原油市场认知差：OPEC+增产≠真实供应 油价无视供应端利空，底气如何？炼油需求正冲历史峰值，美国页岩油钻井数暴跌，贸易乐观情绪提振 维持多久？油价将现"夏季闪电战"，注意多头反攻开启短暂时间窗口>> 相关链接 ...

Key Takeaways In the past year, CNQ's shares have lost 12.1% underperforming the sector's average of 0.8% decline. The consensus mark for CNQ's revenues is pegged at $26.96 billion for 2025, implying a 3.6% YoY rise. CNQ benefits from strong operational performance and financial discipline, but high debt levels hurt.Canadian Natural Resources Limited (CNQ) is a leading independent energy producer with a diversified portfolio spanning North America, the U.K. North Sea and Offshore Africa. With a balanced p ...

Key Takeaways CVX and Exxon to sign $34B MoU with Indonesia, expanding ties in energy, agriculture and trade. Chevron and Exxon's deal with Indonesia will bolster the U.S.'s engagement with Southeast Asian Countries. MoU includes U.S. agri-exports to Indonesia, enhancing food security and geopolitical cooperation.The U.S.-based Chevron Corporation (CVX) and Exxon Mobil Corporation (XOM) are set to sign a $34 billion memorandum of understanding (MoU) with Indonesia, which will deepen the economic and strat ...

市场要闻与重要数据 1、纽约商品交易所8月交货的轻质原油期货价格上涨93美分，收于每桶67.93美元，涨幅为1.39%；9月交货的伦敦 布伦特原油期货价格上涨1.28美元，收于每桶69.58美元，涨幅为1.87%。SC原油主力合约收涨2.13%，报512元/桶。 2、欧佩克+同意在8月份将日产量提高54.8万桶，进一步加速增产。欧佩克+在5月、6月和7月批准的月产量增幅为 41.1万桶/日，4月为13.8万桶/日。一些成员国（如哈萨克斯坦和伊拉克）超目标生产激怒了其他坚持减产的成员国， 欧佩克+希望在美国等竞争对手的供应不断增加的情况下扩大市场份额。随着8月份产量的增加，欧佩克+自4月份 以来释放的产量将达到191.8万桶/日，此前自愿削减的220万桶/日产量仅剩28万桶/日尚未恢复。该组织仍在实施其 他减产措施，共计366万桶/日。报道称，欧佩克+产油国将在8月3日批准9月份再次大幅增产约55万桶/日。(来源： Bloomberg） 原油日报 | 2025-07-08 欧佩克进一步上调生产配额，油价先抑后扬 3、金融机构Phillip Nova分析师普里扬卡·萨切瓦指出，围绕特朗普关税政策的持续不确定性将继 ...

Company Performance - SM Energy's stock closed at $25.34, reflecting a -2.28% change from the previous day's closing price, underperforming the S&P 500's daily loss of 0.79% [1] - Prior to the recent trading session, SM Energy shares had gained 4.05%, which lagged behind the Oils-Energy sector's gain of 6.03% and the S&P 500's gain of 5.22% [1] Earnings Expectations - Analysts expect SM Energy to report earnings of $1.22 per share, indicating a year-over-year decline of 34.05% [2] - The Zacks Consensus Estimate for revenue is projected at $781.71 million, representing a 23.19% increase from the previous year [2] Full-Year Estimates - For the full year, Zacks Consensus Estimates predict earnings of $5.85 per share and revenue of $3.28 billion, reflecting year-over-year changes of -13.97% and +21.91%, respectively [3] - Recent changes to analyst estimates for SM Energy may indicate shifting business dynamics, with positive revisions suggesting analyst optimism [3] Valuation Metrics - SM Energy is currently trading at a Forward P/E ratio of 4.44, significantly lower than the industry average Forward P/E of 10.83, suggesting it is trading at a discount [6] - The Oil and Gas - Exploration and Production - United States industry, to which SM Energy belongs, ranks in the bottom 39% of all industries according to the Zacks Industry Rank [6] Zacks Rank System - The Zacks Rank system, which ranges from 1 (Strong Buy) to 5 (Strong Sell), has a strong track record, with 1 rated stocks delivering an average annual return of +25% since 1988 [5] - SM Energy currently holds a Zacks Rank of 3 (Hold), with a 3.18% increase in the Zacks Consensus EPS estimate over the last 30 days [5]

Occidental Petroleum (OXY) closed at $43.35 in the latest trading session, marking a -1.03% move from the prior day. This change lagged the S&P 500's 0.79% loss on the day. On the other hand, the Dow registered a loss of 0.94%, and the technology-centric Nasdaq decreased by 0.92%. Heading into today, shares of the oil and gas exploration and production company had gained 2.96% over the past month, lagging the Oils-Energy sector's gain of 6.03% and the S&P 500's gain of 5.22%.Analysts and investors alike wil ...

Company Performance - Enbridge's stock closed at $44.15, reflecting a -1.32% change from the previous day's closing price, underperforming the S&P 500, which lost 0.79% [1] - Over the past month, Enbridge shares have decreased by 3.83%, while the Oils-Energy sector gained 6.03% and the S&P 500 increased by 5.22% [1] Upcoming Earnings - Enbridge is set to release its earnings report on August 1, 2025, with an expected EPS of $0.41, down 2.38% from the same quarter last year [2] - The consensus estimate for quarterly revenue is $9.11 billion, representing a 9.96% increase from the prior year [2] Full-Year Estimates - The Zacks Consensus Estimates for Enbridge's full-year earnings are $2.12 per share and revenue of $39.21 billion, indicating year-over-year changes of +6% and +0.61%, respectively [3] - Recent changes to analyst estimates reflect shifting business dynamics, with positive revisions indicating analyst optimism about the company's profitability [3][4] Zacks Rank and Valuation - Enbridge currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having decreased by 0.06% over the past month [5] - The company is trading at a Forward P/E ratio of 21.08, which is higher than the industry average of 16.85, suggesting a premium valuation [6] - Enbridge's PEG ratio stands at 4.22, compared to the industry average of 2.66, indicating a higher valuation relative to anticipated earnings growth [6] Industry Context - Enbridge operates within the Oil and Gas - Production and Pipelines industry, which is part of the Oils-Energy sector, holding a Zacks Industry Rank of 56, placing it in the top 23% of over 250 industries [7] - The top 50% rated industries tend to outperform the bottom half by a factor of 2 to 1, highlighting the competitive positioning of the industry [7]

Exxon Mobil signaled on Monday that lower oil and gas prices could cut its second-quarter earnings by about $1.5 billion from the previous quarter’s level.The earnings snapshot from the largest US oil producer is closely watched for clues on how the broader oil sector will fare when companies begin releasing quarterly results in a few weeks.Benchmark Brent crude prices averaged $66.71 per barrel during the April to June quarter, an 11% decline from the previous quarter, as more crude supply from the OPEC+ g ...

Well, I think one of the things that we know is that one of the huge costs of developing uh energy on federal lands in particular was all the regulation whether it was environmental species act uh whe whether it was NEPA which is being reform reformed uh getting all the permitting done on federal land it discouraged capital investment we know that uh even some of the studies that have been done in the perian uh by companies like Morgan Stanley have showed that if you've got a private lease you might be four ...

Okay, we're talking about co-mingling, which would allow oil and gas to that's produced from different reservoirs to be using the same well pad. Why is this meaningful. How does it boost production.Well, Morgan, uh co-mingling from different uh different sources is with something we've already put in place for offshore. Today's announcement deals with onshore, but it's not uh just different reservoirs. It's about the fact that the federal government has had such outdated rules that right now unless it was t ...