Energy

Yancoal Australia Limited (ASX:YAL) presents one of the most instructive case studies in howcommodityprice movements can overwhelm operational excellence in the minds of investors. For the year ended December 31, 2025, Yancoal achieved record ROM coal production of 67.0 million tonnes — a 7% …

Karoon Energy Ltd (ASX:KAR) is not a company in operational distress. Its 2025 annual results, released in early 2026, demonstrate a producer that met its production targets, reduced unit production costs, improved safety performance,acquireda major piece of production infrastructure, grew its reserve base, and …

Viva Energy Group Limited (ASX:VEA) is one of Australia's most consequential downstream energy companies, operating the Geelong Refinery in Victoria — one of only two remaining domestic oil refineries in the country. In a year marked by heightened geopolitical instability in the Middle East …

At-a-glance: Broker consensus summary

NexGen Energy Ltd (ASX:NXG) (TSX:NXE) (NYSE:NXE) stands at a genuinely historic inflection point. The Canadian uranium development company, listed on theASXas NXG, received its final federal regulatory approval for the Rook I Uranium Project on 5 March 2026 — a milestone that clears every …

Ampol Limited (ASX:ALD) has found itself at the intersection of two defining forces shaping Australia's energy sector in 2026: the escalating geopolitical tensions in the Middle East and a federal government increasingly focused on domestic fuel security. As the operator of Australia's Lytton refinery …

AGL Energy Limited (ASX:AGL), one of Australia's largest integrated energy companies, has entered 2026 with a clear strategic statement: gas-fired power generation will play a central role in bridging Australia's energy transition as coal retirements accelerate and renewable intermittency creates growing demand for dispatchable …