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All articles tagged with #energy sector

SCHD Faces Fresh Downturn as Value Signals Falter
investing12 days ago

SCHD Faces Fresh Downturn as Value Signals Falter

A Seeking Alpha analysis argues the Schwab U.S. Dividend Equity ETF (SCHD) is poised to underperform the S&P 500 again after a recent rally and its annual reconstitution. The author contends SCHD’s methodology overemphasizes dividend metrics that no longer capture true value or growth, criticizes the fund’s energy overweight and stock removals, and warns the reconstitution process may hinder performance during market rebounds and periods of lower oil prices. The piece remains bearish on SCHD and labels it a Sell.

via Seeking Alpha|
#dividend-growth#energy-sector#etf-analysis
AI-Driven Market Rotation Shifts From Tech to Hard-Asset Value
markets17 days ago

AI-Driven Market Rotation Shifts From Tech to Hard-Asset Value

A structural rotation is moving money away from long-duration tech toward short-duration value sectors such as energy, materials, and industrials, as AI disruption erodes software moats and hard assets prove more resilient to inflation. The piece advocates underweighting software and overweighting hard assets and short-duration sectors, with tactical bets on gold miners, landowners, and railroads to navigate the evolving landscape.

via Seeking Alpha|
#ai-disruption#energy-sector#hard-assets
Markets Drift as Iran Tensions Push Oil Higher Ahead of PMI Data
business20 days ago

Markets Drift as Iran Tensions Push Oil Higher Ahead of PMI Data

Stock futures were little changed to modestly lower on Sunday as U.S.–Iran tensions persisted and crude climbed, following a fourth straight weekly decline in the major indexes. WTI traded near $99 and Brent around $112 as investors await the S&P Global flash U.S. PMI data. The S&P 500 broke below its 200-day moving average last week, with the Dow and Nasdaq each slipping about 2%. Energy was the lone positive sector year-to-date, underscoring a cautious risk-off tone with potential volatility into April.

via CNBC|
#business#energy-sector#futures
US stocks ride out Iran tensions as energy rally steadies markets
markets1 month ago

US stocks ride out Iran tensions as energy rally steadies markets

U.S. stocks largely shrugged off Iran-related tensions on Monday, aided by a jump in energy shares and the U.S. being a net energy exporter, helping major indexes finish higher even as international markets slid and safe-haven assets rose; analysts cautioned that volatility could persist if the conflict disrupts energy supplies or inflation remains a concern.

via MarketWatch|
#energy-sector#iran-conflict#market-reaction
China’s aluminium smelters go green, moving to renewable-powered hubs
business2 months ago

China’s aluminium smelters go green, moving to renewable-powered hubs

China’s aluminium industry is relocating production from coal-heavy northern hubs to renewables-rich southern and western zones (notably Yunnan, Sichuan, Xinjiang and Inner Mongolia) as part of a government-backed cap-and-relocation drive to cut carbon. About 13 million tonnes of capacity have already shifted to new, hydro/solar/wind-powered smelters, contributing to a 2024 total output of around 43.8 million tonnes. Hongqiao plans further moves in Yunnan, aiming for about 4 million tonnes there and claiming the transition, along with investments in clean energy, could cut roughly two-thirds of its carbon emissions. The shift supports decarbonisation goals but raises concerns for northern rust-belt regions and global supply chains amid EU carbon rules and energy-security considerations.

via Financial Times|
#business#climate-change#energy-sector
Trump backs emergency energy auction to charge data centers for AI power
us-politics-and-policy2 months ago

Trump backs emergency energy auction to charge data centers for AI power

President Trump and several state governors urge PJM, the grid operator for the US northeast and Midwest, to hold an emergency auction in which large data-centre operators bid to build new power plants and fund about $15 billion in capacity, with tech giants paying for the electricity sold through the auction even if they don’t use it. The aim is to curb rising utility bills driven by data-centre demand amid expectations of a surge in data-centre energy use, though it remains unclear whether PJM will act and how feasible the plan is.

via Financial Times|
#electric-power#energy-sector#us-companies
Zelenskiy Reshuffles Key Defense and Energy Leadership Amid Military Reforms
world3 months ago

Zelenskiy Reshuffles Key Defense and Energy Leadership Amid Military Reforms

Ukrainian President Zelenskiy has proposed Defence Minister Denys Shmyhal to become the new energy minister and first deputy prime minister to stabilize Ukraine's energy sector amid ongoing Russian attacks, following a major government shake-up and corruption scandal in the energy sector. The move aims to strengthen Ukraine's resilience as it seeks security guarantees from Western allies and continues efforts to end the war with Russia.

via Reuters|
#energy-sector#government-shake-up#shmyhal