Asia Burns More Coal As Middle East War Sends LNG Prices to 3-Year Highs Submitted by Tsvetana Paraskova of OilPrice.com , Coal is back with a bang in Asia’s power generation, as countries scramble to contain the LNG supply shortage due to the war in the Middle East. Coal hasn’t really left most Asian economies, which rely on the fuel for much of their power generation. Amid the squeeze of natural...
Asia Burns More Coal As Middle East War Sends LNG Prices to 3-Year Highs Submitted by Tsvetana Paraskova of OilPrice.com , Coal is back with a bang in Asia’s power generation, as countries scramble to contain the LNG supply shortage due to the war in the Middle East. Coal hasn’t really left most Asian economies, which rely on the fuel for much of their power generation. Amid the squeeze of natural gas supply due to the de facto closed Strait of Hormuz and the sky-rocketing LNG prices that few buyers in Asia can afford, nations are scrapping previous restraints to the use of coal-fired power generation. Developed economies like Japan and South Korea are raising the use of coal-fired power generation, while developing nations China, India, Bangladesh, and most of Southeast Asia are leaning even more on coal as gas has become scarce and much more expensive. Asian countries “are opening the tap on coal generation to help offset rising gas prices and supply risk,” Anthony Knutson, global head of coal at Wood Mackenzie, told the Financial Times . Coal cannot fully replace the lost gas supply, but it creates a welcome buffer to help Asia go through the biggest supply disruption in energy markets, ever. China, India, South Korea, Japan, and the whole of Southeast and South Asia are using the coal buffers they have created in recent years. Their insistence that diversification and energy security are more important than headline emission reductions is paying off as spot LNG prices in Asia surged by 70% to three-year highs that few countries in Asia Pacific can afford. The current loss of gas supply, with Qatar’s LNG offline , could be immediately partly offset by higher coal use and coal will take market share from gas and LNG in the power sectors in Japan, South Korea, China, India, and Southeast Asia, analysts at Wood Mackenzie said during the first week of the now five-week-long war. Ramping up renewables and increased focus on domestic gas production, where possible, cou...
Japan’s goal wasn’t Palmer’s fault and Mainoo couldn’t track back, but Tuchel will now see the scale of what faces him To see a world in a grain of meaningless friendly. It has become a habit to say you don’t learn anything from these games. This isn’t strictly true. You just don’t learn anything new. But it’s all still there, ready to be decoded like a set of sporting tea leaves. On a strangely e...
Japan’s goal wasn’t Palmer’s fault and Mainoo couldn’t track back, but Tuchel will now see the scale of what faces him To see a world in a grain of meaningless friendly. It has become a habit to say you don’t learn anything from these games. This isn’t strictly true. You just don’t learn anything new. But it’s all still there, ready to be decoded like a set of sporting tea leaves. On a strangely empty night at Wembley Stadium – also known as “a night at Wembley Stadium” – the opening half-hour of this 1-0 England defeat against Japan was fluffy, formless and free from any real edge. But that half-hour was also hugely telling, packed with echoes, ghosts and patterns. Another March friendly: another note in the never-ending story of England footballdom, an epic poem in 1,080 parts. Continue reading...
falun/iStock Editorial via Getty Images Deere & Company ( DE ) is an excellent company, but its cyclicality might cause some misinterpretation of its valuation. Currently, DE is valued at a superficially read 31 times forward P/E, which might seem, of course, quite expensive. Despite this, I believe the stock will reduce that high P/E ratio rather quickly, especially in the next year, due to cycli...
falun/iStock Editorial via Getty Images Deere & Company ( DE ) is an excellent company, but its cyclicality might cause some misinterpretation of its valuation. Currently, DE is valued at a superficially read 31 times forward P/E, which might seem, of course, quite expensive. Despite this, I believe the stock will reduce that high P/E ratio rather quickly, especially in the next year, due to cyclicality finally favoring the stock's earnings. For me, the stock is a shy buy, and every pullback might be a good opportunity to buy the dip. Additionally, it is also important to consider that Deere is an extremely important capital goods provider in the agricultural sphere, which means that any shock that could raise food and energy prices would eventually mean gains for Deere's bottom line in the short and mid-term. Even though the stock has been stable since 2021, it has still managed to provide higher returns than the general index ( SPY ). This is because of good capital allocation in buybacks, dividends, and reinvesting in the business to increase margins. Data by YCharts Deere: The Current Opportunity I'll try to be clear. I think Deere is a good buy at this price, not only because of its business quality but also because of the turnaround in its cyclicality, which might be enhanced by the Iran conflict. Deere: The Business Deere, according to its 10-K , is a widely known brand of agricultural equipment, agricultural vehicles, and even construction and forestry machines. The company also has a revenue segment related to financial services, which helps clients to get Deere's products more easily. The company has 3 main business lines: Production and Precision Agriculture (PPA), Small Agriculture and Turf (SAT), and Construction and Forestry (CF). Usually, PPA is the bigger revenue segment, with around 45% of revenues, followed by CF and SAT, which have around 25% of total revenues each. Despite that, profitability can be all over the place for each segment. That is be...
Earnings Call Insights: authID (AUID) Q4 2025 Management View CEO Rhoniel Daguro framed demand around “the rise of deepfakes to trick existing authentication systems” and “the rise of rogue AI agents accessing systems without human accountability and without human control,” adding, “they are calling us” and “these are serious advanced engagements with organizations that do not waste their time.” D...
Earnings Call Insights: authID (AUID) Q4 2025 Management View CEO Rhoniel Daguro framed demand around “the rise of deepfakes to trick existing authentication systems” and “the rise of rogue AI agents accessing systems without human accountability and without human control,” adding, “they are calling us” and “these are serious advanced engagements with organizations that do not waste their time.” Daguro highlighted customer/partner traction disclosed during 2025, including “a full production agreement with one of the top 20 retailers in the world,” emphasizing, “This is not a pilot. This is not a proof of concept. This is a live production deployment of our PrivacyKey technology,” with “a contractual pathway to expand this deployment into their retail stores worldwide.” Daguro described channel/partner leverage, saying, “We announced a partnership with MajorKey Technologies,” and “MajorKey launched IDProof+, a product built in direct collaboration with authID,” and added on NEC’s subsidiary, “We continue to expand our partnership with NESIC,” noting “Phase 1… is live” and that “together, we launched IDX.” Daguro positioned Agentic AI governance as a core strategic wedge: “in November 2025, we unveiled the authID Mandate framework,” adding, “It binds every AI agent to a verified human sponsor using biometric anchored identity… and produces a tamper-evident audit trail for every action.” He also said, “in November, we were accepted in the NVIDIA Connect program.” CFO Ed Sellitto summarized Q4 results: “Total revenue for the quarter was $0.4 million compared to $0.2 million last year,” and added, “Operating expenses for Q4 were $4.5 million, down from $4.9 million last year.” Outlook Management did not provide explicit revenue or EPS guidance figures in the prepared remarks. Sellitto signaled an RPO direction change into 2026: “We believe the RPO reductions from our earlier contracts are now fully factored in… and stability in our RPO going forward,” and “We expect to r...
Earnings Call Insights: Nuvve Holding Corp. (NVVE) Q4 2025 Management view CEO Gregory Poilasne framed 2025 as “a transition year where we have been pivoting from vehicle-to-grid deployments to stationary storage,” while keeping “current activities in school bus and fleets.” He said the platform is built for both mobile and stationary batteries, citing “aggregation, second by second control and ad...
Earnings Call Insights: Nuvve Holding Corp. (NVVE) Q4 2025 Management view CEO Gregory Poilasne framed 2025 as “a transition year where we have been pivoting from vehicle-to-grid deployments to stationary storage,” while keeping “current activities in school bus and fleets.” He said the platform is built for both mobile and stationary batteries, citing “aggregation, second by second control and advanced stacking services, including behind-the-meter energy cost optimization, distribution grid support and ancillary services.” CEO Poilasne said Nuvve is expanding AI usage to reduce costs and scale: “Nuvve has now moved on into a full end-to-end AI-based product development cycle and is currently integrating AI-based project management, sales support and finance functionalities in order to scale our business while we are reducing our cost base.” CEO Poilasne highlighted Europe as the core of the pivot, calling the OMNIA Global partnership “absolutely transformative” and saying OMNIA “has developed a 1 gigawatt plus battery pipeline across multiple countries in Europe that will be deployed over the next 24 months.” He added that the partnership’s purpose is to deploy batteries “that will be owned by Nuvve,” and cited three announced projects: Sweden (50-megawatt/75-megawatt hour), Austria (40-megawatt/80-megawatt hour), and Romania (60-megawatt/120-megawatt hour), totaling 150 megawatts. CEO Poilasne quantified potential project economics: “Compensation for such battery projects can vary between $250,000 per megawatt per year to more than $500,000 per megawatt per year.” CFO David Robson said, “In the fourth quarter, we generated total revenues of $1.93 million compared to $1.79 million in the fourth quarter of 2024,” and attributed the change to “higher product sales and increased grant revenues,” partially offset by “the absence of management fees earned related to the Fresno EV infrastructure project.” Outlook Management’s outlook centered on execution of the stationa...
Iran's strikes on Gulf states have been especially hard for migrants who have long supported these economies to lift their families back home from poverty.
Iran's strikes on Gulf states have been especially hard for migrants who have long supported these economies to lift their families back home from poverty.
Shares of social network operator Meta Platforms (NASDAQ:META) jumped 3.2% in the morning session after President Donald Trump signaled a willingness to end the multi-week military conflict with Iran.
Shares of social network operator Meta Platforms (NASDAQ:META) jumped 3.2% in the morning session after President Donald Trump signaled a willingness to end the multi-week military conflict with Iran.
It was alarming to see the actions of one individual cause so much disruption on a vital Hong Kong transport artery last Friday. The alleged misuse of an emergency exit on an MTR East Rail train has sparked calls for deterrents and public education. However, the resulting chaos should prompt a thorough review of contingency and response measures. Preliminary investigations found that an emergency ...
It was alarming to see the actions of one individual cause so much disruption on a vital Hong Kong transport artery last Friday. The alleged misuse of an emergency exit on an MTR East Rail train has sparked calls for deterrents and public education. However, the resulting chaos should prompt a thorough review of contingency and response measures. Preliminary investigations found that an emergency exit ramp in the rear driver’s cabin was opened on a train heading north from Kowloon Tong to Tai...
Companies conduct stock splits to allow investors to purchase their shares at a more affordable price. Tech giant and Magnificent 7 leader Nvidia is no exception, having split its stock several times in the more than 25 years it’s been a publicly traded company. If demand for the AI processing ...
Companies conduct stock splits to allow investors to purchase their shares at a more affordable price. Tech giant and Magnificent 7 leader Nvidia is no exception, having split its stock several times in the more than 25 years it’s been a publicly traded company. If demand for the AI processing ...
England's World Cup hopes rest on captain Harry Kane after a grim taste of life without him in the defeat against Japan at Wembley, says chief football writer Phil McNulty.
England's World Cup hopes rest on captain Harry Kane after a grim taste of life without him in the defeat against Japan at Wembley, says chief football writer Phil McNulty.