The U.S. government is working to issue as early as this week a general license allowing companies to produce oil and gas in Venezuela, as the Trump administration seeks to expand output from the OPEC... ...

埃克森美孚：有望在2026年底前使全球工厂的年先进回收产能达到约4.5亿磅。 来源：滚动播报 ...

Group 1 - Oil prices fell over 5% following President Trump's statement that Iran is "seriously negotiating" with Washington, indicating a potential easing of tensions with OPEC members to alleviate supply disruption concerns [1][3] - Brent crude futures dropped by 5.2% to $65.69 per barrel, while West Texas Intermediate (WTI) crude fell by 5.5% to $61.61 per barrel [1][3] - After experiencing the largest monthly gains since 2022 in January, where Brent oil prices rose by 16% and WTI by 13%, the recent decline is attributed to reduced risks of military action against Iran [4] Group 2 - Major oil and gas companies saw stock declines, with ExxonMobil down 1.3% and Chevron down 1.6% [4] - Other companies such as ConocoPhillips, EOG Resources, Diamondback Energy, and Occidental Petroleum experienced declines ranging from 2.5% to 3.6% [4] - Oilfield service providers Halliburton and Schlumberger also saw stock price drops of 3.5% and 2.8%, respectively, while refining companies Marathon Petroleum and Valero Energy fell by 2% and 2.4% [4]

有券商机构指出，1月制造业PMI（采购经理指数）再度回落到荣枯线以下，反映出有效需求仍不足。A 股流动性支撑延续，临近2026年春节长假，市场交投活跃度依然处于较高水平，短期市场或仍以结构性 震荡为主。 每经记者：刘明涛每经编辑：彭水萍 上周，随着热门板块出现高位震荡，A股主要股指迎来调整，均出现小幅回落，每经品牌100指数在蓝 筹股带动下，周涨幅为0.51%。 有市场人士认为，短期来看，A股市场在交投活跃支撑下，或将延续盘整过程。 "中字头"个股表现出色 上周，A股市场主要指数波动加剧，从周K线来看，截至1月30日收盘，上证指数下跌0.44%，以4117.95 点报收；深证成指下跌1.62%，以14205.89点报收；创业板指和科创50指数周跌幅分别达到0.09%和 2.85%，每经品牌100指数实现小幅反弹，周涨0.51%，以1154.56点报收。 市场热点方面，A股市场板块轮动速度加快，周内半导体、白酒、地产等板块阶段性走高，但行情持续 性仍显不足。经历近期持续上涨后，受国际贵金属价格高位回落影响，上周五有色金属板块大幅回调。 成分股方面，"中字头"个股上周表现出色，中国海油、中国石油以及中国重汽周涨幅 ...

Exxon Mobil (NYSE:XOM) Q4 2025 Earnings call January 30, 2026 09:30 AM ET Company ParticipantsDarren Woods - CEOJim Chapman - Vice President, Treasurer, and Head of Investor RelationsKathryn Mikells - CFONeil Hansen - Incoming CFOConference Call ParticipantsArun Jayaram - AnalystBob Brackett - AnalystDevin McDermott - AnalystDoug Leggate - AnalystNeil Mehta - AnalystNone - AnalystJim ChapmanGood morning, everyone. Welcome to ExxonMobil's fourth quarter 2025 earnings call. Today's call is being recorded. We ...

Financial Data and Key Metrics Changes - In 2025, ExxonMobil achieved an annualized shareholder return of 29%, leading the industry, supported by $150 billion of distributions to shareholders over the past five years [4] - Earnings, cash flow, and return on capital employed remain among the strongest in the sector, with higher upstream earnings per barrel and structurally higher returns [5] - The company completed $20 billion in share repurchases, retiring shares equivalent to one-third of those issued during the Pioneer transaction [5] Business Line Data and Key Metrics Changes - Upstream production averaged 4.7 million oil equivalent barrels per day, with unit earnings more than double those in 2019 on a constant price basis [3] - Production from advantaged assets, including the Permian, Guyana, and LNG, continues to grow, expected to make up roughly 65% of total production by 2030 [4] - In Guyana, production reached approximately 875,000 barrels per day in the fourth quarter, with the first four FPSOs producing 100,000 barrels a day above the investment basis [6] Market Data and Key Metrics Changes - The company reported a new production record in the Permian of 1.8 million oil equivalent barrels per day, contributing to the highest annual company production in over 40 years [7] - The deployment of lightweight proppant in 2025 was utilized in roughly 25% of wells, expected to reach 50% by the end of the following year [8] Company Strategy and Development Direction - ExxonMobil's strategy focuses on high-margin, technology-differentiated markets, leveraging competitive advantages to drive superior results across market cycles [2] - The company is committed to maintaining a disciplined approach to investments, divesting non-strategic assets, and significantly lowering costs [3] - A new enterprise-wide process and data platform is being implemented to enhance operational efficiency and accelerate the adoption of artificial intelligence [12] Management's Comments on Operating Environment and Future Outlook - Management expressed optimism about the growth trajectory in the Permian and Guyana, with expectations to exceed 2.5 million oil equivalent barrels a day beyond 2030 [8] - The company is focused on capturing more value from every barrel produced and building growth platforms with scale, while maintaining financial strength and returning surplus cash to shareholders [11] - Management highlighted the importance of execution excellence and the successful startup of all 10 key projects, which will strengthen the global portfolio and support long-term shareholder value [10] Other Important Information - ExxonMobil has achieved its 2030 emission reduction plans for GHG emissions and flaring intensity ahead of schedule, with significant reductions already realized [2] - The company is advancing its carbon capture network, with progress on multiple projects capable of sequestering millions of tons of CO2 annually [9] Q&A Session All Questions and Answers Question: Exploration strategy in Guyana and force majeure area - Management indicated ongoing exploration in accessible areas of the Stabroek Block and optimism regarding future opportunities once the border dispute is resolved [16][18] Question: Upside potential in Permian production - Management cautioned against extrapolating quarterly results to annual expectations but expressed confidence in significant year-on-year improvements and the potential of lightweight proppant technology [25][27] Question: Opportunities in Libya, Iraq, and Venezuela - Management acknowledged the potential in these markets but emphasized the need for favorable fiscal regimes and legal infrastructure to ensure confidence in investments [39][42] Question: Carbon capture and data center interest - Management confirmed serious discussions with hyperscalers regarding low-carbon data centers and the potential for project announcements by year-end [102][104] Question: Base underlying decline for upstream portfolio - Management did not provide specific figures but emphasized ongoing improvements in asset mix and technology applications to manage decline rates effectively [113]

In its upcoming report, Phillips 66 (PSX) is predicted by Wall Street analysts to post quarterly earnings of $2.11 per share, reflecting an increase of 1506.7% compared to the same period last year. Revenues are forecasted to be $30.15 billion, representing a year-over-year decrease of 11.3%.Over the last 30 days, there has been a downward revision of 18.9% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective reconsideration of their i ...

Core Viewpoint - The National Energy Administration has implemented detailed measures to ensure gas supply for rural "coal-to-gas" projects during the winter season, addressing the dual pressures of cold weather and increased energy demand during the upcoming Spring Festival [1][2]. Group 1: Energy Supply and Demand - Since January, multiple cold waves have led to record-breaking electricity loads across various regions, with the highest load reaching 1.433 billion kilowatts on January 21 [1]. - The overall temperature this winter is close to the historical average, but frequent temperature fluctuations have resulted in significant energy supply challenges [1]. - The National Energy Administration has reported that coal production remains high, with coal inventories at 220 million tons as of January 27, sufficient for 26 days of use [2]. Group 2: Supply Assurance Measures - The National Energy Administration has proposed four key supply assurance measures, including tailored strategies for each province, enhanced monitoring of weather and demand, safety inspections for major users, and strengthened regulation of residential electricity and market operations [2]. - The oil and gas sectors are also stable, with refined oil production expected to decrease by 2.4% to 414 million tons in 2025, while consumption is projected to decline by 2.9% to 378 million tons [2]. Group 3: Natural Gas Supply - As of January 27, the cumulative natural gas consumption for the heating season reached 119.52 billion cubic meters, a year-on-year increase of 4.6%, with stable operations in domestic and imported gas supplies [3]. - The National Development and Reform Commission and the National Energy Administration have initiated a daily reporting system and weekly meetings to ensure gas supply for rural areas and coordinate gas and electricity supply [3].

【DT新材料】 获悉， 1月26日， 埃克森美孚（中国）投资有限公司 （以下简称"埃克森美孚中国"）在深圳 比亚迪 总部与其签署长期战略合作备忘录， 标志着 双方在新能源混动技术领域迈入全新合作阶段。 此前， 埃克森美孚中国与比亚迪联合推出了专为插电式混合动力车型打造的比亚迪美孚™混动专加系列定制发动机油，在提升燃油经济性的同时 ，兼具优异的 水分处理能力和乳化稳定性，能够应对PHEV发动机经常因低温短途运行而容易产生水分的问题，为发动机提供出色的润滑保护，保障PHEV发动机在各种工况下 的平稳运行。 基于此，双方将继续发挥在技术共研与成果转化方面的创新能力，重点围绕定制化产品研发、技术协同与标准共建、品牌联合赋能等领域深化合作， 并积极探索 新材料应用等更多协同创新可能，共同助力行业向可持续 、智能化的未来发展，实现"强强联合、共创共赢"的长期愿景。双方也将协同优化供应链流程，进一步 提升比亚迪全球供应链的韧性，从而更高效地响应市场需求，服务全球消费者。 本次签约，比亚迪集团董事长兼总裁 王传福 、比亚迪集团副总裁兼第二十一事业部总经理任林，埃克森美孚全球润滑油业务总裁 贺达威 、埃克森美孚北亚润滑 油业务 ...

Core Insights - The discovery of significant oil reserves in Block 15-2/17 of the Cuu Long Basin has been confirmed, with positive exploration and appraisal drilling results indicating potential for future development [1][2] Group 1: Discovery and Exploration - The first discovery well encountered approximately 370 feet (113 meters) of oil-bearing formations, with test production reaching around 6,000 barrels per day [2] - Follow-up appraisal drilling at the HSV-2X well confirmed a total oil-bearing thickness of 429 feet (131 meters), primarily within the deeper main reservoir [2][3] - Murphy Oil Corporation plans to continue appraisal work and will submit a detailed report on oil and gas resources and reserves to Vietnamese authorities for evaluation [3] Group 2: Operational and Stakeholder Information - The Hai Su Vang field is operated by Murphy Oil under a production sharing contract (PSC) with PVEP of Vietnam and SK Earthon of South Korea, with respective stakes of 35%, 25%, and 40% [5] - Murphy Oil operates several offshore oil and gas blocks in Vietnam's Cuu Long and Phu Khanh basins and is also investing in the Lac Da Vang field [5] Group 3: Industry Context - Vietnam ranks among the leading oil reserve holders in Southeast Asia and approximately 28th globally, with major oil and gas resources concentrated in the Cuu Long, Nam Con Son, and Song Hong basins [6] - The Ministry of Industry and Trade reported that Vietnam produced around 10 million tons of oil and approximately 6 billion cubic meters of gas last year [7]