Browsing Tag
Chevron
54 posts
Chevron signs 20-year Microsoft power deal for 2.67 GW Project Kilby in Texas
Chevron’s 2.67 GW Project Kilby will power Microsoft’s West Texas AI campus with Permian gas. Explore the FID, economics and execution risks today in depth.
Western Midstream (NYSE: WES) tests whether Permian wastewater can become its next growth business
Western Midstream is testing whether Permian produced water can become a new freshwater business. Discover what JIP 2 means for WES investors.
Hammond gas station killing raises public safety alarm after woman shot in mistaken identity attack
A targeted attack hit the wrong car in Hammond. Patricia Shepard’s killing shows how gun violence can turn public spaces into danger zones.
Shell (LSE: SHEL) gains 0.27% as billion-barrel oil deficit thesis holds firm into AGM next Tuesday
Sawan says the oil deficit is deepening every day. ARC just added 370,000 boe/d. The May 19 AGM is where Shell's capital return discipline meets war-time arithmetic.
BP (LSE: BP.) climbs 1.4% as Uzbekistan upstream entry and analyst upgrades override the ex-dividend mechanical drag
Iran war doubled BP's profit. Castrol is sold. Uzbekistan is in. Citi says $15bn of disposals are coming. Meg O'Neill's reset may finally have a plan.
ConocoPhillips Q1 2026 results: COP beats consensus on EPS but trims production guidance as Qatar war exposure forces an outlook reset
ConocoPhillips beat Q1 estimates, then pulled Qatar from guidance. The Iran war just moved from sentiment to balance sheet for COP shareholders.
European oil majors abandon unified energy transition framework as TotalEnergies, Shell, BP, Eni and Equinor pursue different paths
TotalEnergies hikes dividends. Shell buys back stock. BP retreats from transition. Eni engineers sell-downs. Equinor exits wind. Same oil price, five answers.
Brent crude above $114 as Trump prepares for months-long Hormuz blockade
Trump signals a months-long Hormuz blockade while rejecting Iran's ceasefire offer. Brent above $114. The UAE has left OPEC. The supply crisis has no visible exit.
Shell PLC (LON: SHEL): trading windfall meets Hormuz risk ahead of May earnings
Shell PLC (LON: SHEL) releases Q1 2026 update as Hormuz closure hits Qatar LNG volumes and boosts trading earnings. Full results due 7 May 2026.
Chevron El Segundo refinery fire tests California’s clean energy transition amid fragile supply chains
Chevron’s El Segundo refinery blaze reignites the debate over whether California’s clean-energy path can handle refinery shocks. Read the full analysis.