Three dark fleet tankers that loaded Venezuelan oil before the ousting of leader Nicolás Maduro remain stranded in the country, underscoring how its oil industry is still disentangling itself from years of sanctions evasion. All three vessels are positioned less than 10 miles from the Venezuelan coast, according to a government report reviewed by Bloomberg that includes their precise location. The...
Three dark fleet tankers that loaded Venezuelan oil before the ousting of leader Nicolás Maduro remain stranded in the country, underscoring how its oil industry is still disentangling itself from years of sanctions evasion. All three vessels are positioned less than 10 miles from the Venezuelan coast, according to a government report reviewed by Bloomberg that includes their precise location. They’re among the last remnants of a period when more than half of Venezuela’s crude exports — the main source of revenues for the Maduro regime — was transported in ghost ships to buyers in Asia. With global oil supplies strained by the near closure of the Strait of Hormuz, the stranded vessels highlight Venezuela’s struggle to fully operate transparently, even after the most sweeping US oil sanctions relief since 2019. Supertankers Romana and MS Melenia, along with the ship Galaxy 3, loaded a combined 5 million barrels of crude in mid-December, the data shows. After the Dec. 10 seizure of the tanker Skipper by US naval forces, the ghost ships remained in place and did not depart even after Maduro was toppled weeks later. For months, oil traders have been attempting to gauge how many ghost ships remain in Venezuela as every barrel becomes more valuable amid a global supply squeeze triggered by the Iran war. Heavy, sulfurous oils like Venezuela’s are cheaper than light and sweet varieties, currently priced above $100. The trio of tankers haven’t broadcast their location in months, suggesting they’ve disabled their transponders, a common practice used by dark fleet ships to avoid detection. They’re currently at an anchorage area off the government controlled port of Jose, the country’s top-oil exporting terminal, according to the data and satellite imagery. It’s unclear why they became stranded, while other dark ships have emerged from the shadows to transport US-compliant oil. The vast majority of Venezuelan oil exports are currently handled by companies including Chevron Corp...
(RTTNews) - Stocks have moved modestly higher during trading on Monday, adding to the strong gains posted last week. The major averages have all moved to the upside, although buying interest appears relatively subdued.
(RTTNews) - Stocks have moved modestly higher during trading on Monday, adding to the strong gains posted last week. The major averages have all moved to the upside, although buying interest appears relatively subdued.
Photography By Tonelson/iStock via Getty Images Marzetti Co. ( MZTI ) was named a new short idea at Hedgeye with the potential for 30% downside due to slowing revenue growth and increasing margin pressure. "In F2024 and F2025, Chick-fil-A sales accounted for all the company's revenue growth and 80% of it, respectively," Hedgeye analyst Daniel Biolsi wrote in a note on Sunday. "Chick-fil-A's revenu...
Photography By Tonelson/iStock via Getty Images Marzetti Co. ( MZTI ) was named a new short idea at Hedgeye with the potential for 30% downside due to slowing revenue growth and increasing margin pressure. "In F2024 and F2025, Chick-fil-A sales accounted for all the company's revenue growth and 80% of it, respectively," Hedgeye analyst Daniel Biolsi wrote in a note on Sunday. "Chick-fil-A's revenue growth has also decelerated for four consecutive years to 6% last year. Without Chick-fil-A as a significant growth engine, the company's revenue outlook is poor and mis-priced. The Marzetti Company has responded to the slowdown by announcing the acquisition of Bachan's for a whopping 4.6x trailing revenue as it seeks another revenue growth driver." Biolsi added that the "cost outlook is rapidly worsening. Soybean oil, a key ingredient in the sauces and dressings, is seeing prices surge. Freight and diesel costs are also rising due to the Iran conflict. The company will have difficulty passing on the higher costs as it did in the last inflationary period. Our estimates are well below consensus expectations, driven by input cost pressure, weak demand trends, and limited pricing power." Shares of Marzetti ( MZTI ) have fallen 20% over the past year. More on Lancaster Colony The Marzetti Company Is Now A Buy After Its Bachan's Purchase (Rating Upgrade) The Marzetti Company: Spicing Things Up With Bachan's The Marzetti Company 2026 Q2 - Results - Earnings Call Presentation Most sold mid-cap consumer staples as Middle East tensions prevail Top and bottom quant-rated midcap consumer staple stocks after latest quarterly results
Olekcii Mach/iStock via Getty Images By Steffan Szumowski Investors tracking the nuclear renaissance have focused on reactor development, data center power demand, and geopolitical fuel security. Yet, one critical link in the nuclear fuel cycle - the conversion stage - has long represented a domestic vulnerability for the United States. This step converts uranium ore concentrate, known as yellowca...
Olekcii Mach/iStock via Getty Images By Steffan Szumowski Investors tracking the nuclear renaissance have focused on reactor development, data center power demand, and geopolitical fuel security. Yet, one critical link in the nuclear fuel cycle - the conversion stage - has long represented a domestic vulnerability for the United States. This step converts uranium ore concentrate, known as yellowcake or U3O8, into uranium hexafluoride, or UF6, the gaseous form required for enrichment into low enriched uranium (LEU) or high-assay LEU (HALEU). Today, the Western world relies on just three primary commercial uranium conversion facilities: Cameco’s ( CCJ ) operations in Canada, Solstice Advanced Materials’ ( SOLS ) Metropolis Works in the United States, and Orano’s (private) facilities in France. This concentrated capacity has created a clear chokepoint as nuclear energy generation ambitions rise. Recent announcements from Solstice and two new companies signal accelerating progress toward expanded and diversified domestic UF6 production capacity. These moves directly support U.S. policy goals of energy independence and supply chain resilience, while opening new investment opportunities across the nuclear value chain. Solstice scales their existing facility Solstice operates the only commercial uranium conversion plant in the U.S. at Metropolis Works in Illinois. Originally a Honeywell asset before the late 2025 spin-off, the facility was idled from 2017 to 2023 amid soft market conditions but restarted in 2023. In February 2026, Solstice announced a significant production ramp. The site is now projected to deliver over 10,000 metric tonnes of UF6 in 2026, a 20% increase over 2024 output. The expansion is underpinned by a backlog exceeding $2 billion in orders, largely from domestic utilities, plus targeted Department of Energy support. Solstice has also retained an engineering, procurement, and construction firm to evaluate further capacity additions, positioning Metropo...
Is VNET a good stock to buy? We came across a bullish thesis on VNET Group, Inc. on Valueinvestorsclub.com by cable888. In this article, we will summarize the bulls’ thesis on VNET. VNET Group, Inc.’s share was trading at $8.45 as of March 27th. VNET’s forward P/E was 23.58 according to Yahoo Finance. VNET is China’s leading carrier-neutral data center operator, strategically transitioning from tr...
Is VNET a good stock to buy? We came across a bullish thesis on VNET Group, Inc. on Valueinvestorsclub.com by cable888. In this article, we will summarize the bulls’ thesis on VNET. VNET Group, Inc.’s share was trading at $8.45 as of March 27th. VNET’s forward P/E was 23.58 according to Yahoo Finance. VNET is China’s leading carrier-neutral data center operator, strategically transitioning from traditional retail Internet Data Centers (IDCs) to high-growth wholesale IDC operations, positioning i