Core Insights - Shell plc reported fourth-quarter 2025 earnings per ADS of $1.14, missing the Zacks Consensus Estimate of $1.21 due to declining oil prices and unfavorable tax adjustments, despite higher hydrocarbon production [1][11] - The company's revenues for the quarter were $66.7 billion, slightly down from $66.8 billion in the fourth quarter of 2024, and missed consensus estimates by 2% [2] Financial Performance - Shell's cash flow from operations decreased by more than 28% year over year to $9.4 billion, while free cash flow was $4.2 billion compared to $8.7 billion a year ago [12] - The company returned $2.1 billion to shareholders through dividends and spent $6 billion on capital projects during the quarter [12] - As of December 31, 2025, Shell had $30.2 billion in cash and $75.6 billion in debt, with a net debt-to-capitalization ratio of approximately 20.7%, up from 17.7% a year ago [9] Segment Performance - Upstream segment profit was $1.6 billion, down from $1.7 billion a year ago, primarily due to lower prices and a decline in natural gas output [3] - Integrated Gas reported an adjusted income of $1.7 billion, down from $2.2 billion in the same quarter of 2024, affected by adverse tax implications and lower realized prices [6] - Chemicals and Products segment improved to an adjusted loss of $66 million from a loss of $229 million a year ago, attributed to higher refining margins [5] - Renewables and Energy Solutions segment turned around to an adjusted income of $131 million from a loss of $311 million a year ago, driven by trading and optimization contributions [8] Guidance - For the first quarter of 2026, Shell expects upstream volumes of 1,700-1,900 MBOE/d and Integrated Gas production between 920 MBOE/d and 980 MBOE/d [13] - The company anticipates marketing sales volumes of 2,550-2,750 thousand barrels per day and refinery utilization between 90-98% [13] - Total cash capital expenditure for full-year 2026 is projected to be between $20 billion and $22 billion [13]

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Exon Mobile beating on both the top and the bottom lines. Joining us right now for an exclusive interview is Exxon Mobile's chairman and CEO, Darren Woods. Darren, welcome.Um, it's great to see you this morning. We know oil prices have been down, but how has Exxon been mo operating under those uh lower oil prices. >> Well, I think we had a, as you saw in the quarter, really strong quarter which topped off a really strong year as you said, oil prices down, commodity prices down across the year.That took abou ...

Annual profits shrank for Exxon Mobil and Chevron, the U.S.’s two largest oil companies, even though they increased oil and gas production, as oil prices ended 2025 down 20% a barrel https://t.co/qRXPdrjQai ...

If strikes do happen, what are, you know, possible implications for oil markets we need to think about. >> Well, I think you'll see an immediate risk premium apply. Oil prices will jump right away, even if barrels are not taken off the market, just on the risk alone.But the key thing to watch with Iran is the straight of Hormuse. 20 million barrels per day of crude and other petroleum products go through there. That's about 20% of all global maritime trade of crude.It's a huge global choke point. Iran large ...

Core Insights - China significantly supported oil prices in 2025 by accelerating crude stockpiling and absorbing additional supply from producers, preventing a price collapse despite increased supply from the Americas and sanctioned countries [1] Group 1: Oil Prices and Stockpiling - International crude benchmarks remained stable at approximately $60 per barrel, a price point that China considers favorable for increasing its crude purchases for storage [2] - In December 2025, China reached its highest monthly crude stockpiling since June 2020, indicating a strong commitment to building reserves [6] - The stockpiling rate surged to 2.67 million barrels per day in December, up from 1.88 million barrels per day in November, reflecting China's aggressive accumulation strategy [8] Group 2: Economic Context and Demand - China's crude oil imports hit an all-time high last year, despite weak transportation fuel demand and economic challenges, influenced by U.S. tariff policies and global market volatility [3] - The pace of China's stockpiling is influenced by oil prices, with a noted slowdown in accumulation when prices exceed the high $70s to $80 per barrel range [5] - The trend of increased stockpiling began in March and April 2025, as China's immediate oil demand remained weak while imports continued to rise [9] Group 3: Strategic Implications - China has the potential to further increase its crude stockpiling to shield itself from market and geopolitical uncertainties, particularly given the unpredictable nature of U.S. foreign and trade policy [4] - Analysts estimate China's crude inventory levels based on overall supply and refinery processing rates, as the country does not publicly report its inventories [7]

Hello and welcome to Market Domination Overtime. Stocks closing mostly lower on AI spending fears. Let's send it over to our very own Jared Licky who is here with the latest moves.Jared, >> thank you Josh. Well, we got a mixed market because the Dow photo finish managed to close in the green just barely there. And let's check out the intraday price action.And you can see we spent most of the day in the red. Although we started in the green and we ended in the green. So I guess the uh close is what's mattere ...

🚨BREAKING: US TRADE DEFICIT DOUBLES TO $56.8 BILLIONThe US' trade deficit has exploded, nearly doubling month-on-month to nearly $57 billion in November.Key Causes...- US companies 'stockpiling' foreign goods in an attempt to avoid Trump's tariffs.- Consumer demand remains high, driving need for imports.BSCN (@BSCNews):🚨JUST IN: US OIL PRICES SURGE TO HIGHEST LEVELU.S. oil prices surge towards $65/barrel, hitting their highest level since September 29th.This comes amid Trump's ramp up threats against Iran r ...

🚨JUST IN: US OIL PRICES SURGE TO HIGHEST LEVELU.S. oil prices surge towards $65/barrel, hitting their highest level since September 29th.This comes amid Trump's ramp up threats against Iran recently. https://t.co/PepAHiece1 ...

Core Viewpoint - Oil prices are experiencing mixed movements in Asia's morning session, with potential support from ongoing tensions in the Middle East that may disrupt supply [1] Group 1 - Oil prices are mixed in the Asian market, indicating volatility in the sector [1] - Ongoing tensions in the Middle East are a significant factor that could lead to supply disruptions, impacting oil prices [1]