Key Takeaways CNQ outperformed with a 15.1% gain over six months compared with OXY's 1.4% decline.CNQ has a lower debt-to-capital ratio of 29.91% versus OXY's 37.93%, signaling more conservative leverage.CNQ's ROE stands at 18.93% and dividend yield at 4.59%, both surpassing OXY's 12.35% ROE and 2.15% yield.The companies operating in the Zacks Oil-Energy sector offer a compelling long-term investment outlook, underpinned by extensive shale reserves, sophisticated extraction technologies and sustained global ...

据悉，美国总统特朗普持续向伊朗施压以迫使其终止核计划，威胁进行军事打击，并向该地区派遣海军 编队。据报道，特朗普正在考虑包括针对伊朗安全力量和领导人的精确打击在内的选项，以鼓动抗议者 并可能推翻伊朗现政权。分析师警告，若伊朗采取报复行动，例如关闭霍尔木兹海峡，将对每日逾2000 万桶的石油运输造成灾难性影响。 周四，石油股普涨，西方石油(OXY.US)涨逾4%，康菲石油(COP.US)涨逾3%，埃克森美孚(XOM.US)、 雪佛龙(CVX.US)涨逾2%。布伦特原油期货日内大涨逾4%，强势突破70美元关口，市场担忧美伊紧张局 势升级为油价上涨主要推手。 ...

智通财经APP获悉，周四，石油股普涨，西方石油(OXY.US)涨逾4%，康菲石油(COP.US)涨逾3%，埃克 森美孚(XOM.US)、雪佛龙(CVX.US)涨逾2%。布伦特原油期货日内大涨逾4%，强势突破70美元关口， 市场担忧美伊紧张局势升级为油价上涨主要推手。 据悉，美国总统特朗普持续向伊朗施压以迫使其终止核计划，威胁进行军事打击，并向该地区派遣海军 编队。据报道，特朗普正在考虑包括针对伊朗安全力量和领导人的精确打击在内的选项，以鼓动抗议者 并可能推翻伊朗现政权。分析师警告，若伊朗采取报复行动，例如关闭霍尔木兹海峡，将对每日逾2000 万桶的石油运输造成灾难性影响。 ...

能源咨询机构 Energy Aspects 测算，美国原油减产规模在周六达到峰值，日均减少 200 万桶，其中二叠 纪盆地减产占比最大，单日减产约 150 万桶。本周一，原油减产情况有所缓解，二叠纪盆地的停产规模 降至日均 70 万桶，预计当地产量将在 1 月 30 日前完全恢复。 据知情人士透露，受严寒天气影响，截至周日，美国油气生产商康菲石油在二叠纪盆地的原油日产量减 少 17.5 万桶。 康菲石油公司发言人表示，公司通常不会对日常运营情况发表评论。 雪佛龙在一份监管文件中称，周日风暴期间，其位于得克萨斯州米德兰市的设施出现舱口冻裂无法关闭 的问题。截至发稿，雪佛龙尚未对置评请求作出回应。 得克萨斯州石油和天然气协会在一份声明中指出："受恶劣道路状况影响，第三方运输环节仍面临重大 挑战，尤其是水运输以及维修技术人员的调度工作。" TACenergy 分析师在周一的报告中称，上周末的监管文件显示，西方石油、塔加资源等二十余家企业通 报，其位于得克萨斯州的天然气处理厂和压缩站出现运行故障，但此次故障数量远少于 2021 年强冬季 风暴前五天超 200 起的故障记录。 截至发稿，西方石油与塔加资源均未对置评请求 ...

The latest 13F from Fairfax Financial reflects a steady, high-conviction allocation toward real assets, energy, and restructuring platforms — with minimal turnover during the quarter. The portfolio remains concentrated in long-duration value exposures where Fairfax believes intrinsic value exceeds market pricing. Activity this quarter was modest, signaling portfolio satisfaction rather than tactical repositioning.1. Orla Mining (ORLA) — No Change56.8M shares — $610.5M position (~29.6% of portfolio)Change Sh ...

格隆汇1月22日｜西方石油(OXY.US)CEO：银行正重返石油行业为其提供资金。已请求美国能源信息署 协助向科技界及投资者阐释石油与能源行业的重要性。 ...

I am a full-time analyst interested in a wide range of stocks. With my unique insights and knowledge, I hope to provide other investors with a contrasting view of my portfolio, given my particular background.If you have any questions, feel free to reach out to me via a direct message on Seeking Alpha or leave a comment on one of my articles.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the ...

Core Viewpoint - The company has announced new amendments to its contracts in the Delaware Basin, which involve renegotiations with Occidental Petroleum and a new arrangement with ConocoPhillips, aimed at enhancing its operational framework and long-term strategic benefits [1][2] Group 1: Contract Amendments - The company renegotiated natural-gas gathering and processing contracts in the Delaware Basin with a subsidiary of Occidental Petroleum [1] - A new natural-gas gathering and processing arrangement was established with ConocoPhillips for a portion of its Delaware Basin natural gas volumes [1] - These agreements reset Delaware Basin natural gas fees in exchange for WES common units from Occidental, promoting the development of acreage supported by the company's systems [1] Group 2: Strategic Realignment - The transaction realigns the company's equity capital structure to better accommodate anticipated changes that will provide long-term strategic benefits [2] - These changes signify a significant step in the company's evolution as a stand-alone midstream enterprise, simplifying its contract portfolio and diversifying its customer base [2] - The amendments reinforce the company's ability to deliver enduring value for its stakeholders [2]

Core Viewpoint - Western Midstream is positioned as an attractive passive income investment due to its stable cash flows and high dividend yield supported by long-term contracts with major energy companies [1][10]. Group 1: Financial Performance and Structure - Western Midstream operates essential energy midstream assets that generate stable cash flow, supporting an 8.8% cash distribution yield [1]. - The company has a market capitalization of $17 billion, with a gross margin of 53.34% and a dividend yield of 8.86% [6]. - The restructured contracts with Occidental Petroleum will not impact Western Midstream's free cash flow, as the company expects to offset reduced near-term cash flows with distribution savings and cost-saving initiatives [6][7]. Group 2: Contractual Agreements - Western Midstream has renegotiated natural gas gathering and processing contracts with Occidental Petroleum, transitioning to a simplified fixed-fee structure that reduces Occidental's near-term costs and enhances production growth [3]. - Occidental will transfer 15.3 million common units of Western Midstream, valued at $610 million, resulting in a decrease of Occidental's interest in the MLP from 42% to 40% [3]. - A new gas-gathering and processing agreement with ConocoPhillips will further diversify revenue, reducing related party revenue from Occidental by over 10% [4]. Group 3: Growth Prospects - The company anticipates maintaining a net leverage ratio near 3.0 times, even after a recent acquisition and planned capital spending of $1.1 billion in 2026, indicating a conservative financial strategy [7]. - Western Midstream's growth capital spending plan includes projects like the North Loving II gas processing plant and Pathfinder Pipeline, which are expected to fuel cash flow growth in the coming years [9]. - The MLP aims to deliver low-to-mid single-digit annual distribution growth, supported by predictable cash flows from long-term contracts [9].

Core Viewpoint - Western Midstream Partners has successfully renegotiated contracts with Occidental Petroleum for natural gas gathering and processing in the Delaware Basin [1] Company Summary - Western Midstream Partners is involved in natural gas gathering and processing operations [1] - The renegotiation of contracts indicates a strategic move to enhance operational efficiency and potentially improve financial performance [1] Industry Summary - The Delaware Basin remains a critical area for natural gas production, and partnerships between midstream companies and producers like Occidental Petroleum are essential for optimizing resource extraction and processing [1]