Wednesday, May 6, 2026
ExxonMobil Analyst Day 2026: Continuity, Sharpened Targets, and a Higher Bar for “Advantaged” Growth- oil and gas 360

ExxonMobil Analyst Day 2026: Continuity, Sharpened Targets, and a Higher Bar for “Advantaged” Growth

(Oil & Gas 360) By Greg Barnett, MBA ExxonMobil’s February 2026 Analyst Day did not represent a strategic pivot. Instead, it formalized and sharpened themes that management has consistently articulated across recent earnings calls, particularly 4Q23 and 4Q25: execution excellence, advantaged upstream growth, structural cost reductions, and disciplined capital allocation. The key evolution was not direction, but quantification. On the

Oil & Gas 360® Premium: Step-by-step guide to explore the valuation dashboards- oil and gas 360

Oil & Gas 360® Premium: Step-by-step guide to explore the valuation dashboards

(Oil & Gas 360) – EnerCom, Inc., a leading energy communications and consulting firm, has expanded its Oil & Gas 360® Premium subscription service, offering energy investors and industry professionals access to deeper analytics, valuation tools, and market intelligence designed to support better, faster decision-making. Here’s a quick walkthrough of how to make the most of your Premium access: 1.

Asset Sales, debt reduction and gas growth mark Q4 E&P moves- oil and gas 3600

Asset Sales, debt reduction and gas growth mark some Q4 E&P moves

(By Oil & Gas 360) – Capital discipline continues to define strategy across the U.S. energy sector. SM Energy announced an agreement to sell its South Texas assets to Caturus Energy for $950 million, further streamlining its portfolio and reinforcing liquidity. The transaction reflects an industry trend toward concentrating capital in core operating areas while monetizing non-core positions. Occidental Petroleum

Oil & Gas 360® Premium: Step-by-step guide to explore the valuation dashboards- oil and gas 360

Oil & Gas 360® Premium: Step-by-step guide to explore the valuation dashboards

(Oil & Gas 360) – EnerCom, Inc., a leading energy communications and consulting firm, has expanded its Oil & Gas 360® Premium subscription service, offering energy investors and industry professionals access to deeper analytics, valuation tools, and market intelligence designed to support better, faster decision-making. Here’s a quick walkthrough of how to make the most of your Premium access: 1.

Enbridge book record-high core earnings for 2025- oil and gas 360

Enbridge book record-high core earnings for 2025

(Oil Price) – Canadian pipeline giant Enbridge reported record-high core earnings for 2025 and consensus-beating earnings for the fourth quarter amid growing demand for oil and gas egress from production centers to consumption and export hubs. Enbridge on Friday reported full-year adjusted earnings before interest, income taxes and depreciation and amortization (EBITDA) of US$14.7 billion (C$20.0 billion) for 2025, up by 7%

bp halts shareholder buybacks as new CEO prepares upstream-focused turnaround- oil and gas 360

bp halts shareholder buybacks as new CEO prepares upstream-focused turnaround

(World Oil) – bp has suspended its share buyback program and is prioritizing balance-sheet repair as the company works through a broader strategic reset and leadership transition. The UK-based energy major halted its $750-million quarterly repurchase program and withdrew previous guidance to return 30%–40% of operating cash flow to shareholders, according to its latest earnings update. The move comes as bp

Lower oil prices drag ConocoPhillips Q4 profit below estimates- oil and gas 360

Lower oil prices drag ConocoPhillips Q4 profit below estimates

(Oil Price) – ConocoPhillips (NYSE: COP) booked lower-than-expected earnings for the fourth quarter as higher production was unable to offset the decline in oil prices. ConocoPhillips reported on Thursday fourth-quarter adjusted earnings of $1.3 billion, or $1.02 per share. That was nearly halved compared with adjusted earnings of $2.4 billion, or $1.98 per share, for the fourth quarter of 2024. The earnings for

Marathon Petroleum beats earnings expectations as refining margins Surge- oil and gas 360

Marathon Petroleum beats earnings expectations as refining margins surge

(Oil Price) – Marathon Petroleum (NYSE: MPC) beat fourth-quarter earnings expectations by a mile as refining margins surged in the latter part of 2025. One of the biggest U.S. refiners on Tuesday reported fourth-quarter adjusted net income of $1.2 billion, or $4.07 per share, trouncing the analyst consensus estimate of $2.72 earnings per share in The Wall Street Journal. The fourth quarter of 2025 adjusted

Chevron beats profit estimates as it commits to Venezuela- oil and gas 360

Chevron beats profit estimates as it commits to Venezuela

(Oil Price) – Chevron Corporation (NYSE: CVX) reported on Friday consensus-beating earnings for the fourth quarter as it pledged to boost presence in Venezuela, where it is currently the only U.S. company authorized to operate. Chevron reported today adjusted earnings of $3.0 billion, or $1.52 per share, for the fourth quarter of 2025. While the profit was lower compared to the same period

Exxon beats Wall Street profit targets with help from higher production, refining- oil and gas 360

Exxon beats Wall Street profit targets with help from higher production, refining

(BOE Report) – Exxon Mobil beat Wall Street targets in fourth-quarter earnings reported on Friday, with higher oil production in profitable Permian Basin and Guyana assets helping to boost the No. 1 U.S. oil producer’s results. Adjusted earnings for the October to December quarter were $1.71 per share, beating a consensus estimate of $1.68 per share from analyst data compiled by

SLB North American revenue jumps after ChampionX acquisition- oil and gas 360

SLB North American revenue jumps after ChampionX acquisition

(Oil Price) – The acquisition of ChampionX helped the world’s biggest oilfield services provider, SLB (NYSE: SLB), raise its North America revenue by 15% in the fourth quarter versus Q3 despite the softer market in the U.S. shale industry. SLB, which completed the acquisition of chemicals and engineering oilfield services provider ChampionX in the third quarter, saw its North America revenue

Halliburton posts stronger Q4 margins as international activity offsets North America slowdown- oil and gas 360

Halliburton posts stronger Q4 margins as international activity offsets North America slowdown

(World Oil) – Halliburton reported a sharp sequential improvement in fourth-quarter 2025 earnings, driven by higher international activity and improved operating margins, even as North American stimulation activity declined. The oilfield services provider posted net income of $589 million, or $0.70 per diluted share, on revenue of $5.7 billion. Adjusted operating margin rose to 15%, reflecting improved activity mix and year-end tool