A closely-monitored oil market metric that tracks the strength of Middle Eastern crude versus global benchmark Brent underlines the fallout from Trump’s push against India’s buying of Russian flows. https://t.co/CIjnDZhhOw ...

Forcing changes in the import patterns of the third-largest oil consumer without causing a price shock is only possible when the market is well-supplied. That may not last, writes @helloimserene https://t.co/j44GkQfmWP ...

An oil glut is expected early next year, which might accommodate tough-but-phased-in Russian sanctions imposed by America. Being less exposed to these, China would continue to buy Russian crude—at a growing discount https://t.co/DshePtsTFJ ...

The bullish case for oil is real, but crude prices will head lower before they rebound, argues @JavierBlas #OOTT (via @opinion) https://t.co/huKo5ulmlQ ...

(COMBO) This combination of pictures created on February 21, 2020 shows US President Donald Trump delivers remarks at a Keep America Great rally in Phoenix, Arizona, on February 19, 2020. Russian President Vladimir Putin delivers a speech during a ceremony in Jerusalem on January 23, 2020 commemorating the people of Leningrad during the Second World War Nazi siege on the city."Putin will stop killing people if you get energy down another $10 a barrel. He's going to have no choice because his economy stinks, ...

Key Takeaways EXE's Q2 EPS and revenues missed estimates but soared year over year on production and pricing gains.Daily production jumped 162% YoY to 7,202 MMcfe/day, beating estimates driven by natural gas output.Cash flow rose to $1.3B from $209M YoY, supporting $448M in shareholder returns via dividends and buybacks.Expand Energy Corporation (EXE) reported second-quarter 2025 adjusted earnings per share of $1.10, which missed the Zacks Consensus Estimate of $1.14. However, the company’s bottom line surp ...

US President Donald Trump’s threat to penalize India for buying oil and arms from Russia will test the South Asian nation's longstanding ties with Moscow https://t.co/3HjEZUmVX0 ...

Group 1 - Shares of liquefied natural gas (LNG) companies increased significantly following the European Union's agreement to purchase $750 billion of energy from the U.S. [1] - Cheniere and Venture Global saw their shares rise approximately 3% and over 4% respectively, while NextDecade and New Fortress Energy experienced increases of more than 2% and about 3% [1] Group 2 - EU President Ursula von der Leyen stated that the energy purchases aim to reduce the bloc's dependence on Russian natural gas, enhancing Europe's energy security [2] - The deal includes a commitment to replace Russian gas and oil with substantial purchases of U.S. LNG, oil, and nuclear fuels [2] - The broader trade deal also imposes a 15% tariff on EU exports to the U.S. and includes an agreement for Brussels to invest an additional $600 billion in the U.S. [2] Group 3 - President Donald Trump emphasized the importance of energy in the trade deal during discussions with von der Leyen [3]

Industry Overview - The Zacks Oil and Gas - Exploration and Production - Canadian industry is facing challenges due to weaker commodity prices and a stronger Canadian dollar, which are eroding margins and cash flows [1][3] - Dividend growth and share buybacks are becoming unsustainable for many companies under current strip prices, leading to tighter capital spending [1][4] - The long-term impact of electric vehicle (EV) adoption and climate policies is contributing to a cautious outlook for the industry [1][6] LNG Breakthrough - Canada's first shipment of LNG to Asia marks a significant milestone, opening access to premium markets and reducing the natural gas discount [1][5] - The LNG Canada project, valued at $40 billion, is expected to ramp up exports to 14 million tonnes per annum (mtpa) and potentially double output in Phase 2, which will strengthen Canadian natural gas prices [5] Key Companies - **ARC Resources Ltd. (AETUF)**: The largest pure-play Montney operator in Canada, focusing on cost leadership and LNG market opportunities. It aims to triple free funds flow per share by 2028 and has a Zacks Consensus Estimate indicating 11% year-over-year earnings growth for 2025 [22][23] - **Ovintiv Inc. (OVV)**: A leading independent E&P company with a diverse portfolio. It has maintained a disciplined cost reduction approach and benefits from a proactive hedging program, with a trailing four-quarter earnings surprise of approximately 27.8% [27][28] - **Obsidian Energy Ltd. (OBE)**: Focused on oil-weighted assets, aiming to increase production from 34,000 boe/d to 50,000 boe/d by 2026. The company has a Zacks Consensus Estimate indicating 199.5% year-over-year earnings growth for 2025 [31][32] - **InPlay Oil Corp. (IPOOF)**: A junior upstream company with a focus on light oil development, expected to exceed production of 18,750 boe/d in the second half of the year. It prioritizes sustainability and shareholder returns [18][19] Market Performance - The Zacks Oil and Gas - Canadian E&P industry has underperformed compared to the S&P 500 and the broader Zacks Oil – Energy sector, declining 9.4% over the past year [11] - The industry's Zacks Industry Rank is 165, placing it in the bottom 33% of 245 Zacks industries, indicating challenging near-term prospects [7][8] Valuation Metrics - The industry is currently trading at a trailing 12-month EV/EBITDA ratio of 4.76, significantly lower than the S&P 500's 17.98 and slightly below the sector's 4.84 [15]

Company Performance - Exxon Mobil's stock closed at $109.85, with a daily increase of +1.21%, outperforming the S&P 500's gain of 0.78% [1] - Over the past month, Exxon Mobil's shares gained 0.18%, while the Oils-Energy sector experienced a loss of 3.19% [1] Earnings Expectations - The upcoming earnings report on August 1, 2025, is expected to show earnings of $1.49 per share, reflecting a year-over-year decline of 30.37% [2] - Revenue is projected to be $82.84 billion, indicating a decrease of 10.98% compared to the same quarter last year [2] Fiscal Year Projections - For the entire fiscal year, earnings are projected at $6.57 per share, representing a decline of 15.66%, with revenue expected to be $334.4 billion, down 4.34% from the prior year [3] Analyst Estimates and Rankings - Recent adjustments to analyst estimates for Exxon Mobil are seen as indicative of short-term business patterns, with positive revisions suggesting a favorable business outlook [3][4] - The Zacks Rank system, which incorporates estimate changes, currently rates Exxon Mobil at 3 (Hold) [5] Valuation Metrics - Exxon Mobil has a Forward P/E ratio of 16.53, which is a premium compared to the industry average of 11.25 [6] - The company has a PEG ratio of 2.02, compared to the industry average PEG ratio of 1.99 [6] Industry Context - The Oil and Gas - Integrated - International industry ranks in the bottom 24% of all industries, with a Zacks Industry Rank of 188 [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]