🔥 energy 핫 테마 분석

S-Class [KRP] Kimbell Royalty Partners raises dividend by 14.6% to $0.47

[PAGP] Plains GP Holdings EPS of -$0.37, revenue of $17.69B beats by $5.39B

[FSLR] Solar stocks shine after Trump extends China tariffs to polysilicon products

Solar stocks rose in premarket trading President Donald Trump announced fresh import restrictions on polysilicon products.

[MARA] MARA targets at least 2 leases before year-end as it expects power portfolio to reach ~4.8 GW

S-Class [RIG] Transocean projects deepwater utilization to approach 100% by end of 2027 as Valaris deal targets Q4 close

S-Class [KNTK] Kinetik projects $1.04B-$1.1B in 2026 adjusted EBITDA amid $560M capex plan

[WES] Western Midstream outlines 2026 adjusted EBITDA of $2.75B-$2.95B while integrating Brazos acquisition