News•Feb 12, 2026
Vista Energy Increases Reserves by 57% and Production by 59% in 2025
Vista Energy reported a 57% jump in proved and probable reserves to 588 MMboe at the end of 2025, driven largely by the acquisition of Petronas assets. The reserve replacement ratio surged to 605% overall and 260% on a organic basis. Production climbed 59% year‑over‑year to an average 135,414 boe/d in Q4, with crude oil output up 8% versus the prior quarter. Forty new wells were brought online in the fourth quarter, reinforcing the Vaca Muerta shale portfolio.
By Oil & Gas Journal – General Interest
News•Feb 12, 2026
Trinity: ‘Disciplined Lease Pricing’ and ‘Active Portfolio Management’ Delivers ‘Strong’ 4Q25, Full-Year Results
Trinity Industries posted Q4 2025 revenue of $611.2 million, a 2.97% decline year‑over‑year, driven by weaker external deliveries in its Rail Products Group. The Rail Products segment saw a 23.3% revenue drop to $426.7 million, while the Railcar Leasing and...
By Railway Age
News•Feb 12, 2026
Natural Gas Forwards Soften Again, But Basis Strength Signals Risk of Regional Volatility
U.S. natural‑gas forward prices slipped again this week as the market eases from the January cold snap. Prompt‑month contracts fell 26.7 cents, while regional basis spreads showed mixed movement. SoCal Citygate basis peaked near $1.90/MMBtu for 2028 deliveries, whereas Malin remained...
By Natural Gas Intelligence (NGI)
News•Feb 12, 2026
As U.S. Companies Return to Venezuela's Oilfields — One Canadian Driller Has a Head Start
Canadian oilfield services firm Ensign Energy Services is currently the sole operator of drilling rigs in Venezuela, maintaining two rigs in the Orinoco heavy‑oil region after two decades of continuous presence. A recent Trump administration general licence has opened the...
By Financial Post – Commodities
Blog•Feb 12, 2026
MBA: Mortgage Delinquencies Increased in Q4 2025
The Mortgage Bankers Association reported that mortgage delinquency rates rose to 4.26% in Q4 2025, up 27 basis points from the prior quarter and 28 basis points year‑over‑year. All major loan types—Conventional, FHA, and VA—saw higher delinquencies, with FHA loans...
By CalculatedRisk Newsletter (Substack)
News•Feb 12, 2026
Existing Home Sales Retreat Amid Low Inventory
Existing home sales slipped 8.4% in January to a seasonally adjusted 3.91 million units, the lowest level since August 2024. Inventory remained tight at 1.2 million homes, providing only a 3.7‑month supply and keeping resale prices elevated. The median existing‑home price rose 0.9%...
By Eye On Housing
News•Feb 12, 2026
Final Decision on Open Consultation on Proposed Changes to RBD Palm Olein, Cfr South China and Crude Coconut Oil, Fob...
Fastmarkets concluded an open consultation on its palm and lauric oil benchmarks with no objections, so it is implementing methodological changes. The roll date for Refined Bleached Deodorised (RBD) palm olein CFR South China shifts from the 16th to the...
By Fastmarkets – Insights
Social•Feb 12, 2026
Silver Stalls Below 75; Inflation Data Could Spark Metal Rally
$SLV having big trouble getting above 75.00 again...which still won't be enough to restore confidence. Big inflation report ahead...precious metals may see a big reaction.
By Hyperstocks
News•Feb 12, 2026
CBRE Sees 13% Growth in Facilities Management Revenue
CBRE reported a 13% year‑over‑year increase in facilities‑management revenue for Q4 2025, driven by strong data‑center services and expanding local operations in the Americas. The building operations and experience segment grew 15%, bolstered by recent acquisitions of Industrious and Pearce...
By Facilities Dive
Social•Feb 12, 2026
Gold Dip After NFP Profit‑take, Still Bullish Long‑term
GOLD ( XAUUSD ) just dumped over a 1000 pips after yesterday's NFP , but what just happened ? 👇 Netanyanho signalled towards de-escalation in the middle east with a potential deal b/w Iran & US This optimistic headlines lead to a...
By tradeloq
Blog•Feb 12, 2026
Reuters Reports on Recent China, India Coal Projections
The episode reviews recent Reuters reports on coal outlooks for China and India, highlighting projections from the China Coal Transportation and Distribution Association and a NITI Aayog study. In China, output is expected to edge up modestly in 2026 while...
By The Coal Trader
News•Feb 12, 2026
Medical Emergencies Can Lead to Debt and Bankruptcy — Even for Insured Americans
A new Health Affairs study of nearly 13,000 trauma patients shows that even insured Americans face sharp rises in medical debt and bankruptcy after serious injuries. Within 18 months, the share of patients with debt in collections grew 5.2 percentage...
By CNBC – Personal Finance
News•Feb 12, 2026
IEA Lowers 2026 Oil Demand Forecast on Economic Uncertainty, Higher Prices
The International Energy Agency (IEA) lowered its 2026 global oil demand growth forecast to 850,000 barrels per day, down from a previous estimate amid heightened economic uncertainty and rising crude prices. Demand gains will come entirely from non‑OECD economies, with...
By Oil & Gas Journal – General Interest
Social•Feb 12, 2026
Palantir Down 30% YTD: Bulls
Tough year to be a Palantir bull. $PLTR is down 30% YTD with no sign of reversal. Are you buying this dip?
By Hyperstocks
Social•Feb 12, 2026
SOLS: Cheap US Uranium Conversion Monopoly Amid Global Shortage
Thread(1/2) 🧵 We put our SOLS long thesis above the paywall in our Atoms vs. Bits primer yesterday, so I’m also going to summarize for all you degenerates on X. The story is simple: the uranium trade has resulted in nearly every...
By Citrini7 (pseudonymous)
News•Feb 12, 2026
Student Loan Complaints Hit Record High, CFPB Finds — but the Watchdog Agency Omits Details
Federal student‑loan borrowers filed a record 18,400 complaints to the CFPB for the year ending June 2025, a 36% increase over the prior year. The agency’s 21‑page report, released in January, omitted the detailed breakdown of complaint types, servicers involved, and...
By CNBC – Personal Finance
News•Feb 12, 2026
Chinese Zinc and Lead Smelters Rely on Byproducts in 2026
Chinese zinc and lead smelters are increasingly dependent on by‑product revenues as tight imported concentrate supplies compress primary treatment charge margins. Silver, sulfuric acid, copper and gold now provide critical income streams, offsetting low zinc and lead TCs projected for...
By Fastmarkets – Insights
News•Feb 12, 2026
Will Bonds Outperform Stocks in 2026? Why the Timing Might Be Right To Double Down on Bonds.
Bond ETFs are poised to challenge equity returns in 2026 as central banks move from aggressive tightening to policy normalization. The Invesco Equal Weight 0‑30 Year Treasury ETF (GOVI) offers a diversified, lower‑volatility alternative to the long‑duration iShares 20+ Year...
By Yahoo Finance — Markets (site feed)
Social•Feb 12, 2026
Tiger Cub Founder Built $6B, 15% Returns, Then Quit
This Tiger Cub hedge fund founder built a $6B hedge fund, delivered 15%+ returns for over 20 years, and then walked away.
By rich_toad
News•Feb 12, 2026
MacroVoices #519 Alex Gurevich: The Next Perfect Trade
Alex Gurevich joins Erik Townsend and Patrick Ceresna on MacroVoices to outline his outlook for fixed‑income markets and the broader macro environment. He argues that the Federal Reserve will keep a restrictive policy stance into 2026, keeping inflation pressures in...
By MacroVoices (podcast/site)
Social•Feb 12, 2026
Headline Inflation Cools, Core CPI Accelerates in January
Wall Street expects a cooler month for headline inflation but a hotter month for core in January Headline CPI: 0.26% m/m, 2.5% y/y (down from 0.31% m/m and 2.7% y/y in December) Core CPI: 0.34% m/m, 2.5% y/y (core m/m accelerating from...
By Nick Timiraos
News•Feb 12, 2026
Maynilad, Apex Mining Added to MSCI Philippines Small Cap Index
Maynilad Water Services and Apex Mining have been added to the MSCI Philippines Small Cap Index following the February 2026 index review. Maynilad debuted on the Philippine Stock Exchange last November after raising P34.3 billion, the second‑largest IPO in PSE history....
By Philstar – Business
News•Feb 12, 2026
SteelAsia’s Finance Framework Rated Best in Region
SteelAsia Manufacturing Corp. earned Moody’s SQS2 rating, the highest sustainable‑finance grade in the region, confirming its low‑carbon strategy. The framework, designed with ING’s guidance, integrates renewable energy, modern equipment and rain‑water recycling across its operations. SteelAsia is expanding green‑steel capacity...
By Philstar – Business
News•Feb 12, 2026
Former ALI Exec Named ICCP Chair/CEO
Augusto Bengzon, former chief finance officer of Ayala Land Inc., has been appointed chairman and chief executive officer of Investment and Capital Corp. of the Philippines (ICCP). Bengzon brings 18 years of financial‑services experience, including 16 years at Citibank across...
By Philstar – Business
News•Feb 12, 2026
After 25 Years, California Should Rethink Citizen Bond Oversight Committees
California’s Proposition 39 created citizen bond oversight committees (CBOCs) to add accountability to school‑facility bonds, but two‑decades of experience show they have not uncovered fraud. Annual audits remain compliance‑focused, while most fraud cases surface through law‑enforcement or targeted state investigations. The...
By The Bond Buyer (municipal finance)
News•Feb 12, 2026
Nuclear Power Group Alva Energy Launches with $33 Million in Funding
Alva Energy, a Massachusetts‑based nuclear startup, closed a $33 million Series A round led by Playground Global to fund retrofits of existing U.S. reactors. The company will replace steam generators and add a second turbine, boosting each plant’s output by 200‑300 MWe and...
By POWER Magazine
News•Feb 12, 2026
US Natural Gas Storage
The Energy Information Administration reported that U.S. natural gas inventories rose by 2.5 billion cubic feet (Bcf) in the week ending November 1, bringing total working‑day stocks to 3.22 trillion cubic feet (Tcf). This level sits about 5 percent above the five‑year average for...
By Oil & Gas Journal – General Interest
News•Feb 12, 2026
'A Blow to the LSE': Industry Raises Concerns About Schroders Takeover
Nuveen, a US investment firm, has launched a £9.9 bn hostile bid to acquire UK asset manager Schroders. Industry voices warn the deal could further shrink the already limited pool of listed assets on the London Stock Exchange. Critics argue the...
By Investment Week – ETFs
Social•Feb 12, 2026
Ohio’s Data Centers Tighten Natural Gas Balance
The data center driven surge in Ohio's electricity consumption has contributed to tighter natural gas balances. For the 12-months ending in October, 2025, Ohio's natural gas consumption was 3.7 bcf/d, near an all-time high, driven largely by demand in the...
By T. Mason Hamilton
News•Feb 12, 2026
CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate
Henry Chin, CBRE’s global head of research, told the REIT Report podcast that U.S. commercial‑real‑estate investors will deploy significantly more capital in 2026, with investment volume projected to rise about 16% as fundamentals recover and interest rates trend lower. He...
By Nareit
Social•Feb 12, 2026
Global Wealth Shift: US Cuts, Overseas Gains Ahead
A Massive Global Wealth Transfer Is Coming Americans will consume less, the rest of the world more. Capital is flowing overseas. This isn’t a crisis, it’s a wealth transfer — and there are winners if you know where to look. PeterSchiff #Economy...
By Peter Schiff
Social•Feb 12, 2026
Expensive Stocks Trigger Sell‑off, Narrative Needed
What if a bunch of stocks just got kind of expensive, are selling off, and we need a narrative? Just sayin…
By Bill Brewster
Podcast•Feb 12, 2026•13 min
CBRE’s Henry Chin Expects Increased Capital Deployed in U.S. Real Estate
In this episode, Henry Chin, global head of research at CBRE, outlines the outlook for U.S. commercial real estate investing in 2026, noting a strong investor sentiment and an anticipated 16% rise in capital deployment. He explains that the surge...
By Nareit’s REIT Report
Social•Feb 12, 2026
Supply Dynamics, Not Demand Forecast, Drive Oil Market
Sure, the IEA demand forecast update was negative... but pretty inconsequential in the scheme of the supply developments that are actually currently driving the oil market. https://t.co/P0KD7cPlR4
By Rory Johnston
Social•Feb 12, 2026
Software Stocks Tumble; Crypto Mirrors the Decline
Software stocks are struggling again today. $IGV (iShares Software ETF) is essentially back to last week's panic lows. Don't forget there's another type of software, "programmable money," crypto. Bitcoin (blue) with the software index (orange). They are the same thing. https://t.co/tLEELqcWcJ
By Jim Bianco
Social•Feb 12, 2026
EXPD Faces Biggest Sell‑Off Since 1998 Crisis
Worst sell-off in this logistics/tech company since 1998 (LTCM & Russian Debt Crisis) $EXPD Bigger than Tariffs, March 2020, 2008. AI Fears https://t.co/pSckCN9oYm
By Jack Farley
Social•Feb 12, 2026
Biden's Trade Deficit Slightly Lower than Trump's, Not 78% Drop
So, for the record: The trade deficit in the first 11 months of the Trump administration was $839.5B. In the same period in 2024, the final Biden year, it was $806.6B. And if you think this year's performance is a...
By Ian Shepherdson
Social•Feb 12, 2026
GBP/USD Poised for Breakout After Coiling Below Resistance
British Pound Forecast: GBP/USD Coils Below Resistance- Breakout to Set the Trend https://t.co/YCL1AwKRyY $GBPUSD Weekly Chart https://t.co/VuEneX3o2g
By Michael Boutros
Social•Feb 12, 2026
Trump Tariffs Backfire as China Shifts to New Markets
US tariffs were supposed to punish China. Instead, China pivoted away from the US and made friends and commerce with non-U.S. buyers. TRUMP’S TARIFFS = BACKFIRED. https://t.co/oibXA4xbmF
By Steve Hanke
Social•Feb 12, 2026
New Investors Shift From Tech to Industrials, Energy, Metals
How is the "newborn" buy industrials, energy and metals instead of tech crowd feeling today?
By Andreas Steno Larsen
Social•Feb 12, 2026
Venezuela's Oil Output Projected Near 1M B/D by 2026
How much oil would Venezuela produce by Dec 2026? (Current output has rebounded to just under 1m b/d)
By Javier Blas
Social•Feb 12, 2026
U.S. Corn Exports Surge 52% Beyond 2020 Levels
🌽U.S. corn export sales for 2025/26 are nearing 61 million metric tons (2.4 billion bushels). Early Feb sales in 2020/21 were similarly massive but heavily skewed by China. Non-China 2025/26 corn sales are 52% larger than at this point in 2020/21!
By Karen Braun
Social•Feb 12, 2026
China Eases Capital Controls as Asset Buildup Accelerates
China usually liberalizes its financial account when the PBOC (now the state banks) are accumulating assets at too rapid a pace, and it wans the dollar risk to be taken by others ... 1/2
By Brad Setser
Social•Feb 12, 2026
Market Shifts to AI Fear, Not Bubble, Concerns
The market is more in “AI fear” mode than “AI bubble” mode currently Everyone fears the left tail in their business
By Andreas Steno Larsen
Social•Feb 12, 2026
East Asia Drives Surging Trade Surplus, Currencies Remain Cheap
Bingo And the global trade surplus (ex pharma) is now primarily in China, Taiwan and Korea ... Important qualification to the now standard argument the dollar has gotten weaker (which is true primarily if the clock starts at the end of 24,...
By Brad Setser
Social•Feb 12, 2026
Risk‑off Sentiment Set to Dis
Risk off upending most auction setups as US Treasury gets ready to dump some serious duration into a strong rally across the curve with belly leading. https://t.co/vNjhvRIzxH
By Ed Bradford
Social•Feb 12, 2026
EURCHF Plummets to Record Lows, Yield Gaps Irrelevant
Another FX PSA: $EURCHF has extended its generational slide lower to fresh record lows. Yield differentials don't matter at all here apparently: https://t.co/cHMUxde914
By John Kicklighter
Social•Feb 12, 2026
Brazil's ETF Market Set for Explosive Growth
Brazil’s ETF market is poised for tremendous growth… I recently had a unique opportunity to witness the enormous potential firsthand. Here are my takeaways. https://t.co/qSrRWIqgpg https://t.co/psUyootTQQ
By Nate Geraci
Social•Feb 12, 2026
Shopify's Profit Soars 26% CAGR, Costs Barely Rise
"While $SHOP gross profit compounded at ~26% CAGR since 2022, its operating expenses (S&M, R&D, and G&A) grew by only ~2% CAGR during this period." Shopify's Miraculous Momentum: https://t.co/ezGEIE1lOG https://t.co/WDbrMgAx78
By Mostly Borrowed Ideas (MBI)
Social•Feb 12, 2026
IBM Q4 Earnings Surpass Forecasts on Strong AI Demand
IBM Q4 Beats Estimates Fueled by AI Demand #AI #MWC26 #5G #IoT @IBM @IBMNews https://t.co/xzAwMO0aqM https://t.co/rYxghS2vOq
By Harold Sinnott