Category: Finance

Chevron

Chevron Faces Smaller Mideast Disruptions Than ExxonMobil Amid Iran War – A Side-by-Side Comparison

Clark Savage150

While ExxonMobil disclosed a clear 6% hit to its global first-quarter 2026 production from the Iran conflict—centered heavily on damaged Qatar LNG infrastructure—Chevron’s exposure appears materially lower and more temporary. Chevron has not issued a comparable company-specific production-loss figure, and analysts (including HSBC) highlight its lighter Middle East footprint relative to Exxon. The net result: […]

Continue Reading

It Will Take Months for the Oil, Gas and LNG Markets to Stabilize, and the New Floor Is Around $82

Clark Savage102

The Iran war has delivered the largest supply shock in energy-market history, with Gulf producers shutting in roughly 9 million barrels per day (bpd) of crude and related liquids. While a potential two-week ceasefire has sparked some price relief, analysts and the U.S. Energy Information Administration (EIA) agree that full market stabilization will take months […]

Continue Reading

ExxonMobil Sees 6% of Global Output Impacted by Iran War, But What Does This Mean for Q1 and Q2?

Clark Savage199

ExxonMobil Corp. (XOM) disclosed on April 8, 2026, that the ongoing Iran war has knocked out approximately 6% of its global first-quarter production. The disruption stems from widespread paralysis in Persian Gulf energy infrastructure, including direct hits on facilities where Exxon holds stakes. While the volume loss is notable, sharply higher oil and LNG prices […]

Continue Reading

Oil & Gas Rally Leaves S&P 500 Behind in Record-Breaking RunEnergy investors are finally getting their moment in the sun — and it’s not even close

admin122

Energy investors are finally getting their moment in the sun — and it’s not even close. While the broader S&P 500 is down 4.6% year-to-date in 2026, the S&P 500 Energy Sector has exploded higher by 36.5%, posting its widest outperformance margin on record. The sector just notched a 14-week winning streak — smashing the […]

Continue Reading

Chevron’s Wheatstone Gas and LNG Export Facility in Australia Shut Down Due to Storm Damage

Clark Savage102

A powerful Tropical Cyclone Narelle has forced Chevron to shut down production at its Wheatstone LNG facility in Western Australia, adding fresh pressure to an already strained global liquefied natural gas (LNG) market. The outage, which began on March 26-27, 2026, stems from storm damage to the offshore platform and onshore processing plant near Onslow. […]

Continue Reading