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Corporate week in brief - Oil & Gas

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The Corporate Week in Brief report highlights the latest need-to-know events from the corporate global energy sector. It is a rolling document, continuously updated with our analysis and opinion on events impacting the sector. Coverage includes upstream, downstream, and new energies. Sources for the news stories include company press releases, industry events, press coverage, and our own research presentations and reports. Please bookmark this document as it will be republished continuously.

Table of contents

  • Saudi Aramco’s East-West pipeline remains offline due to recent strikes
  • ExxonMobil reportedly negotiating Venezuela re-entry
  • Saudi Arabia's East-West pipeline hit pushes our downstream upside case even higher
  • Pemex’s partner push is gradually putting Mexico back on the corporate radar
  • CEO interview: Toby Rice from EQT
  • The barrel splits: who’s capturing the 2026 downstream upside?
  • YPF backs Vaca Muerta ambitions with bond and e-frac first
  • ExxonMobil made near-field discovery in Angola
  • Chevron raises the stakes in Venezuela
  • Murphy Oil weighs Eagle Ford sale to fund an exploration push
  • Papua LNG FID inches closer as ExxonMobil takes operatorship
  • Shell deepens US retail footprint with Tri Star Energy acquisition
  • 206 more item(s)...

Tables and charts

This report includes the following images and tables:

    Shell's downstream M&A timeline by closing dateTupinamba and adjacent pre-salt blocks, Santos Basin
    Earnings season (three week) stock performance (20 July close – 10 August close)Change in buyback spend compared to debt paydown and cash build -Q2/Q1Quarterly hedging trendsCanadian oil sands majors’ sources and uses of cash flow - H1 2026XRG net equity LNG capacity in 2035ADGM total net LNG capacity in 2035Quarter-on-quarter and year-on-year price and margin comparisonThe big 4 oil sands producers’ shareholder returns are directly tied to net debt levelsOil sands Majors: balance sheet gearing is at multi-year low
  • 48 more item(s)...

What's included

This report contains:

  • Document

    Corporate week in brief - Oil & Gas

    PDF 21.59 MB