Group 1 - Shares of both companies have risen over the past year [1] - U.S. oil prices are projected to end 2025 down 20% a barrel [1]

In this article, we are going to discuss the 10 best American oil and gas stocks to buy now.After a difficult end to 2025, WTI crude oil futures have surged by over 14% since the beginning of 2026 and are currently hovering around $65.5 per barrel. The recent uptick has been driven by a combination of factors, including the disruption of supply from Kazakhstan and the effects of the recent winter storm, which have curbed production in the United States. According to Citi analyst Anthony Yuen, the cold weath ...

Core Viewpoint - Chevron reported fourth-quarter earnings that exceeded Wall Street estimates, driven by record oil production despite lower crude prices [1][3]. Group 1: Earnings Performance - Chevron's adjusted earnings per share were $1.52, surpassing the consensus estimate of $1.45 [3][5]. - The company's revenue for the quarter was $46.87 billion, slightly below the expected $47.1 billion [5]. Group 2: Production Growth - Chevron achieved a production record of 4.05 million barrels per day in the fourth quarter [3]. - The company is positioned to increase its production in Venezuela by 50% over the next 18 to 24 months following a U.S. military intervention that removed President Nicolas Maduro [2]. Group 3: Competitive Position - Wall Street views Chevron as the U.S. oil company best positioned to benefit from the U.S. intervention in Venezuela, while competitors like ExxonMobil are hesitant to return due to past asset seizures [4].

Core Viewpoint - Oil prices are expected to remain around $60 per barrel this year due to oversupply in the market, which counterbalances the effects of geopolitical tensions that may disrupt cargo shipments [1] Group 1: Market Dynamics - The market is facing a potential oversupply situation, which is a significant factor influencing oil prices [1] - Geopolitical tensions are present but are not expected to have a strong enough impact to drive prices significantly higher [1] Group 2: Price Forecast - The forecast indicates that oil prices will likely stabilize near the $60 per barrel mark throughout the year [1]

Core Viewpoint - OPEC+ is expected to maintain its current pause on oil output increases during the upcoming meeting in March, despite crude oil prices rising above $70 per barrel due to concerns regarding potential U.S. military actions [1] Group 1 - OPEC+ delegates indicate a consensus on keeping oil production steady, reflecting a cautious approach amid fluctuating market conditions [1] - The price of crude oil has surpassed $70 per barrel, driven by geopolitical tensions and market speculation [1] - The decision to pause output increases suggests OPEC+ is prioritizing market stability over immediate production boosts [1]

Core Insights - The article emphasizes the importance of quality research in the oil and gas industry for investors seeking reliable income sources [2][3] - It highlights the risk of chasing yield and the potential pitfalls of investing in the wrong firms, which can be detrimental for income investors [2] Group 1: Research and Analysis - Deep dive analysis is a foundational aspect of the platform, covering a wide range of companies from pipelines to renewables to producers [3] - The platform provides actionable research aimed at helping investors keep their portfolios outperforming benchmarks, with a notable track record of outperforming in six out of the past seven years [3] Group 2: Investment Opportunities - The article suggests that while commodity prices and shareholder dividends are rising, careful selection of firms is crucial to avoid mistakes in investment [2] - The platform offers a no-obligation free trial, encouraging investors to explore its research capabilities [3]

Core Viewpoint - Frontera Energy Corporation has entered into a definitive agreement with Geopark Limited to divest its Colombian exploration and production assets for a firm value of $622 million, transitioning Frontera into a focused infrastructure company while retaining its infrastructure business and interests in Guyana [1][2]. Transaction Details - The total cash consideration for the transaction is up to $400 million, which includes $375 million payable at closing and a $25 million contingent payment based on the achievement of specific development milestones [1][2]. - Geopark will acquire 100% of Frontera's Colombian upstream business, including oil and gas exploration and production assets, a reverse osmosis water treatment facility, and a palm oil plantation [1][2]. - The transaction implies a firm value of $622 million for the acquired assets, factoring in cash consideration and the assumption of existing debt [1][2]. Financial Implications - Following the transaction, Frontera plans to distribute approximately $370 million to shareholders, equating to CAD$7.18 per share, with the distribution details to be communicated before the shareholder meeting [1][2]. - The equity purchase price of $400 million represents a 25% premium to the 90-day volume-weighted average price (VWAP) and an 18% premium to the current stock price of Frontera [1][2]. - Frontera's infrastructure business is expected to generate an estimated $77 million in distributable cash flow for 2025, supported by a stable dividend stream from its investment in ODL [1][2]. Infrastructure Business Overview - Frontera retains full ownership of its infrastructure business, which includes a 35% equity interest in the Oleoducto de los Llanos Orientales S.A. (ODL) crude oil pipeline and a 99.97% equity interest in Sociedad Portuaria Puerto Bahia [2]. - The infrastructure business has generated over $194 million in distributable cash flows since 2023, with $77 million expected in 2025 alone [2]. - Puerto Bahia is set to enhance asset value and cash flow potential through several near-term growth projects, including LPG import facilities and an LNG regasification project [2]. Shareholder Engagement - The transaction requires approval from at least 66 2/3% of the votes cast by Frontera's shareholders at a special meeting, expected to be held in April 2026 [2]. - The independent members of Frontera's Board of Directors have unanimously determined that the transaction is fair and in the best interests of the company, recommending shareholder approval [2].

Maximilian J Layton AC +44-20-7986-4556 max.layton@citi.com 29 Jan 2026 18:39:20 ET │ 13 pages Vi e w p o i n t | Global Commodities Iran—discussing the path ahead and implications for oil CITI'S TAKE Oil markets are on edge about an escalation of tension between the US and Iran, as the US masses forces in the Middle East, while seeking dealmaking talks. In this report, we consider the path ahead for Iran, the various scenarios, and their implications for oil. We expect that the US administration will balan ...

Energy Partnership with the US - Indian oil and gas companies are exploring investments in natural gas liquefaction facilities in the US to deepen energy partnership amid geopolitical volatility [1] - Indian firms are evaluating equity infusion in US gas liquefaction projects that are under construction or nearing final investment decision [2] - The US is India's sixth largest energy trade partner, with hydrocarbon trade exceeding $13.7 billion in fiscal year 2024-25, and both countries aim to increase bilateral energy trade to $20 billion [5] Collaboration with Japan - Indian oil and gas producers are exploring collaborations with Japanese E&P companies for joint bidding under the Open Acreage Licensing Policy (OALP) [4] - India invited Japanese oil companies to participate in the ongoing tenth round of auctions under the OALP, with ethanol and biofuels identified as key areas for partnership [6] - Major Japanese E&P companies such as INPEX Corporation, JAPEX, and JX Nippon Oil & Gas Corp are involved in these discussions [7] Technological Advancements - India and Japan discussed collaboration opportunities in automation, digitalization, AI-enabled predictive analytics, SCADA systems, and advanced instrumentation to enhance efficiency in oil and gas and new energy segments [8] - Yokogawa Electric Corporation has shown strong interest in enhancing investment in India [8] Investor Confidence - Global and domestic companies have expressed strong confidence in India's growth trajectory and are keen to expand their business presence in the country [9] - Prime Minister Narendra Modi interacted with CEOs of about 27 global and domestic energy giants, indicating strong engagement in the energy sector [10]

Most Read from Bloomberg The Trump administration issued a general license expanding the ability of oil companies to operate in Venezuela, marking a significant step to ease sanctions under the new US-backed leadership in Caracas. The license issued by the US Treasury Department Thursday covers a variety of activities that could expedite the movement of Venezuelan crude, including exporting, selling, storing and refining that oil, as long as the work is performed by a US entity. According to an admini ...