First Solar Jumps 11% on Section 232 Polysilicon Tariff Bet
First Solar (FSLR) surged 10.86% to $303.38 on May 28, 2026, as traders front-ran an expected Section 232 polysilicon tariff verdict from the Commerce Department.
Energy & Commodities
Energy and commodity market coverage, including oil, natural gas and metals. Explore supply, demand and price developments alongside explanations of how commodity markets work. Find your way around ECMSource.
Pipeline Stocks Are Quietly Beating the S&P 5x in 2026
Midstream operators like WMB, OKE and KMI are up 20-30% YTD vs the S&P 500’s 4.7%. AI data-center power demand and the LNG export buildout are doing the work.
Nikkei 225 Tops 65,000 First Time on Iran Peace, Tech Bid
Japan’s Nikkei 225 closed at a record 65,158 on May 25, 2026, up 2.87%. Iran peace talks crushed oil; SoftBank and chip equipment names led the bid.
Lantheus Weighs $7B Curium Bid; Radiopharm M&A Heats Up
Lantheus Holdings (LNTH) is weighing a roughly $7 billion takeover bid from PE-backed Curium Pharma. Shares jumped 9% on the report.
IMF Slashes 2026 Growth Outlook: What Capital Markets Must Now Price In
The IMF’s April 2026 World Economic Outlook delivers a stark growth downgrade. Here’s how bond, equity, and sovereign debt markets are responding.
NextEra-Dominion Talks: $400B Utility Megadeal for AI Power
NextEra Energy is in talks to acquire Dominion in a mostly-stock deal that would create a roughly $400B utility built around the Virginia data center boom.
Wall Street Braces for April CPI: Inflation Seen at 3.7%
April 2026 CPI data drops Tuesday at 8:30 a.m. ET. Analysts expect inflation to hit 3.7%—the highest since September 2023—driven by Iran-related energy costs and tariff pass-throughs.
Shell’s $16B Bet on Canada’s Gas: Inside the ARC Resources Deal
Shell agrees to acquire Canada’s ARC Resources for ~$16 billion, betting on Montney Basin natural gas and LNG Canada’s next phase of expansion.
Copper’s AI Moment: Freeport-McMoRan’s Big Bet on Grasberg
FCX stock fell 12.5% despite plans to nearly double Grasberg copper output by 2027. What the expansion signals about AI’s most critical — and overlooked — commodity.
Oil at $100: Iran’s Strait of Hormuz Crisis Hits Capital Markets
Brent crude topped $100 as Iranian gunboats threaten the Strait of Hormuz. Here’s what the oil shock means for energy debt, sovereign bonds, and Fed policy.