Market context
Follow the story. See which markets it affects. Explore the context.
Energy giants like ExxonMobil are outperforming Big Tech in the AI trade by powering data centers. Unlike hyperscalers burdened with surging capital expenditures, energy producers are generating imme…
ExxonMobil stands out against Enterprise Products Partners due to strong upstream growth in Guyana and the Permian, elevated crude prices, tight refining margins, and a lower valuation multiple (EV/E…
Ampol reported a 152% surge in first-half operating profit, driven by high refining margins and trading gains amid global oil supply disruptions. Middle East shipping risks, Russian diesel export del…
Chevron's Q2 2026 earnings surge, driven by war-tightened refining margins, may be unsustainable. While upstream production is strong, the current stock price already factors in high, potentially tem…
Chevron faces political pressure over high gasoline prices despite record profits, while pursuing Iraqi expansion to diversify supply routes. The immediate financial impact is limited, but investors …
ExxonMobil and Chevron posted massive Q2 profit gains driven by record refining margins amid Strait of Hormuz disruptions. CEO Woods warns gas prices will stay elevated due to constrained global refi…
Chevron beat Q2 earnings on record refining margins amid Iran war supply shock, while rival ExxonMobil missed estimates, causing shares to drop 3% premarket. Crack spreads hit record highs, signaling…
Phillips 66 shares surge on Iran-related supply risks and strong refining margins, up nearly 20% in 30 days. Valuation debate emerges between overvalued narrative fair value and DCF model suggesting …