Browsing Tag
ExxonMobil
87 posts
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.
Woodside Energy (WDS) jumps on a report ExxonMobil is studying it as an LNG-focused acquisition target
Woodside Energy (WDS) jumps on a Bloomberg report that ExxonMobil is studying it as an LNG-focused acquisition target. Read the full executive analysis here.
ExxonMobil stock faces LNG M&A test as reported Woodside Energy interest emerges
Read how ExxonMobil’s reported Woodside Energy review could reshape XOM stock sentiment, WDS takeover speculation and global LNG M&A.
Audit shadow falls over TotalEnergies Mozambique LNG as government rejects $2bn claim
Mozambique rejects $2B in TotalEnergies LNG overrun claims after Bayphase audit, threatening the 2029 restart of the $20B Cabo Delgado project. Read more.
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.
Infosys (INFY) crosses $20bn revenue milestone with $14.9bn large deal TCV as stock tests 52-week lows
Infosys Limited posts $20bn FY26 revenue with $14.9bn large deal TCV. What do the numbers mean for INFY investors and enterprise AI buyers? Read the full analysis.
Halliburton (NYSE: HAL) beats Q1 2026 earnings estimates by 10% as Latin America surge offsets Middle East conflict drag
Halliburton (NYSE: HAL) beat Q1 2026 EPS estimates by 10%, posting $461M net income. Latin America up 22%, Middle East down 13%. Read the full analysis.