AB KN Energies (hereinafter – KNE, the Company) announces the unaudited consolidated (hereinafter – the Group) and separate financial results for the twelve months ended 31 December 2025. Key financial indicators for the 1-12 months of 2025: EUR millionsGroupCompany 1-12 months of 20251-12 months of 20241-12 months of 20251-12 months of 2024Revenue105.293.7<td style="width:121.8px;;vertical-align: middle; text-align: left; padding-left: 10.0px; border-bot ...

Achieved record execution in 2025, securing a $14 billion EBITDA backlog for the Argentina contracts and doubling the operating fleet with FLNG Gimi's commencement. FLNG Gimi is currently producing above contracted volumes due to technical optimizations and favorable winter ambient temperatures. Management is pivoting from speculative growth to a more disciplined 'business as usual' approach, prioritizing the maturation of commercial terms before committing significant capital to a fourth unit. The ...

RT MSB Intel (@MSBIntel)🚨🇯🇵 $550 BILLION.TRUMP JUST GOT JAPAN TO PAY FOR THE RE-INDUSTRIALIZATION OF THE UNITED STATES.THEY ARE FUNDING LNG IN TEXAS.THEY ARE FUNDING POWER IN OHIO.THEY ARE FUNDING MINES IN GEORGIA.AMERICA ISN'T SENDING MONEY ABROAD. THEY ARE DRAINING GLOBAL CAPITAL INTO AMERICAN SOIL.THE CAPITAL IS COMING TO THE U.S. 🇺🇸 ...

The share price of Excelerate Energy, Inc. (NYSE:EE) surged by 12.75% between February 6 and February 13, 2026, putting it among the Energy Stocks that Gained the Most This Week. Excelerate Energy (EE) Price Target Raised by $9 Excelerate Energy, Inc. (NYSE:EE) provides LNG solutions worldwide. It offers regasification services, including floating storage and regasification units, infrastructure development, and LNG and natural gas supply. On February 6, Deutsche Bank raised its price target on Excelera ...

Core Viewpoint - Caturus has signed a 20-year sale and purchase agreement with Aramco Trading for the Commonwealth LNG project, highlighting strong international demand for US LNG and the company's capability to serve global markets [1][3]. Group 1: Agreement Details - The agreement involves the purchase of one million tonnes per annum (mtpa) of liquefied natural gas (LNG) from the Commonwealth LNG export facility [1]. - The Commonwealth LNG facility has a total capacity of 9.5 mtpa and is located in Cameron Parish, Louisiana [2]. - The facility will include five storage tanks, each with a capacity of 50,000 m³, and will accommodate vessels up to 216,000 m³ [2]. Group 2: Project Development - The project is nearing a final investment decision (FID) and requires customary conditions to be met before the agreement becomes fully effective [4]. - The first phase of Commonwealth LNG's development is expected to generate approximately $3.5 billion in annual export revenue [6]. - At peak construction, the project will employ around 2,000 workers and create approximately 300 full-time jobs upon becoming operational, anticipated by 2030 [6]. Group 3: Strategic Importance - The agreement with Aramco Trading is part of a broader strategy to secure long-term energy supplies and enhance energy security for global markets [5][6]. - Caturus aims to leverage its global reach to provide comprehensive services from wellhead to water [4]. - Other international energy companies, including Glencore, Jera, Petronas, Mercuria, and EQT, have also secured long-term offtake contracts with the LNG project [5]. Group 4: Engineering and Construction - Technip Energies has been contracted to provide engineering, procurement, and construction services for the Commonwealth LNG project [7].

Core Viewpoint - Origin Energy exceeded first-half profit estimates, driven by strong performance in its Energy Markets division, leading to an upward revision of its full-year earnings forecast [1] Group 1: Financial Performance - The Energy Markets division reported operating earnings of A$860 million ($613 million) for the six months ending December 31, marking a 17% increase from the previous year [1] - The company raised its full-year operating earnings forecast to between A$1.55 billion and A$1.75 billion, up from a prior range of A$1.4 billion to A$1.7 billion, with the midpoint surpassing the Visible Alpha consensus of A$1.62 billion [1] - Origin Energy's first-half underlying profit was A$593 million, exceeding the Visible Alpha consensus estimate of A$577.9 million, compared to an underlying profit of A$924 million in the previous year [1] Group 2: Division Performance - Operating earnings in the Integrated Gas division fell by over 31% to A$860 million due to weaker realized prices and lower production [1] - The strong performance of the Energy Markets division was pivotal in supporting the overall profit results for the company [1] Group 3: Dividend Announcement - The company declared an interim dividend of 30 Australian cents per share, consistent with the prior year [1]

Financial Data and Key Metrics Changes - Adjusted EPS for Q4 2025 was EUR 7.14 per share, compared to EUR 6.93 per share in Q4 2024, reflecting a slight increase [7] - Adjusted net income decreased by EUR 2.1 million to EUR 131.2 million in Q4 2025 from EUR 133.3 million in Q4 2024 [7][8] - Adjusted EBITDA increased by 0.2% to EUR 190 million in Q4 2025 from EUR 189.7 million in Q4 2024 [12] Business Line Data and Key Metrics Changes - Incremental operating revenues from the containership fleet increased by EUR 5.2 million, with an additional EUR 10.5 million from higher fleet utilization [9] - Revenues from the container segment decreased by EUR 7.8 million due to lower contracted charter rates [9] - Vessel operating expenses increased by EUR 2.8 million to EUR 48.4 million, attributed to a larger fleet [10] Market Data and Key Metrics Changes - The company secured 10-year charters for four new vessels, contributing to a total contract revenue of EUR 4.3 billion, enhancing earnings visibility [4] - Contract coverage for 2026 is at 100%, 87% for 2027, and 64% for 2028 in terms of operating days [12] Company Strategy and Development Direction - The company continues to focus on securing long-term employment for vessels through forward fixtures and investing in modern container vessels [3][4] - Danaos is exploring selective investments in the energy sector, becoming a strategic investor in the Alaska LNG project [5] Management's Comments on Operating Environment and Future Outlook - Management noted that geopolitical disruptions have not led to a U.S. slowdown, and demand for midsize vessels remains strong [3] - The company is positioned to benefit from ongoing growth in shipping and energy sectors [5] Other Important Information - As of December 31, 2025, net debt stood at EUR 141 million, with a net debt to Adjusted EBITDA ratio of 0.2x [13] - Total liquidity reached EUR 1.4 billion, providing flexibility for capital deployment [14] Q&A Session Summary Question: Details on the Alaska LNG project - The project is expected to be completed by 2030, requiring 6 to 10 ships, with long-term employment anticipated [22][23] Question: Future orders for Newcastlemax vessels - The company plans to replace older vessels with new orders, as secondhand prices have risen significantly [24][25] Question: Chartering strategy for Capesize vessels - The company prefers to employ Capesize vessels mainly on the spot market, with potential for medium-term contracts if market conditions are favorable [31]

Financial Data and Key Metrics Changes - The company reported adjusted EPS for Q4 2025 of $7.14 per share, compared to $6.93 per share in Q4 2024, reflecting a slight increase in profitability [6][7] - Adjusted net income decreased to $131.2 million from $133.3 million year-over-year, primarily due to increased operating costs and a legacy claim receipt in the previous year [7][8] - Adjusted EBITDA increased by 0.2% to $190 million from $189.7 million in the same quarter last year [12] Business Line Data and Key Metrics Changes - The increase in the containership fleet contributed $5.2 million in incremental operating revenues, with higher fleet utilization adding an additional $10.5 million [9] - Revenues from the container segment decreased by $7.8 million due to lower contracted charter rates [9] - Vessel operating expenses rose to $48.4 million, with daily operating costs increasing to $6,377 per vessel per day from $6,135 [10] Market Data and Key Metrics Changes - The company secured 10-year charters for four new vessels, increasing total contract revenue to $4.3 billion, providing strong earnings visibility [4] - Contract coverage is at 100% for 2026, 87% for 2027, and 64% contracted for 2028 in terms of operating days [12] Company Strategy and Development Direction - The company continues to focus on securing long-term employment for existing vessels and investing in modern container vessels [3] - Danaos is exploring investments in the energy sector, becoming a strategic investor in the Alaska LNG project to broaden revenue sources [5] Management's Comments on Operating Environment and Future Outlook - Management noted that geopolitical disruptions have not led to a U.S. slowdown, and optimism around AI-related investments is increasing [3] - The demand for midsize vessels remains strong due to changing trade patterns and avoidance of the Suez Canal by major liners [3] Other Important Information - The company completed a $500 million unsecured bond offering, diversifying its capital structure and reaffirming access to international debt capital markets [4] - As of year-end, total liquidity reached $1.4 billion, providing flexibility for capital deployment opportunities [14] Q&A Session Summary Question: Alaska LNG project details - Management indicated that the project is expected to be completed by 2030, requiring between 6 to 10 ships, with long-term employment expected for 10 to 20 years [24] Question: Future orders for Newcastlemax vessels - Management stated that the new Newcastlemax vessels will primarily be chartered on index rather than fixed long-term contracts [31] Question: Capesize vessels employment strategy - Management expressed a preference for employing Capesize vessels mainly on the spot market, with potential for securing medium-term contracts if market conditions are favorable [32]

Trafigura CEO Richard Holtum says the LNG industry needs a "bit of innovation" when it comes to financing projects https://t.co/CY09ywPjaZ ...

Core Insights - Artificial intelligence (AI) is identified as the greatest investment opportunity of the current era, with a strong emphasis on the urgency to invest now [1][13] - The energy demands of AI technologies are highlighted, with data centers consuming as much energy as small cities, leading to concerns about power grid strain and rising electricity prices [2][3] Investment Opportunity - A specific company is presented as a key player in the AI energy sector, owning critical energy infrastructure assets that are essential for meeting the increasing energy demands of AI [3][7] - This company is characterized as a "toll booth" operator in the AI energy boom, benefiting from the surge in demand for electricity driven by AI advancements [4][5] Market Position - The company is noted for its unique position in the energy market, being involved in nuclear energy and capable of executing large-scale engineering, procurement, and construction projects across various energy sectors [7][8] - It is described as debt-free and holding a significant cash reserve, which is approximately one-third of its market capitalization, providing a strong financial foundation [8][10] Growth Potential - The company also has an equity stake in another AI-related venture, offering investors indirect exposure to multiple growth opportunities in the AI sector without the associated premium costs [9][10] - The stock is considered undervalued, trading at less than seven times earnings, which presents a compelling investment case given its ties to the rapidly growing AI and energy markets [10][11] Industry Trends - The article discusses the broader trends of onshoring and increased U.S. LNG exports, positioning the company to capitalize on these developments under the current political climate [6][14] - The influx of talent into the AI sector is expected to drive continuous innovation and advancements, reinforcing the long-term growth potential of investments in AI [12]