Browsing Tag
Namibia
34 posts
Paladin Energy (ASX:PDN) has uranium momentum, but Langer Heinrich must defend the re-rating
Paladin has uranium momentum and Langer Heinrich guidance. The test is whether ASX:PDN can turn nuclear demand into cash flow.
June 17, 2026
Core Energy Minerals targets critical minerals rerating as ASX:CR3 waits for drilling proof
Find out how Core Energy Minerals’ Brazil rare earths and Namibia uranium portfolio could test whether ASX:CR3 can rebuild momentum.
June 17, 2026
Shell stock faces Namibia reset as Merlin-1X revives PEL 0039 exploration case
Read how Shell plc’s Merlin-1X oil result could revive Namibia PEL 0039, reshape Orange Basin drilling plans and influence SHEL stock sentiment.
June 12, 2026
Impact Oil & Gas plans South Africa asset split to sharpen Namibia Venus oil strategy
Impact Oil & Gas is reshaping its Africa portfolio around Namibia’s Venus Field. Find out why the reorganisation matters now.
May 28, 2026
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.
May 15, 2026
Kaoko Metals (KAO) lists on ASX with A$6.5m IPO and a Namibian copper portfolio chasing a structurally short market
LME copper sits near record highs. Junior raises keep failing. Kaoko Metals just cleared an oversubscribed A$6.5m IPO. Chalkos drilling decides the rest.
May 7, 2026
BP Q1 2026 profit doubles to $3.8bn as oil trading delivers exceptional quarter
BP doubled Q1 profit on an exceptional oil trading quarter. The harder question is whether new CEO Meg O'Neill can convert that windfall into durable returns.
April 28, 2026
bp plc’s Namibia entry is small in cost but large in what it signals for strategy
bp plc has agreed to take a 60% stake in three Namibia offshore blocks from Eco Atlantic. Read what the Walvis Basin deal could mean next.
April 14, 2026
BP and Azule Energy bring Angola’s first non-associated gas project online as Quiluma field begins production
BP and Azule Energy confirm first gas at Angola's Quiluma field under the New Gas Consortium. Read what this means for Angola LNG and BP's upstream strategy.
March 17, 2026
TotalEnergies SE (NYSE: TTE) earnings: Is the dividend safe at $60 oil?
TotalEnergies SE reports $15.6B adjusted net income for 2025 and sets 2026 capex at ~$15B. Read how Namibia, LNG, and AI power shape its strategy.
February 11, 2026