Corporate week in brief - Oil & Gas
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*Please note that this report only includes an Excel data file if this is indicated in "What's included" below
Report summary
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:
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Shell's downstream M&A timeline by closing dateTupinamba and adjacent pre-salt blocks, Santos Basin
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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:
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