Oct. 6 at 7:10 PM
“This Week Under the Shadow of Washington” — Market Commentary by Shawn Severson
🔹 Government shutdown halts data flow, delaying jobs report and leaving markets flying blind ahead of the October Fed meeting
🔹 Labor market cools — August adds just 22K jobs, unemployment at 4.3%, largest ADP decline in 2.5 years
🔹 Natural gas resurgence — rising AI data center demand, LNG exports, and coal-to-gas switching drive renewed investment
🔹 Energy transition accelerates — Liberty Energy pivots from fracking to power generation, RNG producers like OPAL Fuels, Clean Energy Fuels & Montauk Renewables lead growth
Economic uncertainty meets energy opportunity — markets brace for a pivotal month ahead
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$BRT $OPAL $CLNE $MNTK