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☆ Lightning Round: Intuit is a really superior company
▼ + stars: | 2023-03-08 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLightning Round: Intuit is a really superior companyMad Money host Jim Cramer weighs in on various stocks, including MP Materials, Cryoport, UiPath, Fisker, Intuit, Figs and Cheniere Energy.

☆ The Fed’s favorite inflation gauge will be the big market hurdle of next week
▼ + stars: | 2023-02-18 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Most important this week is Friday's core personal consumption expenditure (PCE) price index for January. In comparison, the consumer price index (CPI), released this past week, only tracks price changes over time. The market is expecting the core PCE price index to rise 0.4% monthly and 4.9% annually. In addition to the core PCE price index, we're going to be looking closely at the housing and utilities component. Lastly, the January producer price index came in hotter than expected, rising 0.7% from December versus expectations for 0.4% increase.

After a dearth of plant approvals last decade, developers have secured dozens of long-term contracts to finance new multibillion-dollar LNG plants. The United States was long an importer of LNG, but natural gas discoveries and production from the shale revolution flipped the country into an LNG exporter in 2016. U.S. LNG exports hit 10.6 billion cubic feet per day (bcfd) in 2022, making the country the second biggest LNG exporter behind Australia. But their production volumes will allow the United States to remain ahead of output from Australia and Qatar. The seven U.S. export plants already in service, including Freeport LNG, can turn about 13.8 billion cubic feet of gas into LNG each day.

☆ Goldman stays bullish on energy for 2023—sees several stocks jumping more than 40%
▼ + stars: | 2023-01-06 | by ( Michelle Fox | ) www.cnbc.com time to read: +2 min

It should be another good year for energy stocks, according to Goldman Sachs. XLE 1Y mountain Energy Select Sector SPDR Fund's strong performance Goldman's bottom-up price targets imply 13% market cap weighted total return to the energy stocks it covers. The firm's buy-rated stocks have an implied 26% average total return. Of the stocks Goldman rates a buy, several have upside north of 40% to the firm's price targets. The stocks with the highest total return are Antero Resources and Cheniere Energy , both at 48%, according to Goldman Sachs.

☆ The CIO of a top-performing fund says 2023's stock market will be a tale of 2 halves. He shares the sectors he expects to outperform.
▼ + stars: | 2022-12-27 | by ( Laila Maidan | ) www.businessinsider.com time to read: +5 min

Mike Morey believe the stock market may retest its 2022 lows during the first half of the year. Despite the market chaos, there were two clear standouts that outperformed the broad market: the energy sector and defensive sectors, both of which fall under his area of expertise. The second fund, the Integrity Mid-North American Resources Fund (ICPAX), focuses on the energy sector. He favors defensive sectors such as healthcare, utilities, staples, and traditional telecommunications sectors, which are found in the IDIVX fund. ICPAX's top 10 holdings are Cheniere Energy, Diamondback Energy, OvintivInc., ExxonMobil Corp., Cactu, Nextier Oilfield., Halliburton, Enbridge, Champion, and Marathon Oil.

☆ These are the top 10 stock plays for 2023, according to UBS
▼ + stars: | 2022-12-14 | by ( Carmen Reinicke | ) www.cnbc.com time to read: +5 min

As the year winds down, investors are looking forward to 2023 and wondering where they should place their top bets. Analysts that cover companies are mulling the same question, prompting UBS to put together a list of its top conviction picks for 2023. The stock which is poised for the largest gain is Kymera Therapeutics , a biotechnology firm that UBS thinks could surge 240% to its target price. She added that UBS expects updates across all four programs in the near term as well as over 2023. Analysts that cover companies are mulling the same question, prompting UBS to put together a list of its top conviction picks for 2023.

☆ These are the energy stocks Josh Brown and Joe Terranova like through the end of 2022
▼ + stars: | 2022-11-21 | by ( Michelle Fox | ) www.cnbc.com time to read: +1 min

The bull market in energy is still going strong and any dips are an opportunity to buy, according to Ritholtz Wealth Management CEO Josh Brown. The Energy Select Sector SPDR Fund also regained some of its earlier losses but was still down more than 1%. Joe Terranova, a senior managing director for Virtus Investment Partners, is also bullish on energy. "These are all the companies that I believe rightfully belong in a diversified energy basket," Terranova said on " Halftime Report ." Brown likes the iShares U.S. Oil & Gas Exploration & Production exchange-traded fund, as well as Cheniere Energy , Southwest Gas and Nextera Energy.

☆ EXCLUSIVE Cheniere seeks 18 months to upgrade LNG turbines that failed pollution tests-document
▼ + stars: | 2022-11-08 | by ( Nichola Groom | ) www.reuters.com time to read: +3 min

Cheniere is one of only two LNG providers with turbines subject to the rule, according to U.S. Environmental Protection Agency (EPA) data. He asked the state for 18 months to make changes to and retest the turbines. In the meantime, the company said it would take steps to minimize formaldehyde emissions, including taking a turbine offline or replacing components. In September, Cheniere submitted test results to Texas regulators that showed formaldehyde emissions at that facility were well below the EPA threshold. Cheniere has big plans to expand the Texas and Louisiana plants in coming years.

☆ These stocks could benefit from a GOP victory in midterm elections, and analysts love them
▼ + stars: | 2022-11-08 | by ( Michelle Fox | ) www.cnbc.com time to read: +6 min

The stocks also have to have a potential upside of at least 20%, based on the average analyst price target, according to FactSet. Shares are up more than 36% year to date and have another 30% upside to the average analyst price target, according to FactSet. Google-parent Alphabet is down about 38% year to date but has nearly 45% upside to the average analyst price target. Match has lost more than 65% so far this year but has 50% upside to the average analyst price target, according to FactSet. The stock is down about 28% year to date, but has 27% upside to the average analyst price target.

☆ The market could be anticipating a Republican sweep of Congress in Tuesday’s election
▼ + stars: | 2022-11-05 | by ( Patti Domm | In | ) www.cnbc.com time to read: +2 min

The Strategas Republican portfolio contains a number of energy companies including Cheniere, Centrus Energy , Enterprise Products and ConocoPhillips. The Republican portfolio contains Regeneron , up 7.5% since the end of September, and Bristol-Myers Squibb, up 10.8% in that same period. Clifton said the Republican portfolio bottomed out around Sept. 7, and in October it pulled ahead. "There's more confidence the Republican House gains are going to be quite large," he said. "If the consensus is wrong and the Democrats keep the Senate, the sector that will have the most upside is the clean energy sector," he said.

And demand for the greener fuel has dried up, according to Reuters interviews with nine LNG market analysts, industry officials and traders. Several gas drillers, including in the world’s top gas producer the United States, told Reuters they have invested in finding and plugging greenhouse gas emissions associated with production, transport and processing. Since Russia's Feb. 24 invasion of Ukraine, gas prices have soared about 25% in the United States and 32% in Europe . To export gas, the fuel must be supercooled into LNG and then shipped across the sea, a process that produces substantial additional greenhouse gas emissions. Other U.S. LNG suppliers, like Cove Point LNG and Cameron LNG, also told Reuters they are not certifying their cargoes.

SummarySummary Companies Chevron sees continuing strong demand for LNG in EuropeEurope's high prices to lure most U.S. LNG in the short termChevron expected to boost Permian Basin output 15% this yearLONDON, Oct 12 (Reuters) - U.S. oil major Chevron Corp (CVX.N) expects high European prices for liquefied natural gas (LNG) to attract a majority of U.S. LNG exports in the short term, a top executive told Reuters on Wednesday. Its commitment to building import terminals and regasification facilities shows the region's demand for U.S. exports could last. The major also produces LNG in Australia and Angola, and recently carved out a foothold in U.S. LNG through purchase agreements with LNG producers Cheniere Energy Inc (LNG.A) and closely-held Venture Global LNG. "Gas demand in the United States is roughly flat," said Parfitt. "What's growing in the United States is demand for exports," he said.

☆ Regulatory issues will continue to be a headwind for Cheniere Energy, says Port of Corpus Christi CEO
▼ + stars: | 2022-09-26 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailRegulatory issues will continue to be a headwind for Cheniere Energy, says Port of Corpus Christi CEOSean Strawbridge, Port of Corpus Christi CEO, joins 'The Exchange' to discuss energy exports and headwinds for energy stocks.

☆ Final Trades: Salesforce, Cheniere, Bristol Myers & more
▼ + stars: | 2022-09-22 | by ( ) www.cnbc.com time to read: 1 min

In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFinal Trades: Salesforce, Cheniere, Bristol Myers & moreThe "Halftime Report" traders give their top picks to watch for the second half.

☆ Loans Are Cheaper Than Bonds for Some Highly Rated Companies
▼ + stars: | 2022-09-21 | by ( Nina Trentmann | ) www.wsj.com time to read: +7 min

Some highly rated companies are turning to term loans instead of bonds for their financing needs, taking advantage of cheaper pricing as banks have been slower to adjust to rising interest rates than the credit markets. Highly rated companies raised $998.8 billion in bonds in the U.S. this year through Monday, compared with $177.9 billion in term loans, according to Refinitiv, a data provider. For all of last year, fundraising through bonds amounted to $1.46 trillion versus $236.7 billion for term loans for investment-grade-rated companies. Term loans often have a shorter duration than bonds, with many of them ranging from three to five years. Term loans tend to be secured,” Mr. Holtz said, pointing to the mixture of bonds and term loans that make up the company’s capital structure.

An LNG tanker is guided by tug boats at the Cheniere Sabine Pass LNG export unit in Cameron Parish, Louisiana, U.S., April 14, 2022. “Our turbine engineers determined a repair could improve the emission performance of the turbine," Robert Gray, senior environmental coordinator for the Sabine Pass plant, wrote. EPA spokesperson Tim Carroll said "the agency will work with Cheniere to assure they meet Clean Air Act obligations." Colin Cox, an attorney with the Environmental Integrity Project, said it was important for Cheniere to monitor the turbines to ensure continuous compliance moving forward. Louisiana and Texas regulators are responsible for overseeing compliance with federal clean air laws and regulations for facilities in their respective states.

☆ Cheniere Energy is benefiting from the extremely high LNG prices, says investment bank
▼ + stars: | 2022-09-20 | by ( ) www.cnbc.com time to read: 1 min

Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailCheniere Energy is benefiting from the extremely high LNG prices, says investment bankBen Nolan of Stifel discusses the joint venture between Cheniere Energy and Whistler Pipeline.

☆ Cramer's lightning round: I don't want to own Nikola
▼ + stars: | 2022-09-16 | by ( Krystal Hur | ) www.cnbc.com time to read: 1 min

Loading chart...Albemarle Corp: "I suggest that you wait for it to come down a little, but I do like the situation very much." Loading chart...Nikola Corp: "I think that stock is lethal, frankly. I don't want to own it." Loading chart...Cheniere Energy Inc: "I don't think it's too late. I think Cheniere can still go higher."

☆ Cheniere CFO Aims for Investment-Grade Credit Rating as Natural-Gas Prices Soar
▼ + stars: | 2022-09-15 | by ( Kristin Broughton | ) www.wsj.com time to read: +6 min

Cheniere Energy Inc.’s finance chief is working toward landing an investment-grade credit rating in the coming year, as the largest U.S. exporter of liquefied natural gas pays down debt and benefits from the run-up in energy prices. Photo: Cheniere Energy Inc. The company expects to reach investment grade next year based on its current rating and financial position, Mr. Davis said. An investment-grade rating would provide confidence to long-term investors and customers that the company can survive volatility in commodity markets, Mr. Davis said. Higher natural gas prices have been a boon to Cheniere’s finances, prompting it to accelerate plans to pay down debt.

Польша обиделась на то, что немцы, французы и австрийцы решили строить жизненно важный для них газопровод, не спросив разрешения у нее. Правда, на текущий момент "Газпром" и его партнеры по всем аналогичным требованиям выплатили ровно ноль долларов, но поляки упорно гнут свою линию. По словам министра энергетики США Дэна Бруйетта, Штаты обязуются в течение ближайших полутора лет разработать план строительства шести атомных реакторов на территории Польши совокупной мощностью до девяти гигаватт. С 1954 года и по настоящий момент все внешнее сотрудничество в сфере атомной энергетики в США регулируется положениями так называемого Atomic Energy Act. Впрочем, подписание межгосударственных соглашений с Америкой вовсе не значит, что вторая сторона действительно получит атомный "горшок".

Persons: —, Wintershall, Virgil C, Сергей Савчук, Дэн Бруйетта, Петр Возняк, Возняк Organizations: Reuters, Energy, Westinghouse General Electric, Westinghouse, Nuclear Regulatory Commission, Power Investment Corp, Sputnik Moldova, Управление по охране конкуренции и потребителей (UOKiK), Газпром, Engie, Uniper, Wintershall, OMV, РИА Новости, UOKiK, Reuters, АЭС, Cheniere Marketing International LLP, PGNiG, Westinghouse, General Electric, Саньмынь, АР, Комиссия по ядерному регулированию (Nuclear Regulatory Commission), Vogtle, Virgil C. Summer, State Power Investment Corp (SPIC), AP, SPIC, Росатом, Telegram, Video, Radio Sputnik Moldova Locations: Польша, США, Европа, Россия, Варшава, Соединенные Штаты, Штаты, Вашингтон, Евросоюз, Брюссель, Германия, Австрия, Франция, Москва, Свиноуйсьце, Тайвань, Америка, Китай, Пекин, Молдова

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