{
}
Natural gas prices are projected to rise in 2026 due to a significant increase in U.S. exports, with pipeline exports expected to reach 11 billion cubic feet per day and LNG exports nearly 18 billion cubic feet per day by the end of that year. The anticipated operational start of two new LNG export facilities, Plaquemines LNG Phase 2 and Golden Pass LNG, will drive this growth. UBS forecasts that natural gas prices will climb, with the July 2026 contract expected to rise to $4.50 per million British thermal units.
UBS has upgraded Archer Daniels Midland (ADM) from Neutral to Buy, raising the price target to $60, citing potential policy benefits and a positive outlook for its nutrition segment. The company, currently trading at $50.13, is seen as undervalued with strong financial health, and is expected to benefit from increased demand for domestic soybean oil due to anticipated policy changes. Despite recent earnings exceeding expectations, ADM has adjusted its full-year EPS guidance lower, reflecting challenges in its Refined Products and Oilseeds segments.
UBS has upgraded Archer Daniels Midland (ADM) to a Buy rating, raising the price target to $60, citing potential policy benefits and a positive outlook for its nutrition segment. Despite a recent earnings beat, ADM adjusted its full-year EPS guidance lower, now expecting between $4.00 and $4.75. The company continues to face challenges in its Refined Products and Oilseeds & Milling segments, while maintaining a strong dividend yield of 4.07%.
UBS has upgraded Archer Daniels Midland (ADM) to a Buy rating, raising the price target to $60, citing potential policy benefits and a positive outlook for its nutrition segment. The company, currently trading at $50.13, is expected to benefit from increased demand for domestic soybean oil due to proposed changes in renewable diesel tax credits. Despite recent earnings surpassing expectations, ADM's sales fell short, leading to a revised EPS forecast for the year.
UBS has upgraded Archer Daniels (ADM) to a Buy rating from Neutral, raising the price target to $60 from $55. The firm anticipates that favorable policy changes will enhance Nutrition results, while the House's budget reconciliation bill indicates no production tax credit for renewable diesel from imported feedstocks, benefiting both crush and Archer’s Refined Products margins.
UBS Group AG has ceased to be a substantial shareholder in Mineral Resources Limited as of May 15, 2025. This shift may influence the company's market perception and investor relations, as substantial shareholders typically play a key role in corporate governance. Currently, Mineral Resources Limited's stock is rated as a Hold with a price target of A$62.00, reflecting a year-to-date price performance decline of 22.92%.
New Hope's share price dropped approximately 7% following a quarterly update that reported a 1% increase in production and a 3% rise in sales, despite logistics disruptions at its New Acland mine. Analysts view this decline as a buying opportunity for dividend investors, given the company's strong cash position and double-digit dividends, alongside a stable energy demand outlook. The market's reaction is seen as disproportionate, with New Hope positioned favorably in the coal sector amidst limited new supply.
Goldman Sachs forecasts that increased oil supplies from Iran and rising inventories could lead to lower oil prices by 2026, with Brent and WTI averaging $56 and $52 per barrel, respectively. A potential US-Iran nuclear deal may boost Iranian output to 3.6 million barrels per day, impacting global supply dynamics. Despite slightly raised demand growth forecasts, a slowdown in global GDP or OPEC reversing cuts could see Brent prices plummet to $40 a barrel by late 2026, prompting volatility in oil markets and necessitating a reevaluation of energy strategies worldwide.
Goldman Sachs maintains a cautious outlook on oil prices, forecasting Brent at $60 and WTI at $56 for 2025, amid expectations of increased Iranian supply and higher OECD inventories. The bank has raised its Iran crude supply forecast to 3.6 million barrels per day for late 2025 through 2026, influenced by potential progress on a U.S.-Iran nuclear deal. In a less likely scenario of a global GDP slowdown and OPEC cuts unwinding, Brent could drop to $40 by late 2026.
Stocks rallied 5.3% this past week, recovering from previous declines due to President Trump's tariff announcements, with technology and large companies leading the charge. Despite this rebound, concerns remain about high tariffs and economic risks, as noted by Morgan Stanley's chief investment officer. Meanwhile, Berkshire Hathaway has seen notable activity, with Warren Buffett stepping back and five undervalued stocks from its portfolio highlighted.
Commodities
SubCategory
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
natural gas prices projected to rise due to increased us exports
12:36 19.05.2025
ubs upgrades archers daniels midland to buy raises target to sixty dollars
11:57 19.05.2025
ubs upgrades archer daniels midland to buy raises target to sixty dollars
11:30 19.05.2025
ubs upgrades archers daniels midland to buy raises price target to sixty
11:30 19.05.2025
UBS upgrades Archer Daniels to buy citing favorable policy changes
10:40 19.05.2025
ubs group exits substantial stake in mineral resources limited
10:07 19.05.2025
new hope share price drop presents opportunity for dividend investors
06:58 19.05.2025
goldman sachs predicts oil prices to fall amid supply surge and demand shifts
06:16 19.05.2025
Goldman Sachs maintains cautious oil price outlook amid rising Iranian supply
06:03 19.05.2025
market rally amid tariff news highlights investment shifts and stock winners
Berkshire Hathaway Inc.
CHN
USA
Dan Lefkovitz
Donald Trump
Lisa Shalett
Sarah Hansen
Susan Dziubinski
Show more
04:03 18.05.2025
Trending
Subcategory
Corporate News
Industry Trends
Fintech Startups
Venture Capital Investments
Startups & Entrepreneurship
Emerging Startups
Funding Rounds & Investments
AI Innovations
Economic Indicators
Cryptocurrency Trends
Retail and Consumer Goods
AI Applications
Global Trade Developments
Banking Regulations
Supply Chain Management
Stock Market Updates
IPOs & SPACs
Crypto Adoption and Integration
Private Equity Deals
Financial Scams and Security
Countries:
Companies:
Microsoft Corporation Corp.
Google LLC
Uber Technologies Inc.
NIO Inc.
Amazon.com Inc.
Apple Inc.
Honda Motor Co. Ltd.
Toyota Motor Corporation
The Goldman Sachs Group, Inc.
VOLKSWAGEN AG
Delivery Hero SE
PayPal Holdings Inc.
Alphabet Inc.
Bank of China Limited (Inc. in China)
VanEck Vietnam ETF
Legal & General Group Plc
iShares Silver Trust
Ather Energy Ltd.
TVS Motor Company Ltd.
Itcons E-Solutions Ltd.
Currencies:
United States Dollar
Euro
Indian Rupee
Japanese Yen
Chinese Yuan
South Korean Won
Saudi Riyal
Turkish Lira
British Pound Sterling
Malaysian Ringgit
Filipino Peso
Offshore Chinese Yuan
People: