[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@lwsresearch](/creator/twitter/lwsresearch) "💵 Major U.S. banks JPMorgan Chase & Co. $JPM Bank of America Corp. $BAC Goldman Sachs Group Inc. $GS and Citigroup Inc. $C are reportedly in talks with the U.S. Treasury to arrange loans for Argentina according to Semafor. The discussions could mark a key step in U.S. efforts to stabilize Argentinas economy. #Argentina #Banks #Finance" [X Link](https://x.com/lwsresearch/status/1978925941624631648) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T20:48Z 5136 followers, 2191 engagements "⚡ The European Union is pushing to end all Russian gas imports by 2027 with energy ministers meeting in Luxembourg to finalize a common stance. The plan bans short-term Russian gas contracts by mid-2026 followed by long-term deals XX months later with exemptions for Hungary and Slovakia . The move marks a major step in the blocs effort to sever its energy dependence on Moscow . #Energy #Europe #Geopolitics" [X Link](https://x.com/lwsresearch/status/1980185959003218029) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T08:14Z 5136 followers, XXX engagements "Vaar Energi $VAR majority owned by Italy's Eni $ENI said on Wednesday it had agreed to buy TotalEnergies $TTE's stake in Norway's Ekofisk PPF oil field raising Vaar's stake to XXXX% from 12.4%" [X Link](https://x.com/lwsresearch/status/1973328389407908019) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T10:05Z 5136 followers, XXX engagements "💼 KKR $KKR is weighing the sale of its XX% stake in Pembina Gas Infrastructure with the holding valued at around $7B according to sources. The JV with Pembina Pipeline $PPL created in 2022 owns midstream assets for transporting processing and storing natural gas and NGLs across Western Canada ⚡ #KKR #Energy #M&A" [X Link](https://x.com/lwsresearch/status/1973469949935972737) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T19:27Z 5136 followers, XXX engagements "🏆 Gold remains above $4000/oz supported by a global shift among central banks from U.S. Treasuries to gold reserves according to Russell Price of Ameriprise Financial. Price highlighted Chinas efforts to strengthen its currency noting that concerns over the U.S. fiscal deficit are weighing on Treasury demand though lower global rates have helped cushion bond losses. #Gold #CentralBanks #USDebt #China" [X Link](https://x.com/lwsresearch/status/1976312267252638083) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T15:42Z 5136 followers, XXX engagements "🛢 Exxon Mobil Corp. $XOM has begun its first oil and gas production in Brazil in more than a century marking a major milestone in the companys deepwater expansion strategy. 🌊 #ExxonMobil #Brazil #Oil" [X Link](https://x.com/lwsresearch/status/1978811606889857309) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T13:13Z 5136 followers, XXX engagements "🛰 Analysis Satellite business merger between Airbus Thales and Leonardo (Project Bromo) The three European aerospace giants Airbus $AIR Thales $OH and Leonardo $LDO have reached a preliminary framework agreement to merge their communications and observation satellite businesses creating a joint venture with a combined value of approximately XX billion. The model would be similar to that of MBDA (pan-European missile consortium) where the parties share ownership and governance with the workload divided between France and Italy two key countries for the European space sector" [X Link](https://x.com/lwsresearch/status/1980241647741939788) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T11:56Z 5136 followers, XXX engagements "🔋 Albemarle Corp. $ALB shares jumped X% after Truist Securities raised its price target to $XX (from $72) and lifted Q3 earnings estimates. The brokerage cited stronger lithium spot prices and improved energy storage margins as key drivers behind the upward revision ⚡. #Lithium #Stocks #EnergyStorage" [X Link](https://x.com/lwsresearch/status/1980309592174403991) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T16:26Z 5136 followers, XXX engagements "🛢 Ecopetrol $EC plans to exceed its 2025 goal of drilling XX wells by 2040% with X drilled so far (2 successful). Output hits 751K bpd above the top end of its target. The company seeks partners for X oil fields via deals like the $268M agreement with Parex Resources $PXT. The Sirius project with Petrobras $PBR in Colombias Caribbean requires XXX community approvals. Area holds 6B cubic feet of gas; investment could reach $5B and operations may start by 2029 ⚙🌊 #Ecopetrol #Oil #Colombia" [X Link](https://x.com/lwsresearch/status/1968966357149450578) [@lwsresearch](/creator/x/lwsresearch) 2025-09-19T09:12Z 5136 followers, 1039 engagements "⚡ Chiles SMA fined Albemarle $ALB $4M for environmental violations tied to brine over-extraction and failure to comply with its early-warning plan at the Atacama salt flat. $ALB one of only two lithium producers there (alongside SQM $SQM) saw shares drop -XXX% 📉🔋 #Lithium #Chile #EV" [X Link](https://x.com/lwsresearch/status/1973048210198315245) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T15:32Z 5136 followers, XXX engagements "⛽ Diamondback Energy $FANG CEO Kaes Vant Hof warned US crude production growth will stall if oil stays near $60/bbl with fewer wells profitable at that level. Speaking at an energy conference in Austin he said shale is near its ceiling noting $XX today equals $XX six years ago after inflation. Investor pressure for dividends and buybacks is shifting strategies away from production growth toward shareholder returns 📉💵 #Oil #Shale #Diamondback #Energy" [X Link](https://x.com/lwsresearch/status/1973430148683698470) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T16:49Z 5136 followers, 1050 engagements "🔥 Petrobras $PBR Completes First Gas Import from Argentinas Vaca Muerta via Pipeline 🗓 October X 2025 Refinitiv 🔍 Milestone Energy Transaction Petrobras ($PETR3) and Pluspetrol have completed their first-ever import of unconventional natural gas from Argentinas Vaca Muerta shale formation via pipeline marking a significant step in regional energy integration. 🧠 Key Details The test shipment completed last Friday involved 100000 cubic meters of gas produced by Petrobras Argentine subsidiary (POSA) and Pluspetrol. The gas was transported through existing pipelines from Argentina to Bolivia" [X Link](https://x.com/lwsresearch/status/1975279738726846975) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T19:19Z 5136 followers, XXX engagements "⛏ Rio Tinto Group $RIO with partners Mitsui & Co. $8031.T and Nippon Steel Corp. $5401.T will invest $733M to develop new iron ore mines at West Angelas in Australias Pilbara region. The project will sustain 35M tons/year of output with production starting in 2027 ⚙ #RioTinto #IronOre #Mining" [X Link](https://x.com/lwsresearch/status/1975331727884111904) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T22:45Z 5136 followers, XXX engagements "🛢 Petrobras $PBR signs R$9.6B ($1.81B) in construction contracts for its Boaventura refining project covering new units to produce lubricants diesel S-10 and jet fuel. The firm also inked R$10.2B in deals to charter four ROV support vessels for offshore operations ⚙ #Petrobras #Energy #Oil" [X Link](https://x.com/lwsresearch/status/1975464824625627618) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T07:34Z 5136 followers, 1134 engagements "🛢 Brazil sets a minimum bid of $1.9B (R$10.2B) for its upcoming Dec X presalt oil auction offering stakes of XXX% in Mero XXXX% in Tupi and XXXX% in Atapu all currently state-owned. Operator Petrobras $PBR is expected to be a key contender ⚙ #Brazil #Oil #Petrobras" [X Link](https://x.com/lwsresearch/status/1975646669090804146) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T19:37Z 5136 followers, XXX engagements "APA $APA provided supplemental estimates for 3Q 2025 and scheduled an earnings conference call for Nov X 2025 at 10:00 a.m. CT. Key estimates: U.S. realized prices oil $66.00/bbl NGL $20.00/bbl natural gas $0.70/Mcf; International oil $68.50/bbl NGL $40.00/bbl gas $4.20/Mcf. Operational and cash items: Egypt tax barrels 3738 MBoe/d; dry hole costs $46M; net gain on purchases/sales $177M (before tax). APA received substantial payments from EGPC distributed $173M to its noncontrolling Egypt partner in 3Q and noted that these receipts do not increase its free cash flow under its definition." [X Link](https://x.com/lwsresearch/status/1976042753990820050) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T21:51Z 5136 followers, XXX engagements "⚡ Albemarle Corp $ALB shares rose XXX% premarket to $XXXXX after TD Cowen raised its PT to $XX (from $70) and as China tightened export controls on rare earths. The firm said Albemarle could see a modest lift from higher spot lithium carbonate and spodumene prices though optimism over sustained price gains from Chinas mine shutdowns is fading. 📊 Ratings snapshot: X Buy XX Hold X Sell average target $XXXXX. YTD shares are up XXX% 🔋🌍 #Albemarle #Lithium #China" [X Link](https://x.com/lwsresearch/status/1976252674459722024) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T11:45Z 5136 followers, XXX engagements "Brazilian oil company Petrobras $PBR will be able to supply around XX% of the country's total demand for nitrogen fertilizers when it resumes operations at three local plants its CEO Magda Chambriard said on Thursday" [X Link](https://x.com/lwsresearch/status/1976392096266551584) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T20:59Z 5136 followers, 1143 engagements "🌿 A Datafolha survey found that XX% of Brazilians oppose oil exploration off the Amazon coast where Petrobras $PBR seeks approval to drill in the Foz do Amazonas basin one of Brazils most promising new oil frontiers. The poll commissioned by Eko shows strong youth opposition (73% among ages 1624) ahead of COP30 in Belm where Brazil will host world leaders to discuss climate action. Despite environmental pushback President Lula da Silva has defended Brazils right to explore as Petrobras ExxonMobil $XOM Chevron $CVX and CNPC hold XX blocks in the region. 🌎🛢 #Brazil #Amazon #Energy" [X Link](https://x.com/lwsresearch/status/1977740796531982629) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T14:18Z 5136 followers, XXX engagements "Global Atomic Corporation $GLO announced it has upsized its bought-deal public offering with Red Cloud Securities Inc. as sole underwriter and bookrunner raising gross proceeds to C$35 million from the previously planned C$20 million due to strong investor demand. 📊 Offering Details: 56452000 units at C$0.62 per unit Each unit includes one common share and one warrant Each warrant allows the purchase of one share at C$0.80 within XX months of closing Includes a XX% over-allotment option for stabilization 💰 Use of Proceeds: Funds will be directed toward advancing the companys Dasa uranium" [X Link](https://x.com/lwsresearch/status/1978816718521688498) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T13:34Z 5136 followers, 1047 engagements "💹 Shares of SLB $SLB rose XXX% premarket after Piper Sandler upgraded the stock to Overweight from Neutral and raised its price target to $XX (from $41). The firm cited a turning point driven by an expected Saudi Arabia recovery in early 2026 clearer financials postChampionX $CHX acquisition and greater digital business transparency. SLB also beat estimates with $XXXX EPS vs. analysts $XXXX per LSEG data. 🚀 #Energy #Stocks #OilfieldServices" [X Link](https://x.com/lwsresearch/status/1980220574698705244) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T10:32Z 5136 followers, XXX engagements "🏗 Cleveland-Cliffs Inc. $CLF shares rose in premarket after posting mixed Q3 results. Revenue of $4.73B missed LSEG estimates of $4.9B but grew XXX% YoY supported by improved sales mix pricing and cost control. The adjusted loss of $0.45/share beat forecasts for a $XXXX loss. CEO Lourenco Goncalves highlighted a rebound in U.S. automotive-grade steel demand crediting the Trump administrations new trade framework . #Steel #Earnings #Manufacturing" [X Link](https://x.com/lwsresearch/status/1980221666253844538) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T10:36Z 5136 followers, XXX engagements "CleanSpark $CLSK announced on October XX 2025 the hire of Jeffrey Thomas as Senior Vice President of AI Data Centers as the company expands beyond pure-play bitcoin mining into AI data center infrastructure. The company said Thomas brings 40+ years of global experience and has participated in XX ventures that created $XX billion in shareholder value; he previously led Humain's multibillion AI data center program in Saudi Arabia. CleanSpark plans to leverage its vertically integrated infrastructure model and rapid site development track record to convert and expand sites naming Georgia" [X Link](https://x.com/lwsresearch/status/1980264710516662460) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T13:27Z 5136 followers, XXX engagements "🍺 Molson Coors Beverage Co. $TAP will cut XXX salaried jobs about X% of its Americas workforce as part of a major restructuring to streamline operations. The brewer of Miller Lite and Blue Moon says the move will help refocus on growth areas revitalize its beer portfolio and expand into mixers non-alcoholic drinks and energy beverages ⚡. #MolsonCoors #Beverage #Business" [X Link](https://x.com/lwsresearch/status/1980266342457680060) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T13:34Z 5136 followers, XXX engagements "Brazils Ibama approved Petrobras $PBR to begin exploratory drilling in the Foz do Amazonas Basin near the Amazon River mouth a project seen as Brazils most promising new oil frontier. The five-month campaign wont produce oil yet but aims to confirm large reserves similar to those in Guyana where Exxon Mobil $XOM is thriving. CEO Magda Chambriard called the approval an achievement for Brazilian society as Petrobras claims full compliance with environmental rules. The move sparks tension ahead of COP30 in Belem where Brazil will push for faster global decarbonization 🌎🛢 #Petrobras #Amazon" [X Link](https://x.com/lwsresearch/status/1980320692320026700) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T17:10Z 5136 followers, XXX engagements "🏛 Gold Reserve Inc $GRZ claimed that $XXX million in advisory fees paid to firms involved in the Citgo Petroleum $PDV Holding auction could compromise the processs fairness. The Toronto-listed miner accused advisors Weil Gotshal & Manges and Evercore Inc $EVR of conflicts of interest saying they received payments from Amber Energy (Elliott Investment Management) the bidder recently recommended as the winner. The auction aims to compensate creditors including Crystallex and ConocoPhillips $COP for Venezuelas unpaid debts and expropriations. Gold Reserve argues that the advisors financial ties" [X Link](https://x.com/lwsresearch/status/1980335116774756467) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T18:07Z 5136 followers, XXX engagements "💰 Gold shorts are deeply underwater but still hanging on: according to S3 Partners short sellers have lost $9B (-93%) so far in 2025 and $5.1B (-34%) in the past XX days amid golds +65% YTD surge. Total short interest stands near $18.5B led by Newmont Corp $NEM ($2.19B) Agnico Eagle Mines Ltd $AEM ($1.32B) and Kinross Gold Corp $K ($750M). Spot gold $GOLD rose another XXX% hitting fresh records and mounting losses could trigger a short-covering rally ⚡🏆 #Gold #Markets #S3Partners" [X Link](https://x.com/lwsresearch/status/1980336341775970400) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T18:12Z 5136 followers, XXX engagements "⛏ Dundee Precious Metals $DPM shareholders approved the acquisition of Adriatic Metals $ADT and a name change to DPM Metals Inc. with over XX% voting in favor at the Aug. XX special meeting. Adriatic shareholders also approved the deal which now awaits UK High Court approval on Aug. XX and is expected to close Sept. X 2025. #Mining #M&A #Gold" [X Link](https://x.com/lwsresearch/status/1955680954527158473) [@lwsresearch](/creator/x/lwsresearch) 2025-08-13T17:20Z 5136 followers, 1015 engagements "⛏ Teck Resources Ltd $TECK cut output guidance again for its flagship Chilean copper mine extending production impacts through 2028. The move comes weeks after its major deal with Anglo American $AAL.L and adds to a string of global copper supply shocks as demand surges from AI and clean energy sectors ⚡🔋 #TeckResources #Copper #Mining" [X Link](https://x.com/lwsresearch/status/1975844712524206536) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T08:44Z 5136 followers, XXX engagements "🥗 UBS upgrades HelloFresh SE $HFG from Neutral to Buy and raises its PT to XXXXX (from 7.60) citing signs that revenue declines are bottoming out. UBS expects growth to stabilize by Q3 2025 and return to positive constant-currency growth by Q2 2026 supported by an in-depth customer cohort analysis showing improved retention and engagement. The bank says HelloFreshs strategic pivot and better customer data offer confidence in a sustained turnaround despite prior volatility 🍽📈 #HelloFresh #UBS #Equities" [X Link](https://x.com/lwsresearch/status/1976201501992161407) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T08:22Z 5136 followers, 2555 engagements "📉🚗 Impala Platinum Holdings Ltd. $IMP is rethinking its Canadian palladium mine as palladium prices remain low. The South African miner reported a 1.9B rand ($103M) profit for H2 2024 joining peers Anglo American Platinum $ANGPY and Sibanye Stillwater $SBSW in cutting costs amid weak metal markets. #Palladium #Mining" [X Link](https://x.com/lwsresearch/status/1895061243116818725) [@lwsresearch](/creator/x/lwsresearch) 2025-02-27T10:39Z 5136 followers, XXX engagements "Exxaro Resources $EXX appoints Ben Magara as CEO replacing Nombasa Tsengwa. The coal miner shifts focus to manganese and copper eyeing Zambia for exploration. 2024 profits fell to 7B rand ($381M) from 11B with dividends cut to XXX rand/share. #Mining #Exxaro #Metals" [X Link](https://x.com/lwsresearch/status/1900138423966453928) [@lwsresearch](/creator/x/lwsresearch) 2025-03-13T10:54Z 5136 followers, XXX engagements "Whitehaven Coal $WHC continues its on-market buyback program repurchasing 49836 shares on June XX for AUD 287.5K 💰 The company has now bought back over 3.39M shares since March with a cap set at 41.83M. Broker: UBS Securities #WHC #Buyback #ASX 📉" [X Link](https://x.com/lwsresearch/status/1932739463387447603) [@lwsresearch](/creator/x/lwsresearch) 2025-06-11T09:59Z 5136 followers, XXX engagements "Whitehaven Coal $WHC continues its on-market buy-back program acquiring 90206 shares on June XX at up to AUD XXXX each. So far the company has repurchased over XXXX million shares with plans to buy back up to 41.8M shares (worth $72M AUD total). Broker: UBS Securities. 📉💰🟩 #Whitehaven #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1937059641151668527) [@lwsresearch](/creator/x/lwsresearch) 2025-06-23T08:06Z 5136 followers, XXX engagements "🔁 Whitehaven Coal Ltd $WHC continues its on-market buy-back: 59616 shares repurchased on XX June 2025 at up to AUD 5.81/share. Total bought so far: 3.88M out of 41.83M planned with up to AUD 72M allocated. Broker: UBS Securities. 🏦📉 #Whitehaven #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1937455308839805282) [@lwsresearch](/creator/x/lwsresearch) 2025-06-24T10:18Z 5136 followers, XXX engagements "📉 Whitehaven Coal Limited $WHC continues its on-market buy-back repurchasing 121906 shares on June XX for AUD 665K. Total buy-back now at 4.18M shares aiming for up to 41.8M (AUD 72M). Broker: UBS Securities. 🏦 #ASX #BuyBack" [X Link](https://x.com/lwsresearch/status/1938154354336260541) [@lwsresearch](/creator/x/lwsresearch) 2025-06-26T08:36Z 5136 followers, XXX engagements "📊 Goobit Group $BTCX launches a bold Bitcoin Treasury Strategy aiming to stack BTC on its balance sheet long-term. First round oversubscribed; second round coming soon. A structural shift toward becoming Europe's top Bitcoin-holding fintech 🔥. #BTCX #BitcoinTreasury #CryptoFinance" [X Link](https://x.com/lwsresearch/status/1952345183355343057) [@lwsresearch](/creator/x/lwsresearch) 2025-08-04T12:25Z 5136 followers, XXX engagements "📊 📊 Howard Marks - Oaktree Capital Q2 2025 - 🛢 Ecopetrol $EC: Increases position +12.26% (+387700 shares). - 🏭 Braskem $BAK: Aggressive cut -XXXXX% (-1.89M shares). - ⛽ Petrobras $PBR: Full sell-off (-100% -2.66M shares). 🔍 Key move in LatAm energy: increases exposure to Colombia cuts hard on Brazilian petrochemicals and exits Petrobras entirely. #HowardMarks #OaktreeCapital #Ecopetrol #Braskem #Petrobras #EnergyInvesting" [X Link](https://x.com/lwsresearch/status/1955778676873736559) [@lwsresearch](/creator/x/lwsresearch) 2025-08-13T23:49Z 5136 followers, 3281 engagements "⛏ Whitehaven Coal $WHC extends on-market buyback planning to repurchase up to $48M in shares from Aug 22Dec XX 2025. Part of capital framework targeting 4060% NPAT payout split between dividends & buybacks. #Mining #Coal #Stocks" [X Link](https://x.com/lwsresearch/status/1958411902201085967) [@lwsresearch](/creator/x/lwsresearch) 2025-08-21T06:12Z 5136 followers, XXX engagements "⛏ Whitehaven Coal $WHC reports daily buy-back activity: 79640 shares repurchased on Sept X for AUD 508.8K at prices between AUD 6.306.45. Since March the miner has bought back 4.97M shares with up to 41.6M authorized (max AUD $48M) through March 2026. UBS Securities is executing the program. 📉" [X Link](https://x.com/lwsresearch/status/1964992389992370232) [@lwsresearch](/creator/x/lwsresearch) 2025-09-08T10:01Z 5136 followers, XXX engagements "EchoStar $SATS) has terminated its constellation contract with MDA Space $MDA due to a strategic shift following spectrum allocation discussions with the FCC. EchoStar has agreed to sell its AWS-4 and H-block spectrum licenses to SpaceX. MDA Space emphasizes that the termination is unrelated to their performance and confirms they will receive compensation for all termination costs and fees. The company maintains its $XXX billion backlog (excluding the EchoStar contract) and reiterates its fiscal 2025 financial outlook. MDA Space continues to pursue opportunities in digital satellite" [X Link](https://x.com/lwsresearch/status/1965013387739554074) [@lwsresearch](/creator/x/lwsresearch) 2025-09-08T11:24Z 5136 followers, 11.3K engagements "⛏ Whitehaven Coal $WHC repurchased 129808 shares on Sept X for AUD 825.4K at prices between AUD 6.306.56. Total buybacks now stand at 5.05M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. 📉" [X Link](https://x.com/lwsresearch/status/1965346322166542370) [@lwsresearch](/creator/x/lwsresearch) 2025-09-09T09:27Z 5135 followers, XXX engagements "📰DOMA Perpetual Pushes InMode $INMD for Aggressive Buybacks Key Developments: DOMA Perpetual Capital Management LLC a Miami-based investment firm and shareholder in InMode Ltd. (INMD) sent a letter urging the board to execute share buybacks totaling XX% of outstanding shares. XX% buyback in Q4 2025 XX% buyback in Q1 2026 Financial Rationale: InMode holds $510M in cash (53% of market cap) with no debt. Generates XX% of market cap in cash annually. Adjusted for cash market cap = $455M implying 3x future FCF and earnings. DOMA argues shares are deeply undervalued at current levels. Criticism of" [X Link](https://x.com/lwsresearch/status/1965405567381315772) [@lwsresearch](/creator/x/lwsresearch) 2025-09-09T13:22Z 5136 followers, 1380 engagements "⛏ Whitehaven Coal $WHC repurchased 38194 shares on Sept X for AUD 238.8K at prices between AUD 6.206.29. Total buybacks now stand at 5.18M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. 📉" [X Link](https://x.com/lwsresearch/status/1965728049246380157) [@lwsresearch](/creator/x/lwsresearch) 2025-09-10T10:44Z 5134 followers, XXX engagements "⛏ Zijin Gold International the overseas gold arm of Zijin Mining $601899 cleared its HKEX listing hearing and is preparing a Hong Kong IPO that could value it at $40B 💰. The spin-off bundles the miners international gold assets and marks a major step for Chinas largest state-backed miner as it expands its global footprint 🌏. #IPO #Mining #Gold #HongKong #China" [X Link](https://x.com/lwsresearch/status/1967500630878015733) [@lwsresearch](/creator/x/lwsresearch) 2025-09-15T08:07Z 5136 followers, XXX engagements "🏦 Berry Corp $BRY shares jumped +20.5% after California Resources $CRC agreed to acquire the oil producer in an all-stock deal valued at $717M including debt 🤝. CRC will exchange XXXXXX shares per $BRY implying a XX% premium and valuing Berry at $3.81/share or $295M equity value. Post-close (expected Q1 2026) $CRC holders will own XX% of the combined entity. $CRC stock rose +5.8% on the news while $BRY extended gains despite being down X% YTD 📈. #Mergers #Energy #OilandGas #Equities" [X Link](https://x.com/lwsresearch/status/1967606787693023481) [@lwsresearch](/creator/x/lwsresearch) 2025-09-15T15:09Z 5136 followers, XXX engagements "🏭 Whitehaven Coal $WHC reported the repurchase of 66378 shares on Sept XX 2025 under its on-market buy-back program. The company paid AUD 411245.10 in total with prices ranging from AUD XXXX to XXXX per share. To date Whitehaven has bought back 5.34M shares for AUD 30.6M with up to 41.6M shares ($48M) authorized for repurchase through March XX 2026. Remaining capacity stands at 36.2M shares. #Buybacks #ASX #Coal" [X Link](https://x.com/lwsresearch/status/1967892935455756389) [@lwsresearch](/creator/x/lwsresearch) 2025-09-16T10:06Z 5136 followers, XXX engagements "🏭 Global traders Vitol and Glencore $GLEN are preparing binding bids for Chevrons $CVX XX% stake in Singapores 290000 bpd Jurong Island refinery valued at $1B ⚡. The other half is owned by PetroChina $PTR which holds first refusal rights. The sale is part of Chevrons plan to cut up to $3B in costs by 2026 with other Asian downstream assets (Australia Philippines Malaysia) also on the block. Both Vitol and Glencore seek to expand refining and trading scale in Asia the worlds largest oil hub 🌏. #Oil #Refining #Singapore #Glencore #Chevron #Commodities" [X Link](https://x.com/lwsresearch/status/1968250893674893389) [@lwsresearch](/creator/x/lwsresearch) 2025-09-17T09:49Z 5136 followers, XXX engagements "⛏ BHP Group $BHP and Lundin Mining $LUN are investing $400M+ in pre-construction at the Josemaria copper deposit in Argentinas San Juan province as part of their Vicua JV. The partners aim to secure approvals for a multi-billion-dollar project positioning the region as a potential next major copper hub 🌎🔋. #Copper #Mining #Argentina #BHP #Lundin" [X Link](https://x.com/lwsresearch/status/1968291424752853500) [@lwsresearch](/creator/x/lwsresearch) 2025-09-17T12:30Z 5136 followers, 1113 engagements "🏭 Whitehaven Coal $WHC continued its on-market share buy-back repurchasing 5721 shares on Sept XX at prices between A$6.426.51 for a total of A$37K 💵. 📊 To date the company has bought back 5.54M shares since March spending A$31.8M with up to 36.1M shares still authorized under the current program running until March 2026" [X Link](https://x.com/lwsresearch/status/1968583874432184644) [@lwsresearch](/creator/x/lwsresearch) 2025-09-18T07:52Z 5136 followers, XXX engagements "📢 Whitehaven Coal Ltd $WHC continues its on-market buy-back repurchasing 29025 shares on Sept XX at prices between AUD 6.636.72. So far 5.54M shares have been bought back out of a planned 41.6M (max) with UBS handling trades. The program runs until Mar XX 2026 capped at about AUD 48M 💰⛏ #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1970073552960319731) [@lwsresearch](/creator/x/lwsresearch) 2025-09-22T10:31Z 5136 followers, XXX engagements "🏅 Aura Minerals $ORA jumps +7% after BofA Global Research initiates coverage with a Buy rating and $XX PT (+25% upside). BofA highlights $ORAs XX% gold production growth by 2027 from Borborema Matup & Serra Grande plus low costs strong balance sheet and XXX% YTD rally ⚡🥇 #Gold #Mining #Stocks" [X Link](https://x.com/lwsresearch/status/1970147946755682690) [@lwsresearch](/creator/x/lwsresearch) 2025-09-22T15:27Z 5135 followers, XXX engagements "📈 JPMorgan reiterates Overweight on Glencore plc $GLEN with a XXX GBX PT citing continued upside potential. Shares rose +1.97% on the call as analyst Dominic OKane maintains the miner as a top buy idea ⛏💰 #Mining #Glencore #Commodities" [X Link](https://x.com/lwsresearch/status/1970154492344909830) [@lwsresearch](/creator/x/lwsresearch) 2025-09-22T15:53Z 5132 followers, XXX engagements "⛏ Whitehaven Coal Ltd $WHC repurchased 36165 shares on Sept XX at AUD 6.526.74 totaling 5.57M shares bought back so far under its on-market program. Max planned is 41.6M shares (AUD 48M) with UBS executing trades until Mar XX 2026 📊💰 #Coal #ASX #Buyback" [X Link](https://x.com/lwsresearch/status/1970426719577530385) [@lwsresearch](/creator/x/lwsresearch) 2025-09-23T09:55Z 5136 followers, XXX engagements "⚖ Exxon Mobil $XOM Petrobras $PBR and TechnipFMC $FTI urged Brazils antitrust regulator Cade to block or condition the planned Subsea7Saipem merger. They argue the $50.6B Saipem7 combo would dominate the subsea services market raising costs and hurting competition in SURF projects 🌊🛢 #Oil #Mergers #Brazil" [X Link](https://x.com/lwsresearch/status/1970589369993142282) [@lwsresearch](/creator/x/lwsresearch) 2025-09-23T20:41Z 5136 followers, XXX engagements "Peru's Antamina mine controlled by Glencore $GLEN and BHP $BHP will see a sharp jump this year in zinc output offsetting a drop in copper supply which would recover in 2026 as it carries out an extension of the life of the deposit a firm executive said on Tuesday. Luis Santivaez Antamina's chief operating officer told Reuters in the corridors of a mining forum that zinc output would rise to about 450000 tons this year compared with 270000 tons produced in 2024. Meanwhile copper production will drop this year to 380000 tons compared to 430000 tons in 2024 the executive said" [X Link](https://x.com/lwsresearch/status/1970610445070270578) [@lwsresearch](/creator/x/lwsresearch) 2025-09-23T22:05Z 5136 followers, XXX engagements "⛏ Whitehaven Coal Ltd $WHC repurchased 46817 shares on Sept XX at AUD 6.566.65 totaling 5.61M shares bought back so far under its on-market program. Up to 41.6M shares (AUD 48M) may be repurchased by Mar XX 2026 with UBS executing trades 📊💰 #Coal #ASX #Buyback" [X Link](https://x.com/lwsresearch/status/1970774002294763914) [@lwsresearch](/creator/x/lwsresearch) 2025-09-24T08:55Z 5136 followers, XXX engagements "👔 Whitehaven Coal Ltd $WHC announced that Ray Zage will retire from the Board and not stand for re-election at the Oct XX AGM. Zage CEO of Tiga Investments and senior advisor to Farallon Capital has served since 2013 and was on the Audit & Risk Committee. He will remain engaged as a significant shareholder 🔑⛏ #ASX #Mining #Leadership" [X Link](https://x.com/lwsresearch/status/1971153022483829117) [@lwsresearch](/creator/x/lwsresearch) 2025-09-25T10:01Z 5136 followers, XXX engagements "Whitehaven Coal $WHC Daily buy-back update (25/09/2025): repurchased 51303 shares on XX Sept for A$339082 price range A$6.556.67. Cumulative buy-backs: 5.66m shares (A$32.6m). Remaining capacity: 35.9m shares under the on-market program (max 41.6m) running to XX Mar 2026. #ASX #Buyback" [X Link](https://x.com/lwsresearch/status/1971153429352333547) [@lwsresearch](/creator/x/lwsresearch) 2025-09-25T10:02Z 5136 followers, XXX engagements "🚨 Caspian Pipeline Consortium (CPC) halted crude loadings at Russias Novorossiisk port after a Ukrainian drone strike killed X and injured X. Operations later resumed. Impacted players include Eni SpA $E Chevron $CVX Exxon Mobil $XOM and Lukoil $LKOH ⛽⚡ #Oil #Russia #Ukraine" [X Link](https://x.com/lwsresearch/status/1971201308301332764) [@lwsresearch](/creator/x/lwsresearch) 2025-09-25T13:13Z 5136 followers, XXX engagements "⛽ Italys antitrust regulator fined Eni SpA $ENI ExxonMobils Esso $XOM Ip Q8 Saras & Tamoil a combined 936M ($1.09B) for cartel practices in truck fuel sales. From 20202023 firms colluded to fix biofuel component prices which tripled from XX to 60/m. Whistleblower tip sparked probe ⚖💶 #Oil #Antitrust #Italy" [X Link](https://x.com/lwsresearch/status/1971489782023725309) [@lwsresearch](/creator/x/lwsresearch) 2025-09-26T08:19Z 5136 followers, XXX engagements "⛏ Whitehaven Coal Ltd $WHC continues its on-market buy-back program repurchasing 87067 shares on Sept XX for A$584.8K at prices between A$6.656.82. Since March 2025 $WHC has bought back 5.7M shares with up to 35.8M still authorized under its A$48M program (running until Mar 2026) 📊 #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1971492764098478114) [@lwsresearch](/creator/x/lwsresearch) 2025-09-26T08:31Z 5136 followers, XXX engagements "⛏ Whitehaven Coal Ltd $WHC continued its on-market buy-back repurchasing 50710 shares on Sept XX for A$344K at prices between A$6.656.86. Since March $WHC has bought back 5.8M shares with 35.8M remaining under its A$48M program running until Mar 2026 📊 #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1972617616070996466) [@lwsresearch](/creator/x/lwsresearch) 2025-09-29T11:01Z 5136 followers, XXX engagements "Trump officials will announce new policies today to boost coal output. Energy Secretary Chris Wright said most coal plants slated for retirement will stay open to meet AI-driven power demand. $BTU $HCC $AMR" [X Link](https://x.com/lwsresearch/status/1972640197537124570) [@lwsresearch](/creator/x/lwsresearch) 2025-09-29T12:30Z 5135 followers, XXX engagements "📉 Glencore Plc $GLEN faces mounting pressure as institutional investors express frustration over strategy after shares fell -XX% in X years badly trailing peers. Weak coal prices hit its top-earning unit but shareholders are now questioning mine operations smelter efficiency & the groups long-term plan ⛏⚡ #Glencore #Commodities #Mining" [X Link](https://x.com/lwsresearch/status/1972719838050054480) [@lwsresearch](/creator/x/lwsresearch) 2025-09-29T17:47Z 5132 followers, XXX engagements "Goldman Sachs initiated coverage of Golar LNG $GLNG with a Buy and a $XX PT (+34% upside). As the only pure-play FLNG operator $GLNG is XX% contracted expected to reach $800M run-rate EBITDA by 2028 (vs. $260M in 2025). Focused on floating LNG units with limited price exposure $GLNG is positioned for growth despite bearish global gas outlook 🌍⚡ #LNG #Energy #GLNG" [X Link](https://x.com/lwsresearch/status/1972952029258555557) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T09:09Z 5136 followers, 1567 engagements "⛏ Sylvania Platinum Ltd $SLP announced directors management & staff exercised 692K deferred share awards (granted Aug 2022) settled from treasury shares. To cover taxes & employee requests $SLP repurchased 665K shares at 78p now held in treasury. CEO Jaco Prinsloo retained 35.2K shares; CFO Lewanne Carminati 26.4K. Voting rights now total 260.1M shares 📊 #Mining #Platinum #Stocks" [X Link](https://x.com/lwsresearch/status/1973017073124065514) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T13:28Z 5135 followers, XXX engagements "⛏ Whitehaven Coal Ltd $WHC repurchased 180434 shares on Sept XX for A$1.19M at prices between A$6.576.70. Since March $WHC has bought back 5.9M shares with 35.5M still available under its A$48M buy-back program running until Mar 2026 📊 #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1973336206558765515) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T10:36Z 5136 followers, XXX engagements "⛏ BHP Group $BHP will invest A$840M ($554M) to expand its Olympic Dam copper project in South Australia. The plan includes a new tunnel to access the Southern Area upgrades to processing infrastructure and construction of a new oxygen plant at its smelter. The move aims to boost copper output a critical metal for electrification ⚡📈 #Copper #Mining #Australia" [X Link](https://x.com/lwsresearch/status/1973340618291122195) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T10:54Z 5136 followers, XXX engagements "💰 Berkshire Hathaway $BRK reached a $9.7B all-cash deal to acquire Occidental Petroleums $OXY chemical unit OxyChem. This is Buffetts biggest purchase since the $11.6B Alleghany deal in 2022 and comes as Berkshire holds a record $344B cash pile. Already owning XXXX% of Occidental Buffett emphasized he wont take full control of the oil major. OxyChem produces water treatment healthcare and commercial chemicals. Buffett XX is set to step down as CEO at year-end 🦫📈 #M&A #Buffett #OXY #BRK" [X Link](https://x.com/lwsresearch/status/1973705593262051462) [@lwsresearch](/creator/x/lwsresearch) 2025-10-02T11:04Z 5136 followers, XXX engagements "🛢 Cenit subsidiary of Colombias Ecopetrol $EC completed its first transfer of imported light crude via a repurposed 16-inch pipeline to the Barrancabermeja refinery moving 220K barrels as a pilot. The shift aims to optimize existing infrastructure rather than build new pipelines with Cenit also studying future uses like hydrogen transport and CO capture. The companys Cao LimnCoveas pipeline has faced XX attacks this year highlighting security challenges 🚨 #Oil #Ecopetrol #EnergyTransition" [X Link](https://x.com/lwsresearch/status/1973765979692744879) [@lwsresearch](/creator/x/lwsresearch) 2025-10-02T15:04Z 5135 followers, XXX engagements "🛢 Baker Hughes $BKR: U.S. oil & gas rig count held steady at XXX this week. Thats XX fewer rigs (-6.2%) than a year ago. Oil rigs slipped to XXX (-2) while gas rigs edged up to XXX (+1). Despite weaker prices EIA sees record output ahead: crude 13.4M bpd in 2025 gas XXXXX bcfd ⚡ #Energy #Oil #Gas" [X Link](https://x.com/lwsresearch/status/1974200414024179973) [@lwsresearch](/creator/x/lwsresearch) 2025-10-03T19:50Z 5135 followers, XXX engagements "🥈 Global silver output Q2 2025: Fresnillo $FRES leads with 12.5M oz followed by KGHM $KGH at 10.8M oz and Newmont $NEM with 8M oz. Other top producers include Southern Copper $SCCO (5.98M oz) Pan American Silver $PAAS (5.1M oz) and Glencore $GLEN (4.87M oz). Strong quarter highlights Latin Americas dominance in silver supply ⛏🌎 #Silver #Mining #Metals" [X Link](https://x.com/lwsresearch/status/1974485938563690582) [@lwsresearch](/creator/x/lwsresearch) 2025-10-04T14:45Z 5136 followers, 3098 engagements "🚀 Bitcoin spot ETFs $BTC recorded $1.19B in net inflows on Oct X the strongest daily gain in weeks led by BlackRock $IBIT (+$970M) and Fidelity $FBTC (+$112.3M). Total cumulative inflows now exceed $61.2B signaling renewed institutional demand 💰🔥 #Bitcoin #ETF #Crypto" [X Link](https://x.com/lwsresearch/status/1975465481030279179) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T07:37Z 5136 followers, XXX engagements "⚡ The Trump administration is weighing an additional $12B in cuts to clean energy funding targeting EV manufacturing and carbon capture projects. Impacted programs include grants to Occidental $OXY General Motors $GM and Stellantis $STLAM for U.S. plant conversions. The move follows last weeks $7.56B rollback in DOE climate funding 🔋 #Energy #EV #Politics" [X Link](https://x.com/lwsresearch/status/1975649101816430770) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T19:47Z 5136 followers, XXX engagements "📉 Berenberg downgrades Glencore Plc $GLEN to Hold (from Buy) setting PT at XXXX citing doubts over copper output targets. To meet full-year guidance (850K890K tonnes) Glencore must produce 282K tonnes in Q4 a potential record for its asset base. Q3 copper output estimated at 224K tonnes up from 176K in Q2. Analysts view guidance as optimistic despite strength in coal zinc and cobalt. Next earnings set for Oct XX ⚒⚡ #Glencore #Mining #Copper" [X Link](https://x.com/lwsresearch/status/1975861156901188000) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T09:49Z 5134 followers, XXX engagements "⛏ Berenberg upgrades Anglo American PLC $AAL to Buy (from Hold) and raises PT to XX (from 23) citing strong execution on transformational M&A. Key drivers: merger with Teck Resources $TECK and the Los Bronces-Andina JV with Codelco both boosting copper synergies in Chile. Despite hurdles resale of the met coal unit regulatory clearance in Brazil and weak diamond markets Berenberg sees improving copper & coal volumes fueling EBITDA and FCF growth 💰📈 #AngloAmerican #Mining #Copper" [X Link](https://x.com/lwsresearch/status/1975861420819394651) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T09:50Z 5136 followers, XXX engagements "🚀 Bitcoin spot ETFs $BTC recorded $875.6M in net inflows on Oct X driven mainly by BlackRock $IBIT (+$899.4M). Despite minor outflows from Grayscale $GBTC (-$28.6M) total cumulative inflows have climbed to $62.1B reinforcing strong institutional demand 💰📊 #Bitcoin #ETF #Crypto" [X Link](https://x.com/lwsresearch/status/1975866353392230670) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T10:10Z 5136 followers, XXX engagements "Bit Digital $BTBT has purchased an additional 31057 Ethereum $ETH to increase its total ETH holdings to 150244" [X Link](https://x.com/lwsresearch/status/1975903370092384716) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T12:37Z 5136 followers, XXX engagements "⛏ McEwen Copper Inc a unit of McEwen Mining $MUX released the feasibility study for its Los Azules copper project in San Juan Argentina confirming plans to produce 204800 tons of high-purity copper cathodes annually during the first five years with a 21-year mine life. Backed by Stellantis $STLAM (18.3%) and Rio Tinto $RIO (17.2%) the $2.7B project is part of Argentinas Large Investment Incentive Regime (RIGI) offering 30-year fiscal benefits. Los Azules advances toward construction a key step in Argentinas return to copper production ⚙ #McEwenMining #Copper #Argentina" [X Link](https://x.com/lwsresearch/status/1975914244995490035) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T13:20Z 5136 followers, XXX engagements "🚬 Philip Morris International $PM presented new evidence to the FDA advisory committee supporting continued authorization of its IQOS heated tobacco products as Modified Risk Tobacco Products. The FDAs preliminary review found evidence still supports PMIs reduced exposure claims vs cigarettes. IQOS used by 34M adults globally heats tobacco without burning cutting harmful chemicals while preserving taste. PMI has invested $14B since 2008 in smoke-free tech and now seeks renewal for two IQOS device versions and three HEETS variants. The brand re-entered the U.S. in 2023 after resolving its" [X Link](https://x.com/lwsresearch/status/1975951257438216515) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T15:47Z 5128 followers, XXX engagements "🏗 ArcelorMittal $MT (+6.5%) and Acerinox $ACX (+3.6%) surged in Madrid after the EU unveiled new protection measures for European steelmakers. The plan halves tariff-free import quotas and doubles duties (to 50%) on volumes above that limit to shield the bloc from global overproduction. Analysts at Banco Sabadell $SAB call the move clearly positive estimating +1015% EBITDA upside for ArcelorMittal and up to +20% for Acerinox whose European operations were loss-making. The policy expected by 2026 aligns EU trade defenses with those of U.S. and Canada ⚙ #Steel #Europe #Trade" [X Link](https://x.com/lwsresearch/status/1976004555834839098) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T19:19Z 5136 followers, XXX engagements "JP Morgan downgrades Puig $PUIG to underweight from overweight and cuts its target price to XXXX from 25" [X Link](https://x.com/lwsresearch/status/1976200482319368410) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T08:18Z 5136 followers, XXX engagements "⛏ J.P. Morgan says Europes metals & mining sector still has upside but now requires selective positioning as valuations climb. 🏆 Top pick: Rio Tinto Group $RIO only Overweight among diversified miners with PT XXXXX (from 54.50) and placed on positive catalyst watch ahead of its Dec X CMD. JPM expects copper output +30% by 2028 (920K tons) and potential buyback resumption if regulatory limits ease. ⚖ Glencore $GLEN downgraded to Neutral (PT 4.00) on event risk tied to copper output targets and higher CapEx in Argentina. Anglo American $AAL kept Neutral (PT 27.60) merger with Teck $TECK could" [X Link](https://x.com/lwsresearch/status/1976252297870012726) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T11:43Z 5128 followers, XXX engagements "🚬 British American Tobacco PLC $BATS has signed an agreement with Goldman Sachs International to execute a share buyback program running from Thursday until December XX 2025. This continues the repurchase initiative launched in March 2024 when BAT announced plans to buy back up to XXX billion in shares 700M in 2024 and 900M in 2025 funded in part by the 1.57B sale of its 436.9M-share stake in Indias ITC Ltd. BAT reiterated that the buyback program will conclude by December XX 2025 reinforcing its commitment to shareholder returns and capital discipline 💷📈 #BAT #ShareBuyback #GoldmanSachs" [X Link](https://x.com/lwsresearch/status/1976262533532057961) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T12:24Z 5136 followers, XXX engagements "🌎 The U.S. government has authorized Shell Plc $SHEL and Trinidad and Tobago to develop an offshore natural gas field in Venezuelan waters near the maritime border according to Trinidads attorney general. The approval marks a significant diplomatic and energy breakthrough potentially expanding regional gas supply while easing Venezuelas isolation from Western energy markets. ⚡ #Shell #Energy #Venezuela #Trinidad" [X Link](https://x.com/lwsresearch/status/1976342760639574220) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T17:43Z 5135 followers, 1022 engagements "⚖ Venture Global Inc. $VG has lost an arbitration case against BP Plc $BP a setback that contrasts with its recent legal win over Shell Plc $SHEL. The tribunal ruled in BPs favor finding that Venture Global improperly sold LNG cargoes from its Louisiana plant on the spot market instead of fulfilling long-term contract obligations. BP is now seeking over $X billion in damages adding pressure to one of the most closely watched disputes in the global LNG trade 🌎💥 #VentureGlobal #BP #LNG #Energy" [X Link](https://x.com/lwsresearch/status/1976395034975973767) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T21:11Z 5136 followers, 1504 engagements "📢 NewPrinces $NWL Confirms Intention to Float Subsidiary Princes Group plc on the London Stock Exchange 🗓 Reggio Emilia XX October 2025 🔍 Overview NewPrinces S.p.A. announced that its wholly owned subsidiary Princes Group plc has confirmed its intention to proceed with an initial public offering (IPO) of its ordinary shares on the Main Market of the London Stock Exchange (LSE). 🏦 Key Offer Details The IPO will consist of new ordinary shares issued by Princes Group to raise funds for future acquisitions and inorganic growth. The final offer price will be determined through a bookbuilding" [X Link](https://x.com/lwsresearch/status/1976560836475785533) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T08:10Z 5136 followers, XXX engagements "📉 J.P. Morgan trims its Q3 earnings forecast for Chevron Corp $CVX to $1.72/share (from $1.85) citing share dilution (13%) following the Hess Corp $HES acquisition. Despite a XXX% boost in net income the effect is offset by dilution. JPM now expects Q3 profit of $3.07B up from $2.85B in Q2 supported by Hess contributions stronger crude sales reduced maintenance and higher output from Permian Anchor and Leviathan. $CVX shares are up X% since the deal closed. 💼⛽ #Chevron #Earnings #Oil" [X Link](https://x.com/lwsresearch/status/1976623605640208869) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T12:19Z 5136 followers, XXX engagements "📈 Canaccord Genuity raises its price target for InMode Ltd $INMD to $XX (from $14) while keeping a Hold rating. The update reflects recent stock gains and higher earnings estimates with the firm cutting its valuation discount vs. peers from XX% to 30%. InMode trading at a P/E of 6.3x and boasting XX% gross margins now has its target based on a 1.4x multiple of projected 2026 sales ($384.5M). Canaccord stays neutral on short-term growth but sees improved relative value in the MedTech space. 🩺💹 #InMode #MedTech #Stocks" [X Link](https://x.com/lwsresearch/status/1976626098399015268) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T12:29Z 5136 followers, XXX engagements "🔥 Citi initiates coverage on Golar LNG Ltd $GLNG with a Buy rating and a $XX price target highlighting its low-risk high-return LNG exposure and strong growth outlook. Citi notes that Golars floating liquefaction vessels (FLNG) are backed by long-term tolling agreements minimizing volume risk while its solution delivers XX% lower capex per ton than land-based LNG projects boosting profitability. With limited competition in the floating LNG niche Citi believes $GLNG can achieve double-digit growth by capturing just a fraction of total market demand. ⚓💨 #GolarLNG #Energy #Investing" [X Link](https://x.com/lwsresearch/status/1976632626313064622) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T12:55Z 5135 followers, 1497 engagements "🌎 Eni SpA $ENI and YPF SA $YPF signed a final engineering agreement in Buenos Aires for a liquefied natural gas (LNG) project sourced from Argentinas Vaca Muerta shale formation. The plan covers the full LNG value chain from production in Neuqun to liquefaction and export via two floating LNG vessels each with a 6M tons/year capacity. The project could generate over $100B in exports for Argentina over XX years. ⚡🚢 #Eni #YPF #Energy" [X Link](https://x.com/lwsresearch/status/1976648125289771364) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T13:56Z 5135 followers, XXX engagements "🛢 U.S. drillers cut oil and gas rigs for the first time in six weeks according to Baker Hughes $BKR. The total rig count fell by X to XXX now X% below last years level with the Permian Basin hitting its lowest since Sept 2021 at XXX rigs. Despite fewer rigs the EIA forecasts U.S. crude output to rise to 13.5M bpd in 2025 (from 13.2M in 2024) and gas production to hit XXXXX bcfd amid higher prices. Oil $CL1 -XXXX% Gas $NG1 -XXXX% 📉 #Energy #Oil #NaturalGas" [X Link](https://x.com/lwsresearch/status/1976713644944577005) [@lwsresearch](/creator/x/lwsresearch) 2025-10-10T18:17Z 5135 followers, XXX engagements "📊 Bitcoin ETFs $BTC saw a slight net outflow of -$4.5M on Oct XX pausing the strong inflow streak from earlier in the week. BlackRock $IBIT led gains with +$74.2M while ARK Invest $ARKB (-$37.4M) and Bitwise $BITB (-$6.2M) dragged the total lower. Grayscale $GBTC also posted -$5.7M in redemptions. Despite daily volatility cumulative inflows across all Bitcoin ETFs remain robust at $62.7B signaling sustained institutional demand for Bitcoin $BTC exposure. 💥📈 #Bitcoin #ETF #CryptoMarkets" [X Link](https://x.com/lwsresearch/status/1976958781457146001) [@lwsresearch](/creator/x/lwsresearch) 2025-10-11T10:31Z 5136 followers, XXX engagements "💥 Marathon Digital Holdings $MARA just purchased XXX $BTC ( $46.3M) via institutional platform FalconX according to Lookonchain. The Bitcoin miner now holds 52850 BTC valued at roughly $6.12B reinforcing its position as one of the largest corporate Bitcoin holders globally. 🪙⚡ #MarathonDigital #Bitcoin #Crypto" [X Link](https://x.com/lwsresearch/status/1977677314499432951) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T10:06Z 5136 followers, XXX engagements "🌎 Eni SpA $ENI plans to begin liquefied natural gas (LNG) exports from Argentinas Vaca Muerta shale project by late 2029 or early 2030 according to COO Guido Brusco. The project developed jointly with YPF SA $YPF will produce roughly XX million tons of LNG per year marking a key milestone in Argentinas emergence as a global LNG exporter. ⚡🚢 #Eni #YPF #Energy" [X Link](https://x.com/lwsresearch/status/1977715071129190737) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T12:36Z 5134 followers, XXX engagements "Valaris $VAL announced a five-well contract with Bp Exploration Delta Limited for drillship VALARIS DS-12 in Egypt. The work is expected to commence in Q2 2026 has an estimated duration of XXX days and an estimated total contract value of approximately $XXX million inclusive of a mobilization fee. The award includes three option wells. Management said DS-12 will return to Egypt and noted all four drillships with near-term availability are now contracted" [X Link](https://x.com/lwsresearch/status/1977720234195780037) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T12:57Z 5136 followers, XXX engagements "📉 Whitehaven Coal Ltd $WHC reported the cancellation of 1927421 ordinary shares as part of its on-market buyback program totaling AUD XXXXX million completed between Aug XX and Oct X 2025 according to its ASX Appendix 3H filing. Additionally 7113 performance share rights (WHCAI) lapsed after failing to meet vesting conditions. Following these changes Whitehavens total shares on issue stand at XXXXX million. ⚒💰 #WhitehavenCoal #ASX #Buyback" [X Link](https://x.com/lwsresearch/status/1977824433101287613) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T19:51Z 5136 followers, XXX engagements "📉 Bitcoin ETFs $BTC posted net outflows of -$326.4M on Oct XX the sharpest withdrawal in nearly two weeks as selling pressure hit several major issuers. Fidelity $FBTC (-$115.6M) led redemptions followed by ARK Invest $ARKB (-$21.1M) and Grayscale $GBTC (-$145.4M). BlackRock $IBIT remained resilient with +$60.4M inflows partly offsetting the decline" [X Link](https://x.com/lwsresearch/status/1978043391624515655) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T10:21Z 5135 followers, XXX engagements "👔 British American Tobacco plc $BATS appointed Matthew Wright as an Independent Non-Executive Director effective Nov X 2025. He will also join the Remuneration and Nominations Committees. Wright former CEO of Russell Reynolds Associates brings deep expertise in leadership recruitment and transformation aligning with BATs push toward a Smokeless World strategy. Chair Luc Jobin highlighted Wrights global experience across Asia Europe and the U.S. as key to advancing the companys cultural and strategic transformation. 🌍💼 #BAT #Leadership #CorporateGovernance" [X Link](https://x.com/lwsresearch/status/1978056053850877963) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T11:11Z 5135 followers, XXX engagements "💬 Occidental Petroleum Corp $OXY CEO Vicki Hollub expects oil prices to remain between $58$62 per barrel through 2026 she said at the Energy Intelligence Forum in London. Hollub added that prices are likely to rise beyond that period highlighting a tightening long-term supply outlook for Brent crude as global investment in new production remains limited. 🛢📊 #Occidental #Oil #EnergyMarkets" [X Link](https://x.com/lwsresearch/status/1978210472290869529) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T21:25Z 5136 followers, 1489 engagements "💎 Ethereum ETF $ flows turned positive on October XX 2025 recording $236.2M in net inflows the strongest day in over a week after a series of red sessions. Fidelitys $FETH led with $154.6M followed by Bitwise $ETHW with $13.3M and VanEck $TETH with $10.5M" [X Link](https://x.com/lwsresearch/status/1978395807939207382) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T09:41Z 5136 followers, XXX engagements "The UK government has imposed new sanctions on Russias largest oil producers Rosneft PJSC and Lukoil PJSC as well as a Chinese LNG terminal tied to a major Russian gas project according to the Office of Financial Sanctions Implementation. The UK cited the firms strategic significance to Moscow both companies produce over half of Russias oil output as part of its latest effort to tighten pressure on Russias energy sector. ⚡🛢 #Russia #Sanctions #Energy" [X Link](https://x.com/lwsresearch/status/1978452737349022065) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T13:27Z 5136 followers, XXX engagements "⚡ Energy Transfer LP $ET has postponed the final investment decision (FID) for its Lake Charles LNG export project in Louisiana to Q1 2026 pushed back from the end of 2025 according to sources. The delay stems from rising project costs and the need for additional time to secure long-term contracts. The plan aims to convert the existing import terminal into a major export facility a project years in the making for the pipeline operator. 🛢 #EnergyTransfer #LNG #Energy" [X Link](https://x.com/lwsresearch/status/1978506250733199622) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T17:00Z 5136 followers, XXX engagements "💥 Paxos just minted XXX trillion PYUSD the stablecoin of PayPal Holdings Inc. $PYPL in one massive Ethereum $ETH transaction a record-scale minting move that caught traders attention across the crypto market. 🪙⚡#PayPal #Crypto #Stablecoins" [X Link](https://x.com/lwsresearch/status/1978546234911543678) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T19:39Z 5134 followers, 2144 engagements "Petrobras $PBR awarded Halliburton Co. $HAL several contracts for completion and stimulation services in deepwater fields in Brazil. Halliburton will deploy its SmartWell technology and EcoStar valves (eTRSV) to optimize production and safety in the Buzios Sepia and Atapu fields with operations scheduled to begin in 2026. ⚙🌊 #Petrobras #Halliburton #OilGas" [X Link](https://x.com/lwsresearch/status/1978554877274931258) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T20:13Z 5136 followers, XXX engagements "💸 Bitcoin ETFs recorded $94M in net outflows on Oct XX 2025 led by Grayscales GBTC (-$82.9M) and Invescos BTCO (-$11.1M). Despite the pullback total inflows since inception stand at $62.4B with BlackRocks IBIT $IBIT and Fidelitys FBTC $FBTC remaining dominant players. ⚡📉#Bitcoin #ETF #Crypto" [X Link](https://x.com/lwsresearch/status/1978741198727590267) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:33Z 5135 followers, XXX engagements "🌎 U.S. regulators have granted Venture Global LNG $VG an extension until December 2027 to complete the start-up of its Plaquemines LNG plant according to a federal filing Thursday. The project is a key pillar in expanding U.S. LNG export capacity amid growing global demand. ⚙🧊 #LNG #Energy #VentureGlobal" [X Link](https://x.com/lwsresearch/status/1978913265678979471) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T19:57Z 5134 followers, XXX engagements "🔥 NextDecade Corp. $NEXT has reached a final investment decision (FID) for Train X of its Rio Grande LNG export project in Texas expanding U.S. liquefaction capacity as global LNG demand surges. The move strengthens NextDecades position among top American LNG exporters. ⚙ #LNG #NextDecade #Energy" [X Link](https://x.com/lwsresearch/status/1978924157145669743) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T20:41Z 5136 followers, XXX engagements "Indian refiners are set to import Guyanese crude for the first time purchasing X million barrels from Exxon Mobil Corp. $XOM according to trade sources. Indian Oil Corp. $IOC will receive X million barrels of Golden Arrowhead crude while Hindustan Petroleum Corp. $HINDPETRO bought X million barrels of Liza and Unity Gold all for delivery in late 2025 or early 2026. 🚢🛢#India #ExxonMobil #Oil" [X Link](https://x.com/lwsresearch/status/1979064560897106195) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T05:58Z 5136 followers, XXX engagements "GeoPark Ltd. $GPRK completed the acquisition of XXX% of the Loma Jarillosa Este and Puesto Silva Oeste blocks in Vaca Muerta from Pluspetrol for $115M. The assets currently produce 2000 boe/d and are projected to reach 20000 boe/d by 2028 with plans for 5055 wells a CPF (20000 bpd capacity) and a connecting pipeline to ensure integrated operations. ⚙🛢 #GeoPark #VacaMuerta #Energy" [X Link](https://x.com/lwsresearch/status/1979065395018445258) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T06:02Z 5134 followers, XXX engagements "📉 Barclays Double Downgrades AST SpaceMobile $ASTS to Underweight from Overweight Keeps PT at $XX 🧠 Analyst: Mathieu Robilliard October 2025 🔍 Barclays downgraded AST SpaceMobile ($ASTS) two notchesfrom Overweight to Underweightwhile maintaining its price target at $XX citing valuation concerns after the stocks sharp rally and lingering execution risks despite strong operational progress. 📈 Recent Positive Catalysts (All Priced In) 1.BlueBird-2 Launch Timeline Confirmed AST reaffirmed that next-generation satellite launches begin in 2025 maintaining the target of 4560 satellites by" [X Link](https://x.com/lwsresearch/status/1979091891963539609) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T07:47Z 5136 followers, 1050 engagements "SLB $SLB reported third-quarter 2025 results: revenue $8.93B (+4% sequential -X% YoY) GAAP EPS $XXXX (-32% seq -XX% YoY) and net income $739M (-27% seq -XX% YoY). Adjusted EBITDA was $2.06B (flat sequential -XX% YoY). Free cash flow was $1.10B and operating cash flow was $1.68B. SLB completed the ChampionX acquisition July XX 2025 with ChampionX contributing $579M revenue and $139M adjusted EBITDA for two months. The Board approved a quarterly cash dividend of $XXXXX per share payable Jan X 2026 and YTD share repurchases totaled $2.41B (60.0M shares). Management highlighted Digital and" [X Link](https://x.com/lwsresearch/status/1979141147889897752) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T11:03Z 5136 followers, XXX engagements "BREAKING: President Trump announces that he will be meeting with Chinas President Xi in X weeks. I think well be fine with China Trump says" [X Link](https://x.com/lwsresearch/status/1979149446026777048) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T11:36Z 5136 followers, 3368 engagements "⚠ Several units at BP Plc $BPs Whiting refinery in Indiana the largest in the U.S. Midwest with 440000 bpd capacity were offline on Friday according to market sources citing Wood Mackenzie data. The facility was seen flaring early in the day as BP investigates the issue. 🛢🔥#BP #Refining #Energy" [X Link](https://x.com/lwsresearch/status/1979163004768805027) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T12:30Z 5136 followers, XXX engagements "Silver fell more than X% in its biggest drop in six months as the broad precious metals group retreated following a furious rally this week" [X Link](https://x.com/lwsresearch/status/1979239465781473642) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T17:33Z 5136 followers, XXX engagements "🚢 The UNs International Maritime Organization (IMO) delayed by one year its decision on a global carbon price for shipping after heavy pressure from the U.S. and Saudi Arabia 🛢. The Saudi motion passed 5749 halting talks backed by the EU and Brazil to speed up decarbonization. U.S. President Donald Trump urged members to reject what he called a fraudulent global green tax. Meanwhile Maersk $MAERSK_A said the delay is a loss of momentum for an industry responsible for X% of global CO emissions. #Carbon #Shipping #Climate" [X Link](https://x.com/lwsresearch/status/1979289191935619166) [@lwsresearch](/creator/x/lwsresearch) 2025-10-17T20:51Z 5136 followers, XXX engagements "On October XX U.S. spot Bitcoin ETFs $BTC saw net outflows of $XXX million marking the third consecutive day of outflows. Spot Ethereum ETFs $ETH saw net outflows of $XXX million with none of the nine funds seeing inflows" [X Link](https://x.com/lwsresearch/status/1979453942124679236) [@lwsresearch](/creator/x/lwsresearch) 2025-10-18T07:46Z 5135 followers, XXX engagements "JERUSALEM Oct XX (Channel 12) Israel launched three airstrikes on the southern Gaza city of Rafah after Hamas allegedly violated the ceasefire Israeli media reported Sunday. The strikes followed an attack on an IDF engineering unit prompting Prime Minister Benjamin Netanyahu and Defense Minister Israel Katz to convene security talks to assess the situation. The U.S. earlier accused Hamas of planning civilian attacks an allegation the group denied. The IDF has not yet commented" [X Link](https://x.com/lwsresearch/status/1979839690845950082) [@lwsresearch](/creator/x/lwsresearch) 2025-10-19T09:19Z 5136 followers, XXX engagements "9/ The container market delivered a surprise. Rates rose across all major routes out of Asia driven by new reciprocal port fees between the US and China" [X Link](https://x.com/lwsresearch/status/1979862258307289353) [@lwsresearch](/creator/x/lwsresearch) 2025-10-19T10:48Z 5135 followers, XX engagements "10/ Ironically the trade war brought back short-term demand: exporters rushed shipments ahead of higher costs triggering a temporary rate rebound" [X Link](https://x.com/lwsresearch/status/1979862262178558199) [@lwsresearch](/creator/x/lwsresearch) 2025-10-19T10:48Z 5136 followers, XX engagements "📉💰🛢 The owners of EPIC Crude pipeline are exploring a potential sale valued at around $3B including debt according to sources. The line jointly owned by Ares Management $ARES (-1.75%) Diamondback Energy $FANG (+1.10%) and Kinetik $KNTK (-1.01%) transports over 600K bpd from the Permian and Eagle Ford to the U.S. Gulf Coast. Ares controls XX% while Diamondback and Kinetik split the rest. Valuation is expected between $2.5B$3.5B with upside hinging on new contracts. Phillips XX $PSX (+0.19%) recently bought EPICs NGL system for $2.2B. #Energy #M&A #OilPipelines" [X Link](https://x.com/lwsresearch/status/1960058314932330717) [@lwsresearch](/creator/x/lwsresearch) 2025-08-25T19:14Z 5135 followers, XXX engagements "🔎 Braskem SA $BAK hired financial & legal advisors to explore options for optimizing its capital structure amid a prolonged chemical industry downturn. The move aims to mitigate current headwinds while reinforcing competitiveness in Brazils chemical sector ⚗ #Braskem #Chemicals #Markets" [X Link](https://x.com/lwsresearch/status/1971543239300731169) [@lwsresearch](/creator/x/lwsresearch) 2025-09-26T11:51Z 5136 followers, 1942 engagements "⛏ Whitehaven Coal Ltd $WHC repurchased 78462 shares on Sept XX for A$519K at prices between A$6.566.79. Since March $WHC has bought back 5.85M shares with 35.7M remaining under its A$48M buy-back program running until Mar 2026 📊 #Coal #Buyback #ASX" [X Link](https://x.com/lwsresearch/status/1972976738033627633) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T10:48Z 5136 followers, XXX 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 2017 said the U.S. is its natural long-term home with XX% of shares already held by U.S. investors. The move mirrors a broader trend of companies prioritizing U.S. markets 📊 #Energy #Stocks #NYSE" [X Link](https://x.com/lwsresearch/status/1973330060821074372) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T10:12Z 5136 followers, XXX engagements "📈 Jefferies Highlights Top Gold Stocks Amid Record Prices. $GOLD $DPM $EDV 🗓 October X 2025 Jefferies 🔍 Context Gold prices are reaching all-time highs creating a favorable environment for miners. Jefferies identified three companies best positioned to capture value from this momentum citing compelling valuations asset quality and operational improvements. 🧠 Key Picks Barrick Gold ($GOLD) Premium asset base at attractive valuation. Expected market re-rating as it meets guidance and controls costs. Benefits from gold asset recapitalization now materializing. Growing copper business adds" [X Link](https://x.com/lwsresearch/status/1975188848494719123) [@lwsresearch](/creator/x/lwsresearch) 2025-10-06T13:18Z 5136 followers, XXX engagements "📈 Ethereum spot ETFs $ETH saw $176.6M in net inflows on Oct X led by BlackRock $ETHA (+$92.6M) and Bitwise $ETHW (+$27M). This extends the rebound in crypto fund flows lifting total cumulative inflows to $1.54B since launch 💎🔥 #Ethereum #ETF #Crypto" [X Link](https://x.com/lwsresearch/status/1975465205577682976) [@lwsresearch](/creator/x/lwsresearch) 2025-10-07T07:36Z 5136 followers, XXX engagements "📊 Intesa Sanpaolo (IMI) maintains BUY on NewPrinces $NWL raising the target price to XXXX (from 26) after the companys acquisition of Diageo Operations Italy (Princes Ready to Drink SpA) for 100M EV implying an EV/EBITDA multiple of 4.9x. The acquisition expands NewPrinces into high-potential beverage categories with an estimated 7M net cash improvement post-transaction. A 15-month transition agreement with Diageo will ensure smooth integration. The IPO process of Princes Group in London continues aiming to raise capital for food and beverage expansion while maintaining control under" [X Link](https://x.com/lwsresearch/status/1976009268462494013) [@lwsresearch](/creator/x/lwsresearch) 2025-10-08T19:38Z 5136 followers, XXX engagements "📉 J.P. Morgan downgraded Glencore Plc $GLEN from Overweight to Neutral even as it raised its PT to XXXX (from 3.70). The bank flagged materially higher event risk ahead of the Q3 report (Oct 29) noting Glencore must boost copper output by XX% in H2 to hit its 850890kt 2025 guidance. JPM also added Glencore to Negative Catalyst Watch warning of potential higher CapEx guidance ($13B in Argentina) at the Dec X Capital Markets Day which could limit shareholder returns. ⚒📊 #Glencore #Copper #Mining" [X Link](https://x.com/lwsresearch/status/1976201289789821357) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T08:21Z 5136 followers, XXX engagements "💡 InMode Ltd. $INMD shares rose X% premarket after the company reported preliminary Q3 revenue of $92.5M$93M beating analyst expectations of $88.1M (FactSet). The firm reaffirmed full-year 2025 sales guidance at $365M$375M in line with consensus of $368.5M and will release full Q3 results on Nov X. Analysts see the update as a positive signal of steady demand across InModes aesthetic device portfolio 💆♀📈 #InMode #Earnings #MedTech" [X Link](https://x.com/lwsresearch/status/1976261191753236903) [@lwsresearch](/creator/x/lwsresearch) 2025-10-09T12:19Z 5136 followers, 1143 engagements "🎬 Warner Bros Discovery $WBD has rejected Paramount Global $PSKY and Skydance Medias initial takeover offer of about $20/share calling it too low according to Bloomberg. David Ellison who took control of $PSKY after an $8B merger with Skydance is now considering raising the bid approaching shareholders directly or bringing in Apollo Global Management $APO as a financial backer. The move signals an escalating Hollywood consolidation battle. 💥🎥 #WarnerBros #Paramount #Mergers" [X Link](https://x.com/lwsresearch/status/1977274875740823942) [@lwsresearch](/creator/x/lwsresearch) 2025-10-12T07:27Z 5136 followers, 1375 engagements "Bunge $BG shares soar XX% after Trump considers China cooking oil embargo" [X Link](https://x.com/lwsresearch/status/1978503061711569167) [@lwsresearch](/creator/x/lwsresearch) 2025-10-15T16:47Z 5136 followers, XXX engagements "Norways Equinor ASA $EQNR has started production at the Bacalhau oil field in Brazil its largest international offshore project holding over X billion boe in recoverable reserves. The field located XXX km off So Paulo can produce up to 220000 barrels/day via an FPSO. Partners include ExxonMobil Corp. $XOM (40%) and Galp Energia SGPS SA $GALP (20%). Output will ramp up through 2026. ⚙🌊#Equinor #Oil #Brazil" [X Link](https://x.com/lwsresearch/status/1978735587734499579) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:11Z 5136 followers, XXX engagements "ORENBURG Russia Oct XX (Reuters) The worlds largest gas processing plant in Orenburg has suspended gas inflows from Kazakhstan after a Ukrainian drone attack Kazakhstans Energy Ministry said Sunday. Orenburg region Governor Yevgeny Solntsev said the facility suffered partial damage and a fire broke out in a workshop following the strike later extinguished according to Russias Kommersant newspaper citing the operator. Ukraine confirmed it targeted the Orenburg gas plant and an oil refinery in Samara part of an intensified campaign to disrupt Russian fuel supplies and financing. The Ukrainian" [X Link](https://x.com/lwsresearch/status/1979937693686439957) [@lwsresearch](/creator/x/lwsresearch) 2025-10-19T15:48Z 5136 followers, XXX engagements "📉🌬Equinor ASA $EQNR which holds a XX% stake in rsted A/S $ORSTED.CO is sharing lessons with the Danish wind developer after the Trump administration ordered a halt to an almost-finished offshore wind farm in the US. Equinor said it draws on experience from setbacks at its Empire Wind project earlier this year. #Equinor #Orsted #WindEnergy" [X Link](https://x.com/lwsresearch/status/1959901629383111074) [@lwsresearch](/creator/x/lwsresearch) 2025-08-25T08:52Z 5137 followers, XXX engagements "Plains All American Pipeline $PAA and Plains GP Holdings $PAGP on Tuesday said it has agreed to buy a XX% stake in pipeline operator EPIC Crude Holdings from Diamondback Energy units $FANG and Kinetik Holdings for $XXXX billion including debt. Reuters reported in August that the pipeline owners were seeking a sale according to sources familiar with the matter" [X Link](https://x.com/lwsresearch/status/1962862815888224698) [@lwsresearch](/creator/x/lwsresearch) 2025-09-02T12:58Z 5137 followers, XXX engagements "Zijin Mining $2899.HK Planning IPO of its international gold-mining arm in Hong Kong that could raise $3B potentially the worlds 2nd-largest IPO in 2025; listing may come as soon as this month amid strong investor demand with gold near record highs. #Gold #IPO #Mining" [X Link](https://x.com/lwsresearch/status/1963521725389300212) [@lwsresearch](/creator/x/lwsresearch) 2025-09-04T08:37Z 5136 followers, XXX engagements "🛢 Cenovus Energy $CVE CEO Jon McKenzie said the company wont raise its takeover offer for MEG Energy $MEG despite a higher rival bid from Strathcona Resources $SCR. He argued Cenovus is already paying at the highest end of the range and sees its proposal as the only viable path forward. ⚡" [X Link](https://x.com/lwsresearch/status/1965782062779990313) [@lwsresearch](/creator/x/lwsresearch) 2025-09-10T14:19Z 5136 followers, 3298 engagements "🔥 Vistra Corp $VST CEO James Burke secures $340M payout as shares surge +450% since Jan 2024 ranking 2nd best in the S&P XXX. The Texas giant doubles down on coal gas & nuclear eyeing $7.4B EBITDA in 2026 with $GOOG seen as key partner for AI-driven data center power demand ⚡💰 #Energy #Nuclear #AI" [X Link](https://x.com/lwsresearch/status/1970071845702455365) [@lwsresearch](/creator/x/lwsresearch) 2025-09-22T10:25Z 5136 followers, XXX engagements "⚒ Southern Copper $SCCO expects steady 2025 copper output in Peru (414k tons) while boosting investment with $800M capex. Flagship projects include Ta Mara ($1.8B start 2027 full by 2028) and Michiquillay ($2.5B 225k t/y from 2032). Controlled by Grupo Mxico $GMEXICOB SCCO also eyes higher revenues from molybdenum & silver 📈⛏ #Copper #Mining #Peru" [X Link](https://x.com/lwsresearch/status/1970479171135516974) [@lwsresearch](/creator/x/lwsresearch) 2025-09-23T13:23Z 5137 followers, XXX engagements "⚡ Vistra Corp $VST signed a 20-year deal to supply 1200 MW from its Comanche Peak nuclear plant in Texas starting 2027 reaching full output by 2032. The deal covers XX% of the plants capacity sparking investor concern as the buyer wasnt named. Shares fell -X% despite also announcing plans for two new natural gas units (860 MW) in the Permian Basin 🔋 #Energy #Nuclear #Texas" [X Link](https://x.com/lwsresearch/status/1973014168862183848) [@lwsresearch](/creator/x/lwsresearch) 2025-09-30T13:16Z 5136 followers, XXX engagements "🛢 Petrobras $PBR is assessing potential roles in a Braskem $BAK restructuring as the Brazilian petrochemicals giant faces deepening crisis. At a board meeting Friday directors reviewed scenarios for Petrobras positioning should Braskem move to alter its capital structure Bloomberg reported. Discussions remain private but highlight Petrobras strategic interest in Braskems future 🔎 #Petrobras #Braskem #Energy #Brazil" [X Link](https://x.com/lwsresearch/status/1973507291404997034) [@lwsresearch](/creator/x/lwsresearch) 2025-10-01T21:56Z 5137 followers, 3592 engagements "🌾 Argentinas tariff pause triggers record farm export rush: President Javier Mileis move sparked $7B in booked shipments as traders including Bunge Global $BG Cargill $CARG and Louis Dreyfus jumped in. Aim: flood FX market with dollars to stabilize finances 💵 #Argentina #Commodities #Exports" [X Link](https://x.com/lwsresearch/status/1974112175355572240) [@lwsresearch](/creator/x/lwsresearch) 2025-10-03T13:59Z 5136 followers, XXX engagements "🏆 Global gold production (Q2 2025) shows Newmont Corp $NEM maintaining its dominance with 1.48M ounces followed by Agnico Eagle Mines $AEM (866K oz) and AngloGold Ashanti $AU (804K oz). Barrick Gold $GOLD (797K oz) NMMC (784K oz) and Zijin Mining $ZIJMF (707K oz) round out the top six. Mid-tier producers like Kinross $KGC (513K oz) and Gold Fields $GFI (585K oz) also posted strong quarters reflecting steady global supply amid rising bullion prices. ✨📈 #Gold #Mining #Commodities" [X Link](https://x.com/lwsresearch/status/1976997075922395350) [@lwsresearch](/creator/x/lwsresearch) 2025-10-11T13:03Z 5136 followers, 1888 engagements "💼 Jefferies reiterated its Buy rating on ConocoPhillips $COP trimming its price target to $XXX (from $129) implying XX% upside from the last close. The firm expects free cash flow (FCF) to rise sooner than the market anticipates driven by synergy acceleration lower capex and higher production. Jefferies cautions that investors may be overlooking key revenue and opex levers beyond capital reductions. ⚙📈 #ConocoPhillips #Oil #Investing" [X Link](https://x.com/lwsresearch/status/1977711482860093595) [@lwsresearch](/creator/x/lwsresearch) 2025-10-13T12:22Z 5137 followers, XXX engagements "🛢 Cenovus Energy Inc $CVE has purchased 21.7M shares of MEG Energy Corp $MEG raising its stake to XXX% ahead of the shareholder vote on their proposed merger. Both firms amended a standstill agreement allowing Cenovus to lift its stake up to XXX% before the vote. Earlier this month Cenovus raised its offer to C$8.6B ($6.1B) including debt. MEGs shareholder meeting was postponed to Oct XX to review the revised proposal. ⚙ #Cenovus #MEGEnergy #Mergers" [X Link](https://x.com/lwsresearch/status/1978051822712455529) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T10:54Z 5137 followers, XXX engagements "⚡ Barclays Plc $BCS turns bullish on European energy stocks forecasting profits will bottom in 2025 before a strong rebound amid rising power demand and investment. The bank calls the sector an unstoppable supercycle upgrading EDP Renovveis $EDPR and Centrica Plc $CNA to overweight while downgrading Redeia Corporacin $RED to underweight. 🌍📈#Energy #Europe #Barclays" [X Link](https://x.com/lwsresearch/status/1978737468078788764) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T08:19Z 5136 followers, XXX engagements "Petrobras $PBR will sign a deal to supply over X million barrels of crude oil to India Vice President Geraldo Alckmin announced during an official visit. The agreement strengthens BrazilIndia energy ties and expands Petrobrass export reach in Asia. 🤝🛢 #Petrobras #India #Energy" [X Link](https://x.com/lwsresearch/status/1978830732198871043) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T14:29Z 5136 followers, XXX engagements "🌊 The Sirius offshore project in Colombias Caribbean developed by Ecopetrol SA $EC and Petrleo Brasileiro S.A. Petrobras $PBR has completed nearly XX% of prior consultations according to Petrobras Colombias president Alcindo Moritz. The project is nearing Phase X when contracting will begin marking key progress in one of Colombias major exploration initiatives. ⚙#Ecopetrol #Petrobras #Energy" [X Link](https://x.com/lwsresearch/status/1978838356537512102) [@lwsresearch](/creator/x/lwsresearch) 2025-10-16T15:00Z 5136 followers, XXX engagements "CHINA 3Q GDP RISES XXX% Y/Y; EST. +4.7% *CHINA SEPT. RETAIL SALES RISE XXX% Y/Y; EST. +3.0% *CHINA SEPT. INDUSTRIAL OUTPUT RISES XXX% Y/Y; EST. +5.0% *CHINA JAN.-SEPT. FIXED INVESTMENT FALLS XXX% Y/Y; EST. +0.1%" [X Link](https://x.com/lwsresearch/status/1980093997537473008) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T02:09Z 5137 followers, XXX engagements "🔥 Argentina awarded Transportadora de Gas del Sur $TGSDB a $700M contract to extend the Perito Moreno trunk gas pipeline from the Vaca Muerta shale formation to Buenos Aires . The project adds XX million m/day of capacity (from XX to XX mm/d) includes three compressor plants (90000 HP) and supports new drilling at Vaca Muerta. Officials say the expansion will cut energy imports by $700M and boost Argentinas push toward energy self-sufficiency and exports. 💨 #Energy #Argentina #VacaMuerta" [X Link](https://x.com/lwsresearch/status/1980254287268634775) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T12:46Z 5137 followers, XXX engagements "⛏ District Metals $DMX: Boliden Terminates Option Agreement on Tomtebo & Stollberg 📅 August XX 2025 Company release 🔍 District Metals Corp. announced that Boliden Mineral AB has terminated the Option Agreement covering the Tomtebo and Stollberg polymetallic base metal properties in Swedens Bergslagen District. 🧠 Key Details Original deal (Oct 2023): Boliden could earn up to XX% of Tomtebo by spending CAD $10M in exploration over X years. District could earn up to XX% of Stollberg. Termination outcome: District retains XXX% of Tomtebo. Boliden retains XXX% of Stollberg. Boliden will keep" [X Link](https://x.com/lwsresearch/status/1959894793003155486) [@lwsresearch](/creator/x/lwsresearch) 2025-08-25T08:25Z 5136 followers, 1054 engagements "⛏ Orion Minerals $ORN signed a non-binding term sheet with Glencore $GLEN for $200M$250M in funding for its Prieska copper-zinc project in South Africa 💰. The deal includes an offtake agreement for XXX% of copper and zinc concentrates over XXX years. Funding will be disbursed in two tranches with the first drawdown targeted for November to fast-track early works and first production ⚡. Conditions include Glencore completing due diligence already underway while Orion continues talks with existing funding partners. #Mining #Copper #Zinc #Glencore #SouthAfrica" [X Link](https://x.com/lwsresearch/status/1968251909359178200) [@lwsresearch](/creator/x/lwsresearch) 2025-09-17T09:53Z 5136 followers, XXX engagements "🥇 Copper production Q2 2025: BHP Group $BHP leads with 516200t followed by Freeport-McMoRan $FCX (436809t) and Codelco (365000t). Other majors: Zijin Mining (282429t) Southern Copper $SCCO (239980t) and Rio Tinto $RIO (229000t). Glencore $GLEN Anglo American $AAL Antofagasta $ANTO CMOC $3993 and KGHM $KGH round out the top tier 🔥📈 #Copper #Mining #Commodities" [X Link](https://x.com/lwsresearch/status/1969407508054745326) [@lwsresearch](/creator/x/lwsresearch) 2025-09-20T14:25Z 5136 followers, 6619 engagements "🌊 Petrobras $PBR faces renewed environmental scrutiny over its drilling license in the Foz do Amazonas basin as Brazils environmental agency Ibama requested additional information and flagged pending issues and uncertainties in the companys emergency and wildlife protection plans. Ibama proposed a meeting on Thursday to review concerns. Petrobras said it will fully respond and remains confident the license will be granted soon though delays beyond Oct XX could require a new drill ship adding to the R$180M ($32.8M) standby costs already incurred. 🛢 #Petrobras #Amazon #Energy" [X Link](https://x.com/lwsresearch/status/1978146186293870919) [@lwsresearch](/creator/x/lwsresearch) 2025-10-14T17:09Z 5136 followers, XXX engagements "✂ Paramount Skydance $PSKY will cut 2000 U.S. jobs starting the week of Oct XX as part of a $2B cost-reduction plan under CEO David Ellison per Variety. Follows the $8.4B merger with Paramount Global $PARA (closed Aug); more international cuts expected with details due Nov XX (Q3 update). 🎬📉 #Media #Layoffs #Streaming" [X Link](https://x.com/lwsresearch/status/1979591387093016849) [@lwsresearch](/creator/x/lwsresearch) 2025-10-18T16:52Z 5136 followers, 1100 engagements "President Trump says Chinese President Xi Jinping is open to a trade deal. The U.S. will roll back tariffs on goods that cannot be grown mined or naturally produced domestically according to the Wall Street Journal" [X Link](https://x.com/lwsresearch/status/1979965627419730367) [@lwsresearch](/creator/x/lwsresearch) 2025-10-19T17:39Z 5136 followers, XXX engagements "🔥 Cleveland-Cliffs Inc $CLF surged XX% after announcing plans to expand into rare earths mining a bold move to diversify beyond steel. CEO Lourenco Goncalves said geologists are assessing the commercial viability of new deposits. Q3 results beat expectations with adjusted EBITDA of $143M vs. $127.9M estimated while capex will come in below prior forecasts boosting investor confidence 🚀🪨 #ClevelandCliffs #Mining #RareEarths" [X Link](https://x.com/lwsresearch/status/1980323083496960257) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T17:19Z 5136 followers, XXX engagements "⛽ Brazils state-run Petrobras $PBR will cut gasoline prices by XXX% (0.14 reais or $XXXXX per liter) to XXXX reais/liter starting Oct. XX. Its the second reduction this year totaling a XXXX% drop in 2025 and XXXX% lower since 2022 (inflation-adjusted). Diesel prices will remain unchanged after three cuts since March now down XXXX% versus late 2022 📉 #Petrobras #Oil #Energy" [X Link](https://x.com/lwsresearch/status/1980337682439106568) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T18:17Z 5136 followers, XXX engagements "🩺 Kenvue Inc $KVUE urged the U.S. FDA to reject a petition seeking a warning label linking Tylenol (acetaminophen) use during pregnancy to autism a claim recently amplified by President Donald Trump. Kenvue said the request lacks scientific support and is legally and procedurally improper citing over a decade of FDA reviews finding no causal link between acetaminophen and neurodevelopmental disorders. Tylenol remains the only pain reliever deemed safe for pregnant women when used minimally ⚖ #Kenvue #Tylenol #FDA" [X Link](https://x.com/lwsresearch/status/1980337961058095523) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T18:18Z 5136 followers, XXX engagements "U.S. business lobby urges Trump to lift new export restrictions on China 📅 October XX 2025 Reuters 🔍 The National Foreign Trade Council (NFTC) whose board includes major U.S. corporations such as Oracle Amazon and ExxonMobil has urged President Donald Trump to immediately suspend the new Affiliate Rule warning that it has already frozen billions of dollars in U.S. exports and could push China and other countries to exclude American companies from their supply chains. 📜 The rule in question The Affiliate Rule which took effect on September XX bans U.S. companies from exporting goods or" [X Link](https://x.com/lwsresearch/status/1980356777762853155) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T19:33Z 5136 followers, XXX engagements "💻 Core Scientific Inc $CORZ jumped X% after proxy advisor ISS urged investors to reject CoreWeaves $CRWV acquisition bid opposing the companys board which unanimously supported the deal. Major shareholder Two Seas Capital LP also opposes the sale arguing it undervalues Core Scientific. The ISS stance adds uncertainty but fueled optimism that $CORZ could secure a higher valuation in the market 🚀📊 #CoreScientific #Mergers #CryptoMining" [X Link](https://x.com/lwsresearch/status/1980381542292811790) [@lwsresearch](/creator/x/lwsresearch) 2025-10-20T21:12Z 5136 followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@lwsresearch
"💵 Major U.S. banks JPMorgan Chase & Co. $JPM Bank of America Corp. $BAC Goldman Sachs Group Inc. $GS and Citigroup Inc. $C are reportedly in talks with the U.S. Treasury to arrange loans for Argentina according to Semafor. The discussions could mark a key step in U.S. efforts to stabilize Argentinas economy. #Argentina #Banks #Finance"
X Link @lwsresearch 2025-10-16T20:48Z 5136 followers, 2191 engagements
"⚡ The European Union is pushing to end all Russian gas imports by 2027 with energy ministers meeting in Luxembourg to finalize a common stance. The plan bans short-term Russian gas contracts by mid-2026 followed by long-term deals XX months later with exemptions for Hungary and Slovakia . The move marks a major step in the blocs effort to sever its energy dependence on Moscow . #Energy #Europe #Geopolitics"
X Link @lwsresearch 2025-10-20T08:14Z 5136 followers, XXX engagements
"Vaar Energi $VAR majority owned by Italy's Eni $ENI said on Wednesday it had agreed to buy TotalEnergies $TTE's stake in Norway's Ekofisk PPF oil field raising Vaar's stake to XXXX% from 12.4%"
X Link @lwsresearch 2025-10-01T10:05Z 5136 followers, XXX engagements
"💼 KKR $KKR is weighing the sale of its XX% stake in Pembina Gas Infrastructure with the holding valued at around $7B according to sources. The JV with Pembina Pipeline $PPL created in 2022 owns midstream assets for transporting processing and storing natural gas and NGLs across Western Canada ⚡ #KKR #Energy #M&A"
X Link @lwsresearch 2025-10-01T19:27Z 5136 followers, XXX engagements
"🏆 Gold remains above $4000/oz supported by a global shift among central banks from U.S. Treasuries to gold reserves according to Russell Price of Ameriprise Financial. Price highlighted Chinas efforts to strengthen its currency noting that concerns over the U.S. fiscal deficit are weighing on Treasury demand though lower global rates have helped cushion bond losses. #Gold #CentralBanks #USDebt #China"
X Link @lwsresearch 2025-10-09T15:42Z 5136 followers, XXX engagements
"🛢 Exxon Mobil Corp. $XOM has begun its first oil and gas production in Brazil in more than a century marking a major milestone in the companys deepwater expansion strategy. 🌊 #ExxonMobil #Brazil #Oil"
X Link @lwsresearch 2025-10-16T13:13Z 5136 followers, XXX engagements
"🛰 Analysis Satellite business merger between Airbus Thales and Leonardo (Project Bromo) The three European aerospace giants Airbus $AIR Thales $OH and Leonardo $LDO have reached a preliminary framework agreement to merge their communications and observation satellite businesses creating a joint venture with a combined value of approximately XX billion. The model would be similar to that of MBDA (pan-European missile consortium) where the parties share ownership and governance with the workload divided between France and Italy two key countries for the European space sector"
X Link @lwsresearch 2025-10-20T11:56Z 5136 followers, XXX engagements
"🔋 Albemarle Corp. $ALB shares jumped X% after Truist Securities raised its price target to $XX (from $72) and lifted Q3 earnings estimates. The brokerage cited stronger lithium spot prices and improved energy storage margins as key drivers behind the upward revision ⚡. #Lithium #Stocks #EnergyStorage"
X Link @lwsresearch 2025-10-20T16:26Z 5136 followers, XXX engagements
"🛢 Ecopetrol $EC plans to exceed its 2025 goal of drilling XX wells by 2040% with X drilled so far (2 successful). Output hits 751K bpd above the top end of its target. The company seeks partners for X oil fields via deals like the $268M agreement with Parex Resources $PXT. The Sirius project with Petrobras $PBR in Colombias Caribbean requires XXX community approvals. Area holds 6B cubic feet of gas; investment could reach $5B and operations may start by 2029 ⚙🌊 #Ecopetrol #Oil #Colombia"
X Link @lwsresearch 2025-09-19T09:12Z 5136 followers, 1039 engagements
"⚡ Chiles SMA fined Albemarle $ALB $4M for environmental violations tied to brine over-extraction and failure to comply with its early-warning plan at the Atacama salt flat. $ALB one of only two lithium producers there (alongside SQM $SQM) saw shares drop -XXX% 📉🔋 #Lithium #Chile #EV"
X Link @lwsresearch 2025-09-30T15:32Z 5136 followers, XXX engagements
"⛽ Diamondback Energy $FANG CEO Kaes Vant Hof warned US crude production growth will stall if oil stays near $60/bbl with fewer wells profitable at that level. Speaking at an energy conference in Austin he said shale is near its ceiling noting $XX today equals $XX six years ago after inflation. Investor pressure for dividends and buybacks is shifting strategies away from production growth toward shareholder returns 📉💵 #Oil #Shale #Diamondback #Energy"
X Link @lwsresearch 2025-10-01T16:49Z 5136 followers, 1050 engagements
"🔥 Petrobras $PBR Completes First Gas Import from Argentinas Vaca Muerta via Pipeline 🗓 October X 2025 Refinitiv 🔍 Milestone Energy Transaction Petrobras ($PETR3) and Pluspetrol have completed their first-ever import of unconventional natural gas from Argentinas Vaca Muerta shale formation via pipeline marking a significant step in regional energy integration. 🧠 Key Details The test shipment completed last Friday involved 100000 cubic meters of gas produced by Petrobras Argentine subsidiary (POSA) and Pluspetrol. The gas was transported through existing pipelines from Argentina to Bolivia"
X Link @lwsresearch 2025-10-06T19:19Z 5136 followers, XXX engagements
"⛏ Rio Tinto Group $RIO with partners Mitsui & Co. $8031.T and Nippon Steel Corp. $5401.T will invest $733M to develop new iron ore mines at West Angelas in Australias Pilbara region. The project will sustain 35M tons/year of output with production starting in 2027 ⚙ #RioTinto #IronOre #Mining"
X Link @lwsresearch 2025-10-06T22:45Z 5136 followers, XXX engagements
"🛢 Petrobras $PBR signs R$9.6B ($1.81B) in construction contracts for its Boaventura refining project covering new units to produce lubricants diesel S-10 and jet fuel. The firm also inked R$10.2B in deals to charter four ROV support vessels for offshore operations ⚙ #Petrobras #Energy #Oil"
X Link @lwsresearch 2025-10-07T07:34Z 5136 followers, 1134 engagements
"🛢 Brazil sets a minimum bid of $1.9B (R$10.2B) for its upcoming Dec X presalt oil auction offering stakes of XXX% in Mero XXXX% in Tupi and XXXX% in Atapu all currently state-owned. Operator Petrobras $PBR is expected to be a key contender ⚙ #Brazil #Oil #Petrobras"
X Link @lwsresearch 2025-10-07T19:37Z 5136 followers, XXX engagements
"APA $APA provided supplemental estimates for 3Q 2025 and scheduled an earnings conference call for Nov X 2025 at 10:00 a.m. CT. Key estimates: U.S. realized prices oil $66.00/bbl NGL $20.00/bbl natural gas $0.70/Mcf; International oil $68.50/bbl NGL $40.00/bbl gas $4.20/Mcf. Operational and cash items: Egypt tax barrels 3738 MBoe/d; dry hole costs $46M; net gain on purchases/sales $177M (before tax). APA received substantial payments from EGPC distributed $173M to its noncontrolling Egypt partner in 3Q and noted that these receipts do not increase its free cash flow under its definition."
X Link @lwsresearch 2025-10-08T21:51Z 5136 followers, XXX engagements
"⚡ Albemarle Corp $ALB shares rose XXX% premarket to $XXXXX after TD Cowen raised its PT to $XX (from $70) and as China tightened export controls on rare earths. The firm said Albemarle could see a modest lift from higher spot lithium carbonate and spodumene prices though optimism over sustained price gains from Chinas mine shutdowns is fading. 📊 Ratings snapshot: X Buy XX Hold X Sell average target $XXXXX. YTD shares are up XXX% 🔋🌍 #Albemarle #Lithium #China"
X Link @lwsresearch 2025-10-09T11:45Z 5136 followers, XXX engagements
"Brazilian oil company Petrobras $PBR will be able to supply around XX% of the country's total demand for nitrogen fertilizers when it resumes operations at three local plants its CEO Magda Chambriard said on Thursday"
X Link @lwsresearch 2025-10-09T20:59Z 5136 followers, 1143 engagements
"🌿 A Datafolha survey found that XX% of Brazilians oppose oil exploration off the Amazon coast where Petrobras $PBR seeks approval to drill in the Foz do Amazonas basin one of Brazils most promising new oil frontiers. The poll commissioned by Eko shows strong youth opposition (73% among ages 1624) ahead of COP30 in Belm where Brazil will host world leaders to discuss climate action. Despite environmental pushback President Lula da Silva has defended Brazils right to explore as Petrobras ExxonMobil $XOM Chevron $CVX and CNPC hold XX blocks in the region. 🌎🛢 #Brazil #Amazon #Energy"
X Link @lwsresearch 2025-10-13T14:18Z 5136 followers, XXX engagements
"Global Atomic Corporation $GLO announced it has upsized its bought-deal public offering with Red Cloud Securities Inc. as sole underwriter and bookrunner raising gross proceeds to C$35 million from the previously planned C$20 million due to strong investor demand. 📊 Offering Details: 56452000 units at C$0.62 per unit Each unit includes one common share and one warrant Each warrant allows the purchase of one share at C$0.80 within XX months of closing Includes a XX% over-allotment option for stabilization 💰 Use of Proceeds: Funds will be directed toward advancing the companys Dasa uranium"
X Link @lwsresearch 2025-10-16T13:34Z 5136 followers, 1047 engagements
"💹 Shares of SLB $SLB rose XXX% premarket after Piper Sandler upgraded the stock to Overweight from Neutral and raised its price target to $XX (from $41). The firm cited a turning point driven by an expected Saudi Arabia recovery in early 2026 clearer financials postChampionX $CHX acquisition and greater digital business transparency. SLB also beat estimates with $XXXX EPS vs. analysts $XXXX per LSEG data. 🚀 #Energy #Stocks #OilfieldServices"
X Link @lwsresearch 2025-10-20T10:32Z 5136 followers, XXX engagements
"🏗 Cleveland-Cliffs Inc. $CLF shares rose in premarket after posting mixed Q3 results. Revenue of $4.73B missed LSEG estimates of $4.9B but grew XXX% YoY supported by improved sales mix pricing and cost control. The adjusted loss of $0.45/share beat forecasts for a $XXXX loss. CEO Lourenco Goncalves highlighted a rebound in U.S. automotive-grade steel demand crediting the Trump administrations new trade framework . #Steel #Earnings #Manufacturing"
X Link @lwsresearch 2025-10-20T10:36Z 5136 followers, XXX engagements
"CleanSpark $CLSK announced on October XX 2025 the hire of Jeffrey Thomas as Senior Vice President of AI Data Centers as the company expands beyond pure-play bitcoin mining into AI data center infrastructure. The company said Thomas brings 40+ years of global experience and has participated in XX ventures that created $XX billion in shareholder value; he previously led Humain's multibillion AI data center program in Saudi Arabia. CleanSpark plans to leverage its vertically integrated infrastructure model and rapid site development track record to convert and expand sites naming Georgia"
X Link @lwsresearch 2025-10-20T13:27Z 5136 followers, XXX engagements
"🍺 Molson Coors Beverage Co. $TAP will cut XXX salaried jobs about X% of its Americas workforce as part of a major restructuring to streamline operations. The brewer of Miller Lite and Blue Moon says the move will help refocus on growth areas revitalize its beer portfolio and expand into mixers non-alcoholic drinks and energy beverages ⚡. #MolsonCoors #Beverage #Business"
X Link @lwsresearch 2025-10-20T13:34Z 5136 followers, XXX engagements
"Brazils Ibama approved Petrobras $PBR to begin exploratory drilling in the Foz do Amazonas Basin near the Amazon River mouth a project seen as Brazils most promising new oil frontier. The five-month campaign wont produce oil yet but aims to confirm large reserves similar to those in Guyana where Exxon Mobil $XOM is thriving. CEO Magda Chambriard called the approval an achievement for Brazilian society as Petrobras claims full compliance with environmental rules. The move sparks tension ahead of COP30 in Belem where Brazil will push for faster global decarbonization 🌎🛢 #Petrobras #Amazon"
X Link @lwsresearch 2025-10-20T17:10Z 5136 followers, XXX engagements
"🏛 Gold Reserve Inc $GRZ claimed that $XXX million in advisory fees paid to firms involved in the Citgo Petroleum $PDV Holding auction could compromise the processs fairness. The Toronto-listed miner accused advisors Weil Gotshal & Manges and Evercore Inc $EVR of conflicts of interest saying they received payments from Amber Energy (Elliott Investment Management) the bidder recently recommended as the winner. The auction aims to compensate creditors including Crystallex and ConocoPhillips $COP for Venezuelas unpaid debts and expropriations. Gold Reserve argues that the advisors financial ties"
X Link @lwsresearch 2025-10-20T18:07Z 5136 followers, XXX engagements
"💰 Gold shorts are deeply underwater but still hanging on: according to S3 Partners short sellers have lost $9B (-93%) so far in 2025 and $5.1B (-34%) in the past XX days amid golds +65% YTD surge. Total short interest stands near $18.5B led by Newmont Corp $NEM ($2.19B) Agnico Eagle Mines Ltd $AEM ($1.32B) and Kinross Gold Corp $K ($750M). Spot gold $GOLD rose another XXX% hitting fresh records and mounting losses could trigger a short-covering rally ⚡🏆 #Gold #Markets #S3Partners"
X Link @lwsresearch 2025-10-20T18:12Z 5136 followers, XXX engagements
"⛏ Dundee Precious Metals $DPM shareholders approved the acquisition of Adriatic Metals $ADT and a name change to DPM Metals Inc. with over XX% voting in favor at the Aug. XX special meeting. Adriatic shareholders also approved the deal which now awaits UK High Court approval on Aug. XX and is expected to close Sept. X 2025. #Mining #M&A #Gold"
X Link @lwsresearch 2025-08-13T17:20Z 5136 followers, 1015 engagements
"⛏ Teck Resources Ltd $TECK cut output guidance again for its flagship Chilean copper mine extending production impacts through 2028. The move comes weeks after its major deal with Anglo American $AAL.L and adds to a string of global copper supply shocks as demand surges from AI and clean energy sectors ⚡🔋 #TeckResources #Copper #Mining"
X Link @lwsresearch 2025-10-08T08:44Z 5136 followers, XXX engagements
"🥗 UBS upgrades HelloFresh SE $HFG from Neutral to Buy and raises its PT to XXXXX (from 7.60) citing signs that revenue declines are bottoming out. UBS expects growth to stabilize by Q3 2025 and return to positive constant-currency growth by Q2 2026 supported by an in-depth customer cohort analysis showing improved retention and engagement. The bank says HelloFreshs strategic pivot and better customer data offer confidence in a sustained turnaround despite prior volatility 🍽📈 #HelloFresh #UBS #Equities"
X Link @lwsresearch 2025-10-09T08:22Z 5136 followers, 2555 engagements
"📉🚗 Impala Platinum Holdings Ltd. $IMP is rethinking its Canadian palladium mine as palladium prices remain low. The South African miner reported a 1.9B rand ($103M) profit for H2 2024 joining peers Anglo American Platinum $ANGPY and Sibanye Stillwater $SBSW in cutting costs amid weak metal markets. #Palladium #Mining"
X Link @lwsresearch 2025-02-27T10:39Z 5136 followers, XXX engagements
"Exxaro Resources $EXX appoints Ben Magara as CEO replacing Nombasa Tsengwa. The coal miner shifts focus to manganese and copper eyeing Zambia for exploration. 2024 profits fell to 7B rand ($381M) from 11B with dividends cut to XXX rand/share. #Mining #Exxaro #Metals"
X Link @lwsresearch 2025-03-13T10:54Z 5136 followers, XXX engagements
"Whitehaven Coal $WHC continues its on-market buyback program repurchasing 49836 shares on June XX for AUD 287.5K 💰 The company has now bought back over 3.39M shares since March with a cap set at 41.83M. Broker: UBS Securities #WHC #Buyback #ASX 📉"
X Link @lwsresearch 2025-06-11T09:59Z 5136 followers, XXX engagements
"Whitehaven Coal $WHC continues its on-market buy-back program acquiring 90206 shares on June XX at up to AUD XXXX each. So far the company has repurchased over XXXX million shares with plans to buy back up to 41.8M shares (worth $72M AUD total). Broker: UBS Securities. 📉💰🟩 #Whitehaven #Buyback #ASX"
X Link @lwsresearch 2025-06-23T08:06Z 5136 followers, XXX engagements
"🔁 Whitehaven Coal Ltd $WHC continues its on-market buy-back: 59616 shares repurchased on XX June 2025 at up to AUD 5.81/share. Total bought so far: 3.88M out of 41.83M planned with up to AUD 72M allocated. Broker: UBS Securities. 🏦📉 #Whitehaven #Buyback #ASX"
X Link @lwsresearch 2025-06-24T10:18Z 5136 followers, XXX engagements
"📉 Whitehaven Coal Limited $WHC continues its on-market buy-back repurchasing 121906 shares on June XX for AUD 665K. Total buy-back now at 4.18M shares aiming for up to 41.8M (AUD 72M). Broker: UBS Securities. 🏦 #ASX #BuyBack"
X Link @lwsresearch 2025-06-26T08:36Z 5136 followers, XXX engagements
"📊 Goobit Group $BTCX launches a bold Bitcoin Treasury Strategy aiming to stack BTC on its balance sheet long-term. First round oversubscribed; second round coming soon. A structural shift toward becoming Europe's top Bitcoin-holding fintech 🔥. #BTCX #BitcoinTreasury #CryptoFinance"
X Link @lwsresearch 2025-08-04T12:25Z 5136 followers, XXX engagements
"📊 📊 Howard Marks - Oaktree Capital Q2 2025 - 🛢 Ecopetrol $EC: Increases position +12.26% (+387700 shares). - 🏭 Braskem $BAK: Aggressive cut -XXXXX% (-1.89M shares). - ⛽ Petrobras $PBR: Full sell-off (-100% -2.66M shares). 🔍 Key move in LatAm energy: increases exposure to Colombia cuts hard on Brazilian petrochemicals and exits Petrobras entirely. #HowardMarks #OaktreeCapital #Ecopetrol #Braskem #Petrobras #EnergyInvesting"
X Link @lwsresearch 2025-08-13T23:49Z 5136 followers, 3281 engagements
"⛏ Whitehaven Coal $WHC extends on-market buyback planning to repurchase up to $48M in shares from Aug 22Dec XX 2025. Part of capital framework targeting 4060% NPAT payout split between dividends & buybacks. #Mining #Coal #Stocks"
X Link @lwsresearch 2025-08-21T06:12Z 5136 followers, XXX engagements
"⛏ Whitehaven Coal $WHC reports daily buy-back activity: 79640 shares repurchased on Sept X for AUD 508.8K at prices between AUD 6.306.45. Since March the miner has bought back 4.97M shares with up to 41.6M authorized (max AUD $48M) through March 2026. UBS Securities is executing the program. 📉"
X Link @lwsresearch 2025-09-08T10:01Z 5136 followers, XXX engagements
"EchoStar $SATS) has terminated its constellation contract with MDA Space $MDA due to a strategic shift following spectrum allocation discussions with the FCC. EchoStar has agreed to sell its AWS-4 and H-block spectrum licenses to SpaceX. MDA Space emphasizes that the termination is unrelated to their performance and confirms they will receive compensation for all termination costs and fees. The company maintains its $XXX billion backlog (excluding the EchoStar contract) and reiterates its fiscal 2025 financial outlook. MDA Space continues to pursue opportunities in digital satellite"
X Link @lwsresearch 2025-09-08T11:24Z 5136 followers, 11.3K engagements
"⛏ Whitehaven Coal $WHC repurchased 129808 shares on Sept X for AUD 825.4K at prices between AUD 6.306.56. Total buybacks now stand at 5.05M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. 📉"
X Link @lwsresearch 2025-09-09T09:27Z 5135 followers, XXX engagements
"📰DOMA Perpetual Pushes InMode $INMD for Aggressive Buybacks Key Developments: DOMA Perpetual Capital Management LLC a Miami-based investment firm and shareholder in InMode Ltd. (INMD) sent a letter urging the board to execute share buybacks totaling XX% of outstanding shares. XX% buyback in Q4 2025 XX% buyback in Q1 2026 Financial Rationale: InMode holds $510M in cash (53% of market cap) with no debt. Generates XX% of market cap in cash annually. Adjusted for cash market cap = $455M implying 3x future FCF and earnings. DOMA argues shares are deeply undervalued at current levels. Criticism of"
X Link @lwsresearch 2025-09-09T13:22Z 5136 followers, 1380 engagements
"⛏ Whitehaven Coal $WHC repurchased 38194 shares on Sept X for AUD 238.8K at prices between AUD 6.206.29. Total buybacks now stand at 5.18M shares since March with up to 41.6M authorized (AUD $48M) through March 2026. UBS Securities executes the program. 📉"
X Link @lwsresearch 2025-09-10T10:44Z 5134 followers, XXX engagements
"⛏ Zijin Gold International the overseas gold arm of Zijin Mining $601899 cleared its HKEX listing hearing and is preparing a Hong Kong IPO that could value it at $40B 💰. The spin-off bundles the miners international gold assets and marks a major step for Chinas largest state-backed miner as it expands its global footprint 🌏. #IPO #Mining #Gold #HongKong #China"
X Link @lwsresearch 2025-09-15T08:07Z 5136 followers, XXX engagements
"🏦 Berry Corp $BRY shares jumped +20.5% after California Resources $CRC agreed to acquire the oil producer in an all-stock deal valued at $717M including debt 🤝. CRC will exchange XXXXXX shares per $BRY implying a XX% premium and valuing Berry at $3.81/share or $295M equity value. Post-close (expected Q1 2026) $CRC holders will own XX% of the combined entity. $CRC stock rose +5.8% on the news while $BRY extended gains despite being down X% YTD 📈. #Mergers #Energy #OilandGas #Equities"
X Link @lwsresearch 2025-09-15T15:09Z 5136 followers, XXX engagements
"🏭 Whitehaven Coal $WHC reported the repurchase of 66378 shares on Sept XX 2025 under its on-market buy-back program. The company paid AUD 411245.10 in total with prices ranging from AUD XXXX to XXXX per share. To date Whitehaven has bought back 5.34M shares for AUD 30.6M with up to 41.6M shares ($48M) authorized for repurchase through March XX 2026. Remaining capacity stands at 36.2M shares. #Buybacks #ASX #Coal"
X Link @lwsresearch 2025-09-16T10:06Z 5136 followers, XXX engagements
"🏭 Global traders Vitol and Glencore $GLEN are preparing binding bids for Chevrons $CVX XX% stake in Singapores 290000 bpd Jurong Island refinery valued at $1B ⚡. The other half is owned by PetroChina $PTR which holds first refusal rights. The sale is part of Chevrons plan to cut up to $3B in costs by 2026 with other Asian downstream assets (Australia Philippines Malaysia) also on the block. Both Vitol and Glencore seek to expand refining and trading scale in Asia the worlds largest oil hub 🌏. #Oil #Refining #Singapore #Glencore #Chevron #Commodities"
X Link @lwsresearch 2025-09-17T09:49Z 5136 followers, XXX engagements
"⛏ BHP Group $BHP and Lundin Mining $LUN are investing $400M+ in pre-construction at the Josemaria copper deposit in Argentinas San Juan province as part of their Vicua JV. The partners aim to secure approvals for a multi-billion-dollar project positioning the region as a potential next major copper hub 🌎🔋. #Copper #Mining #Argentina #BHP #Lundin"
X Link @lwsresearch 2025-09-17T12:30Z 5136 followers, 1113 engagements
"🏭 Whitehaven Coal $WHC continued its on-market share buy-back repurchasing 5721 shares on Sept XX at prices between A$6.426.51 for a total of A$37K 💵. 📊 To date the company has bought back 5.54M shares since March spending A$31.8M with up to 36.1M shares still authorized under the current program running until March 2026"
X Link @lwsresearch 2025-09-18T07:52Z 5136 followers, XXX engagements
"📢 Whitehaven Coal Ltd $WHC continues its on-market buy-back repurchasing 29025 shares on Sept XX at prices between AUD 6.636.72. So far 5.54M shares have been bought back out of a planned 41.6M (max) with UBS handling trades. The program runs until Mar XX 2026 capped at about AUD 48M 💰⛏ #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-22T10:31Z 5136 followers, XXX engagements
"🏅 Aura Minerals $ORA jumps +7% after BofA Global Research initiates coverage with a Buy rating and $XX PT (+25% upside). BofA highlights $ORAs XX% gold production growth by 2027 from Borborema Matup & Serra Grande plus low costs strong balance sheet and XXX% YTD rally ⚡🥇 #Gold #Mining #Stocks"
X Link @lwsresearch 2025-09-22T15:27Z 5135 followers, XXX engagements
"📈 JPMorgan reiterates Overweight on Glencore plc $GLEN with a XXX GBX PT citing continued upside potential. Shares rose +1.97% on the call as analyst Dominic OKane maintains the miner as a top buy idea ⛏💰 #Mining #Glencore #Commodities"
X Link @lwsresearch 2025-09-22T15:53Z 5132 followers, XXX engagements
"⛏ Whitehaven Coal Ltd $WHC repurchased 36165 shares on Sept XX at AUD 6.526.74 totaling 5.57M shares bought back so far under its on-market program. Max planned is 41.6M shares (AUD 48M) with UBS executing trades until Mar XX 2026 📊💰 #Coal #ASX #Buyback"
X Link @lwsresearch 2025-09-23T09:55Z 5136 followers, XXX engagements
"⚖ Exxon Mobil $XOM Petrobras $PBR and TechnipFMC $FTI urged Brazils antitrust regulator Cade to block or condition the planned Subsea7Saipem merger. They argue the $50.6B Saipem7 combo would dominate the subsea services market raising costs and hurting competition in SURF projects 🌊🛢 #Oil #Mergers #Brazil"
X Link @lwsresearch 2025-09-23T20:41Z 5136 followers, XXX engagements
"Peru's Antamina mine controlled by Glencore $GLEN and BHP $BHP will see a sharp jump this year in zinc output offsetting a drop in copper supply which would recover in 2026 as it carries out an extension of the life of the deposit a firm executive said on Tuesday. Luis Santivaez Antamina's chief operating officer told Reuters in the corridors of a mining forum that zinc output would rise to about 450000 tons this year compared with 270000 tons produced in 2024. Meanwhile copper production will drop this year to 380000 tons compared to 430000 tons in 2024 the executive said"
X Link @lwsresearch 2025-09-23T22:05Z 5136 followers, XXX engagements
"⛏ Whitehaven Coal Ltd $WHC repurchased 46817 shares on Sept XX at AUD 6.566.65 totaling 5.61M shares bought back so far under its on-market program. Up to 41.6M shares (AUD 48M) may be repurchased by Mar XX 2026 with UBS executing trades 📊💰 #Coal #ASX #Buyback"
X Link @lwsresearch 2025-09-24T08:55Z 5136 followers, XXX engagements
"👔 Whitehaven Coal Ltd $WHC announced that Ray Zage will retire from the Board and not stand for re-election at the Oct XX AGM. Zage CEO of Tiga Investments and senior advisor to Farallon Capital has served since 2013 and was on the Audit & Risk Committee. He will remain engaged as a significant shareholder 🔑⛏ #ASX #Mining #Leadership"
X Link @lwsresearch 2025-09-25T10:01Z 5136 followers, XXX engagements
"Whitehaven Coal $WHC Daily buy-back update (25/09/2025): repurchased 51303 shares on XX Sept for A$339082 price range A$6.556.67. Cumulative buy-backs: 5.66m shares (A$32.6m). Remaining capacity: 35.9m shares under the on-market program (max 41.6m) running to XX Mar 2026. #ASX #Buyback"
X Link @lwsresearch 2025-09-25T10:02Z 5136 followers, XXX engagements
"🚨 Caspian Pipeline Consortium (CPC) halted crude loadings at Russias Novorossiisk port after a Ukrainian drone strike killed X and injured X. Operations later resumed. Impacted players include Eni SpA $E Chevron $CVX Exxon Mobil $XOM and Lukoil $LKOH ⛽⚡ #Oil #Russia #Ukraine"
X Link @lwsresearch 2025-09-25T13:13Z 5136 followers, XXX engagements
"⛽ Italys antitrust regulator fined Eni SpA $ENI ExxonMobils Esso $XOM Ip Q8 Saras & Tamoil a combined 936M ($1.09B) for cartel practices in truck fuel sales. From 20202023 firms colluded to fix biofuel component prices which tripled from XX to 60/m. Whistleblower tip sparked probe ⚖💶 #Oil #Antitrust #Italy"
X Link @lwsresearch 2025-09-26T08:19Z 5136 followers, XXX engagements
"⛏ Whitehaven Coal Ltd $WHC continues its on-market buy-back program repurchasing 87067 shares on Sept XX for A$584.8K at prices between A$6.656.82. Since March 2025 $WHC has bought back 5.7M shares with up to 35.8M still authorized under its A$48M program (running until Mar 2026) 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-26T08:31Z 5136 followers, XXX engagements
"⛏ Whitehaven Coal Ltd $WHC continued its on-market buy-back repurchasing 50710 shares on Sept XX for A$344K at prices between A$6.656.86. Since March $WHC has bought back 5.8M shares with 35.8M remaining under its A$48M program running until Mar 2026 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-29T11:01Z 5136 followers, XXX engagements
"Trump officials will announce new policies today to boost coal output. Energy Secretary Chris Wright said most coal plants slated for retirement will stay open to meet AI-driven power demand. $BTU $HCC $AMR"
X Link @lwsresearch 2025-09-29T12:30Z 5135 followers, XXX engagements
"📉 Glencore Plc $GLEN faces mounting pressure as institutional investors express frustration over strategy after shares fell -XX% in X years badly trailing peers. Weak coal prices hit its top-earning unit but shareholders are now questioning mine operations smelter efficiency & the groups long-term plan ⛏⚡ #Glencore #Commodities #Mining"
X Link @lwsresearch 2025-09-29T17:47Z 5132 followers, XXX engagements
"Goldman Sachs initiated coverage of Golar LNG $GLNG with a Buy and a $XX PT (+34% upside). As the only pure-play FLNG operator $GLNG is XX% contracted expected to reach $800M run-rate EBITDA by 2028 (vs. $260M in 2025). Focused on floating LNG units with limited price exposure $GLNG is positioned for growth despite bearish global gas outlook 🌍⚡ #LNG #Energy #GLNG"
X Link @lwsresearch 2025-09-30T09:09Z 5136 followers, 1567 engagements
"⛏ Sylvania Platinum Ltd $SLP announced directors management & staff exercised 692K deferred share awards (granted Aug 2022) settled from treasury shares. To cover taxes & employee requests $SLP repurchased 665K shares at 78p now held in treasury. CEO Jaco Prinsloo retained 35.2K shares; CFO Lewanne Carminati 26.4K. Voting rights now total 260.1M shares 📊 #Mining #Platinum #Stocks"
X Link @lwsresearch 2025-09-30T13:28Z 5135 followers, XXX engagements
"⛏ Whitehaven Coal Ltd $WHC repurchased 180434 shares on Sept XX for A$1.19M at prices between A$6.576.70. Since March $WHC has bought back 5.9M shares with 35.5M still available under its A$48M buy-back program running until Mar 2026 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-10-01T10:36Z 5136 followers, XXX engagements
"⛏ BHP Group $BHP will invest A$840M ($554M) to expand its Olympic Dam copper project in South Australia. The plan includes a new tunnel to access the Southern Area upgrades to processing infrastructure and construction of a new oxygen plant at its smelter. The move aims to boost copper output a critical metal for electrification ⚡📈 #Copper #Mining #Australia"
X Link @lwsresearch 2025-10-01T10:54Z 5136 followers, XXX engagements
"💰 Berkshire Hathaway $BRK reached a $9.7B all-cash deal to acquire Occidental Petroleums $OXY chemical unit OxyChem. This is Buffetts biggest purchase since the $11.6B Alleghany deal in 2022 and comes as Berkshire holds a record $344B cash pile. Already owning XXXX% of Occidental Buffett emphasized he wont take full control of the oil major. OxyChem produces water treatment healthcare and commercial chemicals. Buffett XX is set to step down as CEO at year-end 🦫📈 #M&A #Buffett #OXY #BRK"
X Link @lwsresearch 2025-10-02T11:04Z 5136 followers, XXX engagements
"🛢 Cenit subsidiary of Colombias Ecopetrol $EC completed its first transfer of imported light crude via a repurposed 16-inch pipeline to the Barrancabermeja refinery moving 220K barrels as a pilot. The shift aims to optimize existing infrastructure rather than build new pipelines with Cenit also studying future uses like hydrogen transport and CO capture. The companys Cao LimnCoveas pipeline has faced XX attacks this year highlighting security challenges 🚨 #Oil #Ecopetrol #EnergyTransition"
X Link @lwsresearch 2025-10-02T15:04Z 5135 followers, XXX engagements
"🛢 Baker Hughes $BKR: U.S. oil & gas rig count held steady at XXX this week. Thats XX fewer rigs (-6.2%) than a year ago. Oil rigs slipped to XXX (-2) while gas rigs edged up to XXX (+1). Despite weaker prices EIA sees record output ahead: crude 13.4M bpd in 2025 gas XXXXX bcfd ⚡ #Energy #Oil #Gas"
X Link @lwsresearch 2025-10-03T19:50Z 5135 followers, XXX engagements
"🥈 Global silver output Q2 2025: Fresnillo $FRES leads with 12.5M oz followed by KGHM $KGH at 10.8M oz and Newmont $NEM with 8M oz. Other top producers include Southern Copper $SCCO (5.98M oz) Pan American Silver $PAAS (5.1M oz) and Glencore $GLEN (4.87M oz). Strong quarter highlights Latin Americas dominance in silver supply ⛏🌎 #Silver #Mining #Metals"
X Link @lwsresearch 2025-10-04T14:45Z 5136 followers, 3098 engagements
"🚀 Bitcoin spot ETFs $BTC recorded $1.19B in net inflows on Oct X the strongest daily gain in weeks led by BlackRock $IBIT (+$970M) and Fidelity $FBTC (+$112.3M). Total cumulative inflows now exceed $61.2B signaling renewed institutional demand 💰🔥 #Bitcoin #ETF #Crypto"
X Link @lwsresearch 2025-10-07T07:37Z 5136 followers, XXX engagements
"⚡ The Trump administration is weighing an additional $12B in cuts to clean energy funding targeting EV manufacturing and carbon capture projects. Impacted programs include grants to Occidental $OXY General Motors $GM and Stellantis $STLAM for U.S. plant conversions. The move follows last weeks $7.56B rollback in DOE climate funding 🔋 #Energy #EV #Politics"
X Link @lwsresearch 2025-10-07T19:47Z 5136 followers, XXX engagements
"📉 Berenberg downgrades Glencore Plc $GLEN to Hold (from Buy) setting PT at XXXX citing doubts over copper output targets. To meet full-year guidance (850K890K tonnes) Glencore must produce 282K tonnes in Q4 a potential record for its asset base. Q3 copper output estimated at 224K tonnes up from 176K in Q2. Analysts view guidance as optimistic despite strength in coal zinc and cobalt. Next earnings set for Oct XX ⚒⚡ #Glencore #Mining #Copper"
X Link @lwsresearch 2025-10-08T09:49Z 5134 followers, XXX engagements
"⛏ Berenberg upgrades Anglo American PLC $AAL to Buy (from Hold) and raises PT to XX (from 23) citing strong execution on transformational M&A. Key drivers: merger with Teck Resources $TECK and the Los Bronces-Andina JV with Codelco both boosting copper synergies in Chile. Despite hurdles resale of the met coal unit regulatory clearance in Brazil and weak diamond markets Berenberg sees improving copper & coal volumes fueling EBITDA and FCF growth 💰📈 #AngloAmerican #Mining #Copper"
X Link @lwsresearch 2025-10-08T09:50Z 5136 followers, XXX engagements
"🚀 Bitcoin spot ETFs $BTC recorded $875.6M in net inflows on Oct X driven mainly by BlackRock $IBIT (+$899.4M). Despite minor outflows from Grayscale $GBTC (-$28.6M) total cumulative inflows have climbed to $62.1B reinforcing strong institutional demand 💰📊 #Bitcoin #ETF #Crypto"
X Link @lwsresearch 2025-10-08T10:10Z 5136 followers, XXX engagements
"Bit Digital $BTBT has purchased an additional 31057 Ethereum $ETH to increase its total ETH holdings to 150244"
X Link @lwsresearch 2025-10-08T12:37Z 5136 followers, XXX engagements
"⛏ McEwen Copper Inc a unit of McEwen Mining $MUX released the feasibility study for its Los Azules copper project in San Juan Argentina confirming plans to produce 204800 tons of high-purity copper cathodes annually during the first five years with a 21-year mine life. Backed by Stellantis $STLAM (18.3%) and Rio Tinto $RIO (17.2%) the $2.7B project is part of Argentinas Large Investment Incentive Regime (RIGI) offering 30-year fiscal benefits. Los Azules advances toward construction a key step in Argentinas return to copper production ⚙ #McEwenMining #Copper #Argentina"
X Link @lwsresearch 2025-10-08T13:20Z 5136 followers, XXX engagements
"🚬 Philip Morris International $PM presented new evidence to the FDA advisory committee supporting continued authorization of its IQOS heated tobacco products as Modified Risk Tobacco Products. The FDAs preliminary review found evidence still supports PMIs reduced exposure claims vs cigarettes. IQOS used by 34M adults globally heats tobacco without burning cutting harmful chemicals while preserving taste. PMI has invested $14B since 2008 in smoke-free tech and now seeks renewal for two IQOS device versions and three HEETS variants. The brand re-entered the U.S. in 2023 after resolving its"
X Link @lwsresearch 2025-10-08T15:47Z 5128 followers, XXX engagements
"🏗 ArcelorMittal $MT (+6.5%) and Acerinox $ACX (+3.6%) surged in Madrid after the EU unveiled new protection measures for European steelmakers. The plan halves tariff-free import quotas and doubles duties (to 50%) on volumes above that limit to shield the bloc from global overproduction. Analysts at Banco Sabadell $SAB call the move clearly positive estimating +1015% EBITDA upside for ArcelorMittal and up to +20% for Acerinox whose European operations were loss-making. The policy expected by 2026 aligns EU trade defenses with those of U.S. and Canada ⚙ #Steel #Europe #Trade"
X Link @lwsresearch 2025-10-08T19:19Z 5136 followers, XXX engagements
"JP Morgan downgrades Puig $PUIG to underweight from overweight and cuts its target price to XXXX from 25"
X Link @lwsresearch 2025-10-09T08:18Z 5136 followers, XXX engagements
"⛏ J.P. Morgan says Europes metals & mining sector still has upside but now requires selective positioning as valuations climb. 🏆 Top pick: Rio Tinto Group $RIO only Overweight among diversified miners with PT XXXXX (from 54.50) and placed on positive catalyst watch ahead of its Dec X CMD. JPM expects copper output +30% by 2028 (920K tons) and potential buyback resumption if regulatory limits ease. ⚖ Glencore $GLEN downgraded to Neutral (PT 4.00) on event risk tied to copper output targets and higher CapEx in Argentina. Anglo American $AAL kept Neutral (PT 27.60) merger with Teck $TECK could"
X Link @lwsresearch 2025-10-09T11:43Z 5128 followers, XXX engagements
"🚬 British American Tobacco PLC $BATS has signed an agreement with Goldman Sachs International to execute a share buyback program running from Thursday until December XX 2025. This continues the repurchase initiative launched in March 2024 when BAT announced plans to buy back up to XXX billion in shares 700M in 2024 and 900M in 2025 funded in part by the 1.57B sale of its 436.9M-share stake in Indias ITC Ltd. BAT reiterated that the buyback program will conclude by December XX 2025 reinforcing its commitment to shareholder returns and capital discipline 💷📈 #BAT #ShareBuyback #GoldmanSachs"
X Link @lwsresearch 2025-10-09T12:24Z 5136 followers, XXX engagements
"🌎 The U.S. government has authorized Shell Plc $SHEL and Trinidad and Tobago to develop an offshore natural gas field in Venezuelan waters near the maritime border according to Trinidads attorney general. The approval marks a significant diplomatic and energy breakthrough potentially expanding regional gas supply while easing Venezuelas isolation from Western energy markets. ⚡ #Shell #Energy #Venezuela #Trinidad"
X Link @lwsresearch 2025-10-09T17:43Z 5135 followers, 1022 engagements
"⚖ Venture Global Inc. $VG has lost an arbitration case against BP Plc $BP a setback that contrasts with its recent legal win over Shell Plc $SHEL. The tribunal ruled in BPs favor finding that Venture Global improperly sold LNG cargoes from its Louisiana plant on the spot market instead of fulfilling long-term contract obligations. BP is now seeking over $X billion in damages adding pressure to one of the most closely watched disputes in the global LNG trade 🌎💥 #VentureGlobal #BP #LNG #Energy"
X Link @lwsresearch 2025-10-09T21:11Z 5136 followers, 1504 engagements
"📢 NewPrinces $NWL Confirms Intention to Float Subsidiary Princes Group plc on the London Stock Exchange 🗓 Reggio Emilia XX October 2025 🔍 Overview NewPrinces S.p.A. announced that its wholly owned subsidiary Princes Group plc has confirmed its intention to proceed with an initial public offering (IPO) of its ordinary shares on the Main Market of the London Stock Exchange (LSE). 🏦 Key Offer Details The IPO will consist of new ordinary shares issued by Princes Group to raise funds for future acquisitions and inorganic growth. The final offer price will be determined through a bookbuilding"
X Link @lwsresearch 2025-10-10T08:10Z 5136 followers, XXX engagements
"📉 J.P. Morgan trims its Q3 earnings forecast for Chevron Corp $CVX to $1.72/share (from $1.85) citing share dilution (13%) following the Hess Corp $HES acquisition. Despite a XXX% boost in net income the effect is offset by dilution. JPM now expects Q3 profit of $3.07B up from $2.85B in Q2 supported by Hess contributions stronger crude sales reduced maintenance and higher output from Permian Anchor and Leviathan. $CVX shares are up X% since the deal closed. 💼⛽ #Chevron #Earnings #Oil"
X Link @lwsresearch 2025-10-10T12:19Z 5136 followers, XXX engagements
"📈 Canaccord Genuity raises its price target for InMode Ltd $INMD to $XX (from $14) while keeping a Hold rating. The update reflects recent stock gains and higher earnings estimates with the firm cutting its valuation discount vs. peers from XX% to 30%. InMode trading at a P/E of 6.3x and boasting XX% gross margins now has its target based on a 1.4x multiple of projected 2026 sales ($384.5M). Canaccord stays neutral on short-term growth but sees improved relative value in the MedTech space. 🩺💹 #InMode #MedTech #Stocks"
X Link @lwsresearch 2025-10-10T12:29Z 5136 followers, XXX engagements
"🔥 Citi initiates coverage on Golar LNG Ltd $GLNG with a Buy rating and a $XX price target highlighting its low-risk high-return LNG exposure and strong growth outlook. Citi notes that Golars floating liquefaction vessels (FLNG) are backed by long-term tolling agreements minimizing volume risk while its solution delivers XX% lower capex per ton than land-based LNG projects boosting profitability. With limited competition in the floating LNG niche Citi believes $GLNG can achieve double-digit growth by capturing just a fraction of total market demand. ⚓💨 #GolarLNG #Energy #Investing"
X Link @lwsresearch 2025-10-10T12:55Z 5135 followers, 1497 engagements
"🌎 Eni SpA $ENI and YPF SA $YPF signed a final engineering agreement in Buenos Aires for a liquefied natural gas (LNG) project sourced from Argentinas Vaca Muerta shale formation. The plan covers the full LNG value chain from production in Neuqun to liquefaction and export via two floating LNG vessels each with a 6M tons/year capacity. The project could generate over $100B in exports for Argentina over XX years. ⚡🚢 #Eni #YPF #Energy"
X Link @lwsresearch 2025-10-10T13:56Z 5135 followers, XXX engagements
"🛢 U.S. drillers cut oil and gas rigs for the first time in six weeks according to Baker Hughes $BKR. The total rig count fell by X to XXX now X% below last years level with the Permian Basin hitting its lowest since Sept 2021 at XXX rigs. Despite fewer rigs the EIA forecasts U.S. crude output to rise to 13.5M bpd in 2025 (from 13.2M in 2024) and gas production to hit XXXXX bcfd amid higher prices. Oil $CL1 -XXXX% Gas $NG1 -XXXX% 📉 #Energy #Oil #NaturalGas"
X Link @lwsresearch 2025-10-10T18:17Z 5135 followers, XXX engagements
"📊 Bitcoin ETFs $BTC saw a slight net outflow of -$4.5M on Oct XX pausing the strong inflow streak from earlier in the week. BlackRock $IBIT led gains with +$74.2M while ARK Invest $ARKB (-$37.4M) and Bitwise $BITB (-$6.2M) dragged the total lower. Grayscale $GBTC also posted -$5.7M in redemptions. Despite daily volatility cumulative inflows across all Bitcoin ETFs remain robust at $62.7B signaling sustained institutional demand for Bitcoin $BTC exposure. 💥📈 #Bitcoin #ETF #CryptoMarkets"
X Link @lwsresearch 2025-10-11T10:31Z 5136 followers, XXX engagements
"💥 Marathon Digital Holdings $MARA just purchased XXX $BTC ( $46.3M) via institutional platform FalconX according to Lookonchain. The Bitcoin miner now holds 52850 BTC valued at roughly $6.12B reinforcing its position as one of the largest corporate Bitcoin holders globally. 🪙⚡ #MarathonDigital #Bitcoin #Crypto"
X Link @lwsresearch 2025-10-13T10:06Z 5136 followers, XXX engagements
"🌎 Eni SpA $ENI plans to begin liquefied natural gas (LNG) exports from Argentinas Vaca Muerta shale project by late 2029 or early 2030 according to COO Guido Brusco. The project developed jointly with YPF SA $YPF will produce roughly XX million tons of LNG per year marking a key milestone in Argentinas emergence as a global LNG exporter. ⚡🚢 #Eni #YPF #Energy"
X Link @lwsresearch 2025-10-13T12:36Z 5134 followers, XXX engagements
"Valaris $VAL announced a five-well contract with Bp Exploration Delta Limited for drillship VALARIS DS-12 in Egypt. The work is expected to commence in Q2 2026 has an estimated duration of XXX days and an estimated total contract value of approximately $XXX million inclusive of a mobilization fee. The award includes three option wells. Management said DS-12 will return to Egypt and noted all four drillships with near-term availability are now contracted"
X Link @lwsresearch 2025-10-13T12:57Z 5136 followers, XXX engagements
"📉 Whitehaven Coal Ltd $WHC reported the cancellation of 1927421 ordinary shares as part of its on-market buyback program totaling AUD XXXXX million completed between Aug XX and Oct X 2025 according to its ASX Appendix 3H filing. Additionally 7113 performance share rights (WHCAI) lapsed after failing to meet vesting conditions. Following these changes Whitehavens total shares on issue stand at XXXXX million. ⚒💰 #WhitehavenCoal #ASX #Buyback"
X Link @lwsresearch 2025-10-13T19:51Z 5136 followers, XXX engagements
"📉 Bitcoin ETFs $BTC posted net outflows of -$326.4M on Oct XX the sharpest withdrawal in nearly two weeks as selling pressure hit several major issuers. Fidelity $FBTC (-$115.6M) led redemptions followed by ARK Invest $ARKB (-$21.1M) and Grayscale $GBTC (-$145.4M). BlackRock $IBIT remained resilient with +$60.4M inflows partly offsetting the decline"
X Link @lwsresearch 2025-10-14T10:21Z 5135 followers, XXX engagements
"👔 British American Tobacco plc $BATS appointed Matthew Wright as an Independent Non-Executive Director effective Nov X 2025. He will also join the Remuneration and Nominations Committees. Wright former CEO of Russell Reynolds Associates brings deep expertise in leadership recruitment and transformation aligning with BATs push toward a Smokeless World strategy. Chair Luc Jobin highlighted Wrights global experience across Asia Europe and the U.S. as key to advancing the companys cultural and strategic transformation. 🌍💼 #BAT #Leadership #CorporateGovernance"
X Link @lwsresearch 2025-10-14T11:11Z 5135 followers, XXX engagements
"💬 Occidental Petroleum Corp $OXY CEO Vicki Hollub expects oil prices to remain between $58$62 per barrel through 2026 she said at the Energy Intelligence Forum in London. Hollub added that prices are likely to rise beyond that period highlighting a tightening long-term supply outlook for Brent crude as global investment in new production remains limited. 🛢📊 #Occidental #Oil #EnergyMarkets"
X Link @lwsresearch 2025-10-14T21:25Z 5136 followers, 1489 engagements
"💎 Ethereum ETF $ flows turned positive on October XX 2025 recording $236.2M in net inflows the strongest day in over a week after a series of red sessions. Fidelitys $FETH led with $154.6M followed by Bitwise $ETHW with $13.3M and VanEck $TETH with $10.5M"
X Link @lwsresearch 2025-10-15T09:41Z 5136 followers, XXX engagements
"The UK government has imposed new sanctions on Russias largest oil producers Rosneft PJSC and Lukoil PJSC as well as a Chinese LNG terminal tied to a major Russian gas project according to the Office of Financial Sanctions Implementation. The UK cited the firms strategic significance to Moscow both companies produce over half of Russias oil output as part of its latest effort to tighten pressure on Russias energy sector. ⚡🛢 #Russia #Sanctions #Energy"
X Link @lwsresearch 2025-10-15T13:27Z 5136 followers, XXX engagements
"⚡ Energy Transfer LP $ET has postponed the final investment decision (FID) for its Lake Charles LNG export project in Louisiana to Q1 2026 pushed back from the end of 2025 according to sources. The delay stems from rising project costs and the need for additional time to secure long-term contracts. The plan aims to convert the existing import terminal into a major export facility a project years in the making for the pipeline operator. 🛢 #EnergyTransfer #LNG #Energy"
X Link @lwsresearch 2025-10-15T17:00Z 5136 followers, XXX engagements
"💥 Paxos just minted XXX trillion PYUSD the stablecoin of PayPal Holdings Inc. $PYPL in one massive Ethereum $ETH transaction a record-scale minting move that caught traders attention across the crypto market. 🪙⚡#PayPal #Crypto #Stablecoins"
X Link @lwsresearch 2025-10-15T19:39Z 5134 followers, 2144 engagements
"Petrobras $PBR awarded Halliburton Co. $HAL several contracts for completion and stimulation services in deepwater fields in Brazil. Halliburton will deploy its SmartWell technology and EcoStar valves (eTRSV) to optimize production and safety in the Buzios Sepia and Atapu fields with operations scheduled to begin in 2026. ⚙🌊 #Petrobras #Halliburton #OilGas"
X Link @lwsresearch 2025-10-15T20:13Z 5136 followers, XXX engagements
"💸 Bitcoin ETFs recorded $94M in net outflows on Oct XX 2025 led by Grayscales GBTC (-$82.9M) and Invescos BTCO (-$11.1M). Despite the pullback total inflows since inception stand at $62.4B with BlackRocks IBIT $IBIT and Fidelitys FBTC $FBTC remaining dominant players. ⚡📉#Bitcoin #ETF #Crypto"
X Link @lwsresearch 2025-10-16T08:33Z 5135 followers, XXX engagements
"🌎 U.S. regulators have granted Venture Global LNG $VG an extension until December 2027 to complete the start-up of its Plaquemines LNG plant according to a federal filing Thursday. The project is a key pillar in expanding U.S. LNG export capacity amid growing global demand. ⚙🧊 #LNG #Energy #VentureGlobal"
X Link @lwsresearch 2025-10-16T19:57Z 5134 followers, XXX engagements
"🔥 NextDecade Corp. $NEXT has reached a final investment decision (FID) for Train X of its Rio Grande LNG export project in Texas expanding U.S. liquefaction capacity as global LNG demand surges. The move strengthens NextDecades position among top American LNG exporters. ⚙ #LNG #NextDecade #Energy"
X Link @lwsresearch 2025-10-16T20:41Z 5136 followers, XXX engagements
"Indian refiners are set to import Guyanese crude for the first time purchasing X million barrels from Exxon Mobil Corp. $XOM according to trade sources. Indian Oil Corp. $IOC will receive X million barrels of Golden Arrowhead crude while Hindustan Petroleum Corp. $HINDPETRO bought X million barrels of Liza and Unity Gold all for delivery in late 2025 or early 2026. 🚢🛢#India #ExxonMobil #Oil"
X Link @lwsresearch 2025-10-17T05:58Z 5136 followers, XXX engagements
"GeoPark Ltd. $GPRK completed the acquisition of XXX% of the Loma Jarillosa Este and Puesto Silva Oeste blocks in Vaca Muerta from Pluspetrol for $115M. The assets currently produce 2000 boe/d and are projected to reach 20000 boe/d by 2028 with plans for 5055 wells a CPF (20000 bpd capacity) and a connecting pipeline to ensure integrated operations. ⚙🛢 #GeoPark #VacaMuerta #Energy"
X Link @lwsresearch 2025-10-17T06:02Z 5134 followers, XXX engagements
"📉 Barclays Double Downgrades AST SpaceMobile $ASTS to Underweight from Overweight Keeps PT at $XX 🧠 Analyst: Mathieu Robilliard October 2025 🔍 Barclays downgraded AST SpaceMobile ($ASTS) two notchesfrom Overweight to Underweightwhile maintaining its price target at $XX citing valuation concerns after the stocks sharp rally and lingering execution risks despite strong operational progress. 📈 Recent Positive Catalysts (All Priced In) 1.BlueBird-2 Launch Timeline Confirmed AST reaffirmed that next-generation satellite launches begin in 2025 maintaining the target of 4560 satellites by"
X Link @lwsresearch 2025-10-17T07:47Z 5136 followers, 1050 engagements
"SLB $SLB reported third-quarter 2025 results: revenue $8.93B (+4% sequential -X% YoY) GAAP EPS $XXXX (-32% seq -XX% YoY) and net income $739M (-27% seq -XX% YoY). Adjusted EBITDA was $2.06B (flat sequential -XX% YoY). Free cash flow was $1.10B and operating cash flow was $1.68B. SLB completed the ChampionX acquisition July XX 2025 with ChampionX contributing $579M revenue and $139M adjusted EBITDA for two months. The Board approved a quarterly cash dividend of $XXXXX per share payable Jan X 2026 and YTD share repurchases totaled $2.41B (60.0M shares). Management highlighted Digital and"
X Link @lwsresearch 2025-10-17T11:03Z 5136 followers, XXX engagements
"BREAKING: President Trump announces that he will be meeting with Chinas President Xi in X weeks. I think well be fine with China Trump says"
X Link @lwsresearch 2025-10-17T11:36Z 5136 followers, 3368 engagements
"⚠ Several units at BP Plc $BPs Whiting refinery in Indiana the largest in the U.S. Midwest with 440000 bpd capacity were offline on Friday according to market sources citing Wood Mackenzie data. The facility was seen flaring early in the day as BP investigates the issue. 🛢🔥#BP #Refining #Energy"
X Link @lwsresearch 2025-10-17T12:30Z 5136 followers, XXX engagements
"Silver fell more than X% in its biggest drop in six months as the broad precious metals group retreated following a furious rally this week"
X Link @lwsresearch 2025-10-17T17:33Z 5136 followers, XXX engagements
"🚢 The UNs International Maritime Organization (IMO) delayed by one year its decision on a global carbon price for shipping after heavy pressure from the U.S. and Saudi Arabia 🛢. The Saudi motion passed 5749 halting talks backed by the EU and Brazil to speed up decarbonization. U.S. President Donald Trump urged members to reject what he called a fraudulent global green tax. Meanwhile Maersk $MAERSK_A said the delay is a loss of momentum for an industry responsible for X% of global CO emissions. #Carbon #Shipping #Climate"
X Link @lwsresearch 2025-10-17T20:51Z 5136 followers, XXX engagements
"On October XX U.S. spot Bitcoin ETFs $BTC saw net outflows of $XXX million marking the third consecutive day of outflows. Spot Ethereum ETFs $ETH saw net outflows of $XXX million with none of the nine funds seeing inflows"
X Link @lwsresearch 2025-10-18T07:46Z 5135 followers, XXX engagements
"JERUSALEM Oct XX (Channel 12) Israel launched three airstrikes on the southern Gaza city of Rafah after Hamas allegedly violated the ceasefire Israeli media reported Sunday. The strikes followed an attack on an IDF engineering unit prompting Prime Minister Benjamin Netanyahu and Defense Minister Israel Katz to convene security talks to assess the situation. The U.S. earlier accused Hamas of planning civilian attacks an allegation the group denied. The IDF has not yet commented"
X Link @lwsresearch 2025-10-19T09:19Z 5136 followers, XXX engagements
"9/ The container market delivered a surprise. Rates rose across all major routes out of Asia driven by new reciprocal port fees between the US and China"
X Link @lwsresearch 2025-10-19T10:48Z 5135 followers, XX engagements
"10/ Ironically the trade war brought back short-term demand: exporters rushed shipments ahead of higher costs triggering a temporary rate rebound"
X Link @lwsresearch 2025-10-19T10:48Z 5136 followers, XX engagements
"📉💰🛢 The owners of EPIC Crude pipeline are exploring a potential sale valued at around $3B including debt according to sources. The line jointly owned by Ares Management $ARES (-1.75%) Diamondback Energy $FANG (+1.10%) and Kinetik $KNTK (-1.01%) transports over 600K bpd from the Permian and Eagle Ford to the U.S. Gulf Coast. Ares controls XX% while Diamondback and Kinetik split the rest. Valuation is expected between $2.5B$3.5B with upside hinging on new contracts. Phillips XX $PSX (+0.19%) recently bought EPICs NGL system for $2.2B. #Energy #M&A #OilPipelines"
X Link @lwsresearch 2025-08-25T19:14Z 5135 followers, XXX engagements
"🔎 Braskem SA $BAK hired financial & legal advisors to explore options for optimizing its capital structure amid a prolonged chemical industry downturn. The move aims to mitigate current headwinds while reinforcing competitiveness in Brazils chemical sector ⚗ #Braskem #Chemicals #Markets"
X Link @lwsresearch 2025-09-26T11:51Z 5136 followers, 1942 engagements
"⛏ Whitehaven Coal Ltd $WHC repurchased 78462 shares on Sept XX for A$519K at prices between A$6.566.79. Since March $WHC has bought back 5.85M shares with 35.7M remaining under its A$48M buy-back program running until Mar 2026 📊 #Coal #Buyback #ASX"
X Link @lwsresearch 2025-09-30T10:48Z 5136 followers, XXX 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 2017 said the U.S. is its natural long-term home with XX% of shares already held by U.S. investors. The move mirrors a broader trend of companies prioritizing U.S. markets 📊 #Energy #Stocks #NYSE"
X Link @lwsresearch 2025-10-01T10:12Z 5136 followers, XXX engagements
"📈 Jefferies Highlights Top Gold Stocks Amid Record Prices. $GOLD $DPM $EDV 🗓 October X 2025 Jefferies 🔍 Context Gold prices are reaching all-time highs creating a favorable environment for miners. Jefferies identified three companies best positioned to capture value from this momentum citing compelling valuations asset quality and operational improvements. 🧠 Key Picks Barrick Gold ($GOLD) Premium asset base at attractive valuation. Expected market re-rating as it meets guidance and controls costs. Benefits from gold asset recapitalization now materializing. Growing copper business adds"
X Link @lwsresearch 2025-10-06T13:18Z 5136 followers, XXX engagements
"📈 Ethereum spot ETFs $ETH saw $176.6M in net inflows on Oct X led by BlackRock $ETHA (+$92.6M) and Bitwise $ETHW (+$27M). This extends the rebound in crypto fund flows lifting total cumulative inflows to $1.54B since launch 💎🔥 #Ethereum #ETF #Crypto"
X Link @lwsresearch 2025-10-07T07:36Z 5136 followers, XXX engagements
"📊 Intesa Sanpaolo (IMI) maintains BUY on NewPrinces $NWL raising the target price to XXXX (from 26) after the companys acquisition of Diageo Operations Italy (Princes Ready to Drink SpA) for 100M EV implying an EV/EBITDA multiple of 4.9x. The acquisition expands NewPrinces into high-potential beverage categories with an estimated 7M net cash improvement post-transaction. A 15-month transition agreement with Diageo will ensure smooth integration. The IPO process of Princes Group in London continues aiming to raise capital for food and beverage expansion while maintaining control under"
X Link @lwsresearch 2025-10-08T19:38Z 5136 followers, XXX engagements
"📉 J.P. Morgan downgraded Glencore Plc $GLEN from Overweight to Neutral even as it raised its PT to XXXX (from 3.70). The bank flagged materially higher event risk ahead of the Q3 report (Oct 29) noting Glencore must boost copper output by XX% in H2 to hit its 850890kt 2025 guidance. JPM also added Glencore to Negative Catalyst Watch warning of potential higher CapEx guidance ($13B in Argentina) at the Dec X Capital Markets Day which could limit shareholder returns. ⚒📊 #Glencore #Copper #Mining"
X Link @lwsresearch 2025-10-09T08:21Z 5136 followers, XXX engagements
"💡 InMode Ltd. $INMD shares rose X% premarket after the company reported preliminary Q3 revenue of $92.5M$93M beating analyst expectations of $88.1M (FactSet). The firm reaffirmed full-year 2025 sales guidance at $365M$375M in line with consensus of $368.5M and will release full Q3 results on Nov X. Analysts see the update as a positive signal of steady demand across InModes aesthetic device portfolio 💆♀📈 #InMode #Earnings #MedTech"
X Link @lwsresearch 2025-10-09T12:19Z 5136 followers, 1143 engagements
"🎬 Warner Bros Discovery $WBD has rejected Paramount Global $PSKY and Skydance Medias initial takeover offer of about $20/share calling it too low according to Bloomberg. David Ellison who took control of $PSKY after an $8B merger with Skydance is now considering raising the bid approaching shareholders directly or bringing in Apollo Global Management $APO as a financial backer. The move signals an escalating Hollywood consolidation battle. 💥🎥 #WarnerBros #Paramount #Mergers"
X Link @lwsresearch 2025-10-12T07:27Z 5136 followers, 1375 engagements
"Bunge $BG shares soar XX% after Trump considers China cooking oil embargo"
X Link @lwsresearch 2025-10-15T16:47Z 5136 followers, XXX engagements
"Norways Equinor ASA $EQNR has started production at the Bacalhau oil field in Brazil its largest international offshore project holding over X billion boe in recoverable reserves. The field located XXX km off So Paulo can produce up to 220000 barrels/day via an FPSO. Partners include ExxonMobil Corp. $XOM (40%) and Galp Energia SGPS SA $GALP (20%). Output will ramp up through 2026. ⚙🌊#Equinor #Oil #Brazil"
X Link @lwsresearch 2025-10-16T08:11Z 5136 followers, XXX engagements
"ORENBURG Russia Oct XX (Reuters) The worlds largest gas processing plant in Orenburg has suspended gas inflows from Kazakhstan after a Ukrainian drone attack Kazakhstans Energy Ministry said Sunday. Orenburg region Governor Yevgeny Solntsev said the facility suffered partial damage and a fire broke out in a workshop following the strike later extinguished according to Russias Kommersant newspaper citing the operator. Ukraine confirmed it targeted the Orenburg gas plant and an oil refinery in Samara part of an intensified campaign to disrupt Russian fuel supplies and financing. The Ukrainian"
X Link @lwsresearch 2025-10-19T15:48Z 5136 followers, XXX engagements
"📉🌬Equinor ASA $EQNR which holds a XX% stake in rsted A/S $ORSTED.CO is sharing lessons with the Danish wind developer after the Trump administration ordered a halt to an almost-finished offshore wind farm in the US. Equinor said it draws on experience from setbacks at its Empire Wind project earlier this year. #Equinor #Orsted #WindEnergy"
X Link @lwsresearch 2025-08-25T08:52Z 5137 followers, XXX engagements
"Plains All American Pipeline $PAA and Plains GP Holdings $PAGP on Tuesday said it has agreed to buy a XX% stake in pipeline operator EPIC Crude Holdings from Diamondback Energy units $FANG and Kinetik Holdings for $XXXX billion including debt. Reuters reported in August that the pipeline owners were seeking a sale according to sources familiar with the matter"
X Link @lwsresearch 2025-09-02T12:58Z 5137 followers, XXX engagements
"Zijin Mining $2899.HK Planning IPO of its international gold-mining arm in Hong Kong that could raise $3B potentially the worlds 2nd-largest IPO in 2025; listing may come as soon as this month amid strong investor demand with gold near record highs. #Gold #IPO #Mining"
X Link @lwsresearch 2025-09-04T08:37Z 5136 followers, XXX engagements
"🛢 Cenovus Energy $CVE CEO Jon McKenzie said the company wont raise its takeover offer for MEG Energy $MEG despite a higher rival bid from Strathcona Resources $SCR. He argued Cenovus is already paying at the highest end of the range and sees its proposal as the only viable path forward. ⚡"
X Link @lwsresearch 2025-09-10T14:19Z 5136 followers, 3298 engagements
"🔥 Vistra Corp $VST CEO James Burke secures $340M payout as shares surge +450% since Jan 2024 ranking 2nd best in the S&P XXX. The Texas giant doubles down on coal gas & nuclear eyeing $7.4B EBITDA in 2026 with $GOOG seen as key partner for AI-driven data center power demand ⚡💰 #Energy #Nuclear #AI"
X Link @lwsresearch 2025-09-22T10:25Z 5136 followers, XXX engagements
"⚒ Southern Copper $SCCO expects steady 2025 copper output in Peru (414k tons) while boosting investment with $800M capex. Flagship projects include Ta Mara ($1.8B start 2027 full by 2028) and Michiquillay ($2.5B 225k t/y from 2032). Controlled by Grupo Mxico $GMEXICOB SCCO also eyes higher revenues from molybdenum & silver 📈⛏ #Copper #Mining #Peru"
X Link @lwsresearch 2025-09-23T13:23Z 5137 followers, XXX engagements
"⚡ Vistra Corp $VST signed a 20-year deal to supply 1200 MW from its Comanche Peak nuclear plant in Texas starting 2027 reaching full output by 2032. The deal covers XX% of the plants capacity sparking investor concern as the buyer wasnt named. Shares fell -X% despite also announcing plans for two new natural gas units (860 MW) in the Permian Basin 🔋 #Energy #Nuclear #Texas"
X Link @lwsresearch 2025-09-30T13:16Z 5136 followers, XXX engagements
"🛢 Petrobras $PBR is assessing potential roles in a Braskem $BAK restructuring as the Brazilian petrochemicals giant faces deepening crisis. At a board meeting Friday directors reviewed scenarios for Petrobras positioning should Braskem move to alter its capital structure Bloomberg reported. Discussions remain private but highlight Petrobras strategic interest in Braskems future 🔎 #Petrobras #Braskem #Energy #Brazil"
X Link @lwsresearch 2025-10-01T21:56Z 5137 followers, 3592 engagements
"🌾 Argentinas tariff pause triggers record farm export rush: President Javier Mileis move sparked $7B in booked shipments as traders including Bunge Global $BG Cargill $CARG and Louis Dreyfus jumped in. Aim: flood FX market with dollars to stabilize finances 💵 #Argentina #Commodities #Exports"
X Link @lwsresearch 2025-10-03T13:59Z 5136 followers, XXX engagements
"🏆 Global gold production (Q2 2025) shows Newmont Corp $NEM maintaining its dominance with 1.48M ounces followed by Agnico Eagle Mines $AEM (866K oz) and AngloGold Ashanti $AU (804K oz). Barrick Gold $GOLD (797K oz) NMMC (784K oz) and Zijin Mining $ZIJMF (707K oz) round out the top six. Mid-tier producers like Kinross $KGC (513K oz) and Gold Fields $GFI (585K oz) also posted strong quarters reflecting steady global supply amid rising bullion prices. ✨📈 #Gold #Mining #Commodities"
X Link @lwsresearch 2025-10-11T13:03Z 5136 followers, 1888 engagements
"💼 Jefferies reiterated its Buy rating on ConocoPhillips $COP trimming its price target to $XXX (from $129) implying XX% upside from the last close. The firm expects free cash flow (FCF) to rise sooner than the market anticipates driven by synergy acceleration lower capex and higher production. Jefferies cautions that investors may be overlooking key revenue and opex levers beyond capital reductions. ⚙📈 #ConocoPhillips #Oil #Investing"
X Link @lwsresearch 2025-10-13T12:22Z 5137 followers, XXX engagements
"🛢 Cenovus Energy Inc $CVE has purchased 21.7M shares of MEG Energy Corp $MEG raising its stake to XXX% ahead of the shareholder vote on their proposed merger. Both firms amended a standstill agreement allowing Cenovus to lift its stake up to XXX% before the vote. Earlier this month Cenovus raised its offer to C$8.6B ($6.1B) including debt. MEGs shareholder meeting was postponed to Oct XX to review the revised proposal. ⚙ #Cenovus #MEGEnergy #Mergers"
X Link @lwsresearch 2025-10-14T10:54Z 5137 followers, XXX engagements
"⚡ Barclays Plc $BCS turns bullish on European energy stocks forecasting profits will bottom in 2025 before a strong rebound amid rising power demand and investment. The bank calls the sector an unstoppable supercycle upgrading EDP Renovveis $EDPR and Centrica Plc $CNA to overweight while downgrading Redeia Corporacin $RED to underweight. 🌍📈#Energy #Europe #Barclays"
X Link @lwsresearch 2025-10-16T08:19Z 5136 followers, XXX engagements
"Petrobras $PBR will sign a deal to supply over X million barrels of crude oil to India Vice President Geraldo Alckmin announced during an official visit. The agreement strengthens BrazilIndia energy ties and expands Petrobrass export reach in Asia. 🤝🛢 #Petrobras #India #Energy"
X Link @lwsresearch 2025-10-16T14:29Z 5136 followers, XXX engagements
"🌊 The Sirius offshore project in Colombias Caribbean developed by Ecopetrol SA $EC and Petrleo Brasileiro S.A. Petrobras $PBR has completed nearly XX% of prior consultations according to Petrobras Colombias president Alcindo Moritz. The project is nearing Phase X when contracting will begin marking key progress in one of Colombias major exploration initiatives. ⚙#Ecopetrol #Petrobras #Energy"
X Link @lwsresearch 2025-10-16T15:00Z 5136 followers, XXX engagements
"CHINA 3Q GDP RISES XXX% Y/Y; EST. +4.7% *CHINA SEPT. RETAIL SALES RISE XXX% Y/Y; EST. +3.0% *CHINA SEPT. INDUSTRIAL OUTPUT RISES XXX% Y/Y; EST. +5.0% *CHINA JAN.-SEPT. FIXED INVESTMENT FALLS XXX% Y/Y; EST. +0.1%"
X Link @lwsresearch 2025-10-20T02:09Z 5137 followers, XXX engagements
"🔥 Argentina awarded Transportadora de Gas del Sur $TGSDB a $700M contract to extend the Perito Moreno trunk gas pipeline from the Vaca Muerta shale formation to Buenos Aires . The project adds XX million m/day of capacity (from XX to XX mm/d) includes three compressor plants (90000 HP) and supports new drilling at Vaca Muerta. Officials say the expansion will cut energy imports by $700M and boost Argentinas push toward energy self-sufficiency and exports. 💨 #Energy #Argentina #VacaMuerta"
X Link @lwsresearch 2025-10-20T12:46Z 5137 followers, XXX engagements
"⛏ District Metals $DMX: Boliden Terminates Option Agreement on Tomtebo & Stollberg 📅 August XX 2025 Company release 🔍 District Metals Corp. announced that Boliden Mineral AB has terminated the Option Agreement covering the Tomtebo and Stollberg polymetallic base metal properties in Swedens Bergslagen District. 🧠 Key Details Original deal (Oct 2023): Boliden could earn up to XX% of Tomtebo by spending CAD $10M in exploration over X years. District could earn up to XX% of Stollberg. Termination outcome: District retains XXX% of Tomtebo. Boliden retains XXX% of Stollberg. Boliden will keep"
X Link @lwsresearch 2025-08-25T08:25Z 5136 followers, 1054 engagements
"⛏ Orion Minerals $ORN signed a non-binding term sheet with Glencore $GLEN for $200M$250M in funding for its Prieska copper-zinc project in South Africa 💰. The deal includes an offtake agreement for XXX% of copper and zinc concentrates over XXX years. Funding will be disbursed in two tranches with the first drawdown targeted for November to fast-track early works and first production ⚡. Conditions include Glencore completing due diligence already underway while Orion continues talks with existing funding partners. #Mining #Copper #Zinc #Glencore #SouthAfrica"
X Link @lwsresearch 2025-09-17T09:53Z 5136 followers, XXX engagements
"🥇 Copper production Q2 2025: BHP Group $BHP leads with 516200t followed by Freeport-McMoRan $FCX (436809t) and Codelco (365000t). Other majors: Zijin Mining (282429t) Southern Copper $SCCO (239980t) and Rio Tinto $RIO (229000t). Glencore $GLEN Anglo American $AAL Antofagasta $ANTO CMOC $3993 and KGHM $KGH round out the top tier 🔥📈 #Copper #Mining #Commodities"
X Link @lwsresearch 2025-09-20T14:25Z 5136 followers, 6619 engagements
"🌊 Petrobras $PBR faces renewed environmental scrutiny over its drilling license in the Foz do Amazonas basin as Brazils environmental agency Ibama requested additional information and flagged pending issues and uncertainties in the companys emergency and wildlife protection plans. Ibama proposed a meeting on Thursday to review concerns. Petrobras said it will fully respond and remains confident the license will be granted soon though delays beyond Oct XX could require a new drill ship adding to the R$180M ($32.8M) standby costs already incurred. 🛢 #Petrobras #Amazon #Energy"
X Link @lwsresearch 2025-10-14T17:09Z 5136 followers, XXX engagements
"✂ Paramount Skydance $PSKY will cut 2000 U.S. jobs starting the week of Oct XX as part of a $2B cost-reduction plan under CEO David Ellison per Variety. Follows the $8.4B merger with Paramount Global $PARA (closed Aug); more international cuts expected with details due Nov XX (Q3 update). 🎬📉 #Media #Layoffs #Streaming"
X Link @lwsresearch 2025-10-18T16:52Z 5136 followers, 1100 engagements
"President Trump says Chinese President Xi Jinping is open to a trade deal. The U.S. will roll back tariffs on goods that cannot be grown mined or naturally produced domestically according to the Wall Street Journal"
X Link @lwsresearch 2025-10-19T17:39Z 5136 followers, XXX engagements
"🔥 Cleveland-Cliffs Inc $CLF surged XX% after announcing plans to expand into rare earths mining a bold move to diversify beyond steel. CEO Lourenco Goncalves said geologists are assessing the commercial viability of new deposits. Q3 results beat expectations with adjusted EBITDA of $143M vs. $127.9M estimated while capex will come in below prior forecasts boosting investor confidence 🚀🪨 #ClevelandCliffs #Mining #RareEarths"
X Link @lwsresearch 2025-10-20T17:19Z 5136 followers, XXX engagements
"⛽ Brazils state-run Petrobras $PBR will cut gasoline prices by XXX% (0.14 reais or $XXXXX per liter) to XXXX reais/liter starting Oct. XX. Its the second reduction this year totaling a XXXX% drop in 2025 and XXXX% lower since 2022 (inflation-adjusted). Diesel prices will remain unchanged after three cuts since March now down XXXX% versus late 2022 📉 #Petrobras #Oil #Energy"
X Link @lwsresearch 2025-10-20T18:17Z 5136 followers, XXX engagements
"🩺 Kenvue Inc $KVUE urged the U.S. FDA to reject a petition seeking a warning label linking Tylenol (acetaminophen) use during pregnancy to autism a claim recently amplified by President Donald Trump. Kenvue said the request lacks scientific support and is legally and procedurally improper citing over a decade of FDA reviews finding no causal link between acetaminophen and neurodevelopmental disorders. Tylenol remains the only pain reliever deemed safe for pregnant women when used minimally ⚖ #Kenvue #Tylenol #FDA"
X Link @lwsresearch 2025-10-20T18:18Z 5136 followers, XXX engagements
"U.S. business lobby urges Trump to lift new export restrictions on China 📅 October XX 2025 Reuters 🔍 The National Foreign Trade Council (NFTC) whose board includes major U.S. corporations such as Oracle Amazon and ExxonMobil has urged President Donald Trump to immediately suspend the new Affiliate Rule warning that it has already frozen billions of dollars in U.S. exports and could push China and other countries to exclude American companies from their supply chains. 📜 The rule in question The Affiliate Rule which took effect on September XX bans U.S. companies from exporting goods or"
X Link @lwsresearch 2025-10-20T19:33Z 5136 followers, XXX engagements
"💻 Core Scientific Inc $CORZ jumped X% after proxy advisor ISS urged investors to reject CoreWeaves $CRWV acquisition bid opposing the companys board which unanimously supported the deal. Major shareholder Two Seas Capital LP also opposes the sale arguing it undervalues Core Scientific. The ISS stance adds uncertainty but fueled optimism that $CORZ could secure a higher valuation in the market 🚀📊 #CoreScientific #Mergers #CryptoMining"
X Link @lwsresearch 2025-10-20T21:12Z 5136 followers, XXX engagements
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