ICE
Latest news, market signals and causal drivers for ICE.
Latest ICE Coverage
report brief
Upstream
Jun 03
Marathon's Q1 refining cut: BANGL and Northwind reshape the cash engine toward midstream
article
Eu Power
Jun 03
EU Carbon Reform Could Drag EUA Prices 13% Lower Even As July Review Looms
report brief
Eu Power
Jun 03
Engie's nuclear EBIT halves to €111m as Belgian reactors leave the merchant book — bearish for captured-price upside, neutral for TTF
report brief
Eu Power
Jun 03
RWE Q1 prints €1.6bn EBITDA on wind comeback and a one-off Eemshaven payout — trading swings to a loss
report brief
Eu Power
Jun 03
EDF guides French nuclear back to 350-370TWh for 2026 — a ~10TWh cut versus 2025's 373TWh print
report brief
Lng
Jun 03
Woodside Q1 2026: lagged LNG pricing the real story — realised $63/boe understates the spot upside still to land
article
Upstream
Jun 03
BP reaffirms $13-13.5bn 2026 capex as Q1 profit jumps to $3.8bn
report brief
Lng
Jun 03
Cheniere Q1 2026: All build, no new contracted volume — Corpus Stage 3 carries the growth story
report brief
Upstream
Jun 03
ConocoPhillips bought back $1.1bn of stock at a rising bid in Q1 — the buyback signal, not the barrels, is what trades
report brief
Upstream
Jun 03
Equinor pumps record 2.31 mmboe/d as NCS roars, but the cash engine now hinges on TTF, not the wellhead
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