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Smart Money Buys the Solar Dip

OilPrice

That may be the case with Enphase Energy (NASDAQ: ENPH). Enphase shares are down roughly 65% from 2024 highs, impacted by rising interest rates, shifting U.S. When the market reacts sharply to short-term pressures, long-term fundamentals often get obscured. Solar stocks have struggled in 2025.

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Chevron wins Exxon case but loses time, oil and billions

Oil & Gas 360º

oil producer had originally targeted a mid-2024 close for the deal. By contrast, Exxon’s own $60 billion acquisition of Pioneer Natural Resources, announced the same month as Chevron’s deal, closed by May 2024. That deal gave Exxon a bigger position as a shale producer in the top U.S. oilfield, the Permian basin.

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U.S. power utilities seek price hikes on AI demand

Oil & Gas 360º

power utilities applied for price hikes of a total $29 billion, the FT said, adding this represented a 142% increase on the first half of 2024. In the first half of this year, U.S. The problem of AI data centers’ energy consumption has been drawing more and more attention as the AI race heats up and data centers proliferate.

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How Enverus PRISM® Drives Success in Siting Power Assets 

Enverus

Identify POIs with superior capacity, streamline siting workflows and increase confidence in project profitability with historical analysis and forward-looking planning case views. 23 GW  of solar, wind and storage capacity brought online by Enverus customers in 2024— more than double  the previous year. 44%  of all U.S.

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Mexico’s Pemex payment crisis: suppliers threaten July shutdown

Oil & Gas 360º

In the letter, the Mexican Association of Oil Services Companies (AMESPAC) urged Pemex to process and release the invoicing for services rendered in 2024, to guarantee regular invoicing and timely payment for those of 2025, and to design a payment plan to settle all historical debts owed to companies of the sector.

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Valor | Energy Connection – July 21, 2025

Valor

Chevron wins Exxon case but loses time, oil and billions Summary : On July 18, Chevron won its arbitration case against Exxon Mobil, allowing its $55 billion acquisition of Hess and its 30% stake in Guyana’s 11-billion-barrel Stabroek block to finally close. now leading the world in LNG exports with over 11 Bcf/d in 2024.

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The Iberian green industrial opportunity: Carbon capture and storage

McKinsey

2),” Eurostat, accessed June 2024; “Employment by sex, age, and detailed economic activity (from 2008 onwards, NACE Rev.2 2 two digit level)—1000,” Eurostat, accessed June 2024. In 2024, the European Commission set the CO 2 emission allowance cap at nearly 1.4 percent reduction factor for 2024 to 2027 and 4.4