ENI

After the recent oil rally, prices have eased slightly but remain high due to uncertainty from the Middle East conflict and announced US sanctions against Iran. Energy stocks benefit from this, especially Eni: the share is targeting the all-time high marked in April at €25.50; a break above it would generate a new buy signal. Eni also appeals to investors with a current dividend yield of 4.6 percent. » Altro su deraktionaer.de

Eni plans to promote the development of a commercial fusion power plant in Europe by the early 2040s or sooner. The plant is to be built by Commonwealth Fusion Systems, in which Eni has a stake. Eni sees a business opportunity in the fusion fuel cycle—recovery, purification and reuse of tritium and deuterium—and in early 2026 formed a joint venture with the UK Atomic Energy Authority for related consulting and operational services. » Altro su de.investing.com

Eni outlined a strategy at the EnerCom Denver conference centered on strong upstream production (about 1.8 million BOE/d) with planned annual growth of 3–4% through 2030 and a high reserve replacement rate (167% in 2025). The company confirms a base dividend of €1.10 for 2026, raises its annual share buyback program to €3.4 billion and is considering a special dividend for Q4 2026. Eni plans to reduce investments in 2026–2030 while significantly expanding Plenitude and Enilive (each targeted at €1.3 billion EBITDA in 2026; 2030 targets: Plenitude €2.6 billion, Enilive €3 billion) and is committed long-term to fusion energy through Commonwealth Fusion Systems. Key operational projects include Indonesia (Searah), a large LNG project in Argentina and expansion plans in Venezuela; FID for Argentina is targeted by the end of 2026. » Altro su de.investing.com