Ah, the stock market under the perpetual influence of Donald J. Trump. It’s less a finely tuned economic engine and more a pinball machine, with every presidential pronouncement acting as a flipper, sending indices ricocheting in directions often baffling, occasionally predictable, and always, *always* dramatic. As of February 12, 2026, the markets continue their dance to the beat of a very specific drum, one that often sounds suspiciously like a Truth Social post.Today, the major U.S. indices displayed a c ...

Energy stocks are in the spotlight, and ExxonMobil is best in breed.The $1 trillion club continues to get bigger, with Walmart becoming the 10th U.S. company to surpass $1 trillion in market capitalization. It joins Nvidia, Alphabet, Apple, Microsoft, Amazon, Meta Platforms, Broadcom, Tesla, and Berkshire Hathaway. Eli Lilly has been in and out of the club, and JPMorgan Chase needs less than a 15% gain to reach $1 trillion. I pegged ExxonMobil (XOM +2.62%), Visa, Oracle, and Netflix as dark horse candidates ...

Eoneren/iStock via Getty Images Listen here or on the go via Apple Podcasts and Spotify Retirement Income Warrior David Alton Clark discusses his 3 income and 2 growth portfolios (1:00) Stock specific examples of winners and losers (4:20) High yielding stocks = risk for capital loss (7:25) Taking profits in growth (9:00) Fed's hawkish statement, unemployment data critical (12:45) Making a mistake on Freeport-McMoRan (19:50) Tax loss harvesting (23:00) Transcript Rena Sherbill: Welcome back to the sho ...

Key Takeaways Exxon Mobil trades at 9.78x EV/EBITDA, a premium to industry, BP and Chevron.XOM's Permian and Guyana assets drive record output and low breakevens.Exxon Mobil's upstream exposure faces oil price risks despite strong 2025 refining gains.Exxon Mobil Corporation (XOM) is currently considered expensive on a relative basis, with the stock trading at a 9.78x trailing 12-month Enterprise Value to Earnings Before Interest, Taxes, Depreciation and Amortization (EV/EBITDA), which is a premium compared ...

埃克森美孚警告，欧盟旨在遏制强效温室气体甲烷排放的新规，或令原油进口成本上升约13%，并对该 区工业基础造成沉重打击。埃克森美孚产品解决方案总裁Matt Crocker表示，按现行情况推算，欧盟目 前约80%的原油进口将无法在2027年符合欧盟的甲烷排放标准。他指出，若需从符合标准、但供应规模 较小的原油来源中另觅供应，将令欧盟每桶原油的平均进口价格增加约9美元。 ...

埃克森美孚称此举是其全球资产优化战略的一部分。公司近年来持续优化其化工业务布局，聚焦于更具 竞争优势的核心资产。 市场人士分析，提前关停决策可能基于多重因素，包括装置经济性评估、欧洲地区成本压力以及公司整 体战略调整。在全球能源转型背景下，传统化石燃料相关资产的运营策略正在发生深刻变化。 中化新网讯 2月2日，埃克森美孚公司宣布，已关停其位于苏格兰莫斯莫兰的费夫乙烯工厂。此次关停 时间早于原定计划。 该公司曾在2025年11月宣布，将于2026年第三季度永久停止该生产基地的运营。此次实际关停时间比预 期提前了约一个季度。该裂解装置乙烯产能约为83万吨/年，是英国重要的化工基础设施之一。装置的 提前关停预计将对当地乙烯供应格局产生影响，可能进一步影响欧洲乙烯市场。 ...

Key Takeaways WTI sits above $60 but below year-ago levels, creating a softer backdrop for XOM's upstream business.ExxonMobil operates cost-advantaged assets in the Permian and Guyana, but lower oil prices hurt profits.XOM's strong balance sheet and lower debt exposure offer flexibility to navigate a low-price period.According to data from OilPrice.com, the price of West Texas Intermediate (WTI) crude is trading above $60 per barrel, down significantly from the year-ago level. The pricing environment was re ...

Core Insights - The global synthetic ester lubricants for the telecommunications market is projected to grow from USD 87.37 million in 2025 to USD 170.31 million by 2035, at a CAGR of 6.96% from 2026 to 2035 [1] - The U.S. market is expected to increase from USD 17.82 million in 2025 to USD 33.54 million by 2035, with a CAGR of 6.58% during the forecast period [3] Market Drivers - Rapid expansion of 5G networks and increased deployment of telecom towers and base stations are key factors driving market growth [5] - The demand for high-performance lubricants that ensure reliable thermal management in high-density equipment is rising due to the growth of data centers and telecom infrastructure [4][5] Product Type Analysis - Diester lubricants held a market share of 34.53% in 2025, attributed to their thermal stability and compatibility with telecom equipment [6] - Complex ester lubricants are anticipated to grow at the fastest CAGR of 7.62% from 2026 to 2035, driven by the need for higher-temperature operations and improved oxidative stability [7] Application Segmentation - Cooling systems and thermal management accounted for 36.12% of the market in 2025, expected to grow at a CAGR of 7.30% from 2026 to 2035 due to increasing heat loads from dense network equipment [8] Equipment Type Insights - Telecom towers and base transceiver stations (BTS) represented 34.23% of the market in 2025, driven by the expansion of mobile network coverage [9] - Data centers and network switching equipment are projected to grow at a CAGR of 7.32% from 2026 to 2035, reflecting the shift towards cloud computing and high-speed data traffic [9] End-User Analysis - Telecom network operators dominated the market with a share of 37.24% in 2025, responsible for maintaining extensive networks [10] - Data center operators are expected to grow at the fastest CAGR of 7.37% from 2026 to 2035, driven by global digital transformation [10] Regional Insights - Asia Pacific led the market with a 38.46% share in 2025, fueled by rapid telecom infrastructure expansion in countries like China and India [11] - North America accounted for 26.24% of the market in 2025, benefiting from the deployment of 5G networks and the expansion of data centers [12] Key Players - Major companies in the market include Exxon Mobil Corporation, Royal Dutch Shell plc, TotalEnergies SE, and Chevron Corporation among others [13] Recent Developments - ExxonMobil expanded its production capacity for synthetic lubricants in September 2025 to meet demand in Asia Pacific [14] - Shell launched a specialized cooling solution for data centers in June 2025 [14]

埃克森美孚全年净利润为288亿美元，较2024年的337亿美元有所下降，这也是自2021年以来的最低年度 利润水平。公司明确指出，利润下滑是"原油价格走弱、化工利润率下降、折旧增加、与增长相关的成 本上升以及利息收入减少"共同作用的结果。然而，这些不利因素部分被创纪录的产量、持续的结构性 成本节约以及行业炼油利润率的提升所抵消。这表明埃克森美孚通过优化资产组合和提升运营效率，正 在增强其抵御市场下行风险的能力。 中化新网讯 近日，埃克森美孚发布的财报显示，埃克森美孚第四季度剔除特定项目的收益为73亿美 元，合每股收益1.71美元，略高于华尔街分析师普遍预期的每股1.70美元。然而，与2024年同期的强劲 表现相比，本季度收益有所下滑，主要归因于全球原油价格的回落以及化工行业利润率收缩。这一结果 与公司月初的预警基本吻合。 ...

【 DT 新 材 料 】 获 悉 ， 埃 克 森 美 孚 已 于 原 定 时 间 前 两 周 关 闭 其 位 于 苏 格 兰 的 莫 斯 莫 兰 （Mossmorran）塑料工厂，此次关闭导致约400个工作岗位消失。 其中的法夫乙烯装置（Fife Ethylene Plant，简称FEP）是欧洲规模最大、技术最先进的乙烯装 置之一，已连续运行40年，原计划于2月16日正式停产。 这家全球能源巨头表示，该 工厂已不再具备经济可行性，且未能找到买家，因此被迫作出关闭 决定，这也再次对苏格兰工业造成沉重打击 。 目前，受影响人员包括约180名埃克森美孚正式 员工、200名承包商以及约50名其他相关工作人员。 在去年11月宣布关停计划后，政府表示将成立一个工作组，由法夫议会（Fife Council）牵头， 并在本月公布的预算草案中承诺未来三年拨款900万英镑，用于支持受影响的工人。 该工作组已 于上周三首次召开会议。工会组织Unite表示，其在周一深夜才被告知埃克森美孚已关闭该工厂 大材料 大市场 大变局 新兴应用不断涌现 产业格局变换不停 如何赋能 终端应用新需求？ 如何搭建 产业 上下游交流平台？ 3月19-2 ...