在美国抓捕委内瑞拉总统马杜罗，并与委代总统罗德里格斯达成供应协议后，多家美国公司获准销售委 内瑞拉石油。这些石油目前大部分流入美国。 然而，交易员和航运数据显示，美国墨西哥湾沿岸的炼油商正在努力消化委内瑞拉原油运输量的快速增 长，这给油价带来了压力，并导致部分原油滞销。这可能将影响美国总统特朗普希望将委内瑞拉石油输 送到美国的计划。 美国公司拿下大量委内瑞拉石油 打折卖仍滞销 据参考消息报道，当地时间2月4日，交易商和航运数据显示，自上月加拉加斯和华盛顿达成价值20亿美 元的供应协议以来，委内瑞拉原油运输量激增，美国墨西哥湾沿岸的炼油厂难以消化。 油轮航行数据显示，上月委内瑞拉对美国的石油出口总量环比几乎增长了三倍，达到每天28.4万桶。 而美国疲软的需求对美国总统特朗普将委内瑞拉大部分石油输送至美国的希望构成了早期障碍。 在美国强行控制委内瑞拉总统马杜罗后，美国授予贸易公司维多石油公司和托克集团销售数百万桶委内 瑞拉石油的许可。据报道，这两家贸易公司与能源巨头雪佛龙一样拥有出口委内瑞拉石油的许可。它们 早期达成了几笔交易，将部分石油出售给美国和欧洲的炼油商。 然而，维多集团和托克集团的委内瑞拉原油却存在滞销 ...

在美国难以消化委内瑞拉石油的情况下，本周有消息称印度或将加入委内瑞拉原油的销售网络。但印度 官方目前对此尚未回应。 据报道，影响美国炼油厂需求的另一大原因是油价。目前交付至美国墨西哥湾沿岸地区的委内瑞拉石油 价格每桶比基准布伦特价格要低9.5美元左右，这个价格较1月中旬已有两三美元的优惠，但相对于同样 运抵墨西哥湾沿岸地区的加拿大石油而言，却贵出差不多1美元。 目前，美国石油巨头雪佛龙除在委内瑞拉从事开采工作外，同时也掌握委内瑞拉石油外销权。此外，美 国政府还给大宗商品贸易公司维多集团以及托克集团颁发了经销委内瑞拉石油的许可证。但路透社梳理 发现，无论是雪佛龙还是维多集团和托克集团，要给大量委内瑞拉石油找到买家都很吃力。数据显示， 雪佛龙去年12月从委内瑞拉出口的石油量为每天9.9万桶，该数字到今年1月骤然升至每天22万桶。雪佛 龙首席执行官沃斯上周披露，目前该企业旗下的炼油厂每天能处理15万桶委内瑞拉石油，这意味着该企 业从委出口的石油还有大量剩余，卖不掉的就变成库存。近期船舶监测数据显示，多艘由雪佛龙租用、 装有委内瑞拉石油的油轮或在美国港口等数日才卸货，或在航行途中减速。 贸易公司维多集团和托克集团的销 ...

目前，美国石油巨头雪佛龙除在委内瑞拉从事开采工作外，同时也掌握委内瑞拉石油外销权。此外，美 国政府还给大宗商品贸易公司维多集团以及托克集团颁发了经销委内瑞拉石油的许可证。但路透社梳理 发现，无论是雪佛龙还是维多集团和托克集团，要给大量委内瑞拉石油找到买家都很吃力。数据显示， 雪佛龙去年12月从委内瑞拉出口的石油量为每天9.9万桶，该数字到今年1月骤然升至每天22万桶。雪佛 龙首席执行官沃斯上周披露，目前该企业旗下的炼油厂每天能处理15万桶委内瑞拉石油，这意味着该企 业从委出口的石油还有大量剩余，卖不掉的就变成库存。近期船舶监测数据显示，多艘由雪佛龙租用、 装有委内瑞拉石油的油轮或在美国港口等数日才卸货，或在航行途中减速。 贸易公司维多集团和托克集团的销售情况同样不乐观。统计显示，这两大集团今年1月从委内瑞拉港口 出货了1200万桶石油，但大多数石油都运到了加勒比地区的存储终端加以存放，也就是说大部分石油并 没有被真正卖掉。这些贸易公司发现，在多重因素影响下，在墨西哥湾沿岸的炼油厂中很难找到足够的 买家，一位交易员表示："我们都面临着这样的问题，即有更多石油要出口，但却没有足够的买家。" 在美国难以消化委内瑞拉 ...

Chevron Corporation ( CVX ) beat Q4’25 estimates for revenue and earnings, despite pressure on the energy firm’s earnings due to falling price realizations in the upstream segment in the fourth-quarter. Chevron offset some pressure on its production-derivedAnalyst’s Disclosure: I/we have a beneficial long position in the shares of CVX, XOM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (othe ...

Chevron (NYSE: CVX) is just a little behind ExxonMobil (NYSE: XOM) most of the time. If investing in stocks were a marathon, it would be a bad thing because Exxon would win. But it's a good thing for Chevron that being slightly behind can still make a stock a great investment opportunity. Here's why you'll probably prefer Chevron over Exxon if you're a dividend investor. Is Exxon the winner? Exxon and Chevron are both integrated energy companies with globally diversified asset portfolios. However, Exxon ...

Core Viewpoint - Chevron Corporation has reached a 52-week high of $178.82, driven by strong operational execution, rising production, and disciplined capital management, but faces valuation concerns and emerging earnings pressure [2][23]. Price Performance - Chevron's stock has outperformed the broader Oil/Energy sector and the S&P 500 over the past three months, achieving a new 52-week high, although ExxonMobil has seen a larger percentage gain during the same period [4][10]. Valuation Comparison - Chevron now trades at a higher forward earnings multiple compared to ExxonMobil and Shell, indicating a valuation cost associated with its outperformance [7][10]. Earnings Outlook - The Zacks Consensus Estimate projects a 13.2% year-over-year decline in Chevron's earnings per share for 2026, suggesting that earnings growth is expected to turn negative, contrasting with the current stock price optimism [11][23]. Operational Strength - Chevron's fourth-quarter results highlighted robust production supported by the Permian Basin, Kazakhstan, and the Gulf of America, with adjusted free cash flow reaching $20 billion despite weaker oil prices [14][15]. Production Growth - The company is focusing on the Gulf of America for future production growth, with significant projects like Ballymore and Whale expected to contribute to a target of 300,000 net barrels of oil equivalent per day by 2026 [15]. Geopolitical and Operational Risks - Chevron faces operational uncertainties, including a temporary production cut at the Tengizchevroil project in Kazakhstan due to power issues, highlighting execution risks [16]. Additionally, the company's operations in Venezuela are subject to regulatory and political risks that could disrupt cash flows [17]. Strategic Acquisition - The acquisition of Hess strengthens Chevron's long-term production and reserve outlook, particularly in Guyana, but the financial benefits are expected to be back-end loaded, meaning immediate relief may not be forthcoming [19][20]. Capital Strategy - Chevron maintains a strong balance sheet and disciplined capital spending, with a nearly 4% dividend supporting income-focused investors, but remains sensitive to oil price volatility and execution risks compared to peers [21][22]. Conclusion - While Chevron's operational strengths are evident, the investment case appears less compelling at current valuation levels, with projected earnings declines and elevated near-term risks suggesting that locking in gains may be more prudent than pursuing further upside [23].

In a move that shocked many, the United States recently arrested Venezuela's leader, Nicolas Maduro. Installed in his place was his vice president, with the United States openly stating it would have a large say in how the country moved forward. The big story on Wall Street is Venezuela's oil, which could be an investment opportunity for you. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the sto ...

Core Insights - Chevron has signed a memorandum of understanding with the Syrian Petroleum Company and Qatari firm UCC Holding to explore oil and gas offshore Syria [1] Group 1 - The agreement aims to evaluate the potential for oil and gas exploration in offshore Syria [1] - This partnership indicates Chevron's interest in expanding its operations in the Middle East region [1] - The involvement of UCC Holding suggests a collaborative approach to tapping into the resources available in Syria [1]

钛媒体App 2月4日消息，美国石油巨头雪佛龙重申其对开发横跨赤道几内亚和喀麦隆海上边界的Yoyo- Yolanda天然气项目的开发承诺。2023年，这两个非洲国家签署了一项双边条约以允许在几内亚湾联合 开发石油和天然气资源，其中包括由雪佛龙运营的Yoyo和Yolanda气田。该气田预计拥有2.5万亿立方英 尺的天然气储量。喀麦隆和赤道几内亚于周二签署一份法律合同，将原有的独立开采租约合并为一个单 一单元，以联合开发该气田。（广角观察） ...

Core Viewpoint - Chevron has reaffirmed its commitment to the Yoyo-Yolanda gas project, which is located at the maritime border between Equatorial Guinea and Cameroon, indicating a strategic focus on gas development in the region [1] Group 1: Project Commitment - Chevron is actively renewing its commitment to the Yoyo-Yolanda gas project, highlighting the importance of this initiative for the company [1] - The project straddles the maritime border between Equatorial Guinea and Cameroon, showcasing its cross-border significance [1] Group 2: Strategic Importance - The Yoyo-Yolanda gas project is part of Chevron's broader strategy to enhance its gas portfolio in West Africa, reflecting the company's long-term vision for energy development in the region [1]