Core Viewpoint - The company is increasing its oil-and-gas investment to approximately $10 billion annually until 2027, which is a 20% increase from previous guidance, and anticipates returns exceeding 15% on these projects [1] Investment Strategy - The planned investment of $10 billion per year represents a significant commitment to the oil-and-gas sector, indicating a bullish outlook on future market conditions [1] - The expected return of greater than 15% on the projects suggests a focus on high-yield opportunities within the industry [1] Future Projections - The investment strategy extends through 2027, highlighting a long-term commitment to enhancing the company's position in the oil-and-gas market [1] - The 20% increase in investment guidance reflects a proactive approach to capitalize on potential growth and profitability in the sector [1]

Group 1 - BP Plc is considered one of the most undervalued stocks to buy and hold for 5 years [1] - BP and Shell are seeking licenses from the U.S. Office of Foreign Assets Control to extract natural gas from fields in Trinidad and Tobago and Venezuela, specifically targeting the Loran-Manatee field which contains approximately 10 trillion cubic feet (tcf) of natural gas [1] - The Loran-Manatee field has about 7.3 tcf located in Venezuela and 2.7 tcf in Trinidad and Tobago [1] Group 2 - During the Indian Energy Week conference, it was reported that BP is also seeking a license to develop the Cocuina-Manakin field, which is part of the Plataforma Deltana offshore gas project with 1 tcf of proven gas reserves [2] - BP Plc is a global energy company involved in various sectors including oil and gas production, marketing, trading, aviation fuel, retail fuel, EV charging, lubricants, midstream operations, refining, and bioenergy [3]

科威特石油公司首席执行官谢赫纳瓦夫·萨巴赫2月3日在活动中表示，壳牌公司将与科威特石油公司合 作开发巴西的一处油田。萨巴赫同时透露科威特将延长与英国BP公司的油田合作合同。 来源：滚动播报 ...

即将上任的新任首席执行官梅格·奥尼尔预计将推动英国石油更为明确地回归化石燃料业务。这项重大 重大人事调整于去年12月宣布，任命澳大利亚伍德赛德能源公司掌门人梅格·奥尼尔为首席执行官，接 替上任仅两年的默里•奥金克洛斯。 奥尼尔不仅是英国石油百余年历史上首位外部空降的首席执行官，更成为全球五大石油巨头中首位女性 掌门人。英国石油在一份声明中表示，奥金克洛斯将卸任，奥尼尔将于今年4月上任，在此之前将由卡 罗尔·豪尔担任临时首席执行官。 来源：智通财经网 一个投资者团体表示，英国石油(BP.US)需要证明，其优先加大对石油和天然气投资的决定将如何为股 东创造价值。管理着1910亿英镑(约2600亿美元)资产的一家基金联盟已提交一项特别决议，要求英国石 油说明其如何"推动资本支出方面的纪律性做法"，以及如何判断每一个新的油气项目是否能够产生可接 受的回报。该联盟成员包括英国和欧洲的养老基金，以及澳大拉西亚企业责任中心。 英国石油相对于其他大型石油公司的长期跑输，部分原因在于该公司在前首席执行官伯纳德·卢尼领导 下，于2020年将战略重心从化石燃料转向低碳业务。如今，这些绿色投资正被逐步撤回，导致其能源转 型业务在第四 ...

UK and European pension funds and activist shareholder ACCR are pushing BP to publish more information to prove its strategy of shifting spending from low-carbon to oil and gas projects will boost sha... ...

Core Viewpoint - United Steelworkers members at BP's Whiting refinery rejected a contract extension offer, indicating potential labor unrest at the largest refinery in the U.S. Midwest [1] Group 1: Company Overview - BP operates a refinery in Whiting, Indiana, with a capacity of 440,000 barrels per day, making it a significant player in the U.S. Midwest refining sector [1] Group 2: Labor Relations - The United Steelworkers union members voted against BP's proposal to extend their contract by 28 days, which may lead to negotiations or disruptions in operations [1]

With an armada of U.S. Navy ships steaming toward the Mediterranean, military action against Iran would pose significant risks to global oil markets due to Iran's control over the Strait of Hormuz, through which roughly 20-30% of the world's seaborne oil passes. ...

Shell and BP are actively pursuing US licenses to begin extracting natural gas from shared fields in Trinidad and Tobago and Venezuela, the Caribbean country's energy minister Roodal Moonilal announce... ...

Core Viewpoint - Shell and BP are pursuing licenses from the U.S. Office of Foreign Assets Control to extract natural gas from fields in Trinidad and Tobago and Venezuela [1] Company Actions - Shell and BP are actively seeking regulatory approval to operate in specific regions, indicating a strategic move to enhance their natural gas production capabilities [1] Industry Context - The interest in natural gas extraction in Trinidad and Tobago and Venezuela highlights the ongoing demand for energy resources in the Caribbean region, reflecting broader trends in the global energy market [1]

产业链供需及库存变化分析 美国在中东集结军力，地缘溢价提升 一、日度市场总结 供给端 ：乌克兰袭击俄罗斯炼油厂（克拉斯诺达尔地区）可能加剧地缘政 治风险，潜在减少俄罗斯成品油供应；哈萨克斯坦Tengiz油田准备恢复石 油产量，预计增加供应；OPEC+代表预计维持当前产量稳定（应对全球供应 过剩和地缘风险），减少政策不确定性；道达尔能源签署协议增加特许权 产量（日均约37万桶油当量），利比亚协议延长至2050年，可能提升长期 供应；俄罗斯能源部提议解除汽油出口禁令，潜在增加成品油出口；英国 石油公司对委内瑞拉跨境机遇感兴趣，暗示供应潜力。 原油期货市场数据变动分析 需求端 ：需求端存在分化迹象。三井住友银行航空资本CEO表示旅行需求 基本面强劲，支撑航空燃料油需求；但美国航班取消（近12000个航班，20 多个机场关闭）可能短期抑制成品油需求；燃料油价格上涨（日内涨幅超 5%）反映成品油需求增加。 主力合约与基差 ：2026-01-26，SC原油期货价格从441.9元/桶升至457.3 元/桶，涨幅3.48%，显著上扬；WTI原油期货价格维持在61.28美元/桶，无 变化；Brent原油期货价格维持在65.44 ...