Global X MLP

Enterprise Products Partners Report: Strait of Hormuz Closure Could Cut Daily Supply by 10M+ Barrels, WTI Expectations Diverge

Plains All American Pipeline 12-Month Price Target Raised to $23.18

FactSet Survey: 9 Analysts Lower Plains All American Pipeline 2026 EPS Median Estimate

Goldman Sachs analyst maintains hold rating on Energy Transfer

Western Midstream Partners Projects EBITDA to Reach Upper End in 2026

Keyera Corp. Completes $5.3 Billion Acquisition of Plains Canadian NGL Business

FactSet analysts 上调 Energy Transfer LP - Unit 目标价

FactSet Raises Plains All American Pipeline LP's 2026 EPS Forecast to $1.61

Plains All American Pipeline released FY2026 Q1 earnings on May 8 (EST), actual revenue USD 12.47 B (forecast USD 12.02 B), actual EPS USD 0.2152 (forecast USD 0.4887)

Cheniere Initiates Maintenance at Corpus Christi LNG Export Plant

Plains All American Pipeline Reports Q1 Earnings: Revenue Surpassed Expectations, EPS Fell Short

Cheniere Energy Partners LP released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 3.6 B (forecast USD 2.974 B), actual EPS USD 0.19 (forecast USD 1.1395)

Genesis Energy L.P. released FY2026 Q1 earnings on May 7 (EST), actual revenue USD 446.56 M (forecast USD 152 M), actual EPS USD -0.0553 (forecast USD 0.16)

Enterprise Products Partners Reports 6.4% Q1 Net Income Growth and Declares Quarterly Cash Distribution

Cheniere CEO Says LNG Expansion Project Exceeded Expectations

Western Midstream Partners LP released FY2026 Q1 earnings on May 6 (EST), actual revenue USD 1.124 B (forecast USD 1.022 B), actual EPS USD 0.85 (forecast USD 0.7166)

Western Midstream Partners to Acquire Brazos Delaware II for $1.6 Billion

MPLX LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 3.038 B (forecast USD 3.093 B), actual EPS USD 0.8985 (forecast USD 1.0504)

Sunoco LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 10.69 B (forecast USD 10.19 B), actual EPS USD 2.85 (forecast USD 1.7207)

Energy Transfer LP released FY2026 Q1 earnings on May 5 (EST), actual revenue USD 27.77 B (forecast USD 27.3 B), actual EPS USD 0.347 (forecast USD 0.3788)

OPTIMI HEALTH CORP

Silexion Therapeutics

HCW Biologics

FLAG SHIP ACQUISITION CORPORATION COM USD0.001 (SUB/RIGHT 31/03/2026)

Micware

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

GCL Global

Jupiter Neurosciences

Arcadia Biosciences

AMLP

MLPA

Veteran wealth manager Ted Oakley warns that investors are underexposed to the energy sector, which he believes is currently outperforming tech. He emphasizes the importance of a diversified energy investment strategy, citing companies like Antero, Exxon, and Chevron. Oakley predicts a significant rise in oil prices due to ongoing geopolitical tensions and suggests that a high allocation to energy is crucial for investors to capitalize on upcoming opportunities.

- Ted Oakley, founder of Oxbow Advisors, emphasizes the need for investors to increase their allocations to energy stocks, which he believes are undervalued compared to their potential returns.  
- He argues that the ongoing geopolitical tensions, particularly concerning Iran, will lead to higher oil prices in the coming months.  
- Oxbow's diversified investments include stocks in oil and natural gas producers, midstream pipelines, and drillers, positioning them favorably for future market shifts.

Dow Jones

Chevron

Exxon Mobil

Occidental Petroleum

Antero Resources

SPDR O&G Ex & Prd

Alerian MLP

VanEck Oil Services ETF

Us Brent Oil

SPDR Energy Select

Direxion Daily XOM Bull 2X Shares

Direxion Daily Energy Bull 2X

iShares US Oil & Gas Expl & Prod

Pro Ultr Bloomberg Crude Oil

VanEck Oil Refiners ETF

GLOBAL X MLP & Energy Infra

ISHRS S&P Glb Engy

iShares US Oil Equip & Svcs

United States Oil Fund LP

SPDR O&G Equip

VG Energy

NVIDIA

Matador Resources

Enterprise Products Partner

Energy Transfer LP

MPLX LP

Transocean

Noble

Lowes

Target

OpenAI

NVIDIA Corporation

ENERGY TRANSFER LP SER I FXD RT PER PFD UNITS

NOBLE CORPORATION PLC C/WTS 04/02/2028 (TO PUR COM) 1

NOBLE CORPORATION PLC C/WTS 04/02/2028 ( TO PUR ORD) 2

NOBLE CORPORATION PLC

'Even better than tech.' A scramble into this sector is coming, warns veteran wealth manager.

Little House Capital LLC increased its stake in ExxonMobil Corporation (NYSE:XOM) by 920.8% in Q4, owning 42,138 shares valued at $5,071,000. Other investors also raised their holdings, with 61.80% of the stock owned by institutions. Analysts have set new price targets for ExxonMobil, with a consensus rating of 'Moderate Buy' and an average target of $163.95. Recent insider activity includes VP Darrin L. Talley selling 2,150 shares.

- Little House Capital LLC increased its stake in ExxonMobil Corporation by 920.8% in the 4th quarter, owning 42,138 shares valued at $5,071,000.  
- Other institutional investors, including Maryland State Retirement & Pension System and Capital Investment Advisors LLC, also raised their positions in ExxonMobil, reflecting strong interest in the stock.  
- Analysts maintain a consensus rating of "Moderate Buy" for ExxonMobil, with price targets ranging from $123.00 to $172.00, bolstered by the company's strong quarterly earnings and positive market sentiment.

Market Beat

Direxion Daily XOM Bear 1X Shares

Little House Capital LLC Grows Stock Holdings in ExxonMobil Corporation $XOM

EMLP

TPYP

LNGZ

BOIL

Intrust Bank NA has reduced its stake in ConocoPhillips (NYSE:COP) by 49.1%, selling 27,453 shares during the 4th quarter, leaving it with 28,419 shares valued at $2.66 million. Other institutional investors have also recently acquired shares. CEO Ryan Michael Lance and SVP Andrew D. Lundquist sold significant amounts of stock, with insiders selling a total of 734,891 shares last quarter. Analyst ratings for ConocoPhillips vary, with a consensus rating of 'Moderate Buy' and a target price of $133.12.

ConocoPhillips

Us Natural Gas

First Trust North American Energy Infra Fd

Us 12 Mth Natural Gas

Tortoise N Americ Pipe

Range Global LNG Ecosystem ETF

First Trust Natural Gas ETF

Pro Ultr Natural Gas

Strive

Jefferies Financial

Truist Financial

Wells Fargo

Barclays

Strive Inc Pref Shares SATA 12.0 Perp 12/10/25

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A DD

WELLS FARGO & COMPANY 7.5% PERP CONV PRF CLS 'A' SERIES 'L'

WELLS FARGO & COMPANY DEP SHS REP 1/1000 INT PER PFD SER Y A

WELLS FARGO & COMPANY DP SHS REP 1/1000TH INT NCUM PFD CL A CC

WELLS FARGO & COMPANY 4.75% DEP SHS 1/1000 NCUM PFD CL A SR Z

WELLS FARGO & COMPANY DEP SHS REP 1/1000TH INT PFD SR AA (CLA)

Intrust Bank NA Sells 27,453 Shares of ConocoPhillips $COP

Exxon warns that the oil market is not fully accounting for the ongoing crisis in the Strait of Hormuz, which has disrupted 20% of global oil flows and pushed Brent crude prices above $112 per barrel. With strategic reserves depleting, analysts fear prices could soar to $200 if Middle East tensions escalate.

- The closure of the Strait of Hormuz has disrupted 20% of global oil flows, causing Brent crude prices to exceed $112 per barrel.  
- Strategic and commercial oil reserves are being quickly depleted, which diminishes the protection against further price increases.  
- Analysts warn that if Middle Eastern conflicts worsen and damage persists, oil prices could potentially reach $200 per barrel.

Exxon warns oil shock far from fully priced in

SHEL

The conflict in Iran has severely impacted Middle East oil exports, leading to a significant shortage of U.S. Group III base oil supply. This has resulted in higher prices and fewer options for automakers, repair shops, and drivers, particularly affecting newer vehicles that require specialty oils. Experts warn that these shortages and elevated prices may continue until 2027, even if shipping routes are restored.

Shell

Shell plc ADRhedged

Middle East conflict sparks US motor oil shortage fears

NorthWestern's Q1 earnings call highlighted a cautiously optimistic outlook, with adjusted EPS rising 7.4% year-over-year to $1.31. Shareholder support for the Black Hills merger was overwhelming at 99.7%. The company anticipates no common equity issuance in 2026 but may need it in 2027. Challenges include higher operating costs, a warm winter impacting demand, and regulatory uncertainties. The board declared a quarterly dividend of $0.67, targeting an 8%-10% total return through growth and dividends.

Tip Ranks

Black Hills

Northwestern

Select Sect Spdr Util

ISHRS S&P Glb Utilities

NorthWestern Earnings Call Highlights Growth Amid Headwinds

Investing $100 in Shell (NYSE:SHEL) 5 years ago would have yielded a value of $221.98 today, reflecting an average annual return of 17.02%. Shell has outperformed the market by 5.17% annually, with a current market capitalization of $246.58 billion. This highlights the significant impact of compounded returns over time.

benzinga_article

Shell PLC

If You Invested $100 In Shell Stock 5 Years Ago, You Would Have This Much Today

GRID

Alliant Energy Corp. (LNT) shares rose 1.26% to $73.00 on Tuesday, despite a declining stock market, with the S&P 500 and Dow Jones falling 0.67% and 0.65%, respectively. This marks the second consecutive day of gains for the stock, which remains 3.64% below its 52-week high of $75.76. Compared to competitors, Alliant underperformed as Duke Energy, Exelon, and Sempra saw higher gains.

MarketWatch Automated

Alliant Energy

Fisr Trust Nasdaq Clean Edge Smart Grid Infra

S&P 500

Dow Jones Industrial Average

Duke Energy

Exelon

Sempra Energy

DUKE ENERGY CORP 5.75% DEP SHS REPSTG 1/1000TH PREP PFD A

Duke Energy Pref Shares DUKB 5.625 09/15/2078

Sempra Energy Pref Share SREA 5.75 07/01/79

Alliant Energy Corp. Stock Underperforms Tuesday When Compared To Competitors Despite Daily Gains

EQT Corp. (EQT) shares rose 4.04% to $59.77 on a day when the S&P 500 and Dow Jones fell. This marks the second consecutive day of gains for EQT, which remains 12.41% below its 52-week high. Competitors EOG, DVN, and OXY also saw slight increases, with EQT outperforming them. Trading volume reached 8.7 million, surpassing its 50-day average.

EOG Resources

Devon Energy

Factset Research

OCCIDENTAL PETROLEUM CORP C/W 03/08/27(OCCIDENTAL P)USD22

EQT Corp. Stock Outperforms Competitors On Strong Trading Day

VSTL

Vistra Corp. (VST) shares fell 1.49% to $134.71 on Tuesday, marking the sixth consecutive day of losses. The stock is currently 38.72% below its 52-week high of $219.82. In contrast, competitors like NextEra Energy Inc. (NEE), Southern Co. (SO), and American Electric Power Co. Inc. (AEP) saw gains. The trading volume for Vistra was 5.8 million, surpassing its 50-day average of 4.5 million.

Vistra

Defiance Daily Target 2X Long VST ETF

Nextera Energy

Southern

American Electric Power

NEXTERA ENERGY CAPITAL HLDGS INC 5.65%JNR SUBORD DEB 01/03/2079 SER N

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 15/04/86 USD1000

Nextera Energy Partners LP

NEXTERA ENERGY INC 6.926% CORPORATE UNITS 01/09/2025

NEXTERA ENERGY INC CORP UNIT 01/11/2029

NEXTERA ENERGY CAPITAL HLDGS INC 6.5% BDS 01/06/85 USD25

NEXTERA ENERGY INC CORP UNIT 01/06/2027

NEXTERA ENERGY INC CORP UNIT

Southern Pref Shares SOJF 6.5 Perp 03/15/85

Southern Pref Shares SOMN 7.1250 12/15/2028

Southern Co Pref Share SOJD 4.95 01/30/80 2020

Southern Pref Share SOJE 4.2 10/15/60 C

Southern Co Pref Share SOJC 5.25 12/01/77

Vistra Corp. Stock Underperforms Tuesday When Compared To Competitors

Global X MLP(MLPA.US)