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Trade Tracker: Josh Brown buys Phillips 66
Youtube· 2025-09-25 18:40
Okay, let's talk about a new buy first from Josh Brown. Uh PSX. Yeah.Philip 66. >> Yes. >> Tell me more.>> So, you were like on some sort of extended vacation earlier this week. Frank Holland uh >> uh Frank Holland and I had a had a conversation about uh energy stocks because nobody cares about energy, but there's a little bit of a stealth rally happening in a handful of names in the uh the XLE patch. Um PSX, I gave it a letter grade. I said it's it's still a C.Stock's been shaping up over the last couple o ...
Josh Brown's best stocks in the market: Energy
Youtube· 2025-09-23 17:55
And we are back on halftime with Josh Brown's best stocks in the market. Josh, tossing it over to you. All right.Um, guys, as you all well know, rooting for the energy sector or being overweight energy in the modern era. It's a little bit like being a Jets Jets fan. Every once in a while, like they'll win a big game and everyone will look at each other and be like, "Are the Jets for real?" And then the next week you oh wait, no they're not.Um, and that's been the story with the sector. I don't like the sect ...
Valero Energy: Expecting Strong Results With Improving Crack Spreads
Seeking Alpha· 2025-09-20 14:14
公司业绩与运营 - 瓦莱罗能源炼油资产利用率提升推动季度业绩走强 [1] - 裂解价差改善为公司提供强劲盈利支撑 [1] - 公司持续通过股票回购计划优化资本结构 [1] 行业背景与作者资质 - 分析师具备核电行业专业工程师资格认证 [1] - 作者运用能源行业专业经验进行股权投资分析 [1] - 投资策略聚焦产生现金流的收益型资产与房地产 [1]
Can Phillips 66 Dethrone Valero Energy? A Seismic Acquisition Could Help The Company
Seeking Alpha· 2025-09-17 20:46
Just a few short years ago Phillips 66 (NYSE: PSX ) was known for its underperforming refining business. After working through several years of a turnaround process, the company has significantly driven down its operating cost perI am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate ...
Can Phillips 66 Dethrone Valero Energy? A Seismic Acquisition Could Help The Company Steal The Top Spot
Seeking Alpha· 2025-09-17 20:46
Just a few short years ago Phillips 66 (NYSE: PSX ) was known for its underperforming refining business. After working through several years of a turnaround process, the company has significantly driven down its operating cost perI am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate ...
ClearSign Technologies secures engineering order for heater retrofit at Texas refinery (CLIR:NASDAQ)
Seeking Alpha· 2025-09-17 13:08
公司业务动态 - 公司获得36台ClearSign Core™工艺燃烧器的初始工程订单 作为美国墨西哥湾沿岸炼油厂多燃烧器加热器改造项目的一部分 [1] 产品应用领域 - 订单应用于炼油行业 具体为炼油厂加热设备改造项目 [1] 订单规模 - 本次订单数量为36台燃烧器 属于多燃烧器改造项目的初步订单 [1]
Exclusive-sri lanka expects sinopec to start building $3.7 billion refinery this year, says minister
Reuters· 2025-09-16 12:16
新闻状态 - 此为突发新闻事件 完整报道将很快发布 [1]
US states record decline in per capita carbon emissions, reports EIA
Yahoo Finance· 2025-09-16 11:37
美国各州人均碳排放下降趋势 - 2005至2023年间美国所有州能源消费人均二氧化碳排放量均下降 全国总量减少20% 人均排放下降30%[1] - 人口增长14%但总排放减少 电力行业煤炭消费削减是主要驱动因素[1] - 马里兰州人均排放降幅最大达49% 2023年人均排放7.8吨为全美最低[2][3] 能源结构转型分析 - 天然气发电单位能耗二氧化碳排放量比煤炭低约50% 可再生能源贡献显著[2] - 马里兰州电力结构剧变:煤炭占比从56%降至5% 天然气从4%升至41%[3] - 太阳能和风能发电增长使该州电力部门排放减少74%[3] 区域排放特征差异 - 2023年东西海岸州主要排放源为交通部门 因人口密度高且公路航空活动频繁[4] - 18个州电力部门仍是最大排放源 多集中在煤炭发电为主的地区[4] - 宾夕法尼亚、阿拉巴马和怀俄明等州作为净电力输出地区 煤炭发电占比较高[5] 工业排放集中度 - 工业部门在四个州位居排放首位:德克萨斯、路易斯安那(主导油气精炼)阿拉斯加(油气)和艾奥瓦(农业生物燃料)[5] - 仅五个州工业排放量占全国总量超50% 显示高度集中特征[5] 短期排放展望 - 2025年美国总二氧化碳排放预计增长1% 源于原油生产与发电领域化石燃料使用增加[2]
Insight: How a Texas refinery turns Amazon-destroying cattle into 'green' jet fuel
Reuters· 2025-09-16 10:13
供应链来源 - 德克萨斯州一家炼油厂为美国航空公司供应绿色燃料 其采购的动物脂肪来自亚马逊雨林非法开垦土地上饲养的牛群 [1] 原料采购行为 - 该炼油厂通过供应链购买亚马逊地区非法毁林土地上产出的动物脂肪 [1]
UCO Bank Gets Approval To Work With Sanctioned Refiner Nayara Energy
NDTV Profit· 2025-09-15 15:42
Indian lender UCO Bank has received government approval to facilitate trade payments for Nayara Energy Ltd., according to people familiar with the matter, nearly two months after the refiner was sanctioned by the EU and subsequently shunned by large financial institutions.Senior executives from the mid-sized state-owned lender recently met with top finance ministry officials, the people said, asking not to be identified as the discussions are private. They were asked to take the lead in executing the paymen ...