Core Insights - The focus is on providing a clear and disciplined analysis of companies, emphasizing the importance of understanding what is working and what isn't in the market [1] Group 1 - The analyst has over 15 years of experience in the markets and holds a degree in economics, which supports a strong foundation for company analysis [1] - The goal is to offer individual investors a straightforward and honest view of investment opportunities and risks, avoiding narratives and focusing on numerical data [1] Group 2 - There is no current stock, option, or derivative position in any of the companies mentioned, indicating an unbiased perspective in the analysis [2] - The article expresses personal opinions and is not influenced by compensation from companies mentioned, ensuring independence in the analysis [2]

Oil giants Chevron (CVX -0.46%) and ExxonMobil (XOM -0.71%) can read the writing on the wall: They can see that fossil fuels will eventually go extinct. That's leading these energy giants to invest in expanding into lower-carbon energy. One area both oil stocks are expanding into is lithium, a key ingredient for making batteries for electric vehicles (EVs). Exxon entered the sector in 2023 by acquiring land in Arkansas' Smackover Formation, which is rich in lithium brine. Chevron is now following in Exxon's ...

Key Takeaways XOM awards EnerMech a key contract to decommission the Hoover-Diana deepwater development. The project includes subsea flushing, pigging, and coiled tubing to retire aging infrastructure. This marks the first large Gulf decom job for EnerMech, boosting its presence in a growing U.S. market.Exxon Mobil Corporation (XOM) has awarded a major deepwater decommissioning contract to integrated energy services provider EnerMech for its 25-year-old Hoover-Diana development in the U.S. Gulf of Mexico, ...

Key Takeaways XOM's upstream business benefits as oil prices near $75 amid rising Iran-Israel tensions. ExxonMobil revised expected synergies from its Pioneer deal up to $3B annually for the next decade. XOM's strong Permian presence and high crude prices are driving significant cash flow growth.The West Texas Intermediate crude price is currently nearing the $75-per-barrel benchmark, representing a significant improvement from $60.79 on May 30, thanks to the escalating tensions between Iran and Israel. T ...

ab 13 June 2025 Global Research Global Oil and Gas Global Oil & Gas Valuation 13 June 2025 UBS Investment Research Global Oil & Gas Valuation Sheets This material has been prepared by UBS Europe SE Henri Patricot CFA, Analyst, +33-1-4888 3033, henri.patricot@ubs.com 13 June 2025 UBS does and seeks to do business with companies covered in its research reports. As a result, investors should be aware that the firm India Bharat Petroleum Hindustan Petroleum Indian Oil ONGC Reliance Industries Europe BP BW LPG C ...

Core Viewpoint - Exxon Mobil's stock performance has outpaced the broader market, but upcoming earnings are expected to show significant declines in both earnings per share and revenue compared to the previous year [1][2]. Company Performance - Exxon Mobil closed at $114.00, with a daily increase of 1.35%, outperforming the S&P 500, which fell by 0.84% [1]. - Prior to the recent trading day, Exxon Mobil shares had increased by 3.97%, while the Oils-Energy sector remained flat [1]. Earnings Expectations - Analysts anticipate Exxon Mobil will report earnings of $1.47 per share, representing a year-over-year decline of 31.31% [2]. - Revenue is projected at $81.62 billion, reflecting a 12.29% decrease from the same quarter last year [2]. Full Year Projections - For the full year, earnings are expected to be $6.11 per share, down 21.57% from last year, with revenue estimated at $328.8 billion, a decline of 5.95% [3]. Analyst Estimates - Recent changes in analyst estimates indicate a shift in business dynamics, with positive revisions suggesting a favorable outlook on Exxon Mobil's health and profitability [4]. - Over the last 30 days, the Zacks Consensus EPS estimate has decreased by 3.29% [6]. Valuation Metrics - Exxon Mobil has a Forward P/E ratio of 18.42, which is higher than the industry average of 10.93 [6]. - The company also has a PEG ratio of 2.25, compared to the industry average of 1.86 [7]. Industry Context - The Oil and Gas - Integrated - International industry, which includes Exxon Mobil, ranks in the bottom 18% of all industries according to the Zacks Industry Rank [8].

Group 1: Market Supply and Demand - ExxonMobil CEO Darren Woods stated that there is sufficient supply in the global oil market to handle any disruptions to Iranian exports, emphasizing that the main concern is the potential impact on infrastructure and shipping through the Strait of Hormuz [1] - Iran produces 3.3 million barrels per day of crude oil and exports approximately 1.6 million barrels per day, which constitutes less than 2% of total global demand [3] - The Strait of Hormuz is a critical chokepoint, with an average of 20 million barrels per day flowing through it in 2024, representing about 20% of global petroleum liquids consumption [4] Group 2: Price Movements - Oil prices surged following Israeli strikes on Iran's nuclear facilities, with U.S. West Texas Intermediate prices reaching $72 per barrel due to concerns over potential disruptions to Iranian energy supplies [5] - Although the loss of Iranian oil could increase prices by up to $7.50 per barrel, significant disruptions through the Strait of Hormuz could push prices to $100 [7] - Prices began to stabilize as it was reported that export capacity remained intact despite the attacks [7] Group 3: Infrastructure and Capacity - Iran has 11 refineries with a total refining capacity of 2.5 million barrels per day, while Israel has two refineries with a combined capacity of 300,000 barrels per day [9][11] - The Shahr Rey Refinery in Iran, targeted by Israeli missiles, has a capacity of 225,000 barrels per day, indicating the scale of potential impacts on refining capabilities [8]

Exxon Mobil Corporation XOM has broken out. The stock is trading higher because Israel's attack on Iran has spooked the oil markets. As Exxon Mobil’s extensive oil holdings increase in value, the company itself becomes more valuable — and the stock tends to rise along with it.It looks as though the move higher may continue. It may also be about to refill a gap. This is why our trading team has made Exxon our Stock of the Day.As you can see on the chart, there was resistance for the shares around $109.50.Res ...

智通财经6月13日电，在以色列对伊朗发动袭击后油价飙升6%，美国能源股在盘前交易中大幅上涨。德 旺能源上涨6%，埃克森美孚上涨3.6%，雪佛龙上涨3.4%，康菲石油上涨4.4%。 ...

Key Takeaways XOM's upstream earnings are under pressure due to a more than 7% drop in WTI crude prices this year. Despite falling oil prices, XOM's low-cost Permian operations help shield it from outright upstream losses. XOM trades at a 6.65X EV/EBITDA, higher than the industry average, with shares up 1.5% year to date.Exxon Mobil Corporation (XOM) generates a significant portion of its earnings from the upstream business, which is positively correlated with oil prices. Given that the price of West Texa ...