Chevron CorpCVX
▲ PositiveDemandrelevance
Chevron signs a new long-term gas supply deal with Alinta Energy, securing demand for its gas from Gorgon, Wheatstone, and North West Shelf.
Impact on stocks 4
Energy▲ · 4 stocks
Chevron Corp
Imperial Oil LtdIMO
Mentioned
Par Pacific Holdings IncPARR
Mentioned
Suncor Energy IncSU
Mentioned
Theme Impact 1
Off-coverage companies 1
Alinta EnergyPrivate▲ Positive
Supplyrelevance
Alinta Energy secures a long-term gas supply agreement with Chevron, ensuring stable fuel for its portfolio.
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▲impact 5
US Hyperscalers to Spend Up to $725 Billion on AI Infrastructure in 2026
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▼impact 4
Saudi Arabia issues two air-raid warnings over Riyadh after new Houthi attacks
Riyadh, Saudi Arabia, faced two air-raid warnings in the early hours of today, September 19, marking the first time the country's capital has seen such alerts since the period when war between the United States and Iran intensified in March and April. Saudi Arabia's early-warning system issued an emergency alert in Riyadh at 4:00 a.m. and again at 6:00 a.m., without disclosing further details. Meanwhile, Saudi Arabia's civil defense authority said the danger had ended shortly after both alerts. Other areas across the country received similar warnings throughout the past night, including Jeddah and Yanbu on the Red Sea, as well as Farasan Island in the Red Sea. The warnings came amid a new wave of attacks Saudi Arabia has faced in September, with the Iran-backed Houthis based in Yemen striking cities in western Saudi Arabia, including energy infrastructure, over the past week. The Saudi government said a drone attack from Iraq, home to several Iran-backed armed groups, forced the East-West oil pipeline to halt operations. In addition, attacks on the pipeline and Iran's closure of the Strait of Hormuz have sharply reduced Saudi Arabia's oil exports and created further problems for Crown Prince Mohammed bin Salman, the kingdom's leader. The renewed conflict also risks affecting Saudi Arabia's efforts to attract investment and tourists, part of its push to diversify the country's economic structure. In October, Riyadh is scheduled to host Saudi Arabia's flagship investment conference, the Future Investment Initiative, with the 2026 annual gathering set to welcome several senior Wall Street executives, including JPMorgan Chase & Co CEO Jamie Dimon and David Solomon of Goldman Sachs Group.
2impact 4
NextEra Reaffirms 2026 EPS Guidance as It Advances $67 Billion Dominion Deal
NextEra Energy has reaffirmed its 2026 adjusted EPS guidance of $3.92 to $4.02 and said it is targeting the high end of that range, as it advances a $67 billion all-stock acquisition of Dominion Energy that is expected to close in the second half of 2027. NextEra expects adjusted EPS to grow at a compound annual rate of at least 8% through 2032 and is targeting the same growth rate through 2035 off the 2025 base, while the combined company is expected to deliver 9%+ adjusted EPS growth through 2032 and is targeting the same rate through 2035 off NextEra's 2025 base. The company expects its dividend per share to grow at a roughly 10% annual rate through 2026 off the 2024 base, then 6% a year through 2028 from the 2026 base. To improve the deal's approval chances, the companies submitted an expanded benefits package to Virginia regulators that would double residential bill credits to four years, shield retail customers from grid costs tied to Northern Virginia's AI data centers, and add $100 million to Dominion's low-income bill assistance program through 2038 plus another $100 million for workforce development. If completed, the merger would create the largest US electricity producer, operating the largest natural gas-fired generation fleet in the US and the second-largest nuclear fleet.