Expanding sanctions on Chinese ports and refiners are choking flows of Russian and Iranian oil to the world’s No. 1 importer, although emerging workarounds suggest the slowdown may be fleeting https://t.co/lB6FuKNtrM ...

Continental Buys Pluspetrol Shale Field, Argentine Minister Says https://t.co/61aA1rd4Nd ...

Core Insights - Crude Value Insights provides an investment service and community focused on the oil and natural gas sectors, emphasizing cash flow generation and growth potential [1] - Subscribers benefit from a model account featuring over 50 stocks, detailed cash flow analyses of exploration and production (E&P) firms, and live discussions about the sector [1] Subscription Offer - A two-week free trial is available for new subscribers, allowing them to explore the oil and gas investment opportunities [2]

Core Insights - U.S. oil major Chevron is exploring options to acquire global assets from the sanctioned Russian oil company Lukoil [1] Group 1 - Chevron is studying potential acquisition strategies for Lukoil's assets, indicating a proactive approach to expanding its portfolio amidst geopolitical tensions [1]

Core Insights - YPF Sociedad Anónima reported Q3 2025 earnings of 84 cents per share, exceeding the Zacks Consensus Estimate of 82 cents, but down from $3.75 in the same quarter last year [1][9] - Total revenues for the quarter were $4.64 billion, missing the Zacks Consensus Estimate of $5.05 billion and down from $5.3 billion year-over-year [1] Operational Performance - Total hydrocarbon production decreased by 6.4% year-over-year to 523.1 thousand barrels of oil equivalent per day (Mboe/d) [3] - Crude oil production averaged 239.8 thousand barrels per day (MBbl/D), down from 255.8 MBbl/D a year ago, primarily due to lower conventional production from mature fields [3] - Natural gas production fell by 4.8% year-over-year to 38.4 million cubic meters per day, affected by lower conventional gas output [4] Price Realizations - Average price realization for crude oil decreased by 12.1% year-over-year to $60 per barrel [5] - Average natural gas price realizations fell by 3% year-over-year to $4.3 per million British thermal unit [5] - Adjusted EBITDA from upstream activities increased by 32.9% year-over-year to $1,042 million, driven by lower lifting costs and growth in seasonal natural gas sales [5] Midstream & Downstream - Processed crude volumes reached 326.2 MBbl/D, a 9.3% increase from 298.3 MBbl/D in the prior year [6] - Refinery utilization rate improved to 96.5% from 88.3% year-over-year [6] - Adjusted EBITDA from the midstream and downstream segment was reported at $354 million, down 25.6% year-over-year due to a fall in local fuel prices [6] Operating Expenses - Total operating expenses decreased by 30.9% year-over-year to $1,356 million, attributed to cost savings from reduced exposure to conventional mature fields and increased shale production [7] Cash Flow - Net cash flow from operating activities totaled $1,225 million, while the company reported a negative free cash flow of $759 million for the quarter [8] Balance Sheet - As of September 30, 2025, YPF had cash and short-term investments of $1.02 billion and total debt of $10.6 billion [10]

Russia’s flagship oil price plunged to the lowest in over 2 1/2 years last week, with days to go until US sanctions are due to hit the nation’s two largest producers https://t.co/HtETORj6PD ...

50% acquisition of EPH flexible generation in Europe November 17, 2025 Scandale CCGT, Italy Key deregulated markets to scale up the integrated model power capacity + + = ~70% and generation USA Europe Brazil Economic growth driving power demand growth Integrated Power Strategy as presented on Sept. 29th Sharpening focus on key deregulated markets USA, Europe, Brazil Leveraging the multi-energy model to strengthen Oil & Gas positions Selected renewable markets Selectively targeting large-scale growing market ...

India’s state-run refiners have signed their first long-term deal with the US to import 2.2 million tons of LPG next year, a strategic bid to boost energy ties as New Delhi courts a trade pact with Washington https://t.co/TIGVxgWM5Y ...

Kazakhstan files a lawsuit in Switzerland in a bid to strengthen its multibillion-dollar arbitration battle with international oil companies https://t.co/ytZYAflLxB ...

ConocoPhillips has made a natural gas discovery in the Otway Basin off the Australian coast, the company said today, adding that the reserves tapped and their commercial viability have yet to be estimated. “The Essington-1 well is the first discovery in the Otway since 2021 and is a promising start to ConocoPhillips’ exploration activities in the region. The initial results are encouraging, and we look forward to continuing drilling our second exploration well in December,” the president of Conoco’s Austr ...