Macquarie lifts Paladin Energy to outperform as AI data‑center demand pushes uranium prices toward $84 per pound, citing a model price of $77. The upgrade follows a similar lift for Boss Energy to neutral, acknowledging resource‑downgrade concerns yet valuing the share at a fair price.

Malaysia’s new solar rebate of 600 ringgit per kWac could spur up to 250 MWac of rooftop installations, generating an estimated 875‑1 billion ringgit in EPC revenue. Companies such as Northern Solar and Sunview stand to gain, while TA Securities keeps an overweight stance on the utilities sector.

Citi eyes Santos’ upcoming briefing for clarity on capital allocation, asset reviews, and dividend strategy. The bank projects an 8% average yield, aiming to lift shareholder returns and trigger a re‑rating through CY26‑27. Investors will watch how Santos positions core versus non‑core assets.

These moves illustrate how technology trends, policy shifts, and corporate strategy converge to reshape energy‑sector valuations today.