In today’s briefing:
- Aurubis AG: Initiation of Coverage- Hidden Gold in Metal Yield Diversification Powers Future Growth!
- Kinder Morgan’s Hidden AI Catalyst: Why Natural Gas Pipelines Are Powering the Digital Future
- Tenaris: Initiation of Coverage- Why This Energy Supplier May Be the Biggest Offshore Winner in 2025!
- Wacker Chemie: Initiation of Coverage- Is Its Semiconductor Polysilicon Bet the Ultimate Tech Megatrend Play?
Aurubis AG: Initiation of Coverage- Hidden Gold in Metal Yield Diversification Powers Future Growth!
- Aurubis AG, a key player in the multimetal production sector, has reported robust performance for the first half of its fiscal year 2024-25, amidst a challenging global market environment.
- The company posted an operating EBT of EUR 229 million, nearly matching the previous year’s figures, and an EBITDA of EUR 341 million.
- A slight increase in return on capital employed to 10.2% was observed, despite an increase in capital employed due to their growth projects.
Kinder Morgan’s Hidden AI Catalyst: Why Natural Gas Pipelines Are Powering the Digital Future
- As artificial intelligence (AI) continues to reshape the global economy, it’s easy to overlook the physical infrastructure enabling this revolution.
- While chipmakers and hyperscalers dominate headlines, Kinder Morgan (NYSE:KMI), one of the largest energy infrastructure companies in North America, is emerging as a key beneficiary of AI’s insatiable energy demands.
- The company’s recent earnings call and market positioning highlight how AI and natural gas form a powerful synergy—making KMI not just a traditional energy play, but a hidden enabler of the digital age.
Tenaris: Initiation of Coverage- Why This Energy Supplier May Be the Biggest Offshore Winner in 2025!
- Tenaris S.A. delivered its first-quarter financial results for 2025, reflecting both challenges and opportunities.
- The company reported a quarterly sales figure of $2.9 billion, which marked a year-on-year decline of 15% but a sequential increase of 3%.
- This growth was primarily attributed to higher seasonal volumes in Canada and increased onshore sales in the U.S., despite downward pressure from declining average selling prices.
Wacker Chemie: Initiation of Coverage- Is Its Semiconductor Polysilicon Bet the Ultimate Tech Megatrend Play?
- Wacker Chemie AG’s Q1 2025 results reveal a mixed performance across different segments, reflecting the broader challenges in the market.
- The company reported sales of EUR 1.48 billion, slightly down from the previous year but higher than the preceding quarter due to seasonality.
- Group EBITDA stood at EUR 127 million, down from EUR 172 million year-over-year, mainly attributed to weak demand in solar-grade polysilicon and construction-related polymers, alongside lower utilization rates.
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