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X @Bloomberg
Bloomberg· 2025-11-10 11:23
Ballooning inventories in a niche corner of the fuel market are compounding the global oversupply of oil and complicating the outlook for benchmark crude prices https://t.co/oUa8aG9Bch ...
Trump needs to find a solution for Hungary's oil, Victor Davis Hanson says
Youtube· 2025-11-08 12:30
Core Points - President Trump is confronting Hungary's leader Victor Orban over Hungary's purchases of Russian oil amidst increased sanctions on Russia and efforts to end the war in Ukraine [1][2] - Hungary's landlocked status complicates its ability to source oil from other countries, making it dependent on Russian oil [3][4] - The U.S. may escalate pressure on nations doing business with Russia, potentially cutting them off from the financial system [6][9] Summary by Sections U.S.-Hungary Relations - President Trump expressed concern over Hungary's oil purchases from Russia, highlighting the contradiction of U.S. support while Hungary continues to rely on Russian energy [2][5] - Orban's explanation for these purchases reflects Hungary's geographical challenges, being landlocked and dependent on Russian oil [3][4] Sanctions and Financial Pressure - There is potential for the U.S. to cut off nations engaging with Russia from the SWIFT financial messaging system, which would severely limit their ability to conduct business with Russia [6][9] - India and China are reportedly reducing their imports from Russia in anticipation of financial repercussions [7] Military and Strategic Developments - Ukraine has intensified drone attacks, reportedly reducing Russian domestic gasoline availability by 25% [8] - Trump is considering more aggressive military options, including the use of Tomahawk missiles, which could escalate tensions further [8][9]
Devon Energy: Undervalued Energy Stock That's Poised For Upside (NYSE:DVN)
Seeking Alpha· 2025-11-07 22:49
Devon Energy Corporation ( DVN ) is a leading onshore producer of oil, natural gas, and natural gas liquids in the United States. This company is focused on some of the most prolific and high-return shale basins in the United States which include: The EagleLong-time stock market investor focused on strategic buying opportunities with dividend and value stocks. This investment strategy has resulted in a near 5 star rating on Tipranks.com and over 9,000 followers on Seeking Alpha. Follow me on Twitter for my ...
Devon Energy: Undervalued Energy Stock That's Poised For Upside
Seeking Alpha· 2025-11-07 22:49
Core Viewpoint - Devon Energy Corporation (DVN) is a prominent onshore producer of oil, natural gas, and natural gas liquids in the United States, focusing on high-return shale basins such as the Eagle Ford [1] Group 1: Company Overview - Devon Energy operates in some of the most prolific shale basins in the United States, which are known for their high returns [1] Group 2: Investment Strategy - The investment strategy highlighted involves strategic buying opportunities with a focus on dividend and value stocks, which has led to a near 5-star rating on Tipranks.com and a following of over 9,000 on Seeking Alpha [1]
/U P D A T E -- MediPharm Labs Corp./
Prnewswire· 2025-11-07 21:19
Continue Reading Cumulative Total Shareholder Returns of MediPharm Labs, Leading Canadian Cannabis Companies and Global X Marijuana Life Sciences Index (CNW Group/MediPharm Labs Corp.) MediPharm's Board of Directors (the "Board") recommends that shareholders vote through the GREEN proxy or GREEN voting instruction card in support of the Company's nominees for Board of Directors and other resolutions. Shareholders are encouraged to visit www.medipharmlabsagm.com for up-to-date information on matters relatin ...
X @Bloomberg
Bloomberg· 2025-11-06 12:30
OPEC raised oil production slightly last month as key members began gradually restarting another layer of halted supplies, according to a Bloomberg survey https://t.co/eYoBU2hfH1 ...
Woodside Energy Group (NYSE:WDS) 2025 Capital Markets Day Transcript
2025-11-04 23:30
Summary of Woodside Energy Group's 2025 Capital Markets Day Company Overview - **Company**: Woodside Energy Group (NYSE: WDS) - **Headquarters**: Australia - **Employees**: Over 4,500 globally - **Established**: More than 70 years ago - **2024 Performance**: Sold 204 million barrels of oil equivalent with an EBITDA margin of 70% [5][6] Strategic Direction - **Long-term Returns**: Focus on delivering long-term returns and maximizing operational performance [3][11] - **Growth Projects**: Significant projects include Louisiana LNG, Scarborough, and Beaumont New Ammonia, targeting a 50% increase in sales volumes to over 300 million barrels of oil equivalent by 2032 [7][20] - **Financial Goals**: Expected net operating cash flow of approximately $9 billion by 2032, representing over 6% compound annual growth rate [8][12] Key Business Activities - **LNG Operations**: Operating approximately 19 million tonnes per annum of LNG, with an additional 5 MTPA under construction at Pluto [6] - **International Oil Production**: Producing oil from the Gulf of Mexico and offshore Senegal, with a project in Mexico targeting 100,000 barrels per day [6] - **Lower Carbon Ammonia**: First production from Beaumont New Ammonia project targeted for late 2025 [6][29] Competitive Advantages - **Diversified Portfolio**: Low break-even price of $34 per barrel, operational excellence, and strong customer relationships [10][11] - **Reliability**: Achieved 100% reliability at Pluto LNG plant in Q3 2025 and over 98% in Senegal oil development [10][14] - **Financial Discipline**: Strong balance sheet and commitment to returning value to shareholders, with approximately $11 billion in dividends paid since 2022 [5][22] Market Dynamics - **Energy Demand**: Anticipated growth in LNG demand, particularly in Asia and Europe, driven by energy security and decarbonization goals [24][26] - **LNG Market Growth**: Global LNG demand grew by 65% from 2015 to 2024, with a forecasted 60% growth by 2035 [25] - **Regulatory Support**: Emerging regulations supporting lower carbon ammonia and other sustainable energy sources [30][31] Project Highlights - **Louisiana LNG**: Final investment decision made for three trains with a capacity of 16.5 million tonnes per annum, targeting first LNG in 2029 [17][19] - **Scarborough Energy Project**: Expected to produce up to 8 million tonnes of LNG per year, with first LNG cargo targeted for the second half of 2026 [51][55] - **Northwest Shelf Project**: Recent approval for ongoing operations beyond 2030, ensuring continued value delivery [49] Sustainability and Innovation - **Sustainability Focus**: Strong sustainability performance as a key driver for business, with objectives across health, safety, climate, and biodiversity [13][31] - **Technological Advancements**: Use of AI and real-time analytics to improve operational efficiency and reduce emissions [57][58] Financial Management - **Capital Management Framework**: Disciplined approach to capital allocation, maintaining an investment-grade credit rating and targeting a gearing ratio of 10%-20% [34][35] - **Dividend Policy**: Minimum payout of 50% of underlying profit, with an average annualized dividend yield of over 8% since 2022 [22][35] Conclusion - **Future Outlook**: Woodside is positioned for transformative growth through disciplined execution of its strategy, focusing on maximizing performance, delivering for stakeholders, and creating new opportunities in the energy sector [31][41]
Do Wall Street Analysts Like Devon Energy Stock?
Yahoo Finance· 2025-10-31 13:39
Core Viewpoint - Devon Energy Corporation (DVN) has significantly underperformed the broader market and its sector peers over the past year, despite reporting better-than-expected Q2 results and maintaining a generally positive analyst outlook. Performance Summary - DVN shares have declined 16.5% over the past year, while the S&P 500 Index has increased by nearly 17.4% [2] - Year-to-date, DVN stock is down 2.2%, contrasting with the S&P 500's 17.2% gains [2] - Compared to the SPDR S&P Oil & Gas Exploration & Production ETF (XOP), which has declined about 4.4% over the past year, DVN's losses are more pronounced, with a 4.9% dip year-to-date [3] Financial Results - For Q2, DVN reported an adjusted EPS of $0.84, exceeding Wall Street expectations of $0.83, and revenue of $4.3 billion, surpassing forecasts of $4 billion [4] - Analysts project an 18.5% decline in DVN's EPS for the current fiscal year, estimating it to be $3.93 on a diluted basis [5] Analyst Ratings - Among 28 analysts covering DVN, the consensus rating is a "Moderate Buy," with 18 "Strong Buy" ratings, two "Moderate Buys," and eight "Holds" [5] - The analyst sentiment has improved, with 16 analysts now suggesting a "Strong Buy" [6] - Benchmark Co. analyst Subash Chandra has reiterated a "Buy" rating with a price target of $44, indicating a potential upside of 37.5% from current levels [6] - The mean price target of $44.69 suggests a 39.6% premium to DVN's current price, while the highest target of $70 implies an upside potential of 118.7% [6]
Southwestern Energy: How To Find & Own America's Greatest Opportunities
Investors· 2025-10-29 12:00
BREAKING: Futures Rise On Trump Comments, Earnings Southwestern Energy was a big market leader in 2004 and 2005, engaged in the exploration and production of oil and natural gas in Texas, Oklahoma, Arkansas, Louisiana and New Mexico. The Houston-based company also distributed natural gas through a 5,400-mile pipeline. Southwestern had proven reserves of 8.5 million barrels of oil and 594 billion cubic feet of gas, plus it… Related news Analysts Say 8 Stocks Already Grow Faster Than Nvidia And Palantir 10/02 ...
X @Bloomberg
Bloomberg· 2025-10-27 15:40
The amount of oil sailing the world’s oceans surged to a fresh record, a sign of how supplies are continuing to mount despite the price gains that followed sanctions on some of Russia’s biggest oil companies https://t.co/lVpDu9IzoS ...