Tag: ExxonMobil

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

Clark Savage183

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: […]

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

Clark Savage222

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 […]

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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

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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 […]

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Why US Oil and Gas Exploration Companies Make the US Insulated from Energy Volatility

Clark Savage62

In an era of geopolitical tensions, fluctuating global demand, and supply disruptions, the United States has emerged as a beacon of energy stability. This resilience stems largely from the robust domestic oil and gas sector, particularly exploration and production (E&P) companies. Over the past decade, these firms—along with oilfield service providers—have demonstrated disciplined capital management, […]

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Exxon Ships U.S. Gasoline to Australia: Unpacking the Global Gasoline and Diesel Market Crisis

Clark Savage71

In a striking sign of tightening global fuel supplies, Exxon Mobil has scheduled its first-ever shipments of gasoline from the U.S. Gulf Coast to Australia, totaling around 600,000 barrels this month. These cargoes, loading from Houston in mid-March aboard medium-range tankers like the Largo Eagle and Nord Ventura, consist mostly of gasoline with some diesel […]

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Canada\’s Oil Sands Set Up for Merger Mayhem after Busy 2025

Clark Savage62

As the energy landscape evolves, Canada\’s oil sands sector is buzzing with anticipation. Following a whirlwind 2025 marked by record production, infrastructure expansions, and shifting global demands, industry analysts predict a wave of mega-mergers in 2026. With smaller acquisition targets dwindling after a busy year of deals, larger players are eyeing consolidations to boost efficiency, […]

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