Energy

• Oil falls more than 4% as traders see Trump backing away from Iran strike threats - Concerns about a U.S. strike on Iran had been mounting after Trump vowed to take action against the regime’s crackdown on widespread protests in the country.
• Automakers like Ford and GM are jumping into a whole new business where Tesla is a serious player - Automakers Ford and GM are trying to figure out what to do with battery factories now that EV sales are falling way short of forecasts
• Big Tech is poaching energy talent to fuel its AI ambitions - Hires of energy-related talent by Big Tech was 30% higher in 2025 than pre-AI levels.
• Orsted jumps 6% after U.S. judge rules firm can resume wind project halted by Trump - The move comes shortly after a U.S. judge cleared the company to resume work on its nearly finished Revolution Wind project.
• Trump threatens to sideline Exxon from Venezuela's oil: 'They're playing too cute’ - His comments come shortly after Exxon CEO Darren Woods said the Venezuelan market is "uninvestable" in its current state.
• World's most vital oil chokepoint back in focus amid possible U.S. action against Iran - In an extreme escalation scenario, where tankers are unable to pass or energy infrastructure is damaged, oil prices could surge by double digits, said analysts.
• How the AI data center bubble story is playing out inside one booming energy stock - Can Bloom Energy's high-flying stock, fueled by generating onsite power for AI data centers, steer clear of bubble risks?
• Behind Anthropic's stunning growth is a sibling team that may hold the key to generative AI - Daniela Amodei has helped build Anthropic into a serious AI player by betting on safety and enterprise adoption.
• What the Big Oil executives told Trump about investing in Venezuela - The CEOs of Exxon and Conoco are wary of returning to Venezuela. Chevron is ready to quickly ramp up production.
• Trump to meet with oil executives at White House. What we know about U.S. plans for Venezuela - The oil industry has been mostly silent on Venezuela as the security situation and stability of the government in Caracas is far from clear.