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Today in Energy
- U.S. rig counts remain low as production efficiencies improve
- U.S. natural gas inventories enter winter at similar level to 2024, the most since 2016
- U.S. natural gas prices rise unevenly across sectors
- Fewer U.S. solar projects are reporting delays in their expected online date
- Three U.S. regions each produce more natural gas than most countries
- Low-sulfur bunker fuel sales have decreased since 2020
Energy
- Trump is picking national champions. These companies are attractive targets, Evercore ISI says
- India deepens energy trade with U.S. to mend trade relations amid tariff strain
- Data centers are concentrated in these states. Here's what's happening to electricity prices
- What now for peak oil? Unpacking a surprise twist in the fossil fuel feud
- Skyrocketing electricity prices fuel political backlash against tech sector's AI data centers
- Anthropic to spend $50 billion on U.S. AI infrastructure, starting with Texas, New York data centers
Commodities & Energy
- China bans export of critical minerals to US as trade tensions escalate
- Chevron beats quarterly profit expectations on higher oil output
- OPEC+ could delay December oil output hike, sources say
- BP drops oil output target in strategy reset
- Workers at BHP’s Escondida copper mine will strike after failing to reach agreement
- Traders face $1 bln loss on faltering Ghana cocoa supply