Geopolitics Alpha

Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2

Published . Updated .

The Bureau of Ocean Energy Management (BOEM) announces the availability of the Proposed Notice of Sale (NOS) for the Cook Inlet Outer Continental Shelf (OCS) Oil and Gas One Big Beautiful Bill Act (OBBBA) Lease Sale 2 (Lease Sale BBC2). BOEM is publishing this notice pursuant to its regulatory authority under 30 CFR part 556. Pursuant to Section 19 of the OCS Lands Act, the Secretary of the Interior provides the Governors of affected States and the executive of any affected local government with the opportunity to review and comment on the Proposed NOS. The Proposed NOS describes the proposed size, timing, and location of the sale, including lease stipulations, terms and conditions, minimum bids, royalty rates, and rental rates, which are required by Section 50102 of the OBBBA for this sale.

Directly affected

  • No company is named in this report.

Indirectly affected

  • XOM Exxon Mobil

    Oil producers earn more when crude prices rise

  • CVX Chevron

    Oil producers earn more when crude prices rise

  • OXY Occidental Petroleum

    Oil producers earn more when crude prices rise

  • COP ConocoPhillips

    Oil producers earn more when crude prices rise

  • VLO Valero

    Refiners' profits move with crude and fuel prices

  • MPC Marathon Petroleum

    Refiners' profits move with crude and fuel prices

  • XOP SPDR S&P Oil & Gas Exploration

    A fund of oil and gas producers

  • XLE Energy Select Sector SPDR

    A fund of energy companies

  • USO United States Oil Fund

    This fund moves with oil prices

  • OIH VanEck Oil Services

    Oilfield services rise when drilling follows oil prices

Price reaction, T-5 to T+3

TickerT-5T-3T-1T0T+1T+2T+3
XOM———————
CVX———————
OXY———————
COP———————
VLO———————
MPC———————
XOP———————
XLE———————
USO———————
OIH———————

The Bureau of Ocean Energy Management (BOEM) announces the availability of the Proposed Notice of Sale (NOS) for the Cook Inlet Outer Continental Shelf (OCS) Oil and Gas One Big Beautiful Bill Act (OBBBA) Lease Sale 2 (Lease Sale BBC2). BO…

Source: Federal Register

Advanced Energy Industries (AEIS) since this story, compared with the market

Since the first closing price after “Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2,” Advanced Energy Industries (AEIS) is -14.32%. The S&P 500 fund (SPY) is -1.47% over the same days, a -12.85% difference versus the market.

AEIS
SPY

Filings that name Advanced Energy Industries (AEIS) around 9 Oct 2026

Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).

Who gains and who loses around Advanced Energy Industries (AEIS)

Companies carried with this story

  • AEIS Advanced Energy Industries

    In “Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2,” Advanced Energy Industries (AEIS) is linked, with no stored direction, medium confidence. Reason on file: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • AMPY Amplify Energy

    In “Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2,” Amplify Energy (AMPY) is linked, with no stored direction, medium confidence. Reason on file: GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • ATO Atmos Energy

    Atmos Energy (ATO) is linked, with no stored direction, medium confidence in the 9 Oct 2026 story “Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2.” Reason on file: GA selected ATO as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BE Bloom Energy

    In “Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2,” Bloom Energy (BE) is linked, with no stored direction, medium confidence. Reason on file: GA selected BE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BTE Baytex Energy

    Baytex Energy (BTE) is linked, with no stored direction, medium confidence in the 9 Oct 2026 story “Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2.” Reason on file: GA selected BTE as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

  • BTU Peabody Energy

    Peabody Energy (BTU) is linked, with no stored direction, medium confidence in the 9 Oct 2026 story “Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2.” Reason on file: GA selected BTU as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Advanced Energy Industries (AEIS)

“Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2” (9 Oct 2026) reaches Advanced Energy Industries (AEIS) through this story.

The link for Advanced Energy Industries (AEIS) is this: GA selected AEIS as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

Also listed, Amplify Energy (AMPY): GA selected AMPY as a RELATED security because its canonical security name directly matches this event's themes: energy. This is an explainable DERIVED market relationship, not a claim that the security was named in the source article

The price range for Advanced Energy Industries (AEIS), and the dates in the story

AEIS traded between 235.20 and 309.05 across 20 sessions. The latest close on file is 240.77. AMPY traded between 4.11 and 4.67 across 20 sessions. The latest close on file is 4.53. ATO traded between 154.71 and 167.76 across 20 sessions. The latest close on file is 164.67.

How strong the case is around Advanced Energy Industries (AEIS)

54 out of 100

“Notice of Availability of the Proposed Notice of Sale for the Cook Inlet Outer Continental Shelf Oil and Gas One Big Beautiful Bill Act Lease Sale 2” scores 54 out of 100. The score uses 2 sources, and 6 linked companies.