-- 能源智能平台 Arcadia 周五宣布，将收购 Engie Impact，具体金额未披露。此次收购旨在开发一个统一的解决方案，用于管理从账单支付到能源采购的全生命周期公用事业数据。 合并后的平台预计将聚合海量数据，服务超过 1500 家企业，并处理超过 300 亿美元的年度公用事业支付。 声明称，在整合期间，两家公司的客户服务将不受影响。 Engie Impact 是法国公用事业公司 Engie 旗下负责公用事业费用、数据管理、能源采购和可持续发展咨询的部门。
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Australia
Constellium Se Insider Sold Shares Worth $1,561,576, According to a Recent SEC Filing
Philip Ryan Jurkovic, Senior Vice President and Chief Human Resources Officer, on May 01, 2026, sold 48,784 shares in Constellium Se (CSTM) for $1,561,576. Following the Form 4 filing with the SEC, Jurkovic has control over a total of 172,149 ordinary shares of the company, with 172,149 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1563411/000156341126000161/xslF345X05/wk-form4_1777907585.xmlPrice: $31.44, Change: $-0.57, Percent Change: -1.78%
$CSTM
Research
Research Alert: CFRA Lowers Opinion On Shares Of Carpenter Technology To Buy From Strong Buy
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We increase our 12-month target price by $7 to $508, on an EV/EBITDA of 18.5x our FY 28 (June) EBITDA estimate, in line with CRS's average forward EV/EBITDA during the trailing 12 months of 18.6x. We raise our EPS estimates: FY 26 by $0.07 to $10.64, FY 27 by $0.62 to $13.84 and FY 28 by $0.08 to $16.60. CRS remains exceptionally well-positioned as the aerospace cycle accelerates, with structural demand inflecting and engine orders surging amid tightening nickel-based superalloy supply. We expect sustained pricing power and further margin expansion as SAO segment profitability targets 40%+ longer-term. The $400M brownfield expansion adds only modest capacity versus industry deficits, preserving favorable supply-demand dynamics through FY 28+. However, shares now trade well above historical EV/EBITDA multiples, prompting our downgrade despite strong fundamentals. After the 112% increase in share price in the last year, we think CRS is baking in most of the positive fundamentals, leaving less potential upside.
$CRS
Commodities
Market Chatter: Siemens Energy, GE Vernova Raise Payment Risks for Venezuela Power Rebuild
Venezuela's $100 billion grid rebuild push faces setbacks as firms question payments, with under 13,000 megawatts available from a capacity of 36,000 MW, Reuters reported Monday, citing two sources involved in talks.Executives from Siemens Energy and GE Vernova (GEV) raised payment concerns during April meetings in Caracas, prompting financiers to be cautious about supporting grid upgrades.Those concerns weakened confidence in Venezuela's effort to revive infrastructure under a $100 billion reconstruction plan backed by Washington.Interim President Delcy Rodriguez is prioritizing reliable electricity after taking office in January, but the government has not secured firm payment guarantees for contractors.An executive who attended the Caracas meeting said a decade of neglected plants created massive repair needs, while authorities still lack a clear payment mechanism for suppliers.Available generation remains below 40%, driving repeated outages and restricting industrial output nationwide, according to the report.Thermal plant expansion through 2013 under Hugo Chavez left billions of dollars unpaid to contractors, many of whom authorities are now urging to return.Unclear project priorities, equipment needs, and approval requirements from both Washington and Caracas continue to delay investment decisions, the report added, citing the sources.Venezuela operates less than 13,000 MW from a total installed capacity of 36,000 MW, with fuel-based plants accounting for about 2,500 MW, or roughly 13% of capacity.Rodriguez is targeting repairs at two major thermal plants in early phases, though officials have yet to outline a broader recovery strategy.Multinational companies remain cautious about returning to Venezuela after past disputes during the Hugo Chavez era, when unpaid contracts eroded trust and discouraged future engagement.Several firms that did not receive cash payments pursued arbitration or filed legal claims abroad after accepting promissory notes, which they later sold at steep discounts.Rodriguez's government turned down a proposal from foreign firms that requested upfront payments for repairs and spare parts, while some financiers proposed routing payments through US Treasury-supervised oil revenue accounts, the report added, citing sources.has reached out to Siemens Energy, GE Vernova and PDVSA for any comments.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $1081.26, Change: $+18.31, Percent Change: +1.72%
$GEV