After several strong years, the domestic oil and gas industry is working through a consolidation phase. Lower commodity prices, reduced exploration and production (E&P) budgets and a softer U.S. rig count have driven a more negative tone in headlines, with mostAt Avalon Capital Research, our mission is straightforward: deliver independent, actionable research on U.S.-listed companies and the forces that move markets. We believe investors deserve clarity, not noise, when it comes to earnings events, corporat ...

After several strong years, the domestic oil and gas industry is working through a consolidation phase. Lower commodity prices, reduced exploration and production (E&P) budgets and a softer U.S. rig count have driven a more negative tone in headlines, with mostAt Avalon Capital Research, our mission is straightforward: deliver independent, actionable research on U.S.-listed companies and the forces that move markets. We believe investors deserve clarity, not noise, when it comes to earnings events, corporat ...

Core Viewpoint - UBS downgraded Shell from a "Buy" to a "Neutral" rating, reflecting a change in perception regarding the stock's value [1][5] Company Overview - Shell is a global energy company with a market capitalization of approximately $212.23 billion, competing with major players like ExxonMobil and BP [1] - As of November 25, 2025, Shell's stock price was $72.95, with a slight decrease of 0.25% to $73.05, indicating a change of $0.19 [2] Stock Performance - Despite the downgrade, Shell's stock has shown resilience, reaching a high of $77.47 and a low of $58.55 over the past year [4] - The trading volume today is 2,818,891 shares, indicating active investor interest [4][5] Strategic Initiatives - Shell's partnership with Ferrari aims to provide renewable energy until the end of 2034, highlighting its commitment to sustainability and reducing carbon emissions [3][5]

Key Takeaways ExxonMobil has paused its plan for a major blue hydrogen plant in Baytown due to weak demand.Higher costs and limited customer willingness to pay have stalled progress on the project.Economic uncertainty and difficulty securing offtake deals add to challenges facing the project.Exxon Mobil Corporation (XOM) , a U.S. oil and gas giant, stated that it has put a hold on its plans for the construction of the blue hydrogen facility in Baytown, TX, intended to be the largest of its kind, as customer ...

Key Takeaways BP shut down its Olympic Pipeline following a leak identified near Everett on Nov. 11, 2025.The shutdown has disrupted refined product flows, including jet fuel to Seattle-Tacoma.Airlines adopted workarounds to keep flights operating despite constrained fuel supplies.BP plc (BP) , the London-listed oil and gas major, has shut down its Olympic Pipeline system after identifying a leak in the pipeline, following which jet fuel supplies to the Seattle-Tacoma airport have been affected. BP’s Olympi ...

Gasoline prices are easing as the Thanksgiving travel weekend kicks off. While the national average remains slightly above $3 per gallon, the average price per gallon in more than half of US states now falls below that mark, and a handful of stations are even offering regular unleaded for $1.99. The national price of gasoline sat at $3.05 per gallon on Tuesday, about the same as exactly one year ago, according to AAA data. Coastal states like California and Washington still carry prices above $4 per gal ...

Indonesia looks to unlock its upstream potential by offering more than 100 previously untapped oil and gas basins to global investors for exploration. Southeast Asia’s biggest economy, which is also a major oil and gas producer, aims to reverse its decade-long production decline and bolster national energy security. Indonesia targets to nearly double its oil production to 1 million barrels per day (bpd) of crude oil. Currently, Indonesia pumps about 600,000 bpd of crude. Indonesia has developed only 20 ...

After several wild weeks of movement in diesel prices, at times rising far faster than any movement in crude prices would justify, the benchmark price used for most fuel surcharges fell after four weeks of increases. The Department of Energy/Energy Information Administration average weekly retail diesel price declined 3.7 cents/gallon to $3.831/g. The one-week decline comes after a four-week stretch in which the price rose 24.8 cts/g to $3.868/g. The DOE/EIA price was effective Monday and posted Tuesday. ...

Oil fell 2.5% on Tuesday morning following reports that Ukraine has mostly agreed to a peace deal with the U.S. European Gas Prices Chill at Lowest Levels Since May 2024 - European gas prices have fallen below the €30 per MWh threshold (the equivalent of $11 per MMbtu) as the triple whammy of Russia-Ukraine peace talks, warmer weather and ample supply lowered the TTF benchmark to its lowest since May 2024. - Following a brief cold spell that brought this winter season’s first snow, temperatures across ...

French oil major TotalEnergies will relocate its floating LNG storage and regasification unit currently stationed in northwest France, it said on Tuesday. ...