In today’s briefing:
- Quiddity Leaderboard CSI 300/500 Dec25: Trade Moving in the Right Direction; Large Flows Expected
- [IO Technicals 2025/33] China Woes Deepen, Bearish Momentum Grips Iron Ore
- Carpenter Technology Corporation delivered a strong performance in the fiscal 2025 fourth quarter
- Chevron Corporation: An Insight Into Its Eastern Mediterranean Gas Strategy & Other Major Drivers!
- Condor Energies Inc. (TSX: CDR): 4Q25 drilling in Uzbekistan could add 26-40 mmcf/d. First LNG in Kazakhstan in 2Q26
- DT Midstream Seizes LNG Boom With Massive Gulf Coast Connectivity!
- Eastman Chemical Company: Powering Ahead with Game-Changing EV Tech & Circular Economy Leadership!
- Enbridge Inc.: Strong Position in Hydrocarbon Infrastructure & Storage Fuelling Our Optimism!
- Exxon Mobil: Expansion Of Biofuel
- FRG: Tests From Coal Seam Confirm Excellent Quality
Quiddity Leaderboard CSI 300/500 Dec25: Trade Moving in the Right Direction; Large Flows Expected
- CSI 300 represents the 300 largest stocks by market cap and liquidity from the Shanghai and Shenzhen Exchanges. CSI 500 is the next 500 names.
- In this insight, we take a look at the potential ADDs and DELs leading the race for the semiannual index rebal event in December 2025.
- Currently, we see 10 ADDs/DELs for the CSI 300 index and 49 ADDs/DELs for the CSI 500 index.
[IO Technicals 2025/33] China Woes Deepen, Bearish Momentum Grips Iron Ore
- China’s July lending drop signals weak private sector appetite, while severe weather hampers outdoor construction.
- Managed money participants trimmed net long futures exposure amid rising prices, signalling profit-taking.
- Bullish momentum has faded as prices dip below key moving averages and MACD signals growing seller control in the market.
Carpenter Technology Corporation delivered a strong performance in the fiscal 2025 fourth quarter
- Carpenter Technology Corporation delivered a strong performance in the fiscal 2025 fourth quarter, culminating in the most profitable quarter on record for the company.
- However, this performance needs to be dissected to understand both the strengths and challenges that might influence future investment decisions.
- The company reported $151 million in adjusted operating income for the quarter, reflecting a 21% increase from the same quarter the previous year, and a 10% sequential rise.
Chevron Corporation: An Insight Into Its Eastern Mediterranean Gas Strategy & Other Major Drivers!
- In the second quarter of 2025, Chevron Corporation delivered a robust financial performance, reflecting strategic accomplishments and operational efficiency.
- The company reported earnings of $2.5 billion, equating to $1.45 per share, with adjusted earnings amounting to $3.1 billion or $1.77 per share.
- Several notable factors, including special items and foreign currency effects, impacted the earnings.
Condor Energies Inc. (TSX: CDR): 4Q25 drilling in Uzbekistan could add 26-40 mmcf/d. First LNG in Kazakhstan in 2Q26
- • 2Q25 gross production averaged 10,258 boe/d, consistent with prior indications.
- • Drilling of the first vertical well in Uzbekistan will begin in early September.
- The well will target the producing carbonate reservoir, as well as deeper clastic formations and fractured basement intervals.
DT Midstream Seizes LNG Boom With Massive Gulf Coast Connectivity!
- DT Midstream, a company focused on the transport and storage of natural gas, reported its second-quarter fiscal 2025 results showcasing an active period with several key developments.
- The company reaffirmed its 2025 adjusted EBITDA guidance range as well as its early outlook for 2026, projecting stability in its financial targets.
- This assertion was supported by strong performance in the quarter, albeit with a slight decrease in adjusted EBITDA by $3 million to $277 million compared to the prior quarter.
Eastman Chemical Company: Powering Ahead with Game-Changing EV Tech & Circular Economy Leadership!
- Eastman Chemical Company, navigating through a complex economic landscape, presented a mixed financial performance for the second quarter of 2025.
- The backdrop of the company’s second-quarter result is deeply intertwined with global trade uncertainties, most notably the continued fluctuations and implementations of tariffs and trade regulations.
- These external pressures have brought about both challenges and adaptations within the company’s operational strategies.
Enbridge Inc.: Strong Position in Hydrocarbon Infrastructure & Storage Fuelling Our Optimism!
- Enbridge Inc. has reported a robust second quarter for 2025, with record-setting EBITDA primarily driven by its U.S. gas utilities and advantageous rate settlements in their Gas Transmission business.
- The organization is on track to reach the higher end of its EBITDA guidance for the year and expects to meet its Distributable Cash Flow (DCF) per share midpoint.
- The company’s sound financial position, evidenced by a debt-to-EBITDA ratio of 4.7x as of June 30, is buttressed by earnings gains from recent U.S. gas utility acquisitions and sustained high asset utilization.
Exxon Mobil: Expansion Of Biofuel
- ExxonMobil’s recent earnings call provided a nuanced overview of its current performance and future prospects.
- The company reported an outstanding second quarter, achieving its highest production levels since the Exxon and Mobil merger over 25 years ago.
- This production growth is credited to high-return, advantaged assets, with particular emphasis on the company’s operations in Guyana and the Permian Basin.
FRG: Tests From Coal Seam Confirm Excellent Quality
- What you need to know: • FRG reported premium coal quality results from recently intersected coal seam while driving the decline at the La Estrella Project, Colombia.
- • Analysis confirmed a calorific value of 13,846 BTU/lb, sulphur of 0.82%, low ash/moisture, and a Free Swelling Index of 4.
- • The coal was extracted from the 0.5–1.0m seam encountered during underground decline development.
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