Equity Research European Integrated Energy 22 June 2025 European Integrated Energy Hormuz in the crosshairs - testing a $100 oil scenario Iranian parliament holds a non-binding vote to close the Strait of Hormuz, in retaliation against the overnight US attack on Iran's nuclear sites. We expect energy stocks to move higher as a result, although those with higher Middle East exposure may lag behind relatively. Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies cove ...

Core Viewpoint - EOG Resources is actively monitoring the macroeconomic environment, particularly in relation to geopolitical volatility and its impact on oil and gas supply and demand fundamentals [4]. Group 1: Company Insights - EOG Resources has been a significant player in the U.S. shale revolution, indicating its influential role in the energy sector [1]. - The company has made several noteworthy announcements recently, reflecting its ongoing developments and strategic direction [2]. Group 2: Industry Analysis - The demand for oil and gas appears strong globally, although there are concerns regarding how tariffs may influence this demand [4][5]. - EOG's team is closely analyzing the macro environment, which has been characterized by volatility, necessitating a careful assessment of supply and demand dynamics [4].

Joining us now from the strategic for center for strategic and international studies, senior fellow for energy security, Clay Seagull. Was that was that an overstatement, Clay, to say that what we just showed our viewers, which is a bunch of red arrows, each one representing, by the way, a ship, the number of ships in that body of water is probably going to determine the path of oil and natural gas prices. Hey guys, good afternoon.Good to be with you. I think that the illustration that you showed basically ...

I am a Licensed Professional Engineer who works in the Nuclear Power industry. I use my professional working knowledge of the power/energy industries to aid in evaluating potential equities worthy of long-term investment. I invest in income producing equities and rental real estate properties for cash flow and long-term appreciation. My articles are to serve as a platform for presenting the underlying fundamentals and long-term potential of each equity/business.Analyst’s Disclosure:I/we have no stock, optio ...

NEW YORK, June 24, 2025 (GLOBE NEWSWIRE) -- WHY: Rosen Law Firm, a global investor rights law firm, reminds purchasers of securities of Civitas Resources, Inc. (NYSE: CIVI) between February 27, 2024 and February 24, 2025, both dates inclusive (the “Class Period”), of the important July 1, 2025 lead plaintiff deadline. SO WHAT: If you purchased Civitas Resources securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangement. WHAT TO DO ...

Group 1 - Chord Energy Corporation (CHRD) is experiencing significant activity in the options market, particularly with the Sep 19, 2025 $65 Call option showing high implied volatility, indicating potential for a major price movement [1] - Implied volatility reflects market expectations for future stock movement, suggesting that investors anticipate a significant event that could lead to a rally or sell-off [2] - Analysts currently rate Chord Energy as a Zacks Rank 3 (Hold) within the Oil and Gas - Exploration and Production - United States industry, which is in the bottom 36% of the Zacks Industry Rank [3] Group 2 - Over the past 60 days, no analysts have raised their earnings estimates for Chord Energy, while four have lowered their estimates, resulting in a decrease of the Zacks Consensus Estimate for the current quarter from $2.68 to $1.77 per share [3] - The high implied volatility may indicate a trading opportunity, as options traders often seek to sell premium on options with high implied volatility, hoping the stock does not move as much as expected by expiration [4]

Key Takeaways BP's GTA project begins commercial LNG production via Golar LNG's Gimi FLNG unit. Gimi FLNG reaches 2.4 mtpa output- 90% of nameplate capacity and aligned with contracted supply. GTA marks a milestone as one of Africa's deepest offshore developments at up to 2,850 meters depth.BP plc (BP) , the British oil and gas giant, has reached a milestone for its Greater Tortue Ahmeyim (“GTA”) project with the beginning of commercial operations by Golar LNG’s floating liquefied natural gas (FLNG) unit. ...

Coterra Energy Inc. (NYSE:CTRA) 2025 J.P. Morgan Energy, Power, Renewables and Mining Conference June 24, 2025 8:00 AM ET Company Participants Thomas E. Jorden - CEO, President & Chairman Conference Call Participants Arun Jayaram - JPMorgan Chase & Co, Research Division Arun Jayaram All right. Welcome to the 2025 JPMorgan Energy Power Renewables and Mining Conference. This is day 1 and we're super delighted to have Tom Jorden, who's the Chairman and CEO of Coterra Energy to lead off today's presentations. M ...

Group 1 - Linde plc has entered a long-term agreement to supply industrial gases to Blue Point Number One, a joint venture for a low-carbon ammonia plant in Louisiana, which will produce 1.4 million metric tons of low-carbon ammonia annually [1][5] - Linde will invest over $400 million to build and operate a new air separation unit (ASU) for the Blue Point project, expected to be the largest along the Mississippi River corridor, with operations starting in 2029 [2][8] - The new ASU will be Linde's third advanced unit supporting an autothermal reforming ammonia plant, enhancing its industrial gas network in a region with increasing demand for decarbonization and clean energy [3] Group 2 - Stakeholders, including CF Industries' COO, emphasize Linde's critical role in establishing a reliable low-carbon ammonia supply chain, highlighting its expertise [4] - The Blue Point ammonia facility is positioned to significantly contribute to the global demand for clean ammonia, which is essential for decarbonizing energy and industrial sectors [5]

Key Takeaways Prairie Operating is scaling fast in the DJ Basin with key acquisitions and expects output to triple in 2025. Flotek has shifted to high-margin, recurring analytics contracts and posted 244% net income growth in Q1. Flotek's stock surged 214% in a year, while PROP fell 66%, reflecting confidence in Flotek's strategy.If you’re an investor looking to bet on small-cap energy stocks, both Prairie Operating Co. (PROP) and Flotek Industries (FTK) offer intriguing but very different opportunities. ...