Cenovus Energy Inc. (NYSE:CVE) is included among the 15 Global Dividend Stocks to Diversify Your Portfolio. TD Securities Raises Cenovus Energy (CVE) Price Target After Review On December 3, TD Securities analyst Menno Hulshof raised the firm’s price target on Cenovus Energy Inc. (NYSE:CVE) to C$29 from C$28 and kept a Buy rating on the shares. On December 11, the company laid out its 2026 capital budget and updated corporate guidance. Cenovus Energy Inc. (NYSE:CVE) said it expects capital investment to ...

Calgary, Alberta--(Newsfile Corp. - December 28, 2025) - Information Regarding this Document This document is being filed pursuant to section 9.2(6)(a) of National Instrument 51-102 – Continuous Disclosure Obligations and Alberta Securities Commission Blanket Order 51-520 in accordance with securities laws applicable to public broadcast solicitations in connection with the proposed solicitation by Tim de Freitas, Jim Masikewich and Kent Busby being certain concerned shareholders (the "Concerned Shareholder ...

2025年油价表现与石油公司业绩分化 - 2025年原油是表现最差的资产之一 其走势呈现典型的熊市动态 即持续的价格下跌被波动剧烈的两位数反弹所打断 [1] - 尽管行业环境如此 大型石油公司业绩出现显著分化 康菲石油年初至今下跌8.3% 而埃克森美孚则实现了超过11%的两位数涨幅 [1] 2026年市场共识与机构预测 - 进入2026年 原油成为全球机构共识看跌最一致的资产之一 各大银行预测高度集中 认为价格将持续低迷 [2] - 看跌理由包括持续供应过剩 需求增长放缓以及能源转型的长期影响 [2] - 具体机构预测如下：摩根大通预计2026年原油均价接近53美元/桶 高盛预计价格在52美元/桶左右 因全球过剩扩大 美国银行预测为57美元/桶 并指出乌克兰和平 委内瑞拉亲市场政府上台及经济前景恶化是三大下行风险 摩根士丹利 花旗和美国能源信息署也普遍支持这一前景 认为市场将受到非OPEC+供应增长和宏观动能减弱的压制 [3] 逆向投资机会的支撑因素 - 普遍的悲观情绪恰恰使石油成为下一年度备受关注的逆向投资机会 [5] - 结构性限制正在悄然收紧：2020年价格暴跌后多年的投资不足 以及ESG压力导致全球项目储备减少 [5] - 根据国际能源署的数据 发现率仍然疲弱 长周期项目被推迟 现有油田的自然递减率持续侵蚀供应 [5] - OPEC+政策增加了市场的不对称性 据路透社报道 该组织已多次表现出愿意推迟增产以捍卫价格底线 这限制了下行风险 同时使市场容易受到上行冲击 [6] - 需求破坏被证明慢于预期 与航空 石化产品及新兴市场相关的消费具有韧性 中国通过战略储备和工业需求继续发挥着不透明但具有支持性的作用 [6] - 市场预期供应充足 这与日益脆弱的供应体系相冲突 [7] 逆向投资面临的风险与挑战 - 逆向投资的观点远非板上钉钉 全球衰退 电动汽车普及速度快于预期 或OPEC+内部分裂 都可能将价格推低并延长供应过剩 [8] - 美国页岩油增长虽在放缓 但仍可能比预期更快地对价格信号作出反应 [8] - 时机把握仍是关键挑战 油价下跌的持续时间可能比基本面所显示的更久 [8] 逆向投资逻辑与市场观察 - 极端的看跌共识 结构性投资不足以及政策驱动的供应管理相结合 表明2026年的石油可能提供不对称的上行机会 在一个几乎所有人都预期疲软的市场中 即使是微小的意外也可能产生巨大影响 [9] - 价格观察：美国石油基金年初至今下跌10.98% [9]

EOG Resources, Inc. (NYSE:EOG) is one of the Best Affordable Stocks to Buy According to Analysts. On December 19, Gabriele Sorbara from Siebert Williams Shank & Co reiterated a Buy rating on EOG Resources, Inc. (NYSE:EOG) with a $150 price target. Earlier on December 17, analyst Josh Silverstein from UBS also reiterated a Buy rating on the stock and lowered the price target from $144 to $141. The ratings come ahead of the company’s fiscal Q4 2025 earnings release, which is scheduled for February 27. Wall ...

Permian Resources Corporation (NYSE:PR) is one of the Best Affordable Stocks to Buy According to Analysts. On December 22, Leo Mariani from Roth MKM reiterated a Buy rating on the stock with a price target of $16. Earlier on December 12, Josh Silverstein from UBS also reiterated a Buy rating on Permian Resources Corporation (NYSE:PR) and raised the price target from $17 to $19. Analyst Josh Silverstein from UBS noted that after three years of limited gains, he sees 2026 to be a promising year for the ene ...

Brazil's Superior Labor Court ruled staffing levels to remain at 80% at all Petrobras facilities in Brazil as negotiations between workers at the state-run oil company drag on amid a prolonged strike. ...

For most of the past decade, oil markets have treated decisions by OPEC as the primary signal for price direction. That hierarchy is being tested, but not overturned. What has changed is where traders look for short-term cues. Increasingly, those cues are coming from China, not because Beijing controls supply, but because its buying behavior now dominates marginal demand and near-term price discovery. As reported by Reuters, China has overtaken OPEC as the most influential force in oil price formation, d ...

Justin, from Pittsburgh, called "The Ramsey Show" and said he is considering marriage while confronting a significant financial gap between himself and his partner. The 28-year-old told the hosts that his girlfriend of two years had graduated from veterinary school and would bring about $350,000 in student loan debt into the marriage. Co-host George Kamel asked Justin how much debt he would bring into the relationship, and Justin replied that he had none. Justin said his income was about $107,000 at the ...

公司业务与定位 - 森科能源是一家加拿大综合性能源公司 业务涵盖从油砂到可再生燃料等多种能源的提取、生产和供应 [2] 2026财年生产与资本支出展望 - 公司预计2026年上游产量将达到每日84万至87万桶 较2025财年预计的每日81万至84万桶有所提升 [3] - 公司预计2026年资本支出在56亿至58亿加元之间 低于2025年预计的61亿至63亿加元 [3] 股东回报政策与市场反应 - 公司重申将把100%的超额资金返还给股东的承诺 [4] - 公司在12月将月度股票回购金额提高了10% 达到2.75亿加元 并预计2026年总回购金额将达到33亿加元 [4] - 在积极展望发布后 TD证券将其目标价从71加元上调至73加元 并维持“买入”评级 [4] 投资价值认可 - 森科能源被列入12只最佳股息原油股名单 [1]

公司概况与市场地位 - BP是一家英国跨国能源公司 业务涵盖优质汽油 运输燃料 化学品以及风能和生物燃料等替代能源[2] - 公司被列入12支最佳原油股息股名单[1] 高层管理变动 - 2024年12月18日 公司宣布重大领导层改组 任命梅格·奥尼尔为新任首席执行官[3] - 奥尼尔是公司一个多世纪以来首次从外部聘请的首席执行官 也是首位领导西方大型石油公司的女性[3] - 奥尼尔曾领导澳大利亚上市公司Woodside Energy成为液化天然气领域的知名企业 将于2025年4月正式上任[3] - 在新首席执行官上任前 公司交易主管卡罗尔·豪尔将担任临时首席执行官[3] 战略方向与财务目标 - 公司正经历重大战略转变 大幅削减数十亿美元计划中的可再生能源项目 将重点重新转向传统石油和天然气[4] - 公司致力于优化运营 计划到2027年削减高达50亿美元成本并剥离200亿美元资产[4] 市场表现 - 战略重心回归化石燃料似乎受到投资者欢迎 自2025年初以来 BP股价上涨超过15%[4]