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 It's about the fact that the federal government has had such outdated rules that right now unless it was t ...

Exxon Mobil TodayXOMExxon Mobil$111.13 -1.07 (-0.95%) 52-Week Range$97.80▼$126.34Dividend Yield3.56%P/E Ratio14.74Price Target$125.40Add to WatchlistExxonMobil NYSE: XOM faces risks like any other company, but those risks are relatively limited compared to its peers. Over the past few years, the company's efforts have included repositioning, ramping up production, and improving operational quality, which have driven a robust cash flow despite the decline in oil prices.Get Exxon Mobil alerts:The cash flow e ...

Core Insights - Shell plc has provided an update on its second-quarter outlook for its integrated gas division and LNG production, indicating expectations of weaker results compared to the previous quarter [1][5] Integrated Gas Division - Shell has lowered its production guidance for the integrated gas division to a range of 900,000-940,000 barrels of oil equivalent per day (boe/d), down from the previously announced range of 890,000-950,000 boe/d [2][10] - LNG production guidance has also been revised to an expected range of 6.4-6.8 million metric tons, compared to the earlier range of 6.3-6.9 million tons [2][10] - Weaker gas trading results are anticipated compared to the first quarter [2][10] Marketing Division - In the marketing division, Shell expects second-quarter sales volumes to increase, with anticipated sales volumes in the range of 2.6-3 million barrels per day (bpd), slightly lower than prior expectations of 2.6-3.1 million bpd [3] Chemicals Division - The chemicals division is expected to incur a loss in the second quarter, with a utilization rate projected between 68% and 72%, significantly down from 81% in the first quarter [4] - Unplanned maintenance at the Monaca plant has negatively impacted chemical utilization [4] Overall Expectations - Shell anticipates weaker results in the second quarter, particularly in the Integrated Gas and Chemicals & Products divisions [5] - The company expects exploration well write-offs in the upstream division to be approximately $200 million [5]

将Das石油价格定在较Murban贴水0.60美元。 将Upper Zakum石油价格定在较Murban贴水0.50美元。 ADNOC将8月Murban石油销售价格定在69.81美元/桶。 将UMM LULU石油价格定在较Murban溢价0.10美元。 ...

Group 1 - OPEC+ is accused of accelerating production increases as a "scam," suggesting that the apparent negative impact on the market may conceal deeper strategies [1] - There is a misinterpretation in the market regarding supply signals, which presents an opportunity for savvy investors to position themselves ahead of the summer demand surge [1] - Hedge funds are betting on a continuous rise in the U.S. stock market for July, indicating a strategy to capitalize on potential market highs while constructing a defensive position [1]

GTC泽汇表示，厄瓜多尔大规模减产凸显原油供应链的结构性脆弱，或将在短期内支撑中重质原油市场 价格。 GTC泽汇援引Oilprice.com能源专栏作家Alex Kimani报道，厄瓜多尔国有石油公司Petroecuador于近日发 布不可抗力声明，因亚马逊纳波省地区严重侵蚀，两条关键输油动脉——SOTE和OCP管道——被迫中 断运营，造成每日13.3万桶原油减产，相当于该国2024年日均总产量的近三成。 此次事件是厄瓜多尔原油产业近期一系列运营中断中的最新一例： Coca河流域地质侵蚀持续扩大，不仅威胁两大输油管道，还波及全国最大水电站Coca Codo Sinclair； 亚洲炼厂采购成本上升，或加快向中东与非洲寻找替代来源； 重油现货市场基差走高可能性上升，对现货交易构成影响。 Petroecuador紧急叫停相关作业，以防进一步基础设施破坏； 年内多起事故频发：包括5月Esmeraldas炼厂火灾暂停11万桶/日产能、3月山体滑坡导致2.5万桶原油泄 漏与SOTE关闭，均已对产能造成影响。 GTC泽汇认为，此次输油中断背后反映出厄瓜多尔长期积压的四大结构性难题： 1. 管道老化、设备维护滞后，导致事故 ...

Global Commodities Research 01 July 2025 J P M O R G A N Global Commodities The Week in Commodities This is a summary note that consolidates the latest views of our global commodity strategists published over the week; to read detailed reports, refer to the hyperlinks. It also contains hyperlinks to other related research/podcasts on the global commodities market. Oil Markets Weekly: Major supply disruption risk at 21%, but deterrent lines are now well-defined Global Commodities Webinar: US Enters War with ...

Group 1 - The Daily Drilling Report is an investment group focused on providing analysis for the oil and gas industry, featuring a model portfolio that encompasses all segments of upstream oilfield activity with weekly updates [1] - The group offers investment ideas for both U.S. and international energy companies, covering a range from shale to deepwater drillers [1] - Technical analysis is utilized to identify catalysts within the oil and gas sector [1] Group 2 - Fluidsdoc is an international oil industry veteran with 40 years of experience, specializing in the upstream oilpatch and having worked in over twenty countries [2]

Group 1 - High Arctic Overseas Holdings Corp. has clarified the qualifications of its Chief Financial Officer, Matthew Cocks, who became a Chartered Accountant in 2010 but is not currently a member of the Institute of Chartered Accountants Australia & New Zealand [1] - The appointment of Mr. Cocks as CFO has been accepted by the TSX Venture Exchange [2] - High Arctic Overseas is a market leader in Papua New Guinea, providing drilling and specialized well completion services, manpower solutions, and rental equipment [3]