Key Takeaways Shell forecasts higher LNG liquefaction volumes and stronger Trading & Optimization results. Upstream output rises, though Brazil's Tupi field adjustment trims earnings by up to $0.4B. Refining margins improve to $11.6/bbl, while chemicals remain weak with projected losses. Shell plc (SHEL) , a London-based integrated oil and gas company, has released its third-quarter 2025 update, a detailed forecast of its operational and financial expectations for the period. The report, dated Oct. 7, 2025, ...

Core Insights - Occidental Petroleum is positioned to enhance investments in its core oil and gas business following the divestment of its chemicals unit [1] - The company anticipates replacing the cash flow lost from the chemicals division in approximately two and a half years [1]

Occidental Petroleum Corporation (NYSE:OXY) sells its chemical business, OxyChem, to Berkshire Hathaway for $9.7 billion, aiming to enhance shareholder value and improve financial health.Roth Capital maintains a Neutral rating on OXY, with a slight increase in the price target to $46.The company's stock experienced a decrease of 3.95%, trading at $45.84, amidst broader strategic shifts and market fluctuations.Occidental Petroleum Corporation, trading as NYSE:OXY, is a major player in the oil and gas industr ...

Berkshire Hathaway is ready to make its biggest acquisition in three years. The company reaching a deal to buy Occidental Petroleum's Chemicals unit for about $9.7% billion in an all cash deal. For more on this M&A, we're joined by Bloomberg Intelligence senior analyst Matthew Palazzolo.And Matt. It's interesting because they already own a massive stake in the parent company, Oxy, I think like 27%. Right.Yeah. So they own about $11 billion worth of oxy stock. I think it's a good deal, Matt, for for both the ...

Core Viewpoint - LyondellBasell Industries N.V. (NYSE:LYB) is facing a revised price target of $65 from Evercore ISI, down from $90, due to concerns over profit potential and industry conditions [1][2]. Company Summary - LyondellBasell Industries N.V. is a global leader in the production of chemicals, plastics, and polymers, serving various applications such as packaging, automotive components, and construction materials [2]. - The company is projected to have a "near/medium-term" mid-cycle EBITDA of $5.5 billion [1]. Industry Summary - The chemical industry is experiencing a phase where investors are likely to wait for clear signs of improving conditions before recognizing any recovery in profitability [2]. - Factors affecting LyondellBasell's performance include the right-sizing of European operations, reduced earnings from oxyfuels, and a predicted oversupply in the industry that may last into the latter part of the decade [1].

LyondellBasell Industries N.V. (NYSE:LYB) is included among the 10 Highest Dividend-Paying Stocks to Buy in the S&P 500. A Materials Powerhouse: How LyondellBasell (LYB) Rewards Investors Through Dividends LyondellBasell Industries N.V. (NYSE:LYB) is a leading global chemicals, plastics, and polymers manufacturer with end markets that include packaging, automotive, and building materials. The chemical business has a cyclical aspect to it, so dividends aren’t a given, but the company seems well-positioned ...

Summary of AGC (OTCPK:ASGL.Y) ESG Briefing - September 26, 2025 Company Overview - **Company**: AGC (Asahi Glass Company) - **Industry**: Glass and Chemicals - **Global Presence**: Operations in over 30 countries with approximately 54,000 employees [5][4] Key Business Segments - **Sales Breakdown**: - Glass-related business: 45% - Chemicals: 25% - Electronics: 20% - Life Science and Ceramics: 10% each [4][3] Value Creation Model - **Purpose**: AGC aims to be an essential part of everyday life, focusing on long-term social issues and materiality [15][13] - **Management Strategy**: The company emphasizes a value creation model that connects external environmental changes with its purpose [15][22] - **Social Values**: Focus on sustainable global environment, innovation, and well-being [21][22] Sustainability and Innovation - **Sustainability Objectives**: Addressing climate change and resource efficiency while maximizing opportunities through products and technologies [17][18] - **Technological Advancements**: Emphasis on developing unique materials and solutions to solve social issues [21][24] - **Carbon Neutrality Goal**: AGC aims to achieve carbon neutrality by 2050 through various technologies, including recycling and alternative fuels [32][34] Intellectual and Human Capital - **Intellectual Capital**: Focus on evolving technologies, particularly in organics and glass, with a strategic approach to patent applications [24][42] - **Human Capital Development**: Initiatives to enhance employee engagement and develop future management talent, including a focus on diversity [46][49][81] Research and Development Focus - **Key Technology Fields**: Seven identified fields for future growth, including performance chemicals and mobility solutions [29][71] - **Open Innovation**: Collaboration with external partners and academia to accelerate product development [40][41] Financial Performance and Licensing - **Patent Growth**: Increase in patent applications and licensing revenue, particularly in strategic business areas like electronics and life sciences [72][74] - **Revenue Generation**: More than half of revenue is expected to come from strategic businesses [74] Challenges and Future Outlook - **Management Development**: Continuous efforts to enhance the talent pool, including female and non-Japanese candidates, are ongoing [81][79] - **Market Adaptation**: AGC is adapting to technological changes and market demands, particularly in automotive and energy sectors [71][70] Conclusion - AGC is committed to sustainability, innovation, and enhancing its value creation model while focusing on human capital development and strategic growth areas. The company aims to leverage its strengths in glass and chemicals to meet future challenges and opportunities in the market [91][90]

Core Viewpoint - Gevo, Inc. is actively engaging with investors by presenting at the MicroCap Rodeo, highlighting its commitment to renewable energy and innovative technologies [1]. Company Overview - Gevo is a diversified energy company focused on providing cost-effective, drop-in fuels that enhance energy security and support rural economic growth [2]. - The company utilizes innovative technology to produce a range of renewable products, including synthetic aviation fuel (SAF), motor fuels, and chemicals [2]. - Gevo operates one of the largest dairy-based renewable natural gas (RNG) facilities in the U.S., converting by-products into clean energy [2]. - The company also runs an ethanol plant with an adjacent carbon capture and sequestration (CCS) facility, reinforcing U.S. leadership in energy innovation [2]. - Gevo is recognized for owning the world's first production facility for specialty alcohol-to-jet (ATJ) fuels and chemicals [2]. - The company's market-driven "pay for performance" approach ensures value delivery to the local economy through sustainability attributes [2]. - Through its Verity subsidiary, Gevo enhances transparency and efficiency in tracking and verifying supply chain attributes [2].

Eastman Chemical Company (EMN) is a global specialty materials firm headquartered in Kingsport, Tennessee. With a market cap of $7.4 billion, Eastman specializes in producing a wide range of products, including chemicals, fibers, and plastics, for various industries such as automotive, electronics, and consumer goods. Companies with a market capitalization between $2 billion and $10 billion are generally classified as 'mid-cap stocks,” and EMN perfectly fits that description, with its market cap exceeding ...

Exxon Mobil Corporation (NYSE:XOM) is included among the 15 Best Natural Gas and Oil Dividend Stock to Buy Now. Why Exxon Mobil (XOM) is a Top Dividend Stock to Buy Now A behemoth of the global oil and gas industry, Exxon Mobil Corporation (NYSE:XOM) has increased its earnings at an annual rate of roughly 30% over the last five years, with its cash flow also rising at a CAGR of roughly 15% during the period. However, the company still has no intentions of slowing down, with a target to produce an additio ...