The current situation, combined with increased geopolitical risks and strong global demand, suggests a potential shift towards a bullish environment. Even OPEC+'s theoretical production and export increases may not be enough to mitigate this shift, or in some cases, may not be sufficient at all. This potential for a bullish market should prompt all market participants to adopt preparedness and strategic planning.While most energy analysts are still obsessed with OPEC, US shale, or Israel’s operations in Gaz ...

Thanks for your interest in Z4 Energy Research. As of January 2021, Tipranks placed us in the top 2% of all financial bloggers and top 5% of overall experts. If you would like more in depth discussions on oil, natural gas, wind, solar, fuel cells, and other renewables, please contact us at zman@zmansenergybrain.com. We have covered energy at zmansenergybrain.com since 2006 posting 6 days a week and have been in the markets since the early 1990s. We post weekly slide shows on the oil and natural gas inventor ...

By Scott DiSavino (Reuters) -U.S. energy firms this week added oil and natural gas rigs for a fourth week in a row for the first time since February, energy services firm Baker Hughes said in its closely followed report on Friday. The oil and gas rig count, an early indicator of future output, rose by seven to 549 in the week to September 26, its highest since June. Despite this week's rig increase, Baker Hughes said the total count was still down 38 rigs, or 6% below this time last year. Baker Hughes ...

We have been following Devon Energy Corporation (NYSE: DVN ) for a long time. It's an affair that's run hot and cold over the years, but back in early August it heated up again after its Q2He is the leader of the investing group The Daily Drilling Report where he provides investment analysis for the oil and gas industry. Features of the group include: a model portfolio that covers all segments of upstream oilfield activity with weekly updates, ideas for both U.S and international energy companies, coverage ...

The share price of Evolution Petroleum Corporation (NYSEAMERICAN:EPM) fell by 9.69% between September 18 and September 25, 2025, putting it among the Energy Stocks that Lost the Most This Week. Evolution Petroleum (EPM): Among the Energy Stocks that Fell This Week Evolution Petroleum Corporation (NYSEAMERICAN:EPM) is an independent energy company that engages in the ownership of and investment in onshore oil and natural gas properties in the United States. Evolution Petroleum Corporation (NYSEAMERICAN:E ...

I have a B.Tech degree in Mechanical Engineering from a top school in India. For nearly twenty five years, I have worked in the oil and gas sector, primarily in the Middle East. I work at the intersection of engineering, operations, and project management in an industry that does not forgive mistakes - so I have learned to be efficient, careful, and disciplined. These traits inform my investment strategy. For much of my professional career, I have maintained a serious and sustained interest in the U.S. equi ...

About this content About Ian Lyall Ian Lyall, a seasoned journalist and editor, brings over three decades of experience to his role as Managing Editor at Proactive. Overseeing Proactive's editorial and broadcast operations across six offices on three continents, Ian is responsible for quality control, editorial policy, and content production. He directs the creation of 50,000 pieces of real-time news, feature articles, and filmed interviews annually. Prior to Proactive, Ian helped lead the business outpu ...

雪佛龙收购赫斯财务影响 - 收购赫斯导致第三季度税后收益减少2亿至4亿美元[1] - 约半数现金流出用于整合成本 如员工遣散费 主要发生在第三季度[2] - 即使剔除一次性费用 调整后收益仍面临5000万至1.5亿美元负面影响[2] 雪佛龙运营与资本支出 - 赫斯资产贡献日均产量45万至50万桶油当量 尽管存在运营停机时间[4] - 第三季度资本支出预计10亿至12.5亿美元[4] - 公司预计整合完成后将显现重大财务效益和运营效率[3] 同业公司业绩预期 - 埃克森美孚第三季度每股收益预期1.73美元 营收886亿美元 盈利同比下滑近10%[5] - 壳牌第三季度每股收益预期1.46美元 营收737亿美元 盈利同比下滑24%[6] - 两家公司盈利预期过去一个月均上调0.02美元[5][6] 雪佛龙市场表现与估值 - 年内股价上涨11% 超越能源行业7.3%的涨幅[7] - 远期市盈率高于行业平均水平 且超过五年均值11.87[8] - 第三季度业绩将于11月初公布 市场预期每股收益2.13美元 营收521亿美元[4]

能源行业特性 - 石油、天然气及其衍生品属于大宗商品 价格可能剧烈且快速波动 导致整个能源行业具有高度波动性 [1] - 行业高度波动性对保守的股息投资者构成重大挑战 [8] 雪佛龙公司分析 - 雪佛龙是大型全球多元化综合能源公司 业务覆盖上游能源生产、中游能源运输及下游化工和炼油业务 [3] - 综合业务模式带来重要多元化效益 使投资者通过单一投资获得整个能源行业的风险敞口 [3] - 行业各板块运营方式存在差异：油价低迷时上游表现疲软 但下游以石油为原料 低油价可能提升下游业绩表现 [4] - 一体化运营模式有助于平滑能源行业固有的周期性波动 [4] - 公司拥有38年连续增加股息的记录 股息收益率约4.4% 远高于标普500指数的1.2%和能源股平均3.2%的收益率 [5] - 由于净利润高度波动 股息支付率在评估股息可持续性时实用性较低 董事会股息承诺可能随时变化 [6] 中游板块投资价值 - 中游领域采用收费模式运营 石油和天然气价格不如能源需求重要 [7] - 企业产品合作伙伴公司可能成为当前最佳的高收益能源投资选择 [7] - 能源运输是能源行业中最稳定的板块 [8]

BAGHDAD (AP) — Iraq will resume exporting oil from the country's northern, semiautonomous Kurdish region through Turkey’s Ceyhan port after exports had been halted for more than two years, officials said Friday. The resumption, which starts on Saturday, is a step toward boosting Iraq’s oil revenues and stabilizing the relationship between the central government in Baghdad and the Kurdish region, even as disputes over revenue sharing and field management persist. The exports stopped in early 2023 after th ...