🔥 energy 핫 테마 분석

S-Class [SDRL] Earnings Snapshot: Seadrill tops Q2 estimates across key metrics, raises FY26 outlook; extends buyback

[KRP] Kimbell outlines more acquisitions after $360M in deals as Q2 distribution rises 15% to $0.47

S-Class [TUSK] Mammoth Energy expects 2026 revenue growth greater than 90% with adjusted EBITDA margins in excess of 10%

[BKR] Baker Hughes tapped as Top Pick in energy services and equipment at Morgan Stanley

[UUUU] Energy Fuels raised to Buy at Roth on long-term potential despite disappointing Q2

S-Class [NRGV] Energy Vault signs contract for 1.25 GW of AI data center power infrastructure in Texas

[CVX] Gulf uncertainty is creating ‘win, win’ strategy with Chevron and other oil majors

With options premiums still elevated due to the military conflict in the Gulf, selling puts on an energy major posting record free cash flow offers a rare opportunity.