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☆ Earnings will drive the market next week — what we expect from 2 portfolio stocks
▼ + stars: | 2024-05-04 | by ( Zev Fima | ) www.cnbc.com time to read: +10 min

With the Fed, Apple earnings and the jobs report passing with flying colors this week, the runway to more gains looks a lot less cluttered. This past week was chock full of Club earnings: 12 portfolio companies, including Apple , delivered results. Analysts expect Wynn's earnings per share of $1.27 versus 29 cents a year ago when China was not fully back from Covid. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Jerome Powell, we're, Jim Cramer, Jim, Apple, Eli Lilly, Estee Lauder, Stanley Black, Decker, Bausch, FactSet, It's, Bob Iger, Iger, Nelson Peltz, We're, Krystal, Berkshire Hathaway, Tyson, Jones Lang, Walt, Ferrari N.V, WK Kellogg, Wynn, Vishay, CRON, MARA, RICK, Ginkgo, Jim Cramer's, David Paul Morris Organizations: Federal Reserve, Apple, GE Healthcare, DuPont, Linde, Bausch Health, Coterra Energy, Club, Disney, Wynn Resorts, CNBC, Revenue, Vegas Sands, Cotai, Boston, Airlines, Krystal Biotech, Alpha Metallurgical Resources, Axsome Therapeutics, Tyson Foods, TSN, Bowlero Corp, CNA Financial Corp, CNA, Jones Lang LaSalle Incorporated, Technologies, Realty Income Corp, Lab, Teradata Corp, Technology, FMC Corporation, FMC, Paymentus Holdings, Shockwave, Vertex Pharmaceuticals, Goodyear Tire & Rubber Company, Simon Property Group, Sterling Construction Company, Apple Hospitality, Boise Cascade Corporation, BellRing Brands, Coty, COTY, Fidelity National Information Services Inc, Vornado Realty, Walt Disney Co, Holdings, Madrigal Pharmaceuticals, Nikola Corporation, BP, Rockwell Automation, MarketAxess Holdings, Jumia Technologies, GEO Group, Builders FirstSource Inc, Duke Energy Corp, WYNN, Rivian Automotive, Arista Networks, Occidental Petroleum Corp, Astera Labs, Bros, Flywire Corporation, B2Gold Corp, Kinross Gold Corp, Virgin Galactic Holdings, iRobot Corp, Electronic Arts Inc, McKesson Corp, ACM Research, Avadel Pharmaceuticals, Toyota Motor Corp, Emerson Electric Co, Perion, Editas, Brink's Company, Sinclair Corporation, New Fortress Energy, Starwood Property Trust, Animal Health, ELAN, Farms, IM Cannabis Corp, Fox Corporation, Formula One, Icahn Enterprises, Teva Pharmaceutical Industries, Arm Holdings plc, ARM, AMC Entertainment Holdings, Trade, AppLovin Corporation, Sciences Corp, SolarEdge Technologies, Roblox Corporation, GigaCloud Technology Inc, Warner Bros ., Properties Trust, Growers, Constellation Energy Group, Cronos, Fiverr, Solar Inc, EPAM Systems, Cedar Fair Entertainment, Digital Holdings, RCI Hospitality Holdings, Akamai Technologies, Semiconductor, Insulet Corp, NuScale Power Corporation, Ginkgo Bioworks Holdings, Bloom Energy Corporation, Construction, AMC Networks, CRH Public Ltd . Company, Jim Cramer's Charitable, Allen, Co . Media, Technology Conference, Bloomberg, Getty Locations: China, Eaton, Amazon, Covid, Macao, Vegas, Sun Valley , Idaho

[1/2] The logo of Petroleos Mexicanos (Pemex) is pictured at the company's headquarters in Mexico City, Mexico July 26, 2023. REUTERS/Raquel Cunha/File Photo Acquire Licensing RightsMEXICO CITY, Nov 7 (Reuters) - Mexican state energy company Pemex and U.S. liquefied natural gas (LNG) company New Fortress Energy (NFE.O) have terminated a deal to develop potentially the country's first deepwater natural gas project that was signed a year ago, two sources with direct knowledge of the matter said. Last month, Pemex decided to halt the project after NFE wanted to impose conditions Mexican officials considered unacceptable, including NFE buying the natural gas too cheaply from Pemex, one of the sources said. Pemex wanted to develop Lakach with the U.S. company using a service contract, a mechanism used prior to the Mexico's energy sector opening in 2013-14. Reuters previously reported that officials at the CNH and Pemex had been at odds over how to develop Lakach and other large fields.

Persons: Raquel Cunha, Pemex, NFE, Lakach, Andres Manuel Lopez Obrador, Stefanie Eschenbacher, Ana Isabel Martinez, Mariana Parraga, Adriana Barrera, Dave Graham, Marguerita Choy Organizations: REUTERS, MEXICO CITY, New Fortress Energy, U.S, Reuters, U.S . Department of Energy, Thomson Locations: Mexico City, Mexico, MEXICO, Gulf of Mexico, Veracruz, Gulf, Tamaulipas, Altamira, Houston

☆ QatarEnergy, Shell agree 27-year LNG supply
▼ + stars: | 2023-10-18 | by ( ) www.reuters.com time to read: +2 min

Two LNG sale and purchase agreements were signed between affiliates of QatarEnergy and Shell (SHEL.L), QatarEnergy said on Wednesday, in a deal that mirrors one reached with TotalEnergies last week. Qatari LNG from the massive North Field LNG production expansion project will be delivered to Gate LNG terminal at the Port of Rotterdam beginning in 2026. Shell holds a 6.25% stake in the North Field East project and a 9.375% share in the North Field South project. The deal follows an identical one between QatarEnergy and TotalEnergies last week, until then Qatar's biggest and longest gas supply deal with Europe. QatarEnergy has signed deals to supply LNG from the expansion to Asian buyers over the past year in China and elsewhere.

Persons: Chris Helgren, QatarEnergy, Shell, TotalEnergies, China's Sinopec, Saad al, Kaabi, Yousef Saba, Lincoln Organizations: Shell, REUTERS, Rights, TotalEnergies, LNG, Field, Port, China National Petroleum Corporation, Thomson Locations: Vancouver , British Columbia, Canada, Rights DUBAI, Qatar, Europe, Netherlands, Rotterdam, QatarEnergy, Asia, China, Ukraine

☆ Mexico's first LNG plant to receive final piece in days
▼ + stars: | 2023-09-22 | by ( ) www.reuters.com time to read: +2 min

LNG developer New Fortress Energy (NFE.O) is planning to begin production at the 1.4-million-tons-per-year floating plant off the coast of Altamira, Mexico, in the coming weeks. The first of three rigs that will compose the floating LNG facility arrived in Mexican waters in late August. Two additional floating LNG plants are under construction, with operations startup planned for 2025. A total of nine onshore and floating LNG production facilities are planned for Mexico's Gulf and Pacific coasts, mostly to process U.S. gas. New Fortress in 2021 bought oil rigs from Maersk Drilling to convert them into floating LNG plants.

Persons: Christopher Guinta, Arathy Somesakhar, Marianna Parraga, Timothy Gardner Organizations: U.S . Coast Guard, New Fortress Energy, Kiewit Offshore Services, Coast Guard, New, New Fortress, CFE, U.S . Department of Energy, Drilling, Thomson Locations: Texas, Altamira, Mexico, Ingleside , Texas, Mexico's, U.S, Gulf, Pacific, Ukraine, Brazil

☆ Morgan Stanley's top clean power picks including 2 stocks with 80% upside
▼ + stars: | 2023-07-20 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

The U.S. clean energy landscape can gain favor as green electricity becomes more affordable — and Morgan Stanley sees stocks poised to benefit. In the U.S. and Asia specifically, solar, energy storage and green hydrogen will help bring an underappreciated cost deflation, he said. "With increased competitiveness over fossil fuels, clean power will metamorphose the electricity landscape, overtaking fossil-based generation by 2030." See which stocks are on the list below: Solar stock Sunnova made the cut, with Maheshwari's base case price target of $42 implying an upside of around 83%. There's no additional customer growth from the upcoming shift in green energy currently priced in, he said.

Persons: Morgan Stanley, Mayank Maheshwari, Maheshwari, There's, — CNBC's Michael Bloom Organizations: Energy, NOVA, New, Exxon Mobil, Chevron Locations: U.S, Asia, Chevron

☆ Cramer's Lightning Round: Novavax is a no-go
▼ + stars: | 2023-05-31 | by ( Julie Coleman | ) www.cnbc.com time to read: +1 min

Stock Chart Icon Stock chart icon Jazz Pharmaceuticals' year-to-date stock performance. Stock Chart Icon Stock chart icon ON Semiconductor's year-to-date stock performance. Stock Chart Icon Stock chart icon Novavax's year-to-date stock performance. Stock Chart Icon Stock chart icon Golar LNG's year-to-date stock performance. Stock Chart Icon Stock chart icon Tyson Foods' year-to-date stock performance.

Persons: it's, I'd, You've, Golar, Tyson Organizations: Jazz Pharmaceuticals, Investing, ON, Golar, New Fortress Energy, Tyson Foods Locations: Moderna

☆ A new fortress for your portfolio? Cramer's giving his take on NFE
▼ + stars: | 2023-04-19 | by ( Jim Cramer | ) www.cnbc.com time to read: 1 min

A new fortress for your portfolio? Cramer's giving his take on NFE"Mad Money" host Jim Cramer breaks down New Fortress Energy, which focuses on natural gas.

☆ Morgan Stanley highlights four stocks that are rising stars in the world of ESG investing
▼ + stars: | 2023-03-10 | by ( Alex Harring | ) www.cnbc.com time to read: +3 min

Morgan Stanley's list of the biggest rising stars in the socially conscious investing space includes four U.S. stocks. But the stock hugely outperformed last year, rising 25% while the S & P 500 dropped 19.4%. DE 5Y mountain Deere & Co. Another name listed by Morgan Stanley is Eastman Chemical . Management estimates that the Kingsport plant will have a 15% rate of return for the company, while the other plants will likely be closer to 12%, Morgan Stanley said. EMN NFE 1Y mountain Eastman Chemical Nu Holdings , a Brazilian digital banking company that trades on the New York Stock Exchange, also made Morgan Stanley's list.

☆ Here are Tuesday's biggest analyst calls: Apple, Alphabet, Ford, Lucid, AMD, Uber & more
▼ + stars: | 2023-01-31 | by ( Michael Bloom | ) www.cnbc.com time to read: +6 min

Here are Tuesday's biggest calls on Wall Street: Barclays reiterates Apple as equal weight Barclays said it sees a miss when the Apple reports earnings Thursday. Deutsche Bank reiterates Disney as buy Deutsche Bank said it's standing by shares of Disney heading into earnings on Feb. 8. Bank of America reiterates Alphabet as buy Bank of America said Alphabet continues to pull the right "cost levers in a tough environment." Mizuho reiterates Uber as buy Mizuho said it's "constructive" on Uber shares heading into earnings on Feb. 8. Deutsche Bank reiterates PayPal as buy Deutsche said it's staying bullish heading into PayPal earnings in early February.

That outage dropped the United States behind top exporter Australia as global demand for the fuel boomed. In 2022, U.S. exports of natural gas as LNG rose 8% to 10.6 bcfd, just shy of Australia's 10.7 bcfd. The United States remained ahead of Qatar, which in third place shipped 10.5 bcfd, according to data provider Refinitiv. CROWN WITHIN SIGHTHowever, the loss of Freeport LNG's supply at mid-year took away the U.S. chance to take the crown as top exporter in 2022. In 2021, when prices in Asia were higher, just 35%, or about 3.3 bcfd, of U.S. LNG exports went to Europe.

REUTERS/Imad Creidi/File PhotoDOHA, Nov 29 (Reuters) - QatarEnergy and ConocoPhillips (COP.N) on Tuesday signed two sales and purchase agreements to export liquefied natural gas (LNG) to Germany for at least 15 years from 2026, the first such supply deal to Europe from Qatar's North Field expansion project. The deal will provide Germany with 2 million tonnes of LNG annually, arriving from Ras Laffan in Qatar to Germany's northern LNG terminal of Brunsbuettel, QatarEnergy's chief executive said. "(The agreements) mark the first ever long-term LNG supply agreement to Germany, with a supply period that extends for at least 15 years, thus contributing to Germany's long-term energy security," Saad al-Kaabi said in a joint news conference with ConocoPhillips CEO Ryan Lance. The deal comes a few days after QatarEnergy signed a 27-year sales and purchase agreement with China's Sinopec. The North Field is part of the world's biggest gas field that Qatar shares with Iran, which calls its holding South Pars.

[1/6] QatarEnergy CEO and Qatar's Minister of Energy, Saad al- Kaabi and ConocoPhillips CEO, Ryan Lance attend the signing ceremony of two sales and purchase agreements to export liquefied natural gas (LNG) to Germany, in Doha, Qatar, November 29, 2022. The deal, the first of its kind to Europe from Qatar's North Field expansion project, will provide Germany with 2 million tonnes of LNG annually, arriving from Ras Laffan in Qatar to Germany's northern LNG terminal of Brunsbuettel, QatarEnergy's chief executive said. ICIS head of energy analytics Andreas Schroeder said the starting date of 2026 was late, as Germany needed LNG for 2023 and 2024. The deal comes a few days after QatarEnergy signed a 27-year sales and purchase agreement with China's Sinopec. The North Field is part of the world's biggest gas field, which Qatar shares with Iran.

The North Field is part of the world's biggest gas field that Qatar shares with Iran, which calls its share South Pars. It later signed contracts with three partners for North Field South (NFS), the second phase of the expansion. Monday's deal, confirmed by Sinopec, is the first supply deal to be announced for NFE. "I think the recent volatility has driven buyers to understand the importance of having long-term supply," Kaabi said. QatarEnergy has maintained a 75% stake overall in the expansion and could give up to a 5% stake from its holding to some buyers, Kaabi said.

The company's chief executive Patrick Pouyanne travelled to Doha to sign a deal with QatarEnergy chief Saad al-Kaabi for the North Field South (NFS) expansion, saying that the deal came at a "perfect time" when world leaders particularly in Europe were seeking new LNG supplies. Qatar's North Field expansion project will boost its position as the world's top LNG exporter and help guarantee long-term supplies of gas to Europe as the continent seeks alternatives to Russian flows. He said he could not disclose the total cost of the NFS project as some onshore contracts had not yet been finalised. Qatar's North Field expansion plan includes six LNG trains that will ramp up its liquefaction capacity from 77 million tonnes per annum (mtpa) to 126 mtpa by 2027. It awarded contracts for the first phase of the expansion project, North Field East (NFE), which includes four trains, earlier this year.

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