Core Viewpoint - Chevron's focus on profits over production may lead to steady gains in the coming years despite current challenges in the oil industry [1][2]. Financial Performance - Chevron reported Q3 2025 results showing year-over-year declines in revenue and net income, with revenue at $49.73 billion (down 1.9% from $50.7 billion in Q3 2024) and net income at $3.5 billion (down 22.2% from $4.5 billion) [3]. - Earnings per share (EPS) decreased to $1.82, a 26.6% decline from $2.48 in the previous year [3]. - The company's production increased by 21% to 4.1 million barrels of oil equivalent (BOE) daily, contributing to better-than-expected results [3]. Strategic Focus - Chevron's new agenda emphasizes stronger cash flow and growing value, with plans to modestly increase annual production by 2%-3% while reducing capital expenditures by approximately $1 billion [6]. - Cost-cutting measures could save Chevron up to $4 billion annually by 2026 [7]. - The company is also pursuing new growth opportunities, including a gas power plant in Texas aimed at supplying energy for AI data centers [7]. Cash Flow and Returns - Chevron anticipates a 10% annual increase in cash flow from now until 2030, with a significant portion of this growth returned to investors through share repurchases and dividends [8]. - The company has a strong dividend growth track record, with 37 consecutive years of dividend increases, and a current forward dividend yield of around 4.4% [9]. Valuation - Chevron is currently priced at nearly 20 times forward earnings, which is a slight premium compared to ExxonMobil, but further growth could sustain this valuation [10].

TotalEnergies has strengthened its deepwater footprint offshore Nigeria after signing reciprocal deals with Conoil Producing that will lift the French major’s operated interest in block OPL257 from 40% to 90%. In exchange, Conoil will acquire TotalEnergies’ 40% stake in block OML136. The move consolidates TotalEnergies’ control over one of its most strategically positioned Nigerian offshore blocks. OPL257 sits adjacent to PPL 261, where the company and partners discovered the Egina South field two decades ...

Group 1 - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow and companies that generate it [1] - The service offers subscribers access to a model account with over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live chat discussions about the sector [1] Group 2 - A two-week free trial is available for new subscribers, promoting engagement with the oil and gas market [2]

Core Insights - The content emphasizes the importance of conducting personal due diligence before making any financial decisions [1] Group 1 - The website provides general news, personal analysis, and third-party content intended for educational and research purposes [1] - It explicitly states that the information does not constitute any recommendation or advice for investment actions [1] - Users are encouraged to consult competent advisors and consider their financial situation before making decisions [1] Group 2 - The website includes information about complex financial instruments such as cryptocurrencies and contracts for difference (CFDs), which carry a high risk of losing money [1] - It advises users to understand how these instruments work and the associated risks before investing [1] - The content may not be provided in real-time and may not be accurate, as prices can be sourced from market makers rather than exchanges [1]

Company Overview - Sable Offshore Corp. (NYSE:SOC) operates as an independent oil and gas company in the US, with three platforms located in federal waters offshore California [4]. Recent Developments - On November 10, Sable Offshore announced a private placement of common stock, agreeing to issue 45,454,546 shares at a purchase price of $5.50 per share, expected to generate gross proceeds of approximately $250 million [3]. - Following the share placement announcement, Jefferies lowered its price target for Sable Offshore from $38 to $20 while maintaining a Buy rating [1]. - Roth Capital also reduced its price target from $26 to $22, citing the company's high growth potential, low base declines, and strong field margins as attractive factors [2]. Investment Sentiment - Despite the price target reductions, both Jefferies and Roth Capital maintain a positive outlook on Sable Offshore, indicating it remains an attractive investment opportunity [1][2].

Don't bet against American engineers squeezing more oil out of existing shale deposits, writes @JavierBlas (via @opinion) https://t.co/JrKfcg5n8u ...

The Australian market is extending its early gains in mid-market moves on Thursday, reversing to the losses in the previous two sessions, following the broadly positive cues from Wall Street overnight. The benchmark S&P/ASX 200 is moving above the 8,550 level, with gains across most sectors led by stocks. Energy stocks were the only weak spot amid tumbling crude oil prices.The benchmark S&P/ASX 200 Index is gaining 111.70 points or 1.32 percent to 8,559.60, after touching a high of 8,561.00 earlier. The br ...

Core Insights - Select Water Solutions, Inc. (NYSE:WTTR) experienced an 11.97% decline in share price from November 11 to November 18, 2025, ranking among the energy stocks that lost the most during that week [1] Financial Performance - For Q3, Select Water Solutions reported an adjusted EPS of $0.04, which was $0.01 below estimates, while revenue reached $322.2 million, exceeding expectations by over $16 million despite a year-over-year decline of over 13% [3] - The Chemical Technologies segment showed strong performance, with revenue and gross profit increasing by 13% and 34% year-over-year, attributed to new product launches and increased market share [3] Analyst Ratings - Northland downgraded Select Water Solutions from 'Outperform' to 'Market Perform' on November 13, setting a price target of $12, citing that the current valuation is reasonable but requires larger growth in adjusted EBITDA for FY 2026 to become more positive on the shares [4] - The firm also expressed interest in seeing more bolt-on projects, such as the recently announced lithium extraction, or improved activity in the American onshore market [4]

Core Insights - LandBridge Company LLC (NYSE:LB) experienced a significant share price decline of 27.52% from November 11 to November 18, 2025, ranking among the energy stocks that lost the most during that week [1] - The company reported mixed Q3 results on November 12, with earnings per share of $0.24 falling short of estimates by $0.27, while revenue increased by over 78% year-over-year to nearly $51 million, exceeding forecasts [3] - Adjusted EBITDA rose by 79% year-over-year, driven by surface and royalty earnings following a recent land acquisition [3] Company Actions - Following the Q3 report, Janney Montgomery Scott downgraded LandBridge from 'Buy' to 'Neutral', but raised its fair value estimate from $63 to $74 [4] - On November 14, LandBridge announced a public offering of 2.5 million Class A shares at $71 per share, with underwriters given a 30-day option to purchase an additional 375,000 shares [4]

Core Insights - Evolution Petroleum Corporation (EPM) experienced a significant decline in share price, falling by 11.55% from November 11 to November 18, 2025, ranking among the energy stocks that lost the most during that week [1] Financial Performance - In Q1 2026, Evolution Petroleum reported disappointing results, missing both earnings and revenue expectations. The company's net income decreased by 60% year-over-year, attributed to lower realized pricing for crude oil and increased lease operating costs [3] - Despite the poor financial performance, EPM declared a quarterly dividend of $0.12 per share, marking its 49th consecutive quarter of regular payouts [3] Analyst Ratings - Following the Q1 results, Northland reduced its price target for EPM from $4.5 to $4, citing lower benchmark commodity prices. However, the analyst maintained a 'Market Perform' rating on the company's shares [4]