高盛：石油_宏观波动中，我们关注美国超级石油公司的盈利情况

众众号:水木纪要 24 October 2024 | 6:25PM EDT Americas Energy: Oil: Amid Macro Volatility, What Are We Focused on Into Earnings for the US Super Majors? In this note, we update estimates for US Super Majors (XOM, CVX, COP) ahead of 3Q24 earnings results where we mark to market commodity prices for the quarter. While we remain mindful of the current oil macro backdrop, we reiterate our relative reference for Buy-rated COP and CVX, where we see 23% and 15% total regturn to our updated price targets (respectively). Fo ...