|
Feb 19
|
|
$150.68
$150.68
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
After Years of Buybacks, Big Oil is Drilling ...
|
|
Feb 19
|
|
$150.68
$150.68
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Guyana Emerges as the Clear Winner in Venezue...
|
|
Feb 18
|
|
$150.68
$150.68
-0.0%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Exxon Mobil Weighs Long Term Oil Growth Again...
|
|
Feb 17
|
|
$146.19
$150.68
+3.1%
|
LONG
|
Rob Thummel
Senior Fund Manager at Tortoise Capital
|
"Exxon is a classic example... It's got a free cash flow yield well above 5% when... all other sectors in the S&P 500 are below 3%." In a market environment where investors demand tangible returns, XOM offers a superior FCF yield compared to the broader market. This supports buybacks, dividends, and growth, making it highly attractive relative to expensive tech stocks. LONG for yield, value, and defensive cash flow qualities. Significant drop in global oil prices affecting FCF generation. |
CNBC
We're in a new era of energy, electricity is ...
|
|
Feb 17
|
|
$146.19
$150.68
+3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Cenovus Energy's Q4 Earnings on Deck: Should ...
|
|
Feb 17
|
|
$146.19
$150.68
+3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Assessing Exxon Mobil (XOM) Valuation As Mixe...
|
|
Feb 17
|
|
$146.19
$150.68
+3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
ExxonMobil to Speak at Morgan Stanley Energy ...
|
|
Feb 17
|
|
$146.19
$150.68
+3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
What the Options Market Tells Us About Exxon ...
|
|
Feb 17
|
|
$146.19
$150.68
+3.1%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Mobil Oil Australia To Pay A$16M In Penalties...
|
|
Feb 16
|
|
$148.45
$150.68
+1.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Exxon Mobil Corporation (XOM) is Attracting I...
|
|
Feb 16
|
|
$148.45
$150.68
+1.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
The shale boom that made the U.S. the world’s...
|
|
Feb 14
|
|
$148.45
$150.68
+1.5%
|
NEUTRAL
|
Finnhub News
|
Exxon Mobil is evaluating the impact of new EU methane regulations on its export strategies and potential returns. |
Finnhub - XOM
Exxon Mobil Weighs EU Methane Rules Against E...
|
|
Feb 13
|
|
$148.45
$150.68
+1.5%
|
AVOID
|
Heidi
Guest / Analyst
|
The speaker notes that while the Trump administration claims US oil companies will invest and profit in Venezuela, "I'm not sure we heard that type of enthusiasm from the energy CEOs because they've had some bad history." She cites a lack of stable rules and security. The market may try to price in a "Venezuela Reopening" windfall for US Majors (like Exxon or Chevron). However, the reality is that these companies are risk-averse and view the region as unsafe. The "Trump Trade" of Venezuelan revenue is likely a mirage for the majors in the medium term. Do not buy US Majors based solely on the Venezuela expansion narrative; the risk/reward is not attractive to them yet. "Wildcatters" (smaller, speculative firms) might enter the market successfully, or the administration could force incentives that de-risk the entry for majors. |
Bloomberg Markets
Oil Companies in ‘Active’ Talks Over Recoupin...
|
|
Feb 13
|
|
$148.45
$150.68
+1.5%
|
LONG
|
Laura Davison
Washington Bureau Chief
|
"Taiwan is pledging to buy $44 billion of U.S. energy." This pledge represents a massive, government-mandated demand injection for US energy exporters. Unlike the vague chip investment promises, the energy purchase commitment is explicitly cited as part of the finalized deal, directly benefiting large-cap US producers and LNG exporters. LONG US Energy majors and exporters to capture the revenue from this $44B commitment. Trump reneging on the deal or imposing new tariffs that void the purchase agreements. |
Bloomberg Markets
Taiwan, US Sign Trade Pact
|
|
Feb 12
|
|
$149.93
$150.68
+0.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Exxon Mobil Weighs EU Methane Rules Against S...
|
|
Feb 12
|
|
$149.93
$150.68
+0.5%
|
LONG
|
Donald Trump
President of the United States
|
"Fossil fuels have saved millions of lives... [The EPA finding] had no basis in fact... and it had no basis in law." By removing the legal classification of CO2 as a pollutant/threat, the administration removes the legal foundation for restricting drilling, refining, and pipeline construction. This signals a "drill, baby, drill" environment where compliance costs drop and volume increases. LONG traditional energy and integrated oil majors. A massive supply glut could crash oil prices, hurting margins despite lower regulatory costs. |
Bloomberg Markets
Trump Announces Repeal of Climate Endangermen...
|
|
Feb 12
|
|
$149.93
$150.68
+0.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Exxon Mobil’s Options Heat Up—31 Unusually Ac...
|
|
Feb 12
|
|
$149.93
$150.68
+0.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Infosys–ExxonMobil Alliance Targets Energy-Hu...
|
|
Feb 12
|
|
$149.93
$150.68
+0.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Infosys Collaborates With ExxonMobil to Advan...
|
|
Feb 12
|
|
$149.93
$150.68
+0.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Exxon Mobil Corporation (XOM) Gets PT Increas...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
LONG
|
Dina Esfandiary
Middle East Geoeconomics Lead, Bloomberg News
|
Oil is currently trading just below $65/barrel. The analyst outlines two scenarios: a "likely" managed escalation causing a "brief spike," or an "extreme" scenario where Iran strikes energy infrastructure and closes the Strait of Hormuz, causing prices to "skyrocket." With WTI Crude at $65, the market is pricing in a high probability of peace or oversupply. Both scenarios presented by the analyst involve price appreciation—either a tactical spike (base case) or a massive repricing event (bull case). There is little downside priced in for a geopolitical risk premium at these levels. LONG Energy as an asymmetric hedge. If the "managed escalation" occurs, you catch the spike; if the "extreme" case hits, it protects the portfolio against a global economic crash. A rapid, surprise diplomatic breakthrough where Trump lifts sanctions without escalation, leading to a flood of Iranian supply. |
Bloomberg Markets
Trump Tells Netanyahu He Still Hopes to Have ...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
LONG
|
Harriet Hageman
Representative (R-WY)
|
Rep. Hageman highlights that states (like VT and NY) are passing "Climate Superfund laws" to sue energy producers for retroactive liability, calling it "tobacco litigation on steroids." She asks if the DOJ will intervene to protect federal supremacy. Attorney General Bondi confirms the DOJ is "filing multiple lawsuits" to stop these state-level attacks on domestic energy production. Federal intervention to block state-level climate liability lawsuits removes a massive "tail risk" (potentially billions in legal settlements) for major US oil and gas producers, preserving their balance sheets and dividends. Courts may rule in favor of states' rights to regulate environmental harms, bypassing federal preemption. |
CNBC
Attorney General Pam Bondi testifies before H...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
LONG
|
Josh Brown
CEO, Ritholtz Wealth Management
|
"I did that same trade with Exxon at 119... I'm starting to think about Exxon maybe being a long-term holding." The strength of the move in a mega-cap like Exxon suggests a regime change. Brown views this not just as a trade, but potentially the start of a 7-year bull market in energy, prompting a shift from "trading with stops" to "investing for the long haul." Long-term hold. Global energy demand destruction or regulatory shifts. |
The Compound News
Is It Time to Buy Software Stocks?
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Exxon Mobil Flags EU Methane Rules As Cost Ri...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
LONG
|
Doug Burgum
Secretary (Implied Energy/Interior/State Role)
|
Burgum emphasizes "picking reliable, affordable nationally-secure sources" to meet the needs of "industry and what we need for AI," while rejecting "intermittent" sources. "Reliable" and "Nationally-secure" are code for domestic fossil fuels (Oil, Gas, Coal). If offshore wind (a major planned source of future capacity) is subtracted from the grid, the massive power demand from AI data centers must be met by dispatchable thermal energy. Long US Oil majors (XOM, CVX), E&Ps (DVN, CTRA), and Coal (BTU, CEIX) as the beneficiaries of the "baseload" pivot. A sudden breakthrough in battery storage technology making solar/onshore wind fully dispatchable. |
Bloomberg Markets
Offshore Wind Farms Are Security Risks, Burgu...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Exxon Warns EU Methane Rules Could Lift Crude...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
TotalEnergies Slashes Buyback, Boosts Savings...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Oil giant TotalEnergies on Trump's Venezuela ...
|
|
Feb 11
|
|
$154.53
$150.68
-2.5%
|
N/A
|
Finnhub News
|
— |
Finnhub - XOM
Is Exxon Mobil (XOM) Still Attractively Price...
|
|
Feb 04
|
|
$146.61
$150.68
+2.8%
|
WATCH
|
Thread Guy
Crypto Commentator / Streamer
|
ThreadGuy analyzed the charts live. XLE (Energy ETF), Exxon, and Chevron have been ranging since 2022 and look identical technically—coiling for a breakout. If the "AI/Tech" trade unwinds (SaaS destruction), capital often rotates into value/commodities. The technical structure suggests a multi-year consolidation is nearing resolution to the upside. WATCH. Look for a confirmed breakout of the 2022-2025 range. Global recession crushing oil demand. |
Thread Guy
Crypto has CRASHED. Is it OVER? Will it bounc...
|