Market Analysis by covering: Chevron Corp, Halliburton Company, ConocoPhillips, Valero Energy Corporation. Read 's Market Analysis on Investing.com ...

这笔估值高达220亿美元的交易已获得特朗普政府的明确支持。 此次竞购的背景源于美国对俄实施的严厉制裁，事件脉络可追溯至2025年10月。 2025年10月22日，美国财政部以俄乌冲突为由，宣布对卢克石油及俄罗斯石油公司实施制裁，涵盖两家 企业及其34家子公司，禁止美国公民及企业与其开展交易，相关制裁于当年11月21日正式生效。 作为俄罗斯第二大石油生产商、最大私营石油企业，卢克石油的海外业务因此陷入停滞，被迫启动资产 剥离计划以维持运营。 由于制裁限制，任何涉及卢克石油海外资产的交易都必须获得美国财政部专项许可，原本限定的谈判有 效期已延长至2026年1月17日，为各方竞标留出了有限时间窗口。 据悉，雪佛龙与量子资本集团计划联手拿下卢克石油的全部海外资产组合，双方已达成初步共识，后续 将对资产进行拆分运营。 这些资产覆盖范围广泛，包括三家欧洲炼油厂、伊拉克西古尔纳-2油田等多国油气田股权，以及遍布全 球的2000多个加油站零售网络。 其中，欧洲炼油厂涵盖罗马尼亚、保加利亚的产能设施及荷兰一家炼油厂45%的权益，油气田业务则延 伸至哈萨克斯坦、非洲多国及墨西哥，形成了完整的上下游产业链布局。 据外媒报道，美国能 ...

Oil traders and US refiners are rushing to position for access to Venezuelan crude after the Trump administration said it would take control of as much as 50 million barrels, one of the largest unexpected supply flows in years. Most Read from Bloomberg Leia em português. The US strategy — announced initially in a late-night social media post Tuesday from President Donald Trump and more details coming Wednesday from Energy Secretary Chris Wright — thrusts the federal government into direct involvement i ...

In this piece, we will look at the stocks Jim Cramer recently discussed.In a recent appearance on CNBC’s Squawk on the Street, Jim Cramer discussed the recent US action in Venezuela and its impact on the stock market. The day he made the comments, oil company stocks were rising as investors wondered whether oil companies would benefit from a greater presence in the country. However, Cramer pointed out that refining and extracting oil takes time and added that, in his opinion, the only stocks that could bene ...

Chevron Corporation (NYSE:CVX) is included among the 10 Best Natural Gas Stocks to Buy Right Now. Analyst Trims Chevron (CVX) Price Target to $179 Chevron Corporation (NYSE:CVX) manufactures and sells a range of high-quality refined products, including gasoline, diesel, marine and aviation fuels, premium base oil, finished lubricants, and fuel oil additives. On January 2, Citi trimmed its price target on Chevron Corporation (NYSE:CVX) from $185 to $179, but maintained its ‘Buy’ rating on the shares. The ...

欧美股市、虚拟币、热门大宗集体大跳水！ 周三（1月7日），欧美股市多数收跌，德国DAX指数涨近1%，道指跌近1%。黑石公司一度杀跌 9.3%。标普1500住宅建筑指数下跌了多达2.2%。银行股全线走低。与此同时，虚拟货币和近期涨幅较 大的大宗商品亦是集体杀跌。 私募股权巨头、房地产投资信托及其他大型机构投资者在过去十年中积累了大量独栋出租住宅的投 资组合。许多人认为这些投资减少了潜在房主的住房供应，并推高了房价。米勒塔巴克公司首席市场策 略师马特·马利表示："这应当对他们的业务产生实质性影响，"他提到私募股权公司投资变现能力面临 压力。 但一些房地产行业分析师质疑，鉴于机构投资者在整体市场中所占相对较小的角色，禁令是否会对 房价产生实质性影响。城市研究所的研究员劳里·古德曼表示，禁令的影响部分取决于"大型"投资者的 定义。 值得注意的是，美国能源股也集体杀跌，埃克森美孚跌超2%，雪佛龙跌0.86%，康菲石油跌逾 3%，斯伦贝谢跌近3%，西方石油跌近2%。美国总统特朗普表示，美国将从委内瑞拉获得5000万桶此前 受制裁的石油，这些石油将由美国代表委内瑞拉进行销售。 美元指数的启示 美元指数始终是全球市场一个意义 ...

Sen. Elizabeth Warren (D-Mass.) claimed that leading oil company executives have more information on President Donald Trump’s plans for Venezuela than the American public.Says It Is ‘Worse Than You Thought’Following a Senate briefing on Wednesday, in a post on X, Warren alleged that oil company executives seemed to “know more about Trump's secret plan to ‘run’ Venezuela than the American people.”“It's worse than you thought,” she said, without disclosing any additional details regarding the nature of Trump' ...

1月8日，据路透引述消息人士称，雪佛龙正与美国政府进行谈判，以扩大在委内瑞拉经营的关键许可 证，增加对其自家炼油厂的原油出口。目前雪佛龙是唯一在委内瑞拉经营的美国石油巨头，而美国政府 于去年7月对雪佛龙的许可证施加额外限制，令公司出口至美国的委内瑞拉原油量由去年初的每日25万 桶减少至去年12月的约10万桶。 美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：栎树 若雪佛龙今次获得扩大许可证，将能恢复先前的出口水平，并向商业伙伴提供委内瑞拉原油。另外，美 国亦正推动其他美国公司参与委内瑞拉的石油出口，包括其资产在20年前被征收的埃克森美孚及康菲石 油。 ...

在全球能源版图上，这场"石油停滞"透露出的信息值得深思。委内瑞拉作为欧佩克成员国，其石油供应链波动不仅影响本国经济，也牵动亚洲能源进口格局 和国际市场情绪。库存堆积、减产扩大、航运受阻，这一系列连锁反应可能在未来几周甚至几个月持续发酵。美国制裁体系在全球能源博弈中的作用，由此 显露得淋漓尽致。 更耐人寻味的是去年12月的情况：至少12艘受制裁油轮完成装货，悄悄驶离委内瑞拉，船上装载约1200万桶发往亚洲的原油及成品油。为了躲避美国的封锁 令，这些油轮关闭了船舶应答器，以"隐身模式"航行，仿佛在全球航运地图上蒸发。美国方面至今未明确表态是否批准这些油轮离港，而委内瑞拉石油公司 对此亦未回应。沉默中隐藏的，是力量与利益之间复杂博弈的痕迹，也显现出美国在制裁执行中选择性操作的策略逻辑。 停滞与暗潮、封锁与例外、制裁与自家便利——委内瑞拉石油局势就像一幅错综复杂的棋局。亚洲客户被迫等待，库存压力攀升，原油生产可能进一步减 产，这些都将直接影响国际油市供给格局。与此同时，雪佛龙的通道开放又像是一条隐藏的供氧管，让美国自身能源安全与经济利益得到保障，而其他国家 则只能在等待与观望之间度过焦灼时刻。 对于委内瑞拉而言，压力 ...

Core Insights - The U.S. plans significant changes for Venezuela's oil industry following the ousting of its president, with U.S. companies likely to benefit from the situation [2] - Energy Secretary Chris Wright announced that the U.S. will control Venezuelan oil sales indefinitely, redirecting proceeds to American banks and easing sanctions that have limited the country's crude exports [2] Companies Positioned for Gains - Chevron (CVX) is the only major U.S. oil company still operating in Venezuela, managing joint ventures that account for about 25% of the country's oil output, producing approximately 140,000 barrels per day [7][10] - ConocoPhillips (COP) and Exxon Mobil (XOM) could potentially return to Venezuela to recover up to $12 billion and $1.4 billion in outstanding claims for expropriated assets [8] - Halliburton (HAL) and SLB (SLB) are positioned to benefit from reconstruction contracts due to the need for significant investment in Venezuela's aging oil infrastructure, estimated to cost at least $100 billion over a decade [9][10] Refiners Capable of Processing Venezuelan Heavy Crude - Valero Energy Corp. (VLO) operates 15 refineries with a capacity to process 3.2 million barrels per day of heavy crude, making it well-suited for Venezuelan oil [11] - Phillips 66 (PSX) has refineries in Louisiana and Texas capable of processing hundreds of thousands of barrels per day of Venezuelan grades, although full potential realization may take years [12] - Marathon Petroleum (MPC) has the largest heavy crude processor in the region, with analysts estimating it could capture 20% to 30% of any increased Venezuelan oil flows [13] Economic Considerations - The current oil price range of $57–$60 per barrel poses challenges for investment in Venezuela, with estimates suggesting it would cost $53 billion to maintain production levels of just under 1 million barrels per day over the next 15 years [14][15] - New projects in Venezuela require oil prices around $80 per barrel to be profitable, making investment less attractive compared to other regions with lower breakeven costs [15]