Core Viewpoint - ExxonMobil and Chevron are expanding their production in OPEC member countries, supported by the U.S. government's foreign policy under President Trump, which is facilitating their negotiations in high-risk regions like Venezuela, Iraq, Libya, Algeria, Azerbaijan, and Kazakhstan [1][2]. Group 1: Expansion Opportunities - The U.S. oil executives perceive unprecedented international growth opportunities as host governments seek to gain favor with Trump and secure implicit U.S. security guarantees [2]. - ExxonMobil and Chevron are actively negotiating for investments in some of the world's largest oil fields, marking a significant step in Trump's pursuit of U.S. energy dominance [2][9]. - The U.S. government's support provides ExxonMobil and Chevron a competitive edge over European oil giants like Shell, Total, and BP in expanding their operations in the Middle East [1][9]. Group 2: Historical Context and Challenges - Historically, major oil companies faced nationalization and stringent contract terms in the Middle East, limiting new project opportunities [6][7]. - ExxonMobil has previously encountered asset nationalization in Venezuela and faced challenges in Russia due to geopolitical tensions [7]. Group 3: Current Negotiations and Strategies - Recent meetings between ExxonMobil, Chevron, and officials from Iraq, Libya, and Algeria have been accompanied by senior members of the Trump administration, indicating a strategic push for U.S. energy interests [8][11]. - Both companies are exploring opportunities in Iraq, with ExxonMobil signing a research agreement for the Majnoon oil field and Chevron showing interest in the Nasiriyah project [11][12]. - The U.S. oil giants are also looking to re-enter Libya, which is offering exploration blocks estimated to contain 10 billion barrels of resources as part of a plan to increase production by 40% by 2030 [12]. Group 4: Global Expansion and Investments - Since Trump's administration began, ExxonMobil has expanded into Angola, Greece, Egypt, and Trinidad and Tobago, while Chevron is negotiating to extend its Tengiz oil field license in Kazakhstan and has increased its exploration budget by 50% [13][14]. - The companies are strategically selecting opportunities based on geological conditions and acceptable geopolitical risks, allowing them to negotiate favorable terms [14][15].

Shares of ExxonMobil (NYSE: XOM) soared to start 2026, rallying 17.5% January. That was a big move for the leading oil stock. It significantly outperformed the S&P 500, which rose 1.4% in January. Crude oil prices helped give ExxonMobil stock a jolt last month as they rallied for the first time in six months. However, that wasn't the only catalyst fueling the oil stock's rise in January. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right n ...

Market Overview - The market is experiencing significant volatility, with major averages down more than 1% following reports from Alphabet and Qualcomm, indicating a "tummy tester" scenario for investors [1][2] - Consumer staples and utilities are showing resilience, with consumer staples performing higher on the day [2] Johnson & Johnson - Johnson & Johnson has shown strong performance year-to-date, up approximately 15%, and is considered a defensive holding amidst market volatility [4][5] - The stock is maintaining upward momentum, with technical indicators suggesting further upside potential [5][12] - Key price levels to watch include 220, 225, and a recent high of 239.58, with an RSI of 85.8 indicating strong momentum [9][10] Exxon Mobil - Exxon Mobil is also experiencing upward momentum, benefiting from a rotation in the energy sector and recent earnings reports [13][15] - The stock has shown a notable breakout, with key price levels between 117 to 120 acting as previous resistance [17] - A risk reversal trade is suggested, involving selling a 135 put and buying a 155 call, allowing for potential upside capture while providing a cushion against weakness [22] Coca-Cola - Coca-Cola is adapting its product lineup to align with consumer preferences, positioning itself well within the consumer staples sector [24][25] - The stock is expected to maintain upward momentum, with a similar technical setup to Exxon Mobil, characterized by a narrow upward channel [26][28] - A call spread trade is proposed, buying a 77.5 call and selling an 85 call, which defines risk while allowing for upside capture [32][34]

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and shipping [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of investing in blue-chip companies initially has evolved into a broader investment strategy that includes various market cap sizes, indicating a more sophisticated investment approach [1] Knowledge Sharing - The decision to write for Seeking Alpha demonstrates a commitment to sharing insights and gaining knowledge, which is crucial for navigating the complexities of both the US and ASEAN markets [1]

Core Insights - Agilyx, LyondellBasell, and ExxonMobil have entered into a strategic realignment agreement, influenced by Agilyx's decision to restructure its operations to focus on European investments [3][5] - Agilyx plans to assume full ownership of Cyclyx International by March 25, 2023, as part of its restructuring efforts [7] Company Developments - Agilyx, originally founded in 2004 as Plas2fuel, specializes in pyrolysis technologies for converting plastic waste into liquid fuel and has expanded its operations to include a chemical recycling facility for polystyrene [4] - The restructuring aims to reduce capital expenditure and eliminate significant standalone operating costs, allowing Agilyx to concentrate on its European expansion [5] Financial Implications - Agilyx is currently incurring costs of approximately $32.7 million for a long-term lease on a circularity center in the Dallas-Fort Worth area, although it may consider subleasing the facility [6] - The planned circularity center in Dallas-Fort Worth will be fully owned by Agilyx, while ExxonMobil and LyondellBasell will jointly own the Houston circularity center [7]

Core Insights - The "2026 China Oil and Gas Engineering Technology Exchange Conference and New Technology and Achievement Exhibition" will be held in Chengdu from April 15 to 17, aiming to gather global oil and gas elites for industry innovation and breakthroughs [1][2] Group 1: Conference Overview - The conference will feature a high-level international exchange platform with participation from major domestic oil and gas groups such as China National Petroleum Corporation (CNPC), China Petroleum & Chemical Corporation (Sinopec), and China National Offshore Oil Corporation (CNOOC), alongside international giants like ExxonMobil, Shell, BP, and Total [1][2] - The core theme of the conference is "Creating Oil and Gas Engineering Technology Tools to Promote High-Quality Development of Oil and Gas Exploration and Development," focusing on innovative breakthroughs in core engineering technologies [1][2] Group 2: Conference Structure - The conference will consist of an opening ceremony, invited reports, technical forums, and achievement displays, with domestic and international experts sharing insights on the latest technological advancements and industry trends [2] - Technical forums will cover five specialized topics, including intelligent drilling and completion technology, geophysical exploration, reservoir fracturing, deepwater unconventional oil and gas engineering, and well control safety [2] Group 3: Objectives and Impact - The conference aims to bridge the gap between industry, academia, and research, enhancing the international competitiveness of China's oil and gas engineering technology and promoting the independent upgrading of domestic equipment and processes [3] - The event is expected to foster industry consensus and promote technological collaboration, providing strong support for the high-quality development of the oil and gas engineering sector [2][3]

Core Viewpoint - Exxon Mobil Corporation is a leading player in the oil and gas industry, with a new price target set by BMO Capital at $155, indicating a potential increase of 7.8% from its current trading price of $143.78 [1][6] Group 1: Stock Performance - The stock has recently increased by $5.38, representing a 3.89% rise, bringing it closer to the new price target [2][6] - The stock's price has fluctuated between $138.31 and $145.01, with $145.01 being the highest price over the past year, reflecting volatility common in the energy sector [2] - Exxon Mobil's market capitalization is approximately $606.34 billion, indicating its substantial size and influence in the industry [3] Group 2: Investor Activity - The trading volume of 32.82 million shares indicates strong investor interest and activity, which can impact the stock's price movement [3] Group 3: Strategic Developments - Exxon Mobil is resolving a dispute with Sintana Energy Inc. regarding the VMM-37 block in Colombia, which involves cash payments totaling $9 million contingent on certain conditions [4] - This resolution could positively impact Exxon Mobil's operations in Colombia, enhancing its exploration and production capabilities in the region [5][6]

Chevron (NYSE: CVX) is just a little behind ExxonMobil (NYSE: XOM) most of the time. If investing in stocks were a marathon, it would be a bad thing because Exxon would win. But it's a good thing for Chevron that being slightly behind can still make a stock a great investment opportunity. Here's why you'll probably prefer Chevron over Exxon if you're a dividend investor. Is Exxon the winner? Exxon and Chevron are both integrated energy companies with globally diversified asset portfolios. However, Exxon ...

Amsterdam, February 4, 2026 SBM Offshore and ExxonMobil Guyana Ltd, an affiliate of Exxon Mobil Corporation, have completed the transaction related to the purchase of FPSO ONE GUYANA, ahead of the maximum lease term which would have expired in August 2027. The purchase allows ExxonMobil Guyana to assume ownership of the unit while SBM Offshore will continue to operate and maintain the FPSO up to 2035. The transaction comprises a total cash consideration of c. US$2.32 billion. The net cash proceeds have been ...

In a move that shocked many, the United States recently arrested Venezuela's leader, Nicolas Maduro. Installed in his place was his vice president, with the United States openly stating it would have a large say in how the country moved forward. The big story on Wall Street is Venezuela's oil, which could be an investment opportunity for you. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now, when you join Stock Advisor. See the sto ...