中化新网讯 近日，尽管面临来自美国政府的明确施压，但美国主要石油公司纷纷表示，他们对重返委 内瑞拉仍持高度谨慎态度。安全风险、法律保障缺失以及投资风险，成为企业决策的首要顾虑。 尽管斯伦贝谢首席执行官奥利维尔·勒佩什表达了基于近一个世纪合作经验的积极意愿，称在条件具备 时可快速动员当地资源支持运营，但投资规模之巨仍是美油企的普遍担忧。分析师指出，重建委内瑞拉 破败的石油基础设施可能需要长达数年、数百亿美元的资金投入，而产能恢复却相对有限。 目前，雪佛龙是唯一依据美国特别许可证在委内瑞拉持续运营的大型美国油企。美国内政部长道格·伯 古姆在同期表态中明确，华盛顿不太可能提供财政补贴，投资资本必须来自能源公司自身及市场。 近期，美国总统特朗普在白宫与近20位石油企业高管会晤，敦促其承诺投资以帮助重振委内瑞拉的石油 产业。美国政府虽提出可能提供安全担保的设想，但企业高管普遍表示，仅有安全保障远不够，合同稳 定性与治理结构方面的可靠保证仍严重缺失。 埃克森美孚首席执行官达伦·伍兹明确表示，委内瑞拉目前处于"不可投资"状态。"必须建立持久的投资 保护机制。"伍兹强调。 ...

Key Takeaways WTI crude hovers near $60, pressuring upstream earnings at ExxonMobil, which relies on upstream profits.XOM's Permian and Guyana assets have advantages, while a 13.6% debt ratio adds flexibility.XOM shares rose 21.7% over a year and trade at 8.20X EV/EBITDA, above the industry's 5.22X average.According to data from OilPrice.com, the price of West Texas Intermediate (WTI) crude is hovering around $60 per barrel, down significantly from the year-ago level. This is hurting the upstream business o ...

Exxon Mobil has awarded a contract to Shearwater Geoservices to acquire 3D seismic images over its large deepwater block offshore Trinidad and Tobago, Shearwater said on Thursday. ...

Key Takeaways Shell and Exxon halted the sale of North Sea gas assets to Viaro after deal conditions were not met.The transaction stalled as shifting market and commercial factors blocked completion.The portfolio of key offshore fields and the Bacton terminal will now be operated by Shell.Shell plc (SHEL) and Exxon Mobil Corporation (XOM) have called off their planned sale of U.K. North Sea natural gas assets to Viaro Energy, ending months of negotiations and regulatory engagement. The companies said the co ...

Core Viewpoint - The decline in Brent crude oil prices below $65 has negatively impacted major oil companies like ExxonMobil and Chevron, with their stock prices dropping by 0.2% and 0.4% respectively, following President Trump's comments that eased concerns about imminent U.S. military action against Iran [1][2]. Group 1 - Brent crude oil prices fell approximately 3%, influenced by President Trump's remarks regarding the situation in Iran [1][2]. - President Trump indicated a cautious approach, stating, "We want to see how it plays out," while also mentioning that the U.S. received "very positive statements from Iran" [1][2]. - Analysts suggest that Trump's comments aim to alleviate fears of a potential escalation into a broader regional conflict [3].

After Venezuelan President Nicolas Maduro was captured by U.S. forces and brought to the United States to face charges, President Donald Trump began pushing for U.S. oil producers to start working in the country. But Exxon Mobil (XOM) may be on the outside looking in. CEO Darren Woods recently made remarks at a White House meeting that Venezuela and its massive oil reserves are currently “uninvestable,” and that Exxon would require changes to commercial terms, Venezuela’s legal system, hydrocarbon laws, a ...

Group 1 - Shell and ExxonMobil have terminated their plans to sell UK natural gas assets, with Shell stating that the sale of North Sea assets did not meet certain conditions [1] - The decision reflects ongoing challenges in the energy sector, particularly regarding asset valuations and market conditions [1] - The termination of the sale plans may impact the companies' strategic positioning and future investment decisions in the UK market [1] Group 2 - The North Sea assets are significant for both companies, and their sale was anticipated to generate substantial revenue [1] - The move indicates a cautious approach by Shell and ExxonMobil in navigating the complexities of the current energy landscape [1] - This development may lead to a reevaluation of investment strategies in the UK natural gas sector by other industry players [1]

Core Insights - The U.S. government has facilitated the first batch of oil sales from Venezuela, valued at approximately $500 million, with potential for expansion beyond this initial inventory [1][3] - The U.S. Department of Energy confirmed that the first transaction has occurred and sales will continue indefinitely [1][3] Group 1: Transaction Details - The first oil sale has been completed, with a total value of around $500 million, contrary to earlier claims of $500 billion [3] - The funds from the sale are currently held in a bank account in Qatar, monitored by the U.S. government, and are intended to stabilize the Venezuelan economy [3] - The trading companies Trafigura and Vitol are executing the transaction, having been contacted by U.S. officials shortly after a military raid on Maduro's residence [3] Group 2: Oil Pricing and Market Dynamics - Traders are paying approximately $50 per barrel for the oil, with Venezuelan "Merey-16" crude commanding a premium over Canadian Western Select crude [4] - U.S. refineries are currently favoring Venezuelan crude due to its economic benefits compared to Canadian crude, which produces more excess naphtha upon refining [4] Group 3: Future Prospects and Investment Climate - Discussions are ongoing between U.S. and Venezuelan officials regarding a financial arrangement that would allow Chevron to convert its revenue share into Venezuelan bolivars for local imports and investments [5] - Chevron is expected to receive more lenient licenses from the U.S. Treasury in the coming days, although there remains caution regarding long-term investments in Venezuela due to unclear legal and commercial frameworks [5]

Group 1 - The U.S. has completed its first sale of Venezuelan oil valued at $500 million, with more sales expected in the coming days and weeks [1] - The Trump administration is actively discussing with oil companies about unprecedented investments to restore Venezuela's oil infrastructure [1] - Following the forced removal of President Maduro, the Trump administration has contacted commodity trading firms Trafigura and Vitol to assist in selling stranded Venezuelan oil, which is being sold at a discount compared to competitors like Canada [1] Group 2 - During a meeting at the White House, Trump discussed investment in Venezuela's oil industry with representatives from major U.S. oil companies, but their overall response was cautious, with no firm commitments for large-scale investments [2] - Trump communicated with Venezuela's interim president, Delcy Rodriguez, discussing various topics including oil, minerals, and trade [2]

Market - US stock market experienced a decline for the second consecutive day, with the Dow, Nasdaq, and S&P 500 all falling, primarily driven by poor performance in technology stocks, particularly chip stocks like Nvidia, which dropped due to export restrictions [2] - Bank stocks also struggled, with Wells Fargo's revenue falling short of expectations, while Bank of America and Citigroup exceeded expectations but could not support the high market levels. The banking sector faced additional pressure from Trump's call for credit card interest rate reforms [2] - Despite strong PPI and retail sales data, the market remained low due to concerns over the independence of the Federal Reserve and rising geopolitical risks, particularly related to Iran [2] Company - Tesla announced it will stop selling its Full Self-Driving (FSD) software at a fixed price and will instead offer it as a monthly subscription service starting at $99, leading to a 1.79% drop in its stock price [3][33] - Cerebras secured a significant contract with OpenAI worth over $10 billion, committing to provide 750 MW of computing power by 2028, which will help reduce its reliance on a single customer [32] - Wells Fargo reported profits below expectations, with a significant $612 million spent on severance costs, leading to its stock experiencing the largest intraday drop in six months [40] - Bank of America reported a 23% increase in stock trading revenue to $2.02 billion, exceeding analyst expectations, but concerns over costs led to a 5% drop in its stock price [41] - Boeing announced it received 1,173 net orders in 2025, surpassing Airbus, although its stock fell 1.7% in early trading [42]