Group 1 - Warren Buffett has officially stepped down as CEO of Berkshire Hathaway, passing the role to Greg Abel, who will now be responsible for the conglomerate's stock picks [1] - The change in leadership raises questions about how Berkshire's stock-picking strategy may evolve under Abel's guidance [2] - Abel's background in the energy sector may influence Berkshire's investment decisions, particularly regarding Occidental Petroleum, where the company already owns 27% [4][5] Group 2 - Buffett's historical aversion to technology stocks may not be shared by Abel, who could consider increasing Berkshire's stake in Alphabet, which is currently valued at over $5 billion [6][8] - The existing position in Alphabet represents less than 2% of Berkshire's total stock portfolio, suggesting potential for further investment [6] - Abel's approach may focus on consolidating positions in well-established growth companies like Alphabet, contrasting with Buffett's previous strategy [8]

Group 1 - Occidental will announce its fourth quarter 2025 financial results on February 18, 2026, after market close [1] - A conference call to discuss the results is scheduled for February 19, 2026, at 1 p.m. Eastern/12 p.m. Central [1] - The conference call can be accessed via phone or webcast, with pre-registration available [2] Group 2 - Occidental is involved in the production, marketing, and transportation of oil and natural gas [3] - The company focuses on leveraging its leadership in carbon management to promote lower-carbon technologies [3] - Occidental primarily operates in the United States, Middle East, and North Africa [3]

The biggest surprise of 2026, so far, is not a tech breakthrough or a shift in interest rates—it is the sudden, explosive revival of the oil sector following the U.S. military capture of Venezuelan President Nicolás Maduro. CVX stock is climbing. See the chart and price action here. Energy stocks ended 2025 as a beaten-down industry plagued by a global supply glut and the steepest annual price declines since the pandemic. Today, they’re reinvigorated after President Donald Trump pledged to “unlock” Venezuel ...

Core Viewpoint - Occidental Petroleum has completed the acquisition of its chemical subsidiary OxyChem for $9.7 billion, aiming to strengthen its balance sheet and focus on a diversified oil and gas portfolio [1] Group 1: Acquisition Details - OxyChem is one of North America's largest producers of chlor-alkali and polyvinyl chloride, operating in the U.S., Canada, and Latin America [1] - In 2024, OxyChem is projected to generate $1.1 billion in earnings and $4.9 billion in sales [1] Group 2: Strategic Implications - Occidental Petroleum's CEO Vicki Hollub stated that the transaction accelerates the company's strategy to enhance its balance sheet [1] - The proceeds from the sale are expected to be used to reduce debt, with a target to lower it to below $15 billion [1] Group 3: Berkshire Hathaway's Role - Berkshire Hathaway, led by Warren Buffett, announced the acquisition of OxyChem as a move to help Occidental Petroleum alleviate debt pressure while expanding its presence in the chemical sector [1] - At the end of 2024, Occidental Petroleum's debt was approximately $24 billion, and the company announced a nearly $4 billion asset divestiture plan in the first half of 2025 [1] - This marks Buffett's second significant investment in the chemical industry, following a $9.7 billion acquisition of Lubrizol in 2011 [1]

Core Viewpoint - Occidental has completed the sale of its chemical business, OxyChem, to Berkshire Hathaway for $9.7 billion in cash, aiming to strengthen its balance sheet and focus on its oil and gas portfolio [1][2]. Group 1: Transaction Details - The sale of OxyChem is valued at $9.7 billion, subject to customary purchase price adjustments [1]. - Occidental's subsidiary, Environmental Resource Holdings, LLC, retains OxyChem's legacy tort claims and environmental liabilities associated with historical operations [2]. Group 2: Strategic Focus - The transaction is part of Occidental's strategy to enhance its balance sheet and concentrate on its oil and gas assets, which have been transformed over the past decade [2]. - The company aims to operate high-return oil and gas assets to deliver long-term value while driving innovation across its businesses [2]. Group 3: Company Overview - Occidental is involved in the production, marketing, and transportation of oil and natural gas, focusing on maximizing value and providing essential resources [3]. - The company is headquartered in Houston and primarily operates in the United States, Middle East, and North Africa, leveraging its leadership in carbon management to advance lower-carbon technologies [3].

I discussed a possible Occidental Petroleum Corp (OXY) dividend raise next month in my Dec. 23, 2025, Barchart article. I showed that OXY stock could be worth $50 per share. Investors are now piling into January 16, 2026, expiry OXY call options. OXY closed at $41.46 on Dec. 30, 2025, but the $43.00 call option contract expiring January 16, 2026, has had huge, unusual volume. More News from Barchart OXY stock - last 3 months - Barchart - Dec. 30, 2025 This huge trading volume can be seen in Barchart's ...

2025年，贵金属板块迎来全面爆发，其中白银的表现尤为惊艳，不仅大幅跑赢黄金，更成为全年商品市场的"明星品种"。 这一轮贵金属的上涨，并非单一因素驱动，而是避险需求、货币政策宽松、供需失衡与投机情绪共同作用的结果。 见下图，黄金价格从年初的每盎司2,624.50美元上涨67.16%，至如今的4,387.06美元。 2025年的全球商品市场，呈现出一幅泾渭分明的"冰火两重天"图景。 在地缘冲突扰动、货币政策转向与产业需求变革的多重合力下，黄金、白银、铜等金属品种涨势凌厉，成为资产配置的"避 风港"与"增长引擎"；而国际油价则在供应宽松与需求疲软的双重压制下持续下行，相关油企股价承压。这种分化格局的背 后，固然有投机资金在拨弄风云，但也不乏基本面的支撑，是宏观周期、产业逻辑与政策预期的深度交织。 贵金属：避险与流动性共振，白银成年度"涨势之王" 需求端：三重逻辑支撑，资金涌入硬通货 地缘风险的持续升温，为贵金属的避险需求提供了坚实基础。美国对委内瑞拉石油供应的封锁仍在持续，地缘冲突的未决 态势始终扰动市场情绪，不确定性的攀升推动全球投资者主动增持黄金、白银等避险资产。 与此同时，全球债务问题的凸显进一步强化了硬通 ...

The share price of Occidental Petroleum Corporation (NYSE:OXY) fell by 1.55% between December 17 and December 24, 2025, putting it among the Energy Stocks that Lost the Most This Week. Occidental Petroleum (OXY) Price Target Trimmed by Analysts Occidental Petroleum Corporation (NYSE:OXY) is an independent exploration and production company with assets primarily in the United States, the Middle East, and North Africa. Occidental Petroleum Corporation (NYSE:OXY) has received some negative attention from a ...

Core Viewpoint - Occidental Petroleum Corp (OXY) is expected to increase its dividend in late January or early February, with a potential target price of $50 per share based on its average dividend yield, indicating a possible upside of over 25% from its current trading price of $39.77 [1][3]. Dividend Information - OXY's stock price has decreased from $48.10 on September 29 to $39.77, but has shown some recovery from a low of $38.92 on December 16 [1]. - The company has consistently raised its dividend per share (DPS) after maintaining the same DPS for four quarters, which it has done as of November 5 [4]. - A proposed increase in DPS to $1.00 represents a 4.2% rise, which is lower than the previous year's 9% increase from 84 cents to 96 cents [4]. Valuation and Yield Analysis - The average dividend yield for OXY over the last 12 months is 2.33%, while the current yield at $39.77 is approximately 2.414% [5]. - Historical data shows that OXY's dividend yield has fluctuated between 1.16% and 2.38% over the past five years [5]. - Assuming a conservative estimate of a 2.0% dividend yield, if OXY raises its DPS to $1.00, the target price could reach $50.00, reflecting a mean reversion effect [6].

Core Viewpoint - A growing global oil glut is leading to declining oil prices and negatively impacting energy stocks, suggesting investors reconsider their positions in this sector as they approach the new year [1]. Oil Supply and Prices - There are currently 1.4 billion barrels of oil in transit or storage, which is 24% higher than the average for this time of year from 2016 to 2024 [2]. - West Texas Intermediate oil is trading at approximately $57 per barrel, down $15 from the start of the year, while Brent oil is priced around $60 per barrel, also down $15 from early 2025 [3]. - The average price of gasoline in the U.S. has fallen below $2.90, marking the lowest level since the COVID-19 pandemic [4]. Impact on Energy Stocks - Energy stocks are experiencing downward pressure due to falling oil prices, with Chevron's share price down 9% since early September [5]. - ExxonMobil has shown slightly better resilience but is also trending lower, while ConocoPhillips has decreased about 9% since early September [7]. - Occidental Petroleum is down 20% for the year, and Marathon Petroleum has dropped 16% over the past month [8]. Future Outlook - Analysts predict that the global oil oversupply will continue into 2026, with the International Energy Agency forecasting a supply-demand mismatch of over 3.8 million barrels per day [11]. - The U.S. Energy Information Administration anticipates that rising inventories will exert downward pressure on oil prices, projecting Brent oil to fall to $55 in the first quarter of 2026 [12]. Industry Adjustments - Major oil companies are responding to the downturn by reducing their workforces, with ExxonMobil announcing 2,000 job cuts as part of a restructuring plan [15]. - Other companies, including ConocoPhillips and Chevron, are also implementing layoffs [15]. Economic Implications - Lower oil prices can stimulate economic growth globally, except in countries heavily reliant on oil exports, which negatively affects oil companies and their shareholders [17]. - The relationship between oil prices and supply is complex, as lower prices can lead to reduced production and investment, eventually decreasing supply while increasing demand [18].