2025 Earnings Presentation PROVEN: Stepping up when others step away February 27, 2026 Disclaimer, Forward-Looking Statements and Non-GAAP Measures The information contained in this document (the "Presentation") has been prepared by Diversified Energy Company ("Diversified" or the "Company"). This Presentation is for general information purposes only and does not constitute an invitation or inducement to any person to engage in investment activity. While the information contained herein has been prepared in ...

Iranian people walk through the area under a state building covered with a giant anti-U.S. billboard depicting a symbolic image of the destroyed USS Abraham Lincoln (CVN-72) aircraft carrier, in downtown Tehran, Iran, on February 26, 2026, the final day of Iran-U.S. talks that are currently held in the city of Geneva. (Photo by Morteza Nikoubazl/NurPhoto via Getty Images)NurPhoto via Getty ImagesOn paper, oil prices should be falling.The Energy Information Administration reported a 16-million-barrel build ...

Group 1 - Panoro Energy aims to triple its total oil production to over 30,000 barrels per day by 2030 [1] - The company has become the largest shareholder in Equatorial Guinea's offshore Block G after acquiring an additional 40.3% interest from Kosmos Energy [1] - Panoro plans to participate in Equatorial Guinea's upcoming oil and gas auction in April, seeking new assets with exciting potential [1] Group 2 - The company is focused on fast-tracking the development of its EG-23 block, which is near the Alba oil and gas complex [1] - In Gabon, Panoro and its partners will drill four production wells at the Mabomo platform in the offshore Dussafu Marin permit this year [1] - A decision on the development plan and final investment for the Bourdon discovery in Dussafu is expected later this year [1]

Core Viewpoint - Abu Dhabi National Oil Company (ADNOC) is set to increase exports of its flagship Murban crude in April, adding to the existing supply from Middle Eastern producers ahead of the OPEC+ meeting [1] Group 1: ADNOC's Supply Increase - ADNOC has offered additional volumes of Murban crude to its partners in the onshore concession, although the exact amount of extra supply remains unclear [1] - Partners in ADNOC Onshore, including BP, TotalEnergies, China National Petroleum Corp, Inpex, Zhenhua Oil, and GS Energy, are entitled to approximately 40% of the production, which is around 2 million barrels per day [1] Group 2: OPEC+ Context - The increase in oil production from both Saudi Arabia and the UAE is part of a contingency plan in response to potential disruptions in Middle Eastern supplies due to geopolitical tensions [1] - OPEC+ is expected to consider raising oil output by 137,000 barrels per day for April after previously suspending production increases in the first quarter [1] Group 3: Market Impact - The rise in Murban's supply has led to a decrease in crude's spot premiums, which fell below $2 per barrel for Dubai quotes for cargoes loading in April [1]

Earlier on January 24, Tom Lee, Managing Partner at Fundstrat Global Advisors, joined CNBC’s ‘Closing Bell’ to suggest energy and basic materials as top sector picks this year. Lee characterized the then-market environment as volatile but hesitated to label individual company challenges as representative of the broader market. He suggested that it is natural for stocks that have performed exceptionally well to face some punishment during earnings season. Furthermore, while Lee maintained his affinity for th ...

Core Insights - Petronas has reported a profit decline for the third consecutive year, primarily due to lower oil prices impacting margins [1] - The company’s profit after tax for 2025 was 45.4 billion ringgit ($11.68 billion), down from 55.1 billion ringgit in 2024, while revenue decreased to 266.1 billion ringgit ($68.44 billion) from 320 billion ringgit [1] Financial Performance - Profit after tax for 2025: 45.4 billion ringgit ($11.68 billion) compared to 55.1 billion ringgit in 2024 [1] - Revenue for 2025: 266.1 billion ringgit ($68.44 billion), down from 320 billion ringgit [1] - Capital investments fell to 41.6 billion ringgit in 2025 from 54.2 billion ringgit in 2024 [1] Business Strategy - Petronas aims to focus on building resilience by strengthening its core hydrocarbons portfolio and expanding new businesses while managing emissions [1] - The company plans to allocate 2 billion ringgit annually for exploration over the next five years [1] Dividend and Government Contribution - Petronas paid 32 billion ringgit in dividends to the Malaysian government last year and expects to pay 20 billion ringgit this year, the lowest since 2017 [1] - The dividend payment is contingent on the company's cash flow situation [1] Emissions and Environmental Impact - Petronas reported a 2.2% increase in carbon emissions in 2025 to 56.95 million tons of CO2 equivalent, mainly due to operational changes [1] - The company achieved a 72% reduction in methane emissions, surpassing its target of 50% [1] Market Outlook - Crude oil prices are expected to remain stable between $65-$70 per barrel over the next five years [1] - The CEO indicated that margin erosion is expected to continue due to cost inflation and softening prices [1]

Diversified Energy Company delivered exceptional financial and operational results for the fourth quarter and full year 2025, significantly exceeding guidance and prior-year performance.Key HighlightsFull-Year Revenue: $1.829 billion (up 142% year-over-year from $757 million) Q4 Revenue: $667 million (up 1,031% year-over-year from $59 million; well above pre-earnings consensus of approximately $472 million) Full-Year Net Income: $342 million (vs. net loss of $103 million in 2024) Q4 Net Income: $196 million ...

CMBI Credit Commentary Fixed Income Daily Market Update 固定收益部市场日报 Trading desk comments 交易台市场观点 Yesterday, in the new issuance space, the new TOHOKU 31 tightened 5bps from RO at T+70. The new NTT Float 31 and OCBCSP 36 hovered around ROs amid active two-way flows. The secondary Chinese IG space overall closed unchanged. We saw balanced flows on TMT names KUAISH/MEITUA/BABA, better buying in CCAMCL FRNs and front-end ORIEAS from Chinese RMs, and better selling on FRESHK 27-29s by global money accounts. EHICA ...

Aster Capital Management DIFC Ltd purchased a new position in shares of Marathon Petroleum Corporation (NYSE:MPC – Free Report) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 5,209 shares of the oil and gas company’s stock, valued at approximately $1,004,000. Get Marathon Petroleum alerts: A number of other hedge funds also recently made changes to their positions in MPC. Delos Wealth Advisors LLC purchased a new po ...

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