🔥 energy 핫 테마 분석

[EE] Excelerate Energy outlines $490M-$515M 2026 adjusted EBITDA outlook as Acadia adds about $20M and Iraq start shifts to Q2 2027

[MDU] MDU Resources raised at J.P. Morgan on improved Bakken East project visibility

[VLO] Gas prices could remain high this fall even if crude prices stabilize. Here's why

The refining market is very tight due to the Ukraine and Iran wars, keeping gas prices elevated even as crude prices fall.

[TPL] Tpl outlines 25 gw of power-and-compute discussions while reaffirming $65m-$75m capex guide

[CHRD] Chord targets at least 75% of adjusted free cash flow returned to shareholders starting in Q3 2026

S-Class [FISN] Deep Fission rises after DoE approves safety design of underground SMR

[GPRE] Green Plains outlines $25m annual sustaining capex as it targets ~95% 2026 utilization