328"
X Link 2025-12-26T12:43Z [----] followers, [---] engagements
"🍼 NewPrinces $NWL completes acquisition of Plasmon from Kraft Heinz 📅 Date: December [--] [----] NewPrinces Group has completed the acquisition of 100% of Plasmon S.r.l. from The Kraft Heinz Company marking the return of one of Italys most iconic baby food brands to national ownership. The transaction closed at a final cash price of [-----] million and includes the Plasmon Nipiol BiAglut Aproten and Dieterba brands as well as the Latina production plant. 💶 Transaction economics Plasmon generated approximately [---] million in revenues and [--] million in EBITDA (FY2024). For Kraft Heinz the"
X Link 2025-12-31T17:44Z [----] followers, [----] engagements
"📈 Pluxee $PLX 💰Results 💰 Highlights Sustained Employee Benefits business performance in Q1 Fiscal [----] driven by strong new client acquisition and healthy net retention Total Revenues up +9.0% organically reaching 308m Operating revenue up +9.1% organically to 268m supported by a strong trajectory in Employee Benefits delivering +11.6% organic growth Float revenue standing at 40m up +8.5% organically Continued execution of the M&A roadmap with the closing of Skipr in Belgium and France and ProEves in India alongside a solid and diversified pipeline Pluxee confirms all financial objectives"
X Link 2026-01-07T07:12Z [----] followers, 10.7K engagements
"🔌 Galp Energia SGPS SA $GALP to merge European distribution with Moeve by mid-2026 Galp Energia SGPS SA $GALP is in talks with Moeve to combine their European distribution businesses aiming to create two leading energy and mobility platforms in the Iberian Peninsula: RetailCo and IndustrialCo. The agreement is expected by mid-2026. RetailCo would be jointly controlled by Galp and Moeve while Galp is expected to hold 20% of IndustrialCo strengthening its footprint across downstream and industrial energy assets. ⚡🤝 #Energy #Mergers #Europe https://twitter.com/i/web/status/2009192522749243810"
X Link 2026-01-08T09:16Z [----] followers, [---] engagements
"🛢 Marathon Petroleum Corp $MPC says it will bid for Venezuelan crude Marathon Petroleum Corp $MPC said it is interested in bidding for Venezuelan crude as the U.S. prepares to increase oil imports from Venezuela following the ouster of Nicols Maduro. Caracas and Washington agreed this week to export up to $2B of crude (3050M barrels) to the U.S. Citgo Petroleum is also seeking to participate in any auction despite years without authorization to import Venezuelan crude after cutting ties with PDVSA in [----]. U.S. Gulf Coast refinersconfigured for heavier gradesare expected to be the main"
X Link 2026-01-09T09:06Z [----] followers, [---] engagements
"Anglo American shares $AAL also rose 2% a day after notification from the European Commission showed that the mining company's agreement with Canada's Teck Resources $TECK.A is on track for antitrust approval in Europe"
X Link 2026-01-09T09:17Z [----] followers, [---] engagements
"💶 Edenred SE $EDEN issues 500M bond extending debt maturity Edenred SE $EDEN successfully issued a 500M bond with a 7-year maturity and a 3.75% coupon maturing Jan. [--] [----]. The deal was 3x oversubscribed (orders 1.6B) signaling strong investor confidence in Edenreds credit quality and growth outlook. Proceeds will fund general corporate purposes including repayment of a 500M bond due March [----] extending average bond debt maturity to [---] years (from [---] years). The issuance supports Edenreds Amplify2528 strategy notably investments in technology and products. 📈💼 #FixedIncome"
X Link 2026-01-09T09:20Z [----] followers, [---] engagements
"🤝 Rio Tinto Group $RIO is in early talks to buy Glencore plc $GLEN a potential top-10 mega M&A that could reshape mining in [----] and ignite a broader consolidation wavewith copper demand as the core catalyst ⚡ Key angle: this piles pressure on BHP Group Limited $BHP (worlds largest miner) to respondanalysts see BHP as the most likely interloper that could counterbid keep Glencores copper and divest non-core assets to address complexity/regulatory concerns. Context driving the deal cycle: Copper hunger (AI + electrification/clean energy) is pushing miners to buy producing assets vs. slow"
X Link 2026-01-12T11:23Z [----] followers, [----] engagements
"🏭 Braskem S.A. $BAK disclosed that its subsidiary Braskem Idesa S.A.P.I. has shared non-public information with holders of its 7.450% senior secured notes due [----] and 6.990% senior secured notes due [----] as part of talks on a potential capital structure reorganization 📄 Key points: Confidentiality agreements were signed on Dec [--] [----] with a commitment to later disclose any material information shared. Both sides exchanged proposals including a restructuring plan from Braskem Idesa and an investor counterproposal (Jan [--] 2026). No agreement reached so far and Braskem Idesa rejected investor"
X Link 2026-01-12T14:52Z [----] followers, [---] engagements
"🛢 Diamondback Energy Inc. $FANG reported lower realized oil prices in Q4 reflecting broader weakness in crude markets 📉 Key points: Average realized oil price: $58.00/bbl in Q4 vs $64.60/bbl in the prior quarter. Benchmark oil prices fell 9.2% over the quarter ended Dec [--]. Market pressure driven by oversupply concerns and tariff risks outweighing geopolitical tensions. Takeaway: softer crude pricing weighed on shale economics into year-end. #Oil #Energy #Earnings https://twitter.com/i/web/status/2010828034027446548 https://twitter.com/i/web/status/2010828034027446548"
X Link 2026-01-12T21:35Z [----] followers, [---] engagements
"🧪 Cantor Fitzgerald reiterates Overweight on ASP Isotopes Inc. $ASPI setting a $13 PT (+74% upside from $7.49) with Street targets ranging $11$15 and a unanimous Strong Buy consensus 📈 Why the bull case: Proprietary isotope-enrichment tech (aerodynamic separation + quantum laser enrichment) enabling nuclear fuel medical isotopes (cancer treatment) and silicon-28 for semiconductors. Only commercial-scale provider of certain isotopes strong moat. Revenue +147.8% YoY (though valuation is rich on a revenue multiple). Renergen acquisition adds exposure to a high-grade helium deposit with"
X Link 2026-01-13T13:20Z [----] followers, [----] engagements
"⚠ AlphaValue cuts its price target on Pluxee N.V. $PLX to [--] (from 29.4) following regulatory reform in Brazil slashing EPS and EBITDA forecasts and applying a 45% discount to valuation multiples 📉 Key points: Dividend payout lowered to 25%; share buybacks expected. Brazil regulation is the main overhang pressuring profitability assumptions. Appeal outcomes remain uncertain limiting near-term visibility. Bottom line: tighter regulation drives a more conservative valuation despite capital returns. #Equities #Regulation #Valuation https://twitter.com/i/web/status/2011114080250049028"
X Link 2026-01-13T16:32Z [----] followers, [----] engagements
"🚬 Bank of America Corp $BAC reiterates Buy on British American Tobacco plc $BTI $BATS trimming price targets due to FX moves but keeping BTI as top sector pick. BofA expects stronger [----] top-line growth (+3.4%) led by Modern Oral products which should drive 50% of growth and support a 4% sales / 5% EBIT growth algorithm 💵📈 The tobacco sector rerated sharply in [----] (forward P/E 14.3x vs 10.5x in 2024) on defensive appeal and a friendlier U.S. regulatory backdrop. BofA cut targets for Imperial Brands plc $IMB (Neutral) on softer margin expansion and sees more modest share price upside in"
X Link 2026-01-15T09:28Z [----] followers, [---] engagements
"Coterra $CTRA is reportedly considering a combination with Devon $DVN but talks are ongoing and a deal isnt certain"
X Link 2026-01-15T18:08Z [----] followers, [---] engagements
"⛏ Warrior Met Coal Inc $HCC secured two 20-year federal coal leases from the U.S. Bureau of Land Management for Mine No. [--] and Mine No. [--] in Alabama locking in 53.2M short tons of recoverable reserves. The company bid $47M total (paid in five annual installments) and will pay 7% production royalties strengthening long-term supply visibility as shares trade near 52-week highs after an 89.5% YoY rally 📈⚡ The leases provide exclusive mining rights with extension options while coal is produced commercially reinforcing Warriors cash-flow outlook and reserve life. #Coal #Mining #Energy"
X Link 2026-01-17T13:28Z [----] followers, [---] engagements
"🥇 Gold production leaders Q3 [----] highlight the scale advantage of the majors as bullion prices stay strong. Newmont Corp $NEM leads with 1.42Moz followed by Agnico Eagle Mines Ltd $AEM (867koz) Barrick Gold Corp $GOLD (829koz) Zijin Mining Group Co $2899.HK (772koz) and AngloGold Ashanti Ltd $AU (768koz). Mid-tier output remains diversified with Gold Fields Ltd $GFI (621koz) Kinross Gold Corp $KGC (504koz) and a long tail of producers contributing meaningful volumes. In a deglobalizing inflationary backdrop scale + reserve depth continue to matter for margins and capital discipline 📈✨"
X Link 2026-01-18T12:22Z [----] followers, [----] engagements
"🟡 Cerrado Gold $CERT ends hedging program and proposes share buyback 📅 Date: January [--] [----] 📰 Source: GlobeNewswire (Company Release) Cerrado Gold Inc. announced the completion of its gold hedging program at the Minera Don Nicolas (MDN) mine in Argentina effective January [--] [----] and unveiled plans to launch a Normal Course Issuer Bid (NCIB) to repurchase up to 5% of its outstanding shares. 💰 End of gold hedging: full exposure to spot prices Cerrado has delivered the final ounces under its hedging contract which capped part of its gold sales at $3250/oz. From now on the company will sell"
X Link 2026-01-19T13:30Z [----] followers, [---] engagements
"📊 Pluxee N.V. $PLX completed treasury share buybacks during Jan [----] [----] acquiring a total of [------] shares across XPAR DXE and TQE at an overall weighted average price of [-----] per share confirming continued execution of its capital return strategy amid declining price levels 💼📉 #Pluxee #Buybacks #CapitalAllocation https://twitter.com/i/web/status/2013293426888843481 https://twitter.com/i/web/status/2013293426888843481"
X Link 2026-01-19T16:52Z [----] followers, [----] engagements
"Edenred SE $EDEN unveils a new positioning for its Benefits & Engagement business aiming to help companies attract retain and engage talent as workplace engagement remains fragile: only 23% of employees globally (and 7% in France) are fully engaged costing the global economy $438B in [----]. With the new signature Power up your joie de vivre Edenred shifts from a purely functional benefits model (e.g. Ticket Restaurant) to a holistic engagement approach covering purchasing power wellbeing recognition and connection backed by platforms like Reward Gateway and GoIntegro and launched alongside a"
X Link 2026-01-19T16:56Z [----] followers, [---] engagements
"⛽ APA Corp. $APA cut U.S. natural gas output by [--] MMcf/d and NGL production by [----] bpd in Q4 responding to weak pricing. The company expects U.S. realized gas prices of $0.15/Mcf for the quarter ($4.30/Mcf globally). Q4 transaction reorganization and separation costs rose to $36M (vs. $18M prior quarter) driven by early office lease terminations in the U.S. and UK and contract exits 📉⚙ #NaturalGas #Energy #Commodities https://twitter.com/i/web/status/2013743652976099371 https://twitter.com/i/web/status/2013743652976099371"
X Link 2026-01-20T22:41Z [----] followers, [---] engagements
"📊 Pluxee $PLX and Edenred $EDEN rally on results but Brazil regulation clouds [----] outlook 📅 Date: January [----] 📰 Source: / Analyst commentary (Kepler Cheuvreux) 🧠 Shares of Pluxee NV and Edenred SA jumped sharply on Wednesday+5% and +7% respectivelyafter both companies reported results and outlooks that reassured investors about underlying operating momentum. However analysts caution that regulatory changes in Brazil are expected to weigh materially on earnings in [----]. 📈 Pluxee: strong start cautious guidance Pluxee reported a solid start to its new financial year with Q1 revenue up 9%"
X Link 2026-01-21T09:38Z [----] followers, [----] engagements
"🌍 Lynas Rare Earths Ltd. $LYC CEO Amanda Lacaze said government policiesespecially minimum price supportare improving rare earth market dynamics lifting prices to more sustainable levels despite ongoing power outages impacting production. While output fell Q2 revenue jumped 43% on higher prices with Lynas benefiting from geopolitics and reduced Chinese oversupply. Lacaze highlighted continued talks with governments on price floors pointing to U.S. support for MP Materials Corp. $MP as a positive signal for securing non-China rare earth supply chains 🔋📈 #RareEarths #CriticalMinerals"
X Link 2026-01-21T10:52Z [----] followers, [---] engagements
"Braskem SA $BAK is targeting March to present an out-of-court restructuring plan to creditors to resolve its mounting debt. The timeline depends on asset manager IG4 Capital finalizing its acquisition of Novonors stake to lead negotiations though discussions remain private and subject to change 📉🤝 #Braskem #Restructuring #Debt https://twitter.com/i/web/status/2014112856556351497 https://twitter.com/i/web/status/2014112856556351497"
X Link 2026-01-21T23:08Z [----] followers, [---] engagements
"⚖ Venture Global LNG Inc. $VG won an arbitration case brought by Repsol S.A. $REP over LNG sales from the Calcasieu Pass project under a long-term supply contract. The ruling removes a key legal overhang for Venture Global lifting shares while clarifying contractual rights tied to one of the U.S.s most watched LNG developments 🔥📈 #LNG #Energy #Arbitration https://twitter.com/i/web/status/2014277888086794439 https://twitter.com/i/web/status/2014277888086794439"
X Link 2026-01-22T10:04Z [----] followers, [---] engagements
"⛏ Cerrado Gold Inc. $CERT announced it will host a management conference call on Jan [--] at 10:00 AM ET to address a purported unfavorable opinion on the environmental impact assessment for its Lagoa Salgada Project in Portugal. CEO Mark Brennan said the company is shocked and disappointed by the regulators response and is working to clarify the reasoning and outline next steps for shareholders. Call details will be released ahead of Monday 📞⚖ #CerradoGold #Mining #ESG ⚖🌱 Cerrado Gold $CERT disputes unfavourable EIA opinion for Lagoa Salgada (Portugal) 📅 Date: January [--] [----] 📰 Source:"
X Link 2026-01-23T13:50Z [----] followers, [----] engagements
"🛢 U.S. drillers added oil and gas rigs for the first time in three weeks with the total rig count rising by [--] to [---] according to Baker Hughes Co. $BKR. Oil rigs increased by [--] to [---] while gas rigs held steady at [---]. Despite the uptick the total count remains [--] rigs (-5.6%) below last year reflecting continued capital discipline amid lower prices. With WTI crude $CL1 expected to fall for a fourth straight year in [----] producers remain focused on shareholder returns and debt reduction rather than aggressive growth 📉⚙ #OilAndGas #RigCount #EnergyMarkets"
X Link 2026-01-23T19:57Z [----] followers, [---] engagements
"🛢 Valero Energy Corp. $VLO and Phillips [--] $PSX purchased cargoes of Venezuelan crude marking some of the first U.S. Gulf Coast refinery deals under Washingtons agreement with Caracas to export up to 50M barrels. The crude was bought from Vitol at a $8.5$9.5/bbl discount to Brent $BRN1 for delivery to the U.S. Gulf Coast. The move signals a gradual reopening of Venezuelan heavy crude flows into the U.S. market alongside ongoing activity involving Chevron Corp. $CVX 📈⚖ #OilMarkets #Venezuela #EnergySecurity https://twitter.com/i/web/status/2014790970831769727"
X Link 2026-01-23T20:02Z [----] followers, [---] engagements
"⛏ Access to Chiles Escondida and Zaldvar copper mines was disrupted after a contractor strike protest blocked key roads according to union sources. The action involves workers from Finning with intermittent blockades affecting routes to mines operated by BHP Group Ltd. $BHP and Antofagasta Minerals $ANTO. The disruption adds near-term operational risk in a tight copper market if protests persist ⚠📉 #Copper #Mining #LaborDisputes https://twitter.com/i/web/status/2014794365630046333 https://twitter.com/i/web/status/2014794365630046333"
X Link 2026-01-23T20:16Z [----] followers, [----] engagements
"🧵1/ GCI Liberty is a telecom company almost no one is looking at. It was spun off from Liberty Broadband in July [----] and quietly ignored in a sector investors tend to dismiss by default. Thats where the opportunity starts"
X Link 2026-01-25T07:36Z [----] followers, [---] engagements
"💉 InMode Ltd $INMD shares jump after reports the company is in advanced talks to be acquired for $1.1B implying a 23.5% premium and potential delisting if the deal closes. The transaction would value InMode above its current $963M market cap. 📈 The rumored buyout comes as InMode trades at low multiples (6x P/E 4x EV/EBITDA) after years of revenue pressure with analysts noting strong cash generation and balance sheet strengthfitting a broader private equity trend in medical aesthetics. #MergersAndAcquisitions #MedTech #Stocks https://twitter.com/i/web/status/2015848100674371758"
X Link 2026-01-26T18:03Z [----] followers, [---] engagements
"📊 Pluxee N.V. $PLX reported treasury share transactions for Jan [----] [----] acquiring a total of [------] ordinary shares across Euronext Paris (XPAR) DXE and TQE. The weighted average purchase price for the period was [----] per share reflecting consistent buyback execution within a tight price range. 💼📈 #ShareBuyback #CapitalAllocation #Stocks https://twitter.com/i/web/status/2015872916123005085 https://twitter.com/i/web/status/2015872916123005085"
X Link 2026-01-26T19:42Z [----] followers, [----] engagements
"⚓ New Fortress Energy Inc. $NFE controlled by Wes Edens is finalizing a restructuring support agreement that would grant creditors preferred equity in the reorganized LNG operator. Under the proposal bondholders would take control of Brazilian assets while term loan lenders recoveries would be linked to FLNG [--] (offshore LNG facility near Altamira Mexico) as well as a Puerto Rico terminal and other downstream assets reshaping value distribution across the capital structure. 🔄📉 #Energy #Restructuring #LNG https://twitter.com/i/web/status/2015895862732300545"
X Link 2026-01-26T21:13Z [----] followers, [----] engagements
"📺 Netflix Inc. $NFLX faces growing antitrust scrutiny in the UK after British politicians urged the Competition and Markets Authority (CMA) to launch a full review of its $83B bid for Warner Bros. Discovery Inc. $WBD citing risks of further consolidation in an already dominant TV streaming market. Lawmakers warn the deal could lead to a substantial reduction in competition harming consumers and creators. The proposed acquisition is also drawing attention from EU regulators who are expected to review rival bids from Netflix $NFLX and Paramount Skydance $PSKY simultaneously an unusual"
X Link 2026-01-27T10:38Z [----] followers, [---] engagements
"⛏ Sociedad Qumica y Minera de Chile SA $SQM_A signed a copper exploration partnership with Ivanhoe Electric Inc. $IE in northern Chile covering [----] sq km. The initial phase includes a $9M investment by $SQM_A over three years. If successful the alliance could evolve into a 50/50 joint venture with $SQM_A holding the option to operate and appoint the CEO expanding its footprint beyond lithium into copper. 🔎📈 #Copper #Mining #Chile https://twitter.com/i/web/status/2016206084353019916 https://twitter.com/i/web/status/2016206084353019916"
X Link 2026-01-27T17:46Z [----] followers, [---] engagements
"🔄 Georgia Capital PLC $CGEO announced the cancellation of [-----] treasury shares on Jan. [--] [----] under its share buyback and cancellation program. Following the cancellation the company now has [--------] ordinary shares outstanding with no shares held in treasury and the same number of voting rights. The move marginally reduces share count and supports shareholder value. 📉💼 #ShareBuyback #CapitalMarkets #UKStocks https://twitter.com/i/web/status/2016499890247909795 https://twitter.com/i/web/status/2016499890247909795"
X Link 2026-01-28T13:13Z [----] followers, [---] engagements
"📊🧪 ASP Isotopes $ASPI Provides Production Update on the Renergen Helium Project Date & source: January [--] [----] GlobeNewswire / Refinitiv Company: ASP Isotopes Inc. Project: Renergen Helium Project 🧠 ASP Isotopes reported material operational and commercial progress at the Renergen Helium Project following its acquisition of Renergen and the operational restart in April [----]. Since ASPIs involvement the project has seen significant improvements in drilling execution gas production subsurface confidence and commercial readiness putting it on track to achieve positive operational cash flow"
X Link 2026-01-29T12:48Z [----] followers, [---] engagements
"🛢 Valero Energy Corp. $VLO beat Q4 earnings expectations driven by a sharp rebound in refining margins and higher throughput. Adjusted EPS came in at $3.82 vs. $3.27 expected as the companys refining margin per barrel jumped 61% to $13.61 with average production rising to [---] mbpd. $VLO is seen as well-positioned to benefit from increased Venezuelan crude flows with analysts noting wider heavylight crude spreads could add $600M+ to profits. The company also advances a $230M FCC optimization project to boost higher-value output. 📈⚙ #Earnings #Refining #Energy"
X Link 2026-01-29T15:37Z [----] followers, [---] engagements
"🚬 Altria Group Inc. $MO forecast [----] earnings above analyst estimates driven by price increases in cigarettes and oral tobacco as volumes continue to decline. The Marlboro maker guided adjusted EPS of $5.56$5.72 for [----] (midpoint above consensus) underscoring pricing power as a key lever amid weaker cigarette shipments (-7.9% YoY) and setbacks in alternatives like NJOY vapes which are not expected to return in [----]. Competition is also intensifying in nicotine pouches notably from British American Tobacco plc $BATS. 📉💰 #Earnings #ConsumerStaples #PricingPower"
X Link 2026-01-29T17:08Z [----] followers, [---] engagements
"⚠ Bitcoin $BTCUSD options worth $7.5B expire today part of a $8.8B total BTC + ETH $ETHUSD options expiry marking the first major monthly expiration of [----] as BTC trades near $82000 down sharply from $90000. Despite bullish positioning (Put/Call 0.48) traders are increasingly defensive with rising demand for downside protection. Ethereum $ETHUSD shows a more balanced setup (Put/Call 0.70) and falling implied volatility pointing to consolidation though liquidity risks and institutional flows to exchanges make this expiry a potential short-term catalyst. 📉⚖ #Bitcoin #CryptoOptions"
X Link 2026-01-30T09:32Z [----] followers, [---] engagements
"⚠ United Steelworkers (USW) and Marathon Petroleum Corp. $MPC continued last-minute talks as the deadline for potential strikes at U.S. refineries and chemical plants approached with walkouts possible as early as Sunday. The union rejected Marathons latest offer which included a 13% wage increase over four years citing unresolved issues around cost-of-living adjustments healthcare costs and the use of AI in plants. Marathon is the lead negotiator for talks covering Exxon Mobil Corp. $XOM Chevron Corp. $CVX and others keeping operational risk elevated across the refining sector. ⛽⚖ #Refining"
X Link 2026-02-02T06:59Z [----] followers, [---] engagements
"🔥 ConocoPhillips $COP CEO said the global LNG market is set to double projecting growth from [---] Mt today to [---] Mt by [----] and further expansion to [---] Mt by [----]. The outlook underscores structural demand growth for LNG as a transition fuel driven by energy security needs coal-to-gas switching and rising consumption across emerging markets. 🚢⚡ #LNG #EnergyTransition #NaturalGas https://twitter.com/i/web/status/2018380307976614104 https://twitter.com/i/web/status/2018380307976614104"
X Link 2026-02-02T17:45Z [----] followers, [---] engagements
"⛏ Capstone Copper Corp. $CS and the union at Chiles Mantoverde mine are set to meet Monday afternoon to seek a resolution to a one-month-long strike according to the union. The company recently resumed operations after a court ruling allowed the clearing of a seized desalination plant claiming 5075% production though the union disputes the impact. Mantoverde produced [-----] tonnes of copper in [----] (0.4% of global output); ownership is Capstone $CS (70%) and Mitsubishi Materials Corp. $5711 (30%). ⚖🔧 #Copper #Mining #Labor https://twitter.com/i/web/status/2018386943168426195"
X Link 2026-02-02T18:12Z [----] followers, [---] engagements
"⚡ QatarEnergy CEO warns LNG surplus could flip to a deficit by [----] as AI-driven electricity demand and data centers accelerate gas consumption alongside rising needs in Asia and Europe. Executives from Shell plc $SHEL ConocoPhillips $COP and Exxon Mobil Corp. $XOM see strong long-term LNG demand with Asialed by China and Indiaas the main growth engine. While new supply may ease prices near term faster-than-expected demand from AI could tighten the LNG market sooner than expected. 🔥🌍 #LNG #EnergyTransition #AI https://twitter.com/i/web/status/2018389846062993607"
X Link 2026-02-02T18:23Z [----] followers, [---] engagements
"📊 Pluxee N.V. $PLX reported treasury share buybacks for Jan [----] [----] totaling [------] shares repurchased at an overall weighted average price of [-----]. Execution remained consistent across XPAR DXE and TQE reflecting disciplined capital return 💼📈 #Pluxee #Buybacks #CapitalReturn https://twitter.com/i/web/status/2018391473536794887 https://twitter.com/i/web/status/2018391473536794887"
X Link 2026-02-02T18:30Z [----] followers, [----] engagements
"🛢 SLB $SLB secured a $1.5B five-year contract from Kuwait Oil Company to design develop and manage production at the Mutriba field. The award builds on SLBs subsurface expertise and targets deep high-pressure/high-temperature reservoirs with sour conditions. 📈 The win underscores rising E&P activity across the Middle East Africa and Asia boosting demand for oilfield services. It follows SLBs recent five-year services contract with Saudi Aramco $2222 for unconventional gas fields ⚙ #OilServices #EnergyCapex #MiddleEast https://twitter.com/i/web/status/2018717847615135815"
X Link 2026-02-03T16:06Z [----] followers, [---] engagements
"🔥 U.S. natural gas stocks moved higher tracking gains in gas prices as lower production and stronger LNG export flows tightened the market. 📈 U.S. natural gas futures $NG1 rose +4% lifting shares of CNX Resources Corp $CNX Williams Companies Inc $WMB and the United States Natural Gas Fund $UNG amid forecasts for stronger-than-expected demand this week ⚡ #NaturalGas #EnergyStocks #LNG https://twitter.com/i/web/status/2018721909819462125 https://twitter.com/i/web/status/2018721909819462125"
X Link 2026-02-03T16:23Z [----] followers, [---] engagements
"📈 Petrobras $PBR remains a Buy at UBS Group AG $UBS with the bank raising its price target to BRL [-----] from BRL [-----] reinforcing a constructive outlook on the Brazilian oil major. 🔎 The upgrade signals continued confidence in Petrobras fundamentals and strategy as shares react positively to supportive analyst coverage and improving sentiment in Brazils energy sector ⚡ #Petrobras #EnergyStocks #BuyRating https://twitter.com/i/web/status/2018734643906826427 https://twitter.com/i/web/status/2018734643906826427"
X Link 2026-02-03T17:13Z [----] followers, [----] engagements
"⚖ Netflix Inc. $NFLX co-CEO Ted Sarandos faced U.S. Senate questioning over the companys proposed $82.7B acquisition of Warner Bros Discovery Inc. $WBD as lawmakers raised antitrust concerns about competition jobs and consumer choice. 🏛 Senators warned the deal could reduce streaming competition limit access to Warner content and cut opportunities for writers and actors. The U.S. Department of Justice is reviewing the transaction amid a rival hostile bid from Paramount Skydance Corp $PSKY. 🎬 Netflix argues the market remains competitiveciting YouTube (Alphabet) viewing sharebut lawmakers"
X Link 2026-02-04T07:10Z [----] followers, [---] engagements
"🔋 Goldman Sachs Group Inc. $GS and Macquarie Group Ltd $MQG raised their [----] average nickel price forecasts citing tighter Indonesian supply after signals that the country plans to curb mining output. 📈 Goldman lifted its [----] average forecast to $17200/tonne (from $14800) with prices potentially reaching $18700/tonne in 2Q26 before easing toward $15500/tonne by year-end as supply recovers. Macquarie raised its LME [----] average to $17750/tonne (from $15000) cutting its global surplus view to [--] kt. Indonesia the worlds largest nickel producer plans to slash mining quotas to [------] Mt (vs"
X Link 2026-02-04T07:11Z [----] followers, [---] engagements
"⛽ Phillips [--] $PSX beat Q4 earnings expectations as U.S. refining margins rebounded from multi-year lows lifting profits after a weak [----]. Shares rose about 4% following the release. 📈 The company posted adjusted EPS of $2.47 vs $2.16 expected with its realized refining margin more than doubling to $12.48/bbl driving $542M in adjusted refining profit versus losses a year earlier. Refinery utilization climbed to 99%. 🔮 While Q1 utilization is guided lower (90%) with higher restructuring costs PSX strengthened its balance sheet cutting debt by $2B to $19.7B supported by asset sales and"
X Link 2026-02-04T16:27Z [----] followers, [---] engagements
"⛽ Equinor ASA $EQNR will cut share buybacks by 70% to $1.5B in [----] (from $5B in 2025) and plans a sharp capex reduction in [----] as Q4 pre-tax profit fell 22% to $6.2B amid weaker oil and gas prices. 💸 While dividends rise to $0.39/share total shareholder distributions are set to $5.5B in [----] (vs $9B last year). Equinor will hold [----] capex at $13B then cut to $9B in [----] mainly by scaling back renewables/low-carbon spending while keeping oil & gas investment stable. 📉 Peers Shell plc $SHEL and BP plc $BP may also trim payouts as prices stay soft highlighting a broader shift toward cash"
X Link 2026-02-04T16:31Z [----] followers, [---] engagements
"Political noise at Argentinas statistics agency is keeping markets on edge after the agency chief resigned following a government decision to delay a new inflation index that gives more weight to servicesraising concerns over institutional independence. 📉 Market reaction was cautious: S&P Merval $IMV slipped modestly after an early uptick bonds edged lower and country risk hovered just below [---] bps while the peso $USDARS stayed relatively stable. Analysts warn the move could hurt demand for inflation-linked (CER) bonds and cloud data credibility. 🔎 Despite FX reserve purchases ($1.25B YTD)"
X Link 2026-02-04T16:40Z [----] followers, [---] engagements
"🛢 OPEC crude output fell in January averaging [-----] mbpd down [---] kbpd MoM according to a Bloomberg survey as geopolitical turmoil curtailed Venezuelan exports and several members began a three-month production freeze. Roughly one-third of the decline came from Venezuela where oil flows were disrupted after a U.S. blockade followed the removal of Nicols Maduro tightening supply at the margin and reinforcing near-term market support. 📉 The pullback highlights how politics and policy are again shaping OPEC supply even as broader output discipline comes into force across the group ⚖ #OPEC"
X Link 2026-02-04T20:34Z [----] followers, [---] engagements
"🛢 Brazils oil regulator ANP cleared Petrobras $PBR to resume drilling at an exploratory well in the Foz do Amazonas basin after operations were halted earlier this year due to a drilling fluid leak. ⚙ Petrobras SA $PETR3 received approval after technical reviews found no impediments to restarting work provided it meets specific conditions including replacing all riser joint seals and additional worker training. 🌊 The decision reopens progress on one of Brazils most sensitive and strategic offshore exploration areas closely watched by both markets and environmental groups. #Petrobras"
X Link 2026-02-04T21:27Z [----] followers, [---] engagements
"📈 Evolution AB $EVO 💰Results 💰 Fourth quarter of [----] (Q4 2024) Net revenues decreased 3.7% to EUR [-----] million (533.8) and total operating revenues decreased 9.5% to EUR [-----] million (625.3) Adjusted EBITDA (excluding other operating revenues) decreased 6.1% to EUR [-----] million (363.6) corresponding to a margin of 66.4% (68.1) EBITDA decreased 13.6% to EUR [-----] million (455.0) Profit for the period amounted to EUR [-----] million (377.1) Earnings per share amounted to EUR [----] (1.83) January-December [----] (2024) Net revenues increased 0.2% to EUR [------] million (2063.1) and total"
X Link 2026-02-05T07:31Z [----] followers, [----] engagements
"🏭 Nippon Steel Corp $5401 widened its full-year net loss forecast to 70B ($446M) for the year ending March after posting losses through the first nine months. 📉 The outlook worsened from a prior 60B loss estimate driven by charges tied to the $15B acquisition of U.S. Steel and divestments of steel assets in Brazil. The company logged a 45B net loss for the nine months to December versus a 362.1B profit a year earlier. #Steel #Earnings #Japan https://twitter.com/i/web/status/2019317870493122692 https://twitter.com/i/web/status/2019317870493122692"
X Link 2026-02-05T07:51Z [----] followers, [---] engagements
"⛏ Anglo American plc $AAL reported a 10% drop in [----] copper output to [---] kt landing at the low end of guidance and cut its [----] copper outlook amid weaker productionparticularly at the Collahuasi JV mine in Chile. 📉 The miner now expects [----] copper production of [------] kt down from [------] kt previously and flagged $200M in H2 [----] charges tied to rehabilitation provisions in Chile. Shares of peers also reacted including Teck Resources Ltd $TECK.A. 🔄 Anglo continues its portfolio reshaping toward copper and iron ore while pursuing divestments of De Beers met coal and nickel assets as part"
X Link 2026-02-05T08:03Z [----] followers, [---] engagements
"⛏ Mantoverde mine in Chile reached a new labor agreement ending a strike of more than one month clearing the way for full resumption of operations according to sources. 💰 Workers secured final payments of $27000 per member while owner Capstone Copper Corp $CS said all four unions have now agreed to new contracts. 📊 In [----] Mantoverde produced [-----] tonnes of copper concentrate and [-----] tonnes of copper cathodes (0.4% of global output). Ownership: Capstone Copper 70% Mitsubishi Materials Corp $5711.T 30% ⚙ #Copper #Mining #LaborDeal https://twitter.com/i/web/status/2019591301583327643"
X Link 2026-02-06T01:57Z [----] followers, [---] engagements
"🥇 CME Group Inc. $CME raised margin requirements again for gold and silver futures as heightened volatility grips precious metals markets and the exchange moves to curb risk. 📊 COMEX gold margins (initial & maintenance) increased to 9% from 8% while COMEX silver margins were lifted to 18% from 15% effective after the Feb [--] close. CME has now raised margins three times since late January following a shift to percentage-based margining. ⚠ The move comes after extreme price swings with gold and silver posting their biggest losses in decades last week before rebounding sharply. #Gold #Silver"
X Link 2026-02-06T07:09Z [----] followers, [---] engagements
"🛢 Petrobras S.A. $PBR said it acquired a 42.5% stake in Block [----] offshore Namibia marking a strategic move to expand its upstream footprint in Africa and strengthen its exploration pipeline in frontier basins 🌍⛽ #Petrobras #Exploration #Energy"
X Link 2026-02-06T12:38Z [----] followers, [---] engagements
"Sanae Takaichi's ruling Liberal Democratic Party and its coalition partner are set to secure a big majority in Japans snap general election as voting closes on Sunday"
X Link 2026-02-08T12:14Z [----] followers, [----] engagements
"⚠ Namibia raised concerns over offshore stake acquisitions by TotalEnergies SE $TTE and Petrobras SA $PBR saying the deals were completed without prior notification or ministerial approval as required by law. 🛢 The companies said they each acquired 42.5% of the PEL104 exploration licence in the Luderitz Basin from Maravilla Oil & Gas and Eight Offshore Investments expanding exposure in a key frontier basin. Namibias energy ministry said it learned of the announcement only minutes before release and stressed prior approval is mandatory. 📜 The move comes as Namibia tightens"
X Link 2026-02-08T12:42Z [----] followers, [----] engagements
"💎 Angola is seeking a 2030% stake in De Beers the diamond unit being sold by Anglo American plc $AAL as the miner exits the business amid falling diamond prices and rising competition from synthetic diamonds. 🤝 Angola which had initially explored a majority stake now favors a smaller lower-risk position and is holding closed-door talks with Botswana Namibia and South Africa to align on a common regional approach. The stake would be acquired via state entities Endiama and Sodiam. ⚠ The move comes as Botswana also eyes a larger role in De Beers setting the stage for complex negotiations while"
X Link 2026-02-09T08:55Z [----] followers, [---] engagements
"⛏ The U.S. is stepping up its challenge to Chinas dominance over African critical minerals using offtake agreements and state-backed financing to redirect supplies of copper cobalt and other strategic metals into U.S.-aligned value chains according to diplomats and executives ahead of the Mining Indaba. Rather than deploying operators on the ground Washington is leveraging purchase agreements with traders and state minersparticularly in the DRC Zambia and Guineato secure output in regions where China controls much of the mining and refining capacity. Analysts say this approach allows the U.S."
X Link 2026-02-09T09:09Z [----] followers, [---] engagements
"Japan PM Sanae Takaichis landslide election win cheered equity markets but investors warn that marketsnot politicswill constrain fiscal ambitions. The ruling LDP secured over two-thirds of lower-house seats giving Takaichi a strong mandate even as concerns linger over debt sustainability. 📈 Markets reacted positively: Japanese equities hit record highs on expectations of consumer and corporate stimulus while the yen and JGBs stayed relatively stable as investors await concrete budget details. Analysts say bond yields and FX could quickly sell off if fiscal plans look overly expansionary. ⚖"
X Link 2026-02-09T09:27Z [----] followers, [---] engagements
"🛢 Namibia said it will not recognize the offshore stake purchases announced by TotalEnergies SE $TTE and Petrobras SA $PBR in the Lderitz Basin until the companies formally submit applications and complete the required legal approval process government officials said. ⚠ Authorities stressed that no transaction can be considered valid without regulatory clearance. Last week TotalEnergies and Petrobras each announced the acquisition of a 42.5% stake in the PEL104 exploration license offshore Namibia part of a push into one of the worlds last major oil exploration frontiers. 🌍 The deal"
X Link 2026-02-09T10:41Z [----] followers, [---] engagements
"🛢 Transocean Ltd. $RIG agreed to acquire Valaris Ltd. $VAL in an all-stock deal valued at $5.8B creating a global offshore drilling leader with a 73-rig fleet and a pro forma enterprise value of $17B. 📊 Ownership of the combined company will be 53% Transocean / 47% Valaris with $200M in identified cost synergies stronger cash flow and a path to 1.5x leverage within [--] months as the offshore cycle improves. ⚙ The merger expands exposure to ultra-deepwater and modern jackups improves liquidity and index inclusion potential and strengthens positioning across the worlds most attractive offshore"
X Link 2026-02-09T12:54Z [----] followers, [----] engagements
"📦 U.S. container imports fell 6.8% YoY in January but the data points to trade normalization rather than demand weakness according to Descartes Systems Group Ltd $DSG. January volumes totaled 2.32M TEUs still above the historical average after last years tariff-driven front-loading surge. Imports from China dropped 22.7% YoY to [------] TEUs accounting for about one-third of total U.S. imports reflecting easing distortions from earlier tariff anticipation. Investors view the trend as a sign of steadier more sustainable trade flows 📉📈 #GlobalTrade #SupplyChains #USEconomy"
X Link 2026-02-09T13:18Z [----] followers, [---] engagements
"Transocean Ltd $RIG announces its intention to acquire Valaris Ltd $VAL at a price equivalent to $81/share We have analyzed it in our research and it has been in our model portfolio since [----] 🚢 Very good revaluation and the offshore cycle is starting to heat up 🔥 👉 More information about our research methodology and current positioning: https://locosdewallstreet.com/suscripcion-fr-free-en https://twitter.com/i/web/status/2020854445790101942 https://locosdewallstreet.com/suscripcion-fr-free-en https://twitter.com/i/web/status/2020854445790101942"
X Link 2026-02-09T13:37Z [----] followers, [----] engagements
"🏭 Cleveland-Cliffs Inc. $CLF shares fell 3% after the steelmaker missed Q4 revenue expectations pressured by weak auto production the expiry of a five-year slab contract and adverse conditions in the Canadian market. 📉 Q4 revenue came in at $4.3B below the $4.59B consensus though adjusted loss narrowed to $0.43/share beating expectations of a $0.60 lossits first earnings beat after five consecutive misses. 📊 Despite the pullback $CLF is up 11% YTD following a 40% gain in [----] highlighting improving execution even as demand headwinds persist ⚙ #Steel #Earnings #Industrials"
X Link 2026-02-09T13:57Z [----] followers, [---] engagements
"🛢 Chevron Corp $CVX-led Tengiz oil field in Kazakhstan has recovered 60% of normal output reaching [------] bpd after January fires forced a prolonged shutdown according to industry sources. 📈 Full production of [------] bpd is targeted for Feb [--] lifting Kazakhstans total oil output to [---] mbpd in early February. The outage had weighed on exports via the CPC pipeline which are now set to rebound as Tengiz ramps up 🔧 #OilMarkets #EnergySupply #Kazakhstan https://twitter.com/i/web/status/2020860178195710225 https://twitter.com/i/web/status/2020860178195710225"
X Link 2026-02-09T13:59Z [----] followers, [---] engagements
"Argentine markets remain tightly linked to political developments and a new fiscal regularization scheme as investors weigh reform momentum against institutional and macro risks. 📉 Equities: the S&P Merval $IMV slipped after last weeks sharp selloff leaving the index 3% down in USD YTD underperforming regional peers amid slow reform progress and uneven economic recovery. 💵 FX & reserves: the peso $USDARS stayed broadly stable as the central bank continues dollar purchases ($1.48B accumulated in 2026) supporting reserves. 🏛 Key catalysts: Senate debate on labor reform rollout of a framework"
X Link 2026-02-09T15:39Z [----] followers, [---] engagements
"📊 Pluxee N.V. $PLX disclosed treasury share purchases for Feb [--] [----] totaling [------] shares repurchased at an overall weighted average price of [-----]. 💶 The buybacks were executed across XPAR DXE and TQE underscoring continued steady capital return execution during the period. #Pluxee #Buybacks #CapitalAllocation https://twitter.com/i/web/status/2020905977076211928 https://twitter.com/i/web/status/2020905977076211928"
X Link 2026-02-09T17:01Z [----] followers, [----] engagements
"🤖 H&R Block Inc $HRB rolls out new AI tools for the [----] tax season as taxpayers brace for changes under the One Big Beautiful Bill Act. The company launched AI Tax Assist for 24/7 automated answers in DIY Online & Desktop products blending generative AI with expertise from H&R Blocks Tax Institute while also upgrading in-person services with AI support for tax professionals 📊 🚀 Enhancements include a Smart Product Selector improved detection of credits/deductions/forms and a free tax professional review for new paid DIY clients through Feb. [--] [----]. Management highlights rising tax-code"
X Link 2026-02-09T21:08Z [----] followers, [----] engagements
"⛽ Russia says Cubas fuel situation is critical and accuses the U.S. of asphyxiating the islands economy pledging solidarity with Cuba and Venezuela amid rising geopolitical tensions. Havana plans fuel rationing to protect essential services as Washington tightens pressure on oil supplies ⚠ ✈ The crisis is already hitting aviation: Air Canada $AC suspended flights to Cuba after authorities warned jet fuel would no longer be available. Moscow says it remains in close diplomatic contact and has supplied oil in recent years while the standoff adds economic and logistical strain to the region 🌍"
X Link 2026-02-10T08:46Z [----] followers, [---] engagements
"🛢 BP plc $BP posts Q4 earnings in line with expectations and pauses share buybacks suspending its $750M quarterly repurchase program after writing down $4B in renewables and biogas assets. Adjusted net profit reached $1.54B (+32% YoY) matching forecasts as excess cash is redirected toward oil & gas investments 📉 🔄 The shift reinforces BP plc $BPs strategy pivot back to hydrocarbons under incoming CEO Meg ONeill with impairments tied to Lightsource bp Archaea and offshore wind. BP also highlighted Brazils Bumerangue discoveryits largest in [--] yearsestimated at 8B barrels of liquids with"
X Link 2026-02-10T08:52Z [----] followers, [---] engagements
"🔩 Copper prices trade flat as rising inventories and weak demand offset a softer dollar with Shanghai copper moving in a narrow range ahead of the Lunar New Year holidays. Higher stockpiles and subdued buying interest are capping upside despite currency support ⚖ 📉 Copper futures $HG1 slipped slightly while the U.S. Dollar Index $DXY stayed broadly steady keeping pressure balanced across the metals complex as traders await post-holiday demand signals 🧭 #Copper #Commodities #Markets https://twitter.com/i/web/status/2021145399759687933 https://twitter.com/i/web/status/2021145399759687933"
X Link 2026-02-10T08:53Z [----] followers, [---] engagements
"🔥 Valero Energy Corp $VLO reports a fire at its Ardmore Oklahoma refinery with five people hospitalized following the incident. The [-----] bpd facility was affected on Monday but the fire has since been fully extinguished according to local media citing the company 🚑 ⚠ Valero Energy Corp $VLO said operations were stabilized after the incident though the company was not immediately available for further comment as markets monitor potential operational impacts #Energy #Refining #BreakingNews https://twitter.com/i/web/status/2021145626071666975"
X Link 2026-02-10T08:54Z [----] followers, [---] engagements
"Hasbro $HAS and Warner Bros Discovery $WBD's global consumer products division announced a multi-year partnership on Tuesday to create toys and games based on the Harry Potter universe"
X Link 2026-02-10T13:43Z [----] followers, [---] engagements
"🛢 Equinor ASA $EQNR plans a sharp increase in international oil and gas production by [----] targeting [------] boe/day abroad versus [------] boe/day in [----] (+23%+) while keeping domestic output broadly stable. Growth is driven by Brazils Bacalhau and Raia the Sparta project in the U.S. Gulf operated by Shell plc $SHEL and higher volumes from Adura its UK JV with Shell 📈 🌍 Bacalhau is ramping toward [------] bpd in 2H26 Raia starts in [----] and Equinor is nearing a key investment decision for Canadas Bay du Nord. Beyond [----] the company is positioning for selective exploration in Brazil Angola"
X Link 2026-02-10T13:50Z [----] followers, [---] engagements
"💳 Bernstein SocGen Group reiterates Market Perform on PayPal Holdings Inc $PYPL setting a $45 price target vs $41 noting the stock is down 30% YTD but screens as undervalued on fair value metrics. The firm flags a bleak outlook for PayPals branded business citing weak e-commerce growth outside major platforms and eroding pricing power versus competing payment methods 📉 ⚠ Bernstein warns branded gross profit trends could lag overall TPV though a 16% [----] FCF yield suggests some downside is already priced in. While upside looks limited near current levels the firm says $3035 could make"
X Link 2026-02-10T13:56Z [----] followers, [---] engagements
"💳 Jefferies reiterates Hold on PayPal Holdings Inc $PYPL with a $40 price target slightly below the current $41 level despite fair value models pointing to potential undervaluation. The firms analysis of Q4 disclosures shows branded take rates fell [---] bps YoY driven by volume-based investments signaling continued pressure on PayPals core branded business 📉 📊 Offsetting this Braintree and Venmo showed improving economics with take rates up [--] bps and [--] bps YoY respectively. Jefferies notes overall take rates remain pressured by TPV mix shift lower Xoom pricing and Paidy reclassification"
X Link 2026-02-10T13:57Z [----] followers, [---] engagements
"🚬 British American Tobacco p.l.c. $BATS extends Chair Luc Jobins tenure until April [----] allowing him to remain in the role for up to two additional years while the company continues its search for a successor. The move means Jobin will exceed the UK Corporate Governance Codes nine-year board tenure guideline when he reaches that mark in July [----] ⚖ 🔄 The board said the extension provides stability during BATs transformation removing uncertainty at a critical phase. Senior Independent Director Holly Keller Koeppel will step down after the [----] AGM with Karen Guerra set to assume the role"
X Link 2026-02-10T13:58Z [----] followers, [---] engagements
"🥈 Silver inventories on the Shanghai Futures Exchange are collapsing with deliverable stocks down to [---] tonnes the lowest level since [----]. That represents an 88% drop from the 3000-tonne peak in January [----] highlighting extreme tightness in Chinas physical silver market 📉 🌍 The squeeze has been intensified by heavy silver exports from China to London in [----] which eased global shortages but drained local inventories even further. With available supply at multi-year lows the physical silver market is now among the tightest seen in the past decade ⚠ #Silver #Commodities #Metals"
X Link 2026-02-10T13:59Z [----] followers, [---] engagements
"🎬 Paramount Global $PSKY revised its all-cash $30/share offer for Warner Bros. Discovery Inc $WBD adding a $0.25 per share quarterly fee for each quarter the deal fails to close beyond Dec. [--] 2026equivalent to roughly $650M in cash per quarter 💰 Paramount Global $PSKY also said it would finance the $2.8B breakup fee owed to Netflix Inc $NFLX if the transaction collapses. Warner Bros. Discovery Inc $WBD and Netflix Inc $NFLX declined to comment keeping deal uncertainty elevated 📉 #Mergers #Media #Stocks https://twitter.com/i/web/status/2021226105647038529"
X Link 2026-02-10T14:13Z [----] followers, [---] engagements
"📈CRESUD S.A.C.I.F. $CRESY 💰Results 💰 NET INCOME FOR THE FIRST HALF OF FISCAL YEAR [----] reached ARS [------] million compared to a loss of ARS [-----] million in the same period of [----]. This result was mainly driven by the gain from changes in the fair value of IRSA investment properties. ADJUSTED EBITDA for the period totaled ARS [------] million 19.0% lower than in the same period of [----]. Adjusted EBITDA from the agribusiness segments amounted to ARS [-----] million while the urban properties and investments business (through IRSA) contributed ARS [------] million. The [----] REGIONAL AGRICULTURAL"
X Link 2026-02-10T14:23Z [----] followers, [---] engagements
"🛢 BP plc $BP decision to suspend share buybacks is a short-term pain that could turn into a long-term strategic gainand even a potential opportunity for rivals like Shell plc $SHEL according to Reuters Ron Bousso. The move BPs biggest financial reset since its [----] dividend cut prioritizes balance-sheet repair and production growth over shareholder payouts 📉 📊 Halting $4.5B in [----] buybacks should help BP plc $BP cut net debt from $22B toward a $1418B target by [----] while its oil & gas output rebounds toward 2.5M boe/day by [----] supported by major projects and the 8B-barrel Bumerangue"
X Link 2026-02-10T16:04Z [----] followers, [---] engagements
"🔥 Spains natural gas imports totaled [-----] GWh in January down from [-----] GWh a year earlier according to Enags SA $ENG. The data shows a modest year-on-year decline in inbound gas volumes 📉 🚢 Supply sources remained diversified: 62.4% came from LNG while 37.6% arrived via pipelines underscoring Spains continued reliance on seaborne gas despite strong regasification capacity and regional pipeline links ⚙ #NaturalGas #EnergyMarkets #Spain https://twitter.com/i/web/status/2021280989217951974 https://twitter.com/i/web/status/2021280989217951974"
X Link 2026-02-10T17:51Z [----] followers, [---] engagements
"🥇 Platinum deficits are set to persist as EV adoption slows according to Valterra Platinum Ltd $VAL with weaker-than-expected electric vehicle rollout supporting demand for platinum-group metals used in catalytic converters. The slower transition away from internal combustion engines is helping tighten supply-demand balances 📉 🚗 While the EV boom had pressured platinum and palladium sentiment in recent years delayed adoption in key markets is now boosting outlooks for both metals keeping the physical market in deficit for the coming years Valterras CEO said 🔧 #Platinum #Commodities #EVs"
X Link 2026-02-10T18:20Z [----] followers, [---] engagements
"⚠ Donald Trump warned Iran that failure to reach a deal could trigger tougher action including sending a second U.S. aircraft carrier strike group to the Middle East. Talks have resumed but Washington wants broader terms beyond Irans nuclear program while Tehran resists. Trump says military pressure is key as Benjamin Netanyahu prepares to visit Washington amid skepticism over a deal 🚢⚔ #Geopolitics #MiddleEast #GlobalRisk https://twitter.com/i/web/status/2021291878403145882 https://twitter.com/i/web/status/2021291878403145882"
X Link 2026-02-10T18:35Z [----] followers, [---] engagements
"📊 MSCI Inc. $MSCI announced the February [----] Index Review effective after the close on Feb [--] [----]. The MSCI ACWI Index will see [--] additions and [--] deletions reflecting shifting global equity dynamics. The largest additions to the MSCI World Index by full market cap are AST SpaceMobile Inc $ASTS Coherent Corp $COHR and FTAI Aviation Ltd $FTAI all from the U.S. 🚀📈 #MSCI #Equities #GlobalMarkets https://twitter.com/i/web/status/2021349358231244823 https://twitter.com/i/web/status/2021349358231244823"
X Link 2026-02-10T22:23Z [----] followers, [---] engagements
"🏈 Nearly 125M U.S. viewers watched the Seattle Seahawks crush the New England Patriots [----] making it the second most-watched Super Bowl in U.S. history. The game averaged 124.9M viewers across NBC (owned by Comcast Corp $CMCSA) Peacock Telemundo and NFL+ peaking at 137.8M 📺🔥 🎤 The halftime show by Bad Bunny drew 128.2M viewers generating 4B social views in 24h as advertisers paid up to $10M per 30-sec spot 💰 #SuperBowl #Media #NFL https://twitter.com/i/web/status/2021517825974673580 https://twitter.com/i/web/status/2021517825974673580"
X Link 2026-02-11T09:33Z [----] followers, [---] engagements
"Activist investor Ancora Holdings has built a stake worth about $200 million in Warner Bros Discovery $WBD and plans to oppose Warner's deal to sell its prized television and film assets to Netflix $NFLX the Wall Street Journal reported on Tuesday"
X Link 2026-02-11T09:33Z [----] followers, [---] engagements
"🚭 India will maintain its [----] ban on e-cigarettes and heated tobacco devices rejecting lobbying efforts by Philip Morris International Inc $PM to introduce IQOS. The Health Ministry said it is not considering any relaxation reaffirming a strict tobacco-control stance. PMI which holds 76% of the global heated tobacco market and has grown its cigarette share in India to 7.6% argued the ban is illogical. Peers exposed to the market include British American Tobacco PLC $BATS and ITC Ltd $ITC 📉 #Tobacco #Regulation #EmergingMarkets https://twitter.com/i/web/status/2021518863842545716"
X Link 2026-02-11T09:37Z [----] followers, [---] engagements
"🛢 TotalEnergies SE $TTE will cut Q1 buybacks by 62% to $750M as weaker oil & gas prices weigh on results. Q4 adjusted net profit fell 13% YoY to $3.8B despite a 215% surge in refining profits. Peers are also tightening capital returns: BP plc $BP. paused buybacks while Equinor ASA $EQNR trimmed them by 70%. Meanwhile Exxon Mobil Corp $XOM and Shell plc $SHEL keep programs intact 📉⚡ #Energy #OilMarkets #CapitalAllocation https://twitter.com/i/web/status/2021519010932678667 https://twitter.com/i/web/status/2021519010932678667"
X Link 2026-02-11T09:37Z [----] followers, [---] engagements
"☀ BP plc $BP. sold a 10% stake in its Shafag solar project (Azerbaijan) to Hungarys MVM Energetika Zrt retaining 40.01% ownership. Partners include SOCAR Green (39.99%) and Azerbaijan Business Development Fund (10%). BPs solar unit Lightsource bp expects the project to be completed by [----] generating [---] GWh annually reinforcing its renewables push ⚡🌍 #Renewables #EnergyTransition #Solar https://twitter.com/i/web/status/2021566048806277209 https://twitter.com/i/web/status/2021566048806277209"
X Link 2026-02-11T12:44Z [----] followers, [---] engagements
"🍷 Shares of Pernod Ricard SA $RI.PA and Remy Cointreau SA $RCO.PA fell after exports of French wine & spirits declined for a third straight year hitting a 20+ year low. Shipments to China and the U.S. weakened weighing on demand. Meanwhile China signaled possible probes or reciprocal tariffs on EU alcoholic beverages if new tariffs move forward adding fresh risk for Frances premium cognac sector 📉🍾 #TradeTensions #Luxury #GlobalMarkets https://twitter.com/i/web/status/2021567393705660769 https://twitter.com/i/web/status/2021567393705660769"
X Link 2026-02-11T12:50Z [----] followers, [---] engagements
"@Kamikazepartner A hedge fund analyst has prepared this report on Valaris 👇 $VAL $VAL surging after Transocean's $5.8B acquisition deal. 🚀We published a full deep-dive on Valaris weeks ago ➡ fleet backlog supply dynamics and [--] valuation scenarios. The report is free in the next post https://t.co/4vSaWTeABW $VAL surging after Transocean's $5.8B acquisition deal. 🚀We published a full deep-dive on Valaris weeks ago ➡ fleet backlog supply dynamics and [--] valuation scenarios. The report is free in the next post https://t.co/4vSaWTeABW"
X Link 2026-02-11T13:54Z [----] followers, [---] engagements
"CME Group $CME is considering launching a rare earths futures contract which would be the first of its kind"
X Link 2026-02-11T17:03Z [----] followers, [---] engagements
"🔍 Baker Hughes Co $BKR is exploring a potential $1.5B sale of Waygate Technologies its industrial testing & inspection unit according to Bloomberg. The process could begin in coming months and attract private equity interest. The move follows its $13.6B all-cash acquisition of Chart Industries Inc $GTLS as CEO Lorenzo Simonelli reshapes the portfolio toward energy transition and LNG growth 📊⚡ #Energy #M&A #OilServices https://twitter.com/i/web/status/2021649388284817434 https://twitter.com/i/web/status/2021649388284817434"
X Link 2026-02-11T18:15Z [----] followers, [---] engagements
"🚀 AST SpaceMobile Inc $ASTS plans to issue $1B in convertible senior notes due [----] with an option for buyers to purchase an additional $150M. Proceeds will fund global spectrum deployment AI monetization government space projects debt reduction and expansion of its SpaceMobile service. Simultaneously ASTS will launch registered direct equity offerings and use proceeds (plus cash) to repurchase up to $300M of existing [----] convertible notes refinancing its debt stack while extending maturities 📡💰 #Space #CapitalMarkets #Satellite https://twitter.com/i/web/status/2021706004476383440"
X Link 2026-02-11T22:00Z [----] followers, [----] engagements
"🚬 British American Tobacco PLC $BATS reported a 2.3% rise in annual profit to 11.28B as its nicotine pouch Velo gained U.S. market share. Growth in vapor and heated tobacco products lifted new-category revenue +7% in [----] pushing total sales up 2.1% to 25.61B. Velo is taking share from Altria Group Inc $MO (On) and Philip Morris International Inc $PM (Zyn) strengthening BATs position in reduced-risk products 📈💨 #Tobacco #Earnings #ConsumerGoods https://twitter.com/i/web/status/2021845774582067476 https://twitter.com/i/web/status/2021845774582067476"
X Link 2026-02-12T07:16Z [----] followers, [----] engagements
"🔋 Albemarle Corp $ALB will idle its Kemerton lithium processing plant in Western Australia after posting a larger-than-expected quarterly loss. Q4 net loss reached $455.9M (-$3.87/share) as lithium prices remain 90% below [----] highs despite recent stabilization. Kemerton processes spodumene from Greenbushes co-owned with Chinas Tianqi Lithium Corp $002466. While lithium sales volumes rose 23% weak pricing continues to pressure margins 📉⚡ #Lithium #EV #Commodities https://twitter.com/i/web/status/2021857523657998585 https://twitter.com/i/web/status/2021857523657998585"
X Link 2026-02-12T08:02Z [----] followers, [---] engagements
"📦 HelloFresh SE $HFG plunged 6% after reporting a 9% YoY revenue drop (constant FX) worse than its 68% guidance and warning of a soft start to [----]. Q4 demand was hit by extreme weather in Europe and the U.S. while its ready-to-eat segment underperformed. Despite a slight EBITDA beat (423M +14% YoY) and improved meal-kit margins (13.5%) investors focused on weak revenue momentum and customer trends. The company will exit Italy and Spain to protect profitability 📉🍽 #Earnings #Consumer #Europe https://twitter.com/i/web/status/2021867440460759417"
X Link 2026-02-12T08:42Z [----] followers, [----] engagements
"⚡ President Donald Trump is pushing to revive U.S. coal power pledging $175M in federal funds to upgrade six plants and directing the Defense Department to purchase electricity from others. While the support could extend the life of aging coal facilities analysts note it may not be enough to attract private investment needed for new capacity given financial and political risks ⛏📉 #Coal #EnergyPolicy https://twitter.com/i/web/status/2021920617293836307 https://twitter.com/i/web/status/2021920617293836307"
X Link 2026-02-12T12:13Z [----] followers, [---] engagements
"Argentinas Senate approved President Javier Mileis labor reform bill in a [----] vote marking a key legislative win. The overhaul aims to boost investment and formal employment by easing hiring rules reducing dismissal costs and limiting strike provisions but faces strong union and opposition backlash. The bill now heads to the lower house amid street protests and political tension. Milei calls it a turning point for the labor market while critics warn it cuts worker protections ⚖📉 #Argentina #Reform #EmergingMarkets https://twitter.com/i/web/status/2021935547338408389"
X Link 2026-02-12T13:12Z [----] followers, [---] engagements
"🏭 President Donald Trump is reportedly planning to scale back some steel and aluminum tariffs according to the Financial Times. U.S. officials believe certain levies some as high as 50% are raising consumer prices on goods like food cans and household products. The administration is reviewing affected product lists and could exempt select items while launching more targeted national security probes. The move comes amid voter concerns over cost of living ahead of midterm elections 📉⚖ #Trade #Tariffs #USMarkets https://twitter.com/i/web/status/2022253052351168807"
X Link 2026-02-13T10:14Z [----] followers, [---] engagements
"📈 Edenred SE $EDEN and Pluxee N.V. $PLX both part of our research model portfolio shares rose in Paris after a Brazilian judge suspended a proposed meal voucher reform that would have capped operator fees. The preliminary ruling applies only to Edenred though other employee-benefits firms have also filed legal challenges easing regulatory overhang in a key market ⚖💳#Edenred #Pluxee #Regulation https://twitter.com/i/web/status/2014021151224172698 https://twitter.com/i/web/status/2014021151224172698"
X Link 2026-01-21T17:03Z [----] followers, [----] engagements
"🛢 U.S. Energy Secretary Chris Wright said at Davos that the world needs to more than double global oil production criticizing EU and California green energy policies as inefficient and risky for energy security. Speaking alongside Occidental Petroleum Corp. $OXY CEO Vicki Hollub Wright argued oil and gas will remain essential for decades while warning EU methane rules could hinder U.S.Europe energy cooperation. Hollub noted Occidental exited California due to state regulations underscoring policy-driven supply constraints amid global demand growth 🌍⚡ #OilMarkets #EnergyPolicy #Geopolitics"
X Link 2026-01-22T12:52Z [----] followers, [---] engagements
"⚖ A Brazilian judge granted an injunction to Pluxee N.V. $PLX suspending oversight actions and sanctions linked to new government rules that change the meal-voucher system in Brazil. $PLX becomes the third company to secure court relief after Edenred SE $EDEN and Brazils VR with Pluxee saying the ruling avoids immediate disruptions to the food benefits ecosystem. The decision offers temporary regulatory relief for operators tied to Sodexo SA $SW in the market. 🍽📉 #Brazil #Regulation #FoodBenefits https://twitter.com/i/web/status/2016217411100225687"
X Link 2026-01-27T18:31Z [----] followers, [----] engagements
"⛏ Vicua Corp the copper JV between BHP Group Ltd $BHP and Lundin Mining Corp $LUN could double investment to $800M in [----] for its flagship Filo del Sol and Josemara projects in Argentina up from $390M in [----]. 📊 The Vicua District is among the largest undeveloped coppergoldsilver deposits globally with estimated [--] Mt of measured copper (+25 Mt inferred). First production is targeted around [----] pending an integrated technical report due in Q1. The push aligns with Argentinas efforts to attract foreign capital via the RIGI incentives positioning copper as a key export to capitalize on"
X Link 2026-02-09T09:17Z [----] followers, [---] engagements
"January Nonfarm Payrolls rise [------] above expectations for [-----]. The U.S. Unemployment Rate fell from 4.4% to 4.3% beating estimates"
X Link 2026-02-11T13:32Z [----] followers, [----] engagements
"Petrobras $PBR nforms about the monetary update of shareholder remuneration related to 3Q25"
X Link 2026-02-12T18:42Z [----] followers, [---] engagements
"📉 Coinbase Global Inc $COIN posted a surprise Q4 loss of $666.7M (-$2.49/share) vs. expectations of a $0.55 profit as crypto trading volumes weakened amid a broad digital asset selloff. Transaction revenue fell to $982.7M (from $1.56B YoY) with consumer trading down 45%. Bitcoin ETF outflows ($12B since November) and softer volatility pressured activity. Still subscription & services revenue rose 13.5% to $727.4M driven by stablecoin growth via its partnership with Circle Internet Financial Ltd $CRCL helping cushion results 🔻💰 #Crypto #Earnings #Bitcoin"
X Link 2026-02-13T10:02Z [----] followers, [---] engagements
"🛢 Colombia saw oil output fall 3.4% YoY in [----] to [------] bpd while commercial gas production dropped 17.1% to [-----] MMcf/d according to the Agencia Nacional de Hidrocarburos. December figures also declined for both crude (-1.1%) and gas (-22.7%). Industry group Campetrol cited natural field decline and operational disruptions as President Gustavo Petro maintains a ban on new exploration contracts amid a push toward energy transition ⚡📉 #Energy #Colombia #OilMarkets"
X Link 2026-02-13T10:07Z [----] followers, [---] engagements
"🛢 Some OPEC+ members see room to resume supply hikes in April arguing fears of a global oil glut may be overstated. The group led by Saudi Arabia and Russia has not yet made a formal decision ahead of its March [--] meeting. Delegates say the outcome could hinge on geopolitical risks including whether President Donald Trump escalates tensions with Iran or reaches a nuclear deal factors that could reshape supply expectations 📈🌍 #OPEC #OilMarkets #Geopolitics"
X Link 2026-02-13T16:19Z [----] followers, [---] 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 https://twitter.com/i/web/status/1969407508054745326 https://twitter.com/i/web/status/1969407508054745326"
X Link 2025-09-20T14:25Z [----] followers, [----] engagements
"Targa Resources $TRGP said on Monday that it will acquire Stakeholder Midstream for $1.25 billion in cash"
X Link 2025-12-01T12:28Z [----] followers, [---] engagements
"Argentina signs its first large-scale LNG export contract to Europe as Southern Energy (SESA) owned by Pan American Energy (private) Golar LNG Ltd $GLNG YPF SA $YPF Pampa Energa SA $PAM and Harbour Energy plc $HBR agrees to supply Germanys Securing Energy for Europe (SEFE) with [--] MTPA of LNG for [--] years from [----] via the Hilli Episeyo FLNG. The deal could generate over $7B in exports and support $6B+ in LNG infrastructure investment boosting Argentinas role as a future global LNG exporter and strengthening Europes energy security 🌍🧊💰 #LNG #Argentina #EnergySecurity"
X Link 2025-12-01T15:49Z [----] followers, 13.3K engagements
"🛢 Targa Resources $TRGP gained about 3% after Exxon Mobil $XOM raised its Permian Basin growth outlook a shift RBC Capital Markets says is directly bullish for Targas midstream system. Exxon now plans to double Permian output to 2.5M bpd by [----] an upgrade of 200k boepd versus its prior plan. RBC highlights that Targa is heavily exposed to the largest best-capitalized Permian producers who keep drilling even when commodity prices fluctuate. Higher long-term volumes plus Exxons export ambitions should drive stronger stickier throughput across Targas Permian and Gulf Coast infrastructure."
X Link 2025-12-09T16:26Z [----] followers, [---] engagements
"💰 Amerigo Resources $ARG $ARREF declared a new C$0.05 performance dividend boosting total [----] dividends to C$0.18 per share as strong copper prices and a debt-free balance sheet fuel its Capital Return Strategy. The company emphasized that performance dividends are incremental not a replacement for its regular quarterly payouts or buybacks Amerigo retired 3.97M shares this year. CEO Aurora Davidson highlighted the flexibility of this mechanism to return extra capital when market conditions align 🔧📈 #Copper #Dividends #Mining https://twitter.com/i/web/status/1998739241132527950"
X Link 2025-12-10T12:59Z [----] followers, [---] engagements
"🔋 Albemarle Corp $ALB gets price target upgrades to $150 from both RBC Capital Markets (Royal Bank of Canada $RY) and Citigroup Inc $C citing stronger demand for energy storage systems (ESS) and improving lithium market balance. Brokers see earlier supply-demand normalization rising lithium prices and better FCF visibility supported by cost discipline pushing ALB shares up premarket 📈⚡#Lithium #EnergyStorage #CleanEnergy https://twitter.com/i/web/status/2001657978026393816 https://twitter.com/i/web/status/2001657978026393816"
X Link 2025-12-18T14:17Z [----] followers, [---] engagements
"🎬 Netflix Inc $NFLX is pushing for a short 17-day theatrical window for Warner Bros. Discovery Inc $WBD films following its pending $82.7B acquisition a move that has sparked strong backlash from cinema owners and filmmakers ⚠🍿 🎟 Theater chains like AMC Entertainment Holdings Inc $AMC argue a 45-day window is essential to sustain the theatrical business pointing to strong box office demandhighlighted by the Stranger Things finale generating $2528M over New Years. The proposal underscores rising tensions between streaming-first strategies and the traditional cinema model. #StreamingWars"
X Link 2026-01-02T20:01Z [----] followers, [----] engagements
"⛽ Eni SpA $ENI and Repsol SA $REP struggle to collect $6B in Venezuelan gas payments European energy majors Eni SpA $ENI and Repsol SA $REP are facing difficulties recovering around $6B owed by Venezuela for gas and naphtha supplies with reports of limited urgency from U.S. authorities amid ongoing sanctions. The issue centers on gas produced at the Perla offshore field a 50/50 JV operated locally and payments previously settled via oil swaps with PDVSA. Since U.S. sanctions in 2019and tighter enforcement under the current America First stanceoil-for-debt mechanisms have narrowed complicating"
X Link 2026-01-06T12:31Z [----] followers, [---] engagements
"Amerigo $ARG Reports Record Q4-2025 Highlights: Q4-2025 copper: 18.9M lbs (record). FY2025 copper: 62.2M lbs above revised guidance; molybdenum: 1.5M lbs (also above guidance). [----] guidance: 63.8M lbs copper + 1.5M lbs moly. Cash costs: $1.93/lb (normalized $1.87/lb); strong moly credits. Avg copper price 2025: $4.73/lb; Q4 provisional: $5.35/lb. Debt-free since Oct 2025; $40.3M cash at year-end. $20.3M returned to shareholders in [----] (dividends + buybacks). Key [----] guidance: Copper production: 63.8M lbs Molybdenum production: 1.5M lbs Cash cost: $1.98/lb (up YoY due to FX energy inflation"
X Link 2026-01-13T13:46Z [----] followers, [---] engagements
"🔩 Copper production leaders Q3 [----] underline how scale and asset quality dominate global supply as copper remains a strategic metal for electrification and AI. BHP Group Ltd $BHP leads with [---] kt followed by Freeport-McMoRan Inc $FCX (414 kt) Zijin Mining Group Co $2899.HK (263 kt) and Codelco (248 kt) 📊⚡ The next tier includes Glencore plc $GLEN (240 kt) Southern Copper Corp $SCCO (235 kt) and Rio Tinto Group $RIO (204 kt) while diversified producers like Anglo American plc $AAL CMOC Group Ltd $3993.HK KGHM Polska Mied SA $KGH and Antofagasta plc $ANTO add depth to supply. In a"
X Link 2026-01-18T18:13Z [----] followers, [----] engagements
"⛽ Ecopetrol S.A. $EC is taking preliminary steps to resume natural gas imports from Venezuela betting that a potential easing of U.S. sanctions under Donald Trump could reopen cross-border energy flows. The move would help Colombia secure gas supply as domestic production tightens highlighting how geopolitics could quickly reshape regional energy trade if Washington softens its stance toward Caracas 🌎⚡ #Ecopetrol #EnergySecurity #Geopolitics https://twitter.com/i/web/status/2013690589892513912 https://twitter.com/i/web/status/2013690589892513912"
X Link 2026-01-20T19:10Z [----] followers, [---] engagements
"🔋 Albemarle Corp. $ALB rose after Truist Securities upgraded the stock to Buy from Hold and raised its price target to $205 from $125 implying 19% upside from the last close. Truist expects improving lithium price outlooks supported by better industry supply discipline and strong demand from energy storage systems EVs and data-center/AI-related infrastructure even as broader macro growth remains subdued in [----] 📈⚡ #Lithium #EVs #EnergyTransition https://twitter.com/i/web/status/2013966501636641114 https://twitter.com/i/web/status/2013966501636641114"
X Link 2026-01-21T13:26Z [----] followers, [---] engagements
"⚖🌱 Cerrado Gold $CERT disputes unfavourable EIA opinion for Lagoa Salgada (Portugal) 📅 Date: January [--] [----] 📰 Source: GlobeNewswire 🏢 Company: Cerrado Gold Cerrado Gold announced it received a purported unfavourable opinion from Portugals Environmental Agency (APA) regarding the Environmental Impact Assessment (EIA) for the Lagoa Salgada Project. The Company argues the opinion was issued after the statutory deadline and therefore the EIA should be deemed tacitly approved under Portuguese law (RJAIA). Legal position Under Portuguese EIA law APA had [--] business days to issue a decision"
X Link 2026-01-23T12:13Z [----] followers, [----] engagements
"Since its launch in September [----] the models and analytical methodology of @lwsresearch have shown a solid historical performance with a 38.9% CAGR since inception based on model portfolios and a methodology applied consistently over time"
X Link 2026-01-25T12:26Z [----] followers, [----] engagements
"📌 New investment idea in our Financial Research: Golar LNG $GLNG Want to read the full thesis Subscribe 👇 Golar is the leading independent player in FLNG (floating LNG) a highly specialized niche within the global gas midstream. Its edge is industrial and end-to-end: it designs/converts operates and maintains FLNG units that liquefy gas at the source and export it as LNG without onshore infrastructure. Bottom line: long-duration contracts high technical uptime and more predictable cash flows with strong resilience to geopolitical shocks. #Investing #LNG #NaturalGas #Midstream"
X Link 2026-01-27T12:01Z [----] followers, [----] engagements
"🛢 Petrleo Brasileiro SA (Petrobras) $PBR said it does not rule out entering Venezuela as a potential option to secure new natural gas supplies according to executive Anglica Laureano head of energy transition and sustainability. She noted the company is assessing conditions following recent developments in Venezuela and stressed the situation still needs to evolve while Petrobras already advances gas projects in Colombia as part of its regional strategy. 🌎⚡ #Energy #NaturalGas #LatAm https://twitter.com/i/web/status/2016215784876392765 https://twitter.com/i/web/status/2016215784876392765"
X Link 2026-01-27T18:24Z [----] followers, [---] engagements
"🔄 Cerrado Gold Inc. $CERT ($CRDOF) filed a Normal Course Issuer Bid (NCIB) to repurchase up to 6.79M shares (5% outstanding) citing that the stock does not reflect the value of its assets and future prospects. The NCIB runs Feb [--] [----] Feb [--] [----] with a cap of 2% of shares per 30-day period. Purchases will be made on the TSX Venture Exchange via Stifel Financial Corp. and all repurchased shares will be cancelled aiming to enhance shareholder value. 📈💰 #ShareBuyback #Gold #Mining https://twitter.com/i/web/status/2016497523976777728 https://twitter.com/i/web/status/2016497523976777728"
X Link 2026-01-28T13:04Z [----] followers, [---] engagements
"🛢 Petrleo Brasileiro SA (Petrobras) $PBR expanded and renewed oil sales contracts with Indian state refiners Indian Oil Corporation Ltd $IOC Bharat Petroleum Corp Ltd $BPCL and Hindustan Petroleum Corp Ltd $HPCL. The agreements represent up to 60M barrels in sales with a potential value exceeding $3.1B and will remain in effect through March [----] reinforcing Petrobras long-term crude supply ties with India. 📈🌏 #OilMarkets #EnergyTrade #Petrobras https://twitter.com/i/web/status/2016583904740692221 https://twitter.com/i/web/status/2016583904740692221"
X Link 2026-01-28T18:47Z [----] followers, [---] engagements
"🛢 Petrleo Brasileiro S.A. (Petrobras) $PBR reported 12.1B boe in proved reserves as of Dec. [--] [----] under SEC standards with 84% oil & condensate and 16% natural gas. In [----] $PETR3 added 1.7B boe delivering a 175% reserve replacement rate despite record production and a reserves-to-production ratio of [----] years. Growth was driven by Bzios Tupi Mero and Itapu (Santos Basin) plus progress in Sergipe-Alagoas deepwater underscoring project resilience to oil price swings and long-term energy security. 📈⚡ #Energy #OilGas #Brazil https://twitter.com/i/web/status/2016798556464542040"
X Link 2026-01-29T09:00Z [----] followers, [---] engagements
"📈 Glencore $GLEN 💰Results 💰 Headline: Glencore delivered FY2025 key commodity production within guidance for the second year running highlighted by a very strong H2 copper rebound continued strength in zinc and coal volumes and reiterated confidence in Marketing earnings.Key takeaways Guidance delivered: Production for key commodities landed within guidance ranges credited to simplified/optimized operating structures. Copper: big H2 rebound: H2 copper 500kt (+48% vs H1) driven mainly by higher grades/recoveries at KCC Mutanda Antapaccay Antamina. Zinc: improving in H2: H2 zinc up +39kt"
X Link 2026-01-29T09:03Z [----] followers, [---] engagements
"👟 Adidas AG $ADS reported stronger-than-expected Q4 operating profit of 164M beating analyst estimates and lifting full-year operating profit slightly above its October guidance. The German sportswear group also announced a new share buyback program signaling confidence as it builds momentum from retro sneakers and new running and football product launches reinforcing its turnaround narrative. 📈💶 #Earnings #ShareBuyback #ConsumerBrands https://twitter.com/i/web/status/2016946531090227481 https://twitter.com/i/web/status/2016946531090227481"
X Link 2026-01-29T18:48Z [----] followers, [---] engagements
"🛢 Coterra Energy Inc. $CTRA and Devon Energy Corp. $DVN are in advanced talks to merge in what could become the largest U.S. shale oil & gas deal in nearly two years according to the Financial Times. The transaction is expected to be structured as a merger of equals and could be announced as early as next week following earlier reports that the two producers were exploring a combination to gain scale and efficiencies. 🔄📈 #Energy #Mergers #ShaleOil https://twitter.com/i/web/status/2016946917323002086 https://twitter.com/i/web/status/2016946917323002086"
X Link 2026-01-29T18:49Z [----] followers, [----] engagements
"⛏ Rio Tinto Group $RIO and Glencore Plc $GLEN are seeking more time to negotiate a potential merger that would create the worlds largest mining company as talks continue over the premium Rio would need to pay sources say. Discussions ongoing since early this month aim to form a mining giant with a major copper footprint but valuation disagreements mean the parties are likely to request a deadline extension from the UK Takeover Panel to keep negotiations alive. 📈 #Mining #Mergers #Copper https://twitter.com/i/web/status/2017289457100329049 https://twitter.com/i/web/status/2017289457100329049"
X Link 2026-01-30T17:31Z [----] followers, [---] engagements
"🛢 U.S. drillers added oil and gas rigs for a second straight week lifting the total count to [---] the highest since December according to Baker Hughes Co. $BKR. Oil rigs were flat at [---] while gas rigs rose to [---] (highest since December). Despite the uptick the total rig count is still 6% below last year reflecting continued capital discipline. The EIA expects U.S. crude output to edge lower in [----] while gas production rises as Henry Hub prices ease and LNG demand supports flows. ⚙📈 #OilGas #RigCount #EnergyMarkets https://twitter.com/i/web/status/2017340622412100010"
X Link 2026-01-30T20:54Z [----] followers, [---] engagements
"🚨 #Gold and #silver selloff intensified after CME Group Inc. $CME raised margin requirements triggering forced liquidations following last weeks sharp drop tied to the nomination of Kevin Warsh as next Fed chair. Gold $GOLD suffered its worst daily fall since [----] and extended losses while silver $XAGUSD1 plunged nearly 20% its largest-ever daily decline. CME lifted COMEX gold margins from 6% to 8% and silver margins from 11% to 15% pressuring leveraged positions and draining liquidity across precious metals. Despite the shock J.P. Morgan maintains a medium-term bullish view on gold citing"
X Link 2026-02-02T06:55Z [----] followers, [---] engagements
"📺 Warner Bros. Discovery Inc. $WBD is likely to hold a shareholder vote in March on the $82.7B deal to sell its streaming and studio assets to Netflix Inc. $NFLX according to CNBC. $WBD said no date has been set yet and that the vote will be scheduled once the preliminary proxy filing becomes final marking a key procedural step as the blockbuster media deal moves forward. ⚖📊 #Streaming #Mergers #MediaDeals https://twitter.com/i/web/status/2018361635430097056 https://twitter.com/i/web/status/2018361635430097056"
X Link 2026-02-02T16:31Z [----] followers, [---] engagements
"🛢 Devon Energy Corp. $DVN and Coterra Energy Inc. $CTRA announced a $58B all-stock merger creating a larger Permian Basinfocused producer. On the news $DVN shares edged +1% while $CTRA fell 2% after deal speculation had already lifted stocks$CTRA +14% since talks emerged Jan. [--] and $DVN +6%. The move underscores ongoing scale-driven consolidation in U.S. shale. 🔄📈 #Energy #Mergers #ShaleOil https://twitter.com/i/web/status/2018378875605004370 https://twitter.com/i/web/status/2018378875605004370"
X Link 2026-02-02T17:39Z [----] followers, [---] engagements
"⛏ Glencore plc $GLEN signed a non-binding MoU with the Orion Critical Mineral Consortium for the potential sale of a 40% stake in its DRC mining assets valuing Mutanda Mining + Kamoto Copper Company at $9B. The U.S.-backed consortium led by Orion Resource Partners would secure access to critical minerals (copper & cobalt) for the U.S. and allies while Glencore retains operational control. Orion would gain board representation and rights over its share of production. 🌍 The deal still subject to due diligence and approvals reinforces the U.S.DRC Strategic Partnership and could pave the way for"
X Link 2026-02-03T15:37Z [----] followers, [---] engagements
"🔁 NewPrinces S.p.A. $NWL announced the execution of its share buyback program in January [----] repurchasing [-----] shares (0.13% of share capital) at an average price of [-----] for a total value of 1.12M. 📊 Following these transactions on Mercato Telematico Azionario the company now holds [------] treasury shares representing 2.09% of share capital and 1.48% of voting rights reinforcing balance sheet flexibility and shareholder returns 💶 #ShareBuyback #CapitalAllocation #Equities https://twitter.com/i/web/status/2019099050164019661 https://twitter.com/i/web/status/2019099050164019661"
X Link 2026-02-04T17:21Z [----] followers, [----] engagements
"Glencore $GLEN -Rio Tinto $RIO megamerger hangs in the balance as deadline looms Rio wants to hold both CEO and chair roles in combined company while Glencore holds out for premium. FT"
X Link 2026-02-04T19:02Z [----] followers, [---] engagements
"⛏ Rio Tinto Plc $RIO and Glencore Plc $GLEN are expected to extend merger talks ahead of the UK regulatory deadline giving Rio more time to assess a deal that could create the worlds largest mining group ($207B market cap) sources say. ⚠ However Rio could still walk away amid investor resistance to paying a premium valuation concerns with copper near $14000/t and doubts over the fit of Glencores trading division. Any deal may also face Chinese regulatory scrutiny and potential asset sales. 🔄 The talks underscore how coppers strategic value and geopolitical volatility are reshaping M&A in"
X Link 2026-02-05T08:14Z [----] followers, [----] engagements
"Initial Jobless Claims Act.: 231K Est.: 212K Prev.: 209K"
X Link 2026-02-05T13:43Z [----] followers, [----] engagements
"⛽ ConocoPhillips $COP said it plans to cut capital and operating costs by $1B in [----] after Q4 earnings missed expectations amid weaker oil prices. The move builds on $1B in synergies realized in [----] following the $22.5B Marathon Oil acquisition. 📉 The company posted adjusted EPS of $1.02 vs $1.11 expected as its average realized price fell 19% to $42.46/boe only partly offset by a 6.3% rise in production to [----] mboepd. 🔧 Management reaffirmed its focus on spending discipline and asset sales$3.2B completed in [----] toward a $5B divestment target by end-2026while returning 45% of operating"
X Link 2026-02-05T14:59Z [----] followers, [---] engagements
"⛏ Rio Tinto Plc $RIO and Glencore Plc $GLEN have decided not to pursue a merger ending talks that could have created the worlds largest mining group"
X Link 2026-02-05T15:22Z [----] followers, [---] engagements
"Petrobras $PBR announces receipt of earnout payment related to Spia and Atapu"
X Link 2026-02-06T16:58Z [----] followers, [---] engagements
"⛏ Australian shareholders welcomed Rio Tinto Plc $RIO decision to end merger talks with Glencore Plc $GLEN praising managements capital discipline and relief at avoiding a potentially value-destructive mega-deal. Investors had feared Rio could overpay to accelerate copper exposure especially with elevated prices. 📈 Rios Australia-listed shares rose as much as 2.6% to a record high before trimming gains as investors backed CEO Simon Trotts strategy to keep the group stronger sharper and simpler and focused on its existing growth pipeline rather than complex M&A. ⚠ Fund managers noted that"
X Link 2026-02-06T17:26Z [----] followers, [---] engagements
"🚬 Philip Morris International Inc. $PM forecast stronger-than-expected full-year earnings driven by robust sales of its Zyn nicotine pouches even as competition in the category intensifies. 📈 The company guided [----] adjusted EPS of $8.38$8.53 above the $8.33 consensus supported by 19% YoY growth in U.S. Zyn volumes in Q4. Zyn has become a key growth engine second only to IQOS as PMI pivots toward smoke-free products. ⚠ Competitive pressure is rising from rivals like British American Tobacco plc $BATS with its Velo brand keeping investors focused on profitability and market share in the"
X Link 2026-02-06T17:36Z [----] followers, [---] engagements
"⚠ Brazils environmental regulator Ibama said it will fine Petrobras SA $PBR over a drilling fluid spill in January at the Foz do Amazonas an environmentally sensitive offshore region. 🌿 Ibama chief Rodrigo Agostinho said a penalty is expected with the agency set to finalize its technical report within days though the amount of the fine has not yet been disclosed. 🛢 The case adds regulatory and environmental pressure on Petrobras as it advances exploration plans in one of Brazils most scrutinized frontier basins. #Petrobras #BrazilEnergy #EnvironmentalRisk"
X Link 2026-02-06T21:42Z [----] followers, [---] engagements
"Bitcoin mining difficulty plunged 11.2% the steepest drop since Chinas [----] mining ban after a sharp fall in network hashrate amid a broad crypto selloff and U.S. winter storm disruptions. Bitcoin $BTCUSD was down 1.7% at the time. ⚡ The adjustment took difficulty to 125.9T as miners curtailed operationsFoundry USA briefly lost 60% of hashratewhile some capacity shifted toward AI/HPC data centers. 🔮 Outlook: difficulty is projected to rebound +5.6% by Feb [--] as power returns and hashrate recovers signaling short-term normalization after the shock. #Bitcoin #Mining #CryptoMarkets"
X Link 2026-02-09T13:31Z [----] followers, [---] engagements
"🛢 Petrleo Brasileiro SA $PBR reported Q4 [----] production of 3.11M boe/d up 18% YoY driven by a 20% jump in Brazil oil output to 2.5M bpd. Total sales of oil gas and derivatives rose 19% YoY to 3.37M bpd while exports surged 79% YoY to 1.24M bpd underscoring strong operational momentum 📈🚢 #Oil #Energy #Brazil https://twitter.com/i/web/status/2021360234233520316 https://twitter.com/i/web/status/2021360234233520316"
X Link 2026-02-10T23:06Z [----] followers, [---] engagements
"🌏 China will brief metals companies next month on rare earth and critical mineral export controls as Beijing tightens oversight on strategic and dual-use materials. Officials will outline compliance customs procedures and U.S.-China trade outlook ahead of the next five-year plan. Key participants include China Northern Rare Earth Group $600111 Jiangxi Copper Co Ltd $600362 CMOC Group Ltd $603993 and Zijin Mining Group Co Ltd $601899 ⚙📦 #RareEarths #Trade #Commodities https://twitter.com/i/web/status/2021858916506747074 https://twitter.com/i/web/status/2021858916506747074"
X Link 2026-02-12T08:08Z [----] followers, [---] engagements
"⛏ Peabody Energy Corp $BTU jumped +5% after-hours after President Donald Trump voiced strong support for coal at a Champion of Coal event. Trump predicted coal power generation could rise 2530% this year pledged to limit wind development and said the DOE would fund plants to remain operational. He also highlighted Tennessee Valley Authority keeping the Cumberland and Kingston coal plants open reinforcing expectations of policy tailwinds for U.S. coal producers 📈⚡ #Coal #EnergyPolicy #Markets https://twitter.com/i/web/status/2021875204234829941"
X Link 2026-02-12T09:13Z [----] followers, [---] engagements
"🛢 Libya awarded new oil & gas exploration blocks in its first licensing round since [----] aiming to revive output despite political divisions. Winners include Chevron Corp $CVX Eni SpA $ENI QatarEnergy and Repsol SA $REP. Five of [--] blocks were awarded across the Sirte and Murzuq basins following a 25-year development deal last month with TotalEnergies SE $TTE and ConocoPhillips. The move signals renewed foreign interest in Libyas energy sector 🌍📈 #Oil #Energy #MENA https://twitter.com/i/web/status/2021907916056379488 https://twitter.com/i/web/status/2021907916056379488"
X Link 2026-02-12T11:23Z [----] followers, [---] engagements
"🚀 AST SpaceMobile Inc $ASTS priced $1B in convertible senior notes due [----] at 2.25% interest with a $116.30 conversion price (20% premium to $96.92 close). Net proceeds total $984M or $1.13B if the $150M option is fully exercised. ASTS will use funds to accelerate global spectrum deployment AI integration government space projects and debt reduction. It will also repurchase $296.5M of existing [----] converts optimizing its capital structure while advancing its space-based cellular network 📡💰 #Space #CapitalMarkets #Satellite https://twitter.com/i/web/status/2021911005266112731"
X Link 2026-02-12T11:35Z [----] followers, [----] engagements
"🍔 Restaurant Brands International Inc $QSR beat Q4 comparable sales estimates posting +3.1% growth vs. 2.8% expected driven by resilient traffic at Burger King and Tim Hortons. U.S.-listed shares rose 2% premarket. Value menus like [--] for $5 helped attract budget-conscious consumers mirroring momentum at McDonald's Corp $MCD which also topped Q4 sales and profit expectations 🍟📈 #Earnings #FastFood #Consumer https://twitter.com/i/web/status/2021921176994386018 https://twitter.com/i/web/status/2021921176994386018"
X Link 2026-02-12T12:15Z [----] followers, [---] engagements
"✈ Sabre Corp $SABR PayPal Holdings Inc $PYPL and Mindtrip partnered to launch an AI-powered travel booking platform in Q2 [----]. The system will let users search plan and pay for trips via conversational AI in a single interface. Sabre will power real-time inventory (420+ airlines 2M+ lodgings) PayPal will handle payments and identity and Mindtrip will deliver the AI experience targeting the shift toward conversational commerce 🤖🌍 #AI #TravelTech #Fintech"
X Link 2026-02-12T14:06Z [----] followers, [----] engagements
"Petrobras $PBR informs about Braskem $BAK"
X Link 2026-02-12T18:42Z [----] followers, [---] engagements
"Braskem S.A. $BRKM5 (NYSE: $BAK) reports that Petrobras $PBR will not exercise its preemptive rights or tag-along rights in connection with a potential transfer of shares of NSP Investimentos (Novonor) to the Shine I FIDC fund according to a decision by its Board on February 11; The measure comes amid ongoing negotiations and Petrobras has authorized its board of directors to implement the approved decision while the market awaits the final terms of the transaction. The move could redefine Braskem's shareholding structure amid a strategic reconfiguration. ⚖📊 #Braskem #Petrobras #MAB"
X Link 2026-02-13T07:49Z [----] followers, [---] engagements
"🛢 U.S.-controlled sales of Venezuela oil have already generated $1B+ with another $5B expected in coming months according to U.S. Energy Secretary Chris Wright. Proceeds are being directed to Venezuelas interim government under the administration of President Donald Trump. Washington will oversee sales and fund flows until a representative government is established signaling continued U.S. control over exports. The update comes amid broader energy market shifts affecting majors like Exxon Mobil Corp $XOM ⚡💰 #Energy #Geopolitics #OilMarkets"
X Link 2026-02-13T10:03Z [----] followers, [---] engagements
"🛢 Petrleos de Venezuela SA is in talks with several of its existing joint-venture partners including Chevron Corp $CVX Repsol SA $REP and Maurel & Prom SA $MAU to offer expanded oil and gas development areas adjacent to their current blocks aiming to help boost crude and gas output. The negotiations follow a recently approved reform of Venezuelas oil law that gives foreign partners greater autonomy and a six-month window to renegotiate project terms. Most of the areas on offer are near existing producing fields such as in the Orinoco Belt. #Energy #OilMarkets #Venezuela http://reuters.com"
X Link 2026-02-13T10:06Z [----] followers, [---] engagements
"📺 Talks between ITV plc $ITV and Comcast Corp $CMCSA (owner of Sky) over a $2.2B deal for ITVs broadcast channels and ITVX streaming platform have slowed in recent weeks sources say. The tie-up aims to create a top-three UK streaming player to compete with global giants but valuation challenges the spin-off of ITV Studios and shifting industry dynamics including the Warner Bros. takeover battle have complicated negotiations. A deal is still expected though timing remains uncertain 📉🎬 #Media #Streaming #M&A https://twitter.com/i/web/status/2022253872446652621"
X Link 2026-02-13T10:17Z [----] followers, [---] engagements
"🛢 ConocoPhillips $COP and partners will invest $2.1B (NOK 20B) to restart production at three Greater Ekofisk fields (Albuskjell Vest Ekofisk Tommeliten Gamma) by late [----]. The project targets 90120M boe in remaining gas and condensate resources. Partners include Vaar Energi ASA $VAR and Orlen SA $PKN. First gas is expected in Q4 [----] reinforcing Norways offshore output outlook ⚡ #Energy #Gas #Offshore https://twitter.com/i/web/status/2022255194377957597 https://twitter.com/i/web/status/2022255194377957597"
X Link 2026-02-13T10:23Z [----] followers, [---] engagements
"🍔 Wendys Co $WEN beat Q4 EPS ($0.16 vs. $0.15 est.) and revenue ($543M vs. $537.6M est.) but shares fell 6.5% after weak [----] guidance. The company forecast $0.56$0.60 EPS next year well below the $0.85 expected by analysts and sees flat global systemwide sales. Q4 global same-store sales dropped 10.1% (U.S. -11.3%) while margins at company-operated U.S. stores fell to 12.7% amid lower traffic and higher costs. International sales grew 6.2% offering a rare bright spot 📉🍟 #Earnings #Consumer #Restaurants https://twitter.com/i/web/status/2022282445848985803"
X Link 2026-02-13T12:11Z [----] followers, [---] engagements
"⚡ A new proposal from PJM Interconnection to manage soaring data center power demand could accelerate bilateral energy deals between data center operators and independent power producers (IPPs) analysts say. The plan includes a bring your own generation model and a fast-tracked backup capacity auction. This could benefit large IPPs like Talen Energy Corp $TLN Constellation Energy Corp $CEG and Vistra Corp $VST as AI-driven electricity demand hits new records. Analysts expect a wave of long-term power agreements though permitting and interconnection bottlenecks remain key risks 📈🔌 #AI"
X Link 2026-02-13T13:57Z [----] followers, [---] engagements
"🛢 Repsol SA $REP received U.S. authorization to resume operations and make new E&P investments in Venezuela under new Treasury licenses (GL49 & GL50). The permits also cover Chevron Corp $CVX BP plc $BP. Shell plc $SHEL and Eni SpA $ENI. Contracts must follow U.S. law payments to blocked entities go through supervised funds and gold/crypto settlements are banned. The move aligns with President Donald Trumps broader plan to revive Venezuelas oil sector where Repsol says it could triple output from [-----] bpd in [--] years 📈🌎 #Energy #Venezuela #OilMarkets"
X Link 2026-02-13T17:42Z [----] followers, [---] engagements
"⛽ Gasoline refining margins in Northwest Europe fell $0.80 to $7.69/bbl pressured by weaker demand and ample supply. In Asia Singapore light distillate stocks hit their highest level since July [----] amid elevated naphtha and gasoline inventories. EU-27 and UK gasoline exports averaged [------] bpd so far in February down sharply from [------] bpd in January signaling softer global flows. Brent futures $BRN1 edged higher 📉🛢 #Refining #OilMarkets #Energy"
X Link 2026-02-13T18:29Z [----] followers, [---] engagements
"🛢 Baker Hughes Co $BKR reported no change in the total U.S. rig count at [---] this week: oil rigs fell by [--] to [---] (lowest since early January) while gas rigs rose by [--] to [---] (highest since July 2023). Total rigs are down [--] YoY (-6%) reflecting capital discipline amid softer crude prices ($CL1). The U.S. Energy Information Administration expects U.S. oil output to hold at 13.6M bpd in [----] while gas production rises to [---] bcfd 📉⚡ #Oil #Gas #EnergyMarkets https://twitter.com/i/web/status/2022390756988567806 https://twitter.com/i/web/status/2022390756988567806"
X Link 2026-02-13T19:21Z [----] followers, [---] engagements
"U.S. liquefied natural gas plants could use [--] billion cubic feet of natural gas per day in the coming years Cheniere Energy $LNG commercial director Anatol Feygin said Friday at a seminar held by the Federal Reserve Bank of Kansas City"
X Link 2025-11-14T19:10Z [----] followers, [---] engagements
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