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XOM's Guyana Push: Unlocking 11B Barrels and a Decade of Growth
ZACKS· 2025-09-25 14:36
埃克森美孚圭亚那资产 - 公司在圭亚那近海的斯塔布鲁克区块拥有强大业务,其圭亚那储量是公司最具优势的资产之一,资源量接近110亿桶 [1] - 该发现是过去15年油气行业最大的发现 [1] - 公司持续投资以提高圭亚那产量,近期在斯塔布鲁克区块的第四个开发项目Yellowtail已开始生产 [2] - 目前三个在运项目合计产量约为65万桶/日,第四个项目将使圭亚那总产能超过90万桶/日 [2] - 第五和第六个开发项目Uaru和Whiptail预计将分别于2026年和2027年开始生产,第七个项目Hammerhead已做出最终投资决定 [2] 圭亚那项目的战略意义 - 圭亚那深水开发预计是迄今为止最成功的开发项目之一,石油繁荣使圭亚那成为全球增长最快的经济体 [3] - 该国的低成本生产资产将支持公司的长期产量增长和现金流状况,提升盈利能力 [3] - 公司在圭亚那的低成本生产状况使其能够在国际大型石油公司中保持竞争优势 [3] 其他低成本生产商 - 康菲石油和EOG资源是另外两家在美国页岩盆地拥有低成本资源基础的能源公司 [4] - 康菲石油在美国页岩盆地拥有强大资产基础,支持其低成本生产,即使在低油价时期也能保持盈利并产生自由现金流 [5] - EOG资源拥有高回报、低递减的资产基础,是美国低成本生产商中的佼佼者,专注于维持弹性资产负债表和降低生产成本以应对油价波动 [6] 埃克森美孚股价表现与估值 - 公司股价在过去一年上涨1.6%,低于行业综合指数6.3%的涨幅 [7] - 市场对公司2025年盈利的共识预估在过去七天内未发生修正 [10] - 当前市场对公司在2025年第三季度、第四季度、全年及2026年全年的每股收益共识预估分别为1.73美元、1.64美元、6.69美元和7.51美元 [11] - 从估值角度看,公司基于过去12个月的企业价值/息税折旧摊销前利润倍数为7.35倍,高于行业平均的4.34倍 [12]
Chariot is progressing a clear strategy to unlock value - broker
Proactiveinvestors NA· 2025-09-25 14:06
About this content About Jamie Ashcroft Jamie Ashcroft, the News Editor for Proactive UK, has developed an impressive career in financial journalism, focusing on the small-cap sector for over fourteen years. Before joining the Proactive team, he was a stockbroker during the global financial crisis, a role that complemented his educational background - a first-class degree in Business and Economics and qualifications in software design and development. As one of the early external hires at Proactive in 20 ...
Why Big Oil has its eye on APAC’s EV charging market
Yahoo Finance· 2025-09-25 12:22
A spokesperson from Shell tells Offshore Technology: “As the EV charging industry is still nascent, we are continuously learning and adapting our EV growth strategy to market conditions. For example, we are focusing on our own retail sites in Europe where we can also leverage our convenience retail strengths.”Ravindra Puranik, oil and gas analyst at GlobalData, explains that oil companies know they must adapt to electrification. “The oil and gas industry is undergoing notable transformation in response to t ...
GeoPark Enters Vaca Muerta as Operator of Two High Quality Blocks
Businesswire· 2025-09-25 12:18
BOGOTA, Colombia--(BUSINESS WIRE)--GeoPark Limited ("GeoPark†or the "Company†) (NYSE: GPRK), a leading independent energy company with over 20 years of successful operations across Latin America, today announced that it has entered into an agreement with Pluspetrol S.A. ("Pluspetrol†) to acquire a 100% operated working interest ("WI†) in the Loma Jarillosa Este and Puesto Silva Oeste blocks that target black oil in the Vaca Muerta formation in Neuquen Province, Argentina. Concurrently, GeoPark. ...
Chevron expects up to $400 million quarterly impact from Hess deal
Yahoo Finance· 2025-09-25 12:07
收购影响 - 公司预计第三季度因收购赫斯产生2亿至4亿美元亏损 [1] - 收购交易总额达550亿美元并于7月完成 [1] - 排除遣散费及其他交易成本后 调整后收益影响为5000万至1.5亿美元 [2] 运营数据 - 第三季度净油气当量产量预计为45万至50万桶油当量/日 含部分停产期 [2] - 当期资本支出预计达10亿至12.5亿美元 [2] 行业动态 - 公司通过标志性法律诉讼击败竞争对手埃克森美孚 获得十年来最大石油发现开采权 [1]
Precision Drilling: At The Starting Gate
Seeking Alpha· 2025-09-25 12:00
He 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 from shale to deepwater drillers, technical analysis to identify catalysts, and more. Learn More .Fluidsdoc is an international oil industry veteran with 40 years of experience having worke ...
Precision Drilling Stock: At The Starting Gate (NYSE:PDS)
Seeking Alpha· 2025-09-25 12:00
He 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 from shale to deepwater drillers, technical analysis to identify catalysts, and more. Learn More .Fluidsdoc is an international oil industry veteran with 40 years of experience having worke ...
Eni Sells 30% in Cote d’Ivoire Oil and Gas Project to Top Trader
Yahoo Finance· 2025-09-25 12:00
Eni has completed the sale of 30% in the giant operational Baleine oil and gas project offshore Cote d’Ivoire to the world’s biggest independent oil trader, Vitol, the Italian energy major said on Thursday. The Baleine project is Cote d’Ivoire’s main offshore development and after the transaction is now owned by Eni with a 47.25% stake, Vitol with 30%, and Cote d'Ivoire’s oil company Petroci with a 22.75% interest. The sale of the minority stake to Vitol is part of Eni’s strategy to optimize its upstream ...
Türkiye’s BOTAS signs 20-year deal with Mercuria to buy LNG from 2026
Yahoo Finance· 2025-09-25 09:06
BOTAS, a state energy company in Türkiye, has entered a 20-year agreement with trading company Mercuria for the purchase of approximately four billion cubic metres (bcm) of liquefied natural gas (LNG) annually from 2026. The agreement covers the supply of around 70bcm over the contract term, according to Türkiye’s Minister of Energy and Natural Resources, Alparslan Bayraktar, reported Reuters. The deal was concluded in New York during President Tayyip Erdogan’s visit to the UN General Assembly. It will ...
Oil Retreats as Concerns Over Looming Glut Cap Gains
Barrons· 2025-09-25 08:44
CONCLUDED Stock Market News From Sept. 25, 2025: S&P 500 Drops for a Third Session Last Updated: Oil Retreats as Concerns Over Looming Glut Cap Gains By Giulia Petroni, Dow Jones Newswires Oil prices were easing in early trade after climbing in the previous session, with Brent crude down 0.6% to $68.05 a barrel and WTI falling 0.7% to $64.54 a barrel. A recent draw in U.S. crude stockpiles has reinforced the perception of tighter crude availability in the short term, driven by concerns over Russian supplies ...