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In early 2026, the U.S. renewable energy market finds itself in a state of productive friction. While the demand for clean, reliable power - supercharged by the relentless expansion of AI data centers—has never been higher, the path to procurement has reached its most fragmented point in a decade. As we move past the era of "easy" imports, utility-scale developers are navigating a complex "triple-threat" of AD/CVD duties, Section 301 hikes, and the new Foreign Entity of Conce

Chevron’s 2025 financials tell a subtly different story from 2024: volumes hit records and free cash flow jumped, but headline earnings fell as lower oil prices and weaker affiliates weighed on the bottom line. For investors, the interesting part is how the company used that backdrop to reinforce, rather than retreat from, its cash‑return playbook 1. 2025 In A Nutshell: Earnings Down, FCF Up For the full year 2025, Chevron reported earnings of 12.3 billion dollars, down from

For the last three years, the renewable energy sector viewed "Domestic Content" as a carrot - a 10% bonus that was nice to have but rarely essential for project viability. With the passage of the One Big Beautiful Bill Act (OBBBA)   in July 2025 and the release of IRS Notice 2026-15  on February 12, 2026, the game has fundamentally changed. The new Prohibited Foreign Entity (PFE)  rules have turned a "bonus" into a "hurdle." If your project doesn’t meet the new compliance thr

Executive Summary Halliburton is increasingly positioning itself as a returns‑focused  oilfield services platform: still highly leveraged to short‑cycle North American completions, but with its future economics tied more to international, technology‑driven growth and tight capital discipline. From 2023 to 2025, revenue eased only modestly, but reported operating income fell more sharply due to heavy 2025 impairments and charges, masking still‑solid mid‑teens underlying segmen