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Cadeler A/S (NYSE:CDLR) Is Redomiciling to the UK in Tender Offer Backed by Kroll

●Fairness opinion issued:Kroll LLC, operating as Duff & Phelps, issued a September 21, 2026 opinion finding the exchange offer fair to Cadeler's shareholders.

Nitish Kishor | 28 September 2026

Atlas Energy Solutions (NYSE:AESI) Signs AI Data Center Power Equipment Deals

●New Agreements::Atlas Energy Solutions subsidiaries signed two cost-reimbursement agreements with an unnamed frontier AI lab covering balance-of-plant equipment and 283 megawatts of Caterpillar generators.

Nitish Kishor | 28 September 2026

A Pipeline Delay Could Push Bloom Energy (NYSE:BE)'s Biggest Deal to 2027: What Happens to the Stock?

A relatively modest piece of infrastructure, aNatural Gaspipeline built to feed power generation at Oracle's Project Jupiter data center campus in New Mexico, has become the gatingFactorfor a contract worth billions to Bloom Energy. The pipeline's completion has slipped from an original target of …

Vinay Lochav | 28 September 2026

Could Cheniere (NYSE:LNG) Be the Biggest Winner of the Hormuz Crisis?

With the Strait of Hormuz standoff unresolved after Iran's reopening offer was rejected, buyers in Asia and Europe are reportedly shifting toward US natural gas as a more reliable alternative to Gulf-sourced supply. This kind of buyer behavior reflects a broader principle in energy …

Vinay Lochav | 28 September 2026

Are Energy Earnings Up 110% the Best-Kept Secret on Wall Street?

A 110% increase in energy sector earnings represents a dramatic acceleration in profitability for oil and gas producers, and it lines up directly with the current pricing environment:Brent Crudenear USD 106.65 and WTI near USD 93.98 in the wake of the Strait of Hormuz …

Vinay Lochav | 28 September 2026

Is the Strait of Hormuz Crisis Nearing Day 210, and Is Anyone Pricing In a Long Closure?

Most geopolitical flashpoints affecting the Strait of Hormuz have historically resolved or de-escalated within a much shorter window than the roughly 210 days this current standoff is approaching. That duration alone is notable, since prolonged uncertainty around a critical chokepoint tends to force markets …

Vinay Lochav | 28 September 2026

Trump Rejects Iran's Hormuz Offer: Is USD 106 Brent the Start of an Oil Shock?

Brent crude's move to USD 106.65 and WTI's climb to USD 93.98 came directly in response to President Trump rejecting Iran's offer to reopen the Strait of Hormuz. Markets had been pricing some probability that a negotiated reopening would easeSupplyconcerns, so the rejection removed …

Vinay Lochav | 28 September 2026

Iran Offered to Reopen the Strait of Hormuz Within 7 Days: Why Did Trump Say No?

Iran's offer specifically proposed reopening the Strait of Hormuz within a seven-day window, a relatively short and defined timeline that would have given markets a clear date to anchor expectations around. Offers with concrete timelines tend to carry more weight with markets than vague …

Vinay Lochav | 28 September 2026

Oracle (NYSE:ORCL) Sent a Force Majeure Notice on Its Biggest AI Campus: Is the Data Center Boom Hitting a Power Wall?

Oracle sent a force majeure notice to the developer behind Project Jupiter, its Stargate-branded AI data center campus in New Mexico valued at roughly USD 165 billion, giving itself the contractual option to defer certain payments if the site does not meet its 2028 …

Vinay Lochav | 28 September 2026

Is USD 100 Oil About to Force the Fed Into More Hikes?

Oil prices affect inflation through multiple channels: directly through gasoline and heating costs that flow straight into headline inflation measures, and indirectly through higher transportation, shipping, and production costs that eventually show up in the prices of a wide range of goods. With Brent …

Vinay Lochav | 28 September 2026
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