Author: Mickael Rois

U.S. retail sales data is set for release Tuesday, with forecasts eyed after October’s 0.7% rise. Deere & Co. ($DE), Dell Technologies ($DELL), and Alibaba Group ($BABA) will report quarterly earnings this week, potentially adding volatility as Thanksgiving nears. Here’s what to expect in markets this week as investors weigh new surprises. Retail Sales Data and Earnings From $DE, $DELL, $BABA in Focus Markets are closely watching U.S. October retail sales data, due Tuesday at 8:30 a.m. Eastern, as a critical indicator for consumer momentum heading into the holidays. The September report showed a better-than-expected 0.7% monthly gain (source: U.S.…

Korea Electric Power Corp ($KEP) traded up 2.1% as Korea and Bahrain join coal-to-clean transition at COP30, a move that signals a new phase for Asia’s legacy energy sector. Investors responded to fresh $27 billion in project commitments, reflecting rising urgency—and surprise—amid decarbonization timelines. What’s next for the regional utilities landscape? Asia Energy Stocks Surge on Coal Phase-Out Commitments The 30th UN Climate Change Conference (COP30) in Belém, Brazil, brought sharp swings across Asian energy equities on news that Korea and Bahrain have formally joined the Powering Past Coal Alliance (PPCA). Korea Electric Power Corp ($KEP) shares spiked 2.1% on…

Asian Development Bank ($ADB) has approved a $470 million loan to bolster Indonesia’s clean energy transition, surprising market observers. The financing aims to help Jakarta meet ambitious 2025 renewable energy targets, with sector analysts noting the programme’s scale and urgency. ADB Approves $470M Loan for Indonesia’s 34% Renewables Drive The Asian Development Bank ($ADB) on November 23, 2025, announced the approval of a $470 million loan to support Indonesia’s efforts to transition to clean energy sources and reduce carbon emissions.[1] This substantial financing is tied to the Clean Energy Transition Programme (CETP), a flagship initiative under Indonesia’s Ministry of Energy…

CFM ($CFM.L) and Erco Energía ($ERCO.BVC) surged on fresh contract wins, advancing clean energy projects in Colombia with over $700 million committed to 1.2 GW of renewables. Investors digested higher-than-expected returns, as sector momentum surprises against the broader Latin American energy backdrop. CFM and Erco Energía Commit $700M for Colombia Renewable Buildout In a decisive move for the Colombian energy market, CFM ($CFM.L) and Erco Energía ($ERCO.BVC) announced joint investments exceeding $700 million to accelerate clean energy development across the nation. The partners have already broken ground on a portfolio targeting 1.2 gigawatts (GW) of solar and wind capacity, with…

Oil prices edged up 1.2% on news that Cop30 president João Gomes signaled the “divide over fossil fuels phaseout can be bridged,” sending ripples across global energy stocks like ExxonMobil ($XOM). Investors now question how this unexpected consensus might impact market strategies and 2025 energy portfolios. Cop30 President Signals Room for Consensus on Fossil Fuel Phaseout The global energy sector was jolted on November 23, 2025, when Cop30 president João Gomes publicly declared that the “divide over fossil fuels phaseout can be bridged,” a significant shift in climate negotiations that had stymied progressive policy at previous conferences. According to Reuters,…

Exelon Corporation ($EXC) shares rose 3.5% after Trump administration officials announced a $1bn federal loan to restart the Three Mile Island nuclear plant. The Trump officials announce $1bn loan move surprised many analysts given the site’s 2019 closure, and it has major implications for both energy markets and U.S. nuclear policy. Trump Authorizes $1bn Loan to Revive Three Mile Island Plant On November 23, 2025, officials from the Trump administration declared that the Department of Energy (DOE) will grant a $1 billion federal loan guarantee to Exelon Corporation ($EXC) to facilitate the restart of the Three Mile Island nuclear power…

Indonesia’s coal exports tumbled 12% in Q3 2025, sending shares of Adaro Energy ($ADRO.JK) down 4.7%. As torrential rains batter mining regions, investor attention turns to Indonesia’s coal mindset and the nation’s exposure to climate-linked volatility. Indonesian Coal Exports Slide as Weather Disrupts Production Indonesia, the world’s largest thermal coal exporter, reported a sharp 12% drop in outbound shipments in Q3 2025 compared to the same period last year, according to data from Indonesia’s Ministry of Energy and Mineral Resources. Rainfall in East Kalimantan, a core mining province, surged 16% above the historical Q3 average, forcing multiple producers—including Adaro Energy…

Oil prices ($CL=F) rose 2.1% to $88.15 per barrel as Cop30 delegates remained sharply divided on phasing out fossil fuels and cutting carbon, dashing hopes for a unified global emissions accord. The energy sector rallied as negotiations unexpectedly stalled, raising questions about the pathway to net zero. Cop30 Negotiations Stall: Oil Prices Surge and Talks Deadlocked The pivotal Cop30 climate summit in Belém closed its second week with delegates split over timelines and mechanisms for phasing out fossil fuels and cutting carbon emissions. According to Reuters, advanced economies advocated for a complete fossil fuel phaseout by 2050, while several OPEC+…

Oil majors Royal Dutch Shell ($RDSA) and BP ($BP) saw share price fluctuations of 2.7% and 2.1% respectively after Ed Miliband urged Cop30 to find creative routes to roadmap on phasing out fossil fuel. As energy sector leaders, investors are left wondering how Cop30’s shift might disrupt portfolios and global benchmarks. Miliband’s Cop30 Call Spurs Oil Market Volatility, Sector Moves At the Cop30 summit, U.K. Shadow Energy Secretary Ed Miliband challenged the global community to develop “creative” pathways to a fossil fuel phase-out, shaking investor sentiment. Energy stocks immediately reacted: Royal Dutch Shell ($RDSA) dropped 2.7% intraday on November 23,…

The UK government unveils a target to domestically supply 10% of its critical minerals needs by 2030, stirring investor interest in Glencore PLC ($GLEN.L) and Anglo American ($AAL.L). With supply chain risks high and demand projections rising, industry players are closely watching these developments for surprises ahead. UK Targets 10% Domestic Supply of Critical Minerals by 2030 On November 23, 2025, the UK government set a national goal to domestically produce at least 10% of its annual critical minerals requirements by 2030, up from the current estimated 2% delivered from within its borders (UK Department for Business and Trade, 2025).…