INDUSTRY RESEARCH HUB
Energy Industry Evidence and Company Research
Track company disclosures, management commentary and research themes across the energy industry.
Foreign research
Not for redistribution without written consent of Morgan Stanley M Update August 21, 2026 01:56 AM GMT J&T Global Express Ltd | Asia Pacific Morgan Stanley Asia Limited+ Qianlei Fan, CFA Equity Analyst Management Outlook: Overseas Guided Up; China Trimmed …
Thai Oil Public Company | Asia Pacific: Research Tactical Idea2026-08-21 · Morgan Stanley1H26 Post-Results HK NDR – Key Takeaways2026-08-20 · Morgan StanleyNot for redistribution without written consent of Morgan Stanley M Update August 20, 2026 01:51 PM GMT Chuangxin Industries Holdings Ltd. | Asia Pacific Morgan Stanley Asia Limited+ Hannah Yang, CFA Equity Analyst 1H26 Post-Results HK NDR – Key Takeaways …
Waste Services: Recycled Commodities Mostly Unchanged; Another Sign of Tight Base Oil Supply2026-08-20 · CitiWartsila Oyj Abp: More capacity, more problems. Stay Underweight.2026-08-05 · Morgan StanleyM Idea August 5, 2026 04:00 AM GMT Wartsila Oyj Abp | Europe Morgan Stanley & Co. International plc+ Max R Yates Equity Analyst More capacity, more problems. Stay Underweight. We stay UW on Wartsila. Engine competitor CAT plans to add …
Westlake Corp: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 04:01 AM GMT Westlake Corp | North America Morgan Stanley & Co. LLC Vincent Andrews Equity Analyst Risk Reward Update Westlake Corp (WLK.N, WLK UN) What’s Changed Chemicals | United States of America Updated Components Stock Rating …
BP plc: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 12:44 AM GMT BP plc | Europe Morgan Stanley & Co. International plc+ Martijn Rats, CFA Equity Analyst and Commodities Strategist Risk Reward Update BP plc (BP.N, BP US) What’s Changed Energy | United Kingdom Updated Components …
BP plc: Risk Reward Update2026-08-05 · Morgan StanleyM Update August 5, 2026 12:42 AM GMT BP plc | Europe Morgan Stanley & Co. International plc+ Martijn Rats, CFA Equity Analyst and Commodities Strategist Risk Reward Update BP plc (BP.L, BP/ LN) What’s Changed Updated Components EPS …
Oil and Natural Gas Corporation 1Q: In-line EBITDA driven by higher oil prices; volumes weak2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 05 August 2026 Oil and Natural Gas Corporation 1Q: In-line EBITDA driven by higher oil prices; volumes weak Neutral ONGC.NS, ONGC IN Price (05 Aug 26):Rs240.20 ▼Price Target (Sep-27):Rs230.00 …
Siemens Energy Q3’26 Wrap-up and Model Update - MSD EBIT upgrades post a strong Q3. Reiterate OW and AFL status2026-08-05 · JPMorganJ P M O R G A N Europe Equity Research 05 August 2026 Siemens Energy Q3’26 Wrap-up and Model Update - MSD EBIT upgrades post a strong Q3. Reiterate OW and AFL status Overweight ENR1n.DE, ENR GR Price (04 Aug 26):€152.64 ▲Price Target (Dec-27):€245.00 …
Saudi Aramco Model update post 2Q reporting2026-08-05 · JPMorganJ P M O R G A N Europe Equity Research 05 August 2026 Saudi Aramco Model update post 2Q reporting Overweight 2222.SE, ARAMCO AB Price (05 Aug 26):SRls26.74 Price Target (Jun-27):SRls30.00 We update our model following 2Q reporting (here).…
Vestas Updated Q2 preview - still expecting a meaningful beat to consensus2026-08-05 · JPMorganJ P M O R G A N Europe Equity Research 05 August 2026 Vestas Updated Q2 preview - still expecting a meaningful beat to consensus Overweight VWS.CO, VWS DC Price (05 Aug 26):Dkr172.00 Price Target (Dec-27):Dkr251.00 …
Gerdau Straight from the Call2026-08-05 · JPMorganJ P M O R G A N Latin America Equity Research 05 August 2026 Gerdau Straight from the Call Gerdau just hosted its 2Q26 earnings call. Management's tone was constructive, with two key messages: (a) North America should remain strong, supported by …
Technip Energies Downgrading to Neutral as Limited Near-Term Visibility Tempers Risk/Reward2026-08-05 · JPMorganJ P M O R G A N Europe Equity Research 05 August 2026 Technip Energies Downgrading to Neutral as Limited Near-Term Visibility Tempers Risk/Reward ▼Neutral Previous: Overweight TE.PA, TE FP Price (05 Aug 26):€30.08 ▼Price Target (Dec-27):€35.00 …
Eos Energy Mixed 2Q Results, Record Backlog, FY26 Guide Lowered for Operational Improvement Investments2026-08-05 · JPMorganJ P M O R G A N North America Equity Research 05 August 2026 Eos Energy Mixed 2Q Results, Record Backlog, FY26 Guide Lowered for Operational Improvement Investments Neutral EOSE, EOSE US Price (04 Aug 26):$4.35 ▼Price Target (Dec-27):$5.00 …
Philippine Power & Water Utilities Regulatory noise, fading rate relief; top system loss FAQs2026-08-05 · JPMorganJ P M O R G A N Asia Pacific Equity Research 06 August 2026 Philippine Power & Water Utilities Regulatory noise, fading rate relief; top system loss FAQs The President's July 27 call to scrap the power system loss recovery casts a …
PRIO Straight from the Call2026-08-05 · JPMorganJ P M O R G A N Latin America Equity Research 05 August 2026 PRIO Straight from the Call Overweight PRIO3.SA, PRIO3 BZ Price (04 Aug 26):R$58.45 Latam Oil, Gas & Petrochemicals PRIO just hosted its 2Q26 conference call. Overall, discussions centered on …
Primary-source evidence
Petrobras announced that its Board of Directors approved a shareholder remuneration payment of R$ 17.4 billion, equivalent to R$ 1.34814262 per share, as an anticipation of fiscal year 2026 remuneration, based on the balance sheet as of June 30, 2026.…
10-Q2026-08-06 · SEC EDGAR · 10-QConocoPhillips reported Q2 2026 net income of $3.93 billion, EPS $3.23, nearly doubling YoY. Operating cash flow was $7.4 billion, with $3.0 billion returned to shareholders.…
6-K2026-08-03 · SEC EDGAR · 6-KPetrobras announced a new gas discovery in the Sandia-1 well offshore Colombia on August 3, 2026. The well is in Block GUA-OFF-0, at a water depth of 1,251 meters, 42 km from the coast. Drilling started June 12 and reached final depth July 29.…
10-Q2026-07-30 · SEC EDGAR · 10-QFirst Solar reported Q2 2026 net sales of $1.056 billion and net income of $422.6 million, up 24% YoY. H1 net sales were $2.1 billion with net income of $769.2 million. The company repaid its India Credit Facility and entered a new $1.5 billion revolving credi…
10-Q2026-07-29 · SEC EDGAR · 10-QFrontier Group Holdings reported Q2 2026 net loss of $90 million, wider than $70 million loss a year ago; H1 net loss of $362 million vs $113 million. Revenue rose 38% to $1.279 billion on higher fares and capacity.…
6-K2026-07-27 · SEC EDGAR · 6-KPetrobras announced on July 24, 2026, that its Board of Directors approved the election of William Vella Nozaki as interim Chief Energy Transition and Sustainability Officer, effective August 1, 2026.…
10-Q2026-07-24 · SEC EDGAR · 10-QKinder Morgan reported Q2 2026 net income of $867M, EPS $0.39, up from $715M and $0.32 in Q2 2025. H1 net income was $1.895B, EPS $0.82, vs $1.485B and $0.64. Total assets rose to $74.062B.…
Questions this evidence can help answer
- Which energy companies are changing their outlook?
- Which operating and risk themes recur across sources?
- Where is primary evidence diverging from market narratives?