埃克森美孚(XOM)
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Why ExxonMobil Stock Is Slipping Today
The Motley Fool· 2024-09-11 01:46
Here's what you should do if the oil stock falls further.Shares of ExxonMobil (XOM -3.63%) were falling this morning and were down 3.1% as of 11:50 a.m. ET Tuesday, wiping out all of their gains and some from the previous day. Although the oil and gas stock typically mirrors movements in crude oil prices, there's another reason why ExxonMobil was falling today.Oil price volatility is hurting investor sentimentCrude oil prices tumbled Tuesday morning after OPEC cut its global oil demand forecast for 2024 to ...
Exxon Mobil's Expansion Plans You Can't Ignore (Rating Upgrade)
Seeking Alpha· 2024-09-10 23:14
StevenStarr73/iStock Editorial via Getty ImagesInvestment Thesis Following Exxon Mobil's (NYSE:XOM) strong bull run in 2022, we initiated a hold rating due to concerns about long-term revenue declines amidst the global transition toward low-carbon solutions. However, the company's recent strategic pivot and performance justify reassessing its rating, signaling a change in its performance that potential investors should consider. XOM is currently trading below its historical normalized P/E and price-to-f ...
Bear of the Day: Exxon Mobile (XOM)
ZACKS· 2024-09-10 20:01
Last week’s pullback has investors looking for stocks to buy. One of the most popular sectors for investors to look at is the energy sector. Most of us spend more money and time at gas stations than we’d like to. It can feel like an easy way to get some of that money back. Be careful to not just blindly buy any energy stock that you’re familiar with. There can be negative trends developing which you don’t realize.Today’s Bear of the Day is a very popular stock that has seen earnings estimates trend in a neg ...
Better Buy in September: ExxonMobil or a 50/50 Split of Devon Energy and Occidental Petroleum?
The Motley Fool· 2024-09-09 19:42
All three companies are contributors to the growing onshore U.S. oil and gas industry.The price of West Texas Intermediate (WTI) crude oil -- the U.S. benchmark -- just fell below $70 a barrel, sending ripples throughout the energy sector. Long-term investors may view lower oil prices as an opportunity to scoop up shares of quality energy stocks on sale.There are plenty of ways to invest in oil and gas, such as an integrated major like ExxonMobil (XOM -0.47%) or exploration and production (E&P) companies li ...
E vs. XOM: Which Stock Is the Better Value Option?
ZACKS· 2024-09-07 00:41
Investors interested in stocks from the Oil and Gas - Integrated - International sector have probably already heard of Eni SpA (E) and Exxon Mobil (XOM) . But which of these two stocks is more attractive to value investors? We'll need to take a closer look to find out.Everyone has their own methods for finding great value opportunities, but our model includes pairing an impressive grade in the Value category of our Style Scores system with a strong Zacks Rank. The proven Zacks Rank puts an emphasis on earni ...
Wall Street Analysts Think Exxon (XOM) Is a Good Investment: Is It?
ZACKS· 2024-09-06 22:30
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Let's take a look at what these Wall Street heavyweights have to say about Exxon Mobil (XOM) before we discuss the reliability of brokerage recommendations and how to use them to your advantage.Exxon currently has an average brokerage recommendation (ABR) ...
Exxon Mobil Corporation (XOM) Barclays 38th Annual CEO Energy-Power Conference - (Transcript)
2024-09-06 00:13
会议主要讨论的核心内容 公司概况 [3][4] - 公司已分配200亿美元资本,用于2027年前的低碳解决方案业务 - 其中一半用于内部业务去碳化,另一半用于帮助其他公司去碳化的第三方业务 - 公司目标是获得中等两位数的投资回报率,并希望这个投资组合能与公司其他业务在资本配置上竞争 碳捕集与封存(CCS)业务 [8][9][10][11][12] - 公司CCS业务主要集中在美国墨西哥湾沿岸地区,这里集中了全美三分之一的工业排放 - 公司通过收购Denbury公司获得了1500英里的CO2管道网络,为CCS业务提供了优势 - 公司已与4家大型工业客户签订了5.5百万吨/年的CO2购买协议,相当于美国所有电动车排放量 - 公司首个CCS项目计划于明年上半年投产 低碳氢业务 [13][14][15] - 公司在德克萨斯州贝城建设世界最大的低碳氢生产设施,计划于2029年投产 - 该项目计划明年上半年进行最终投资决策,需要解决供给、需求和政策支持等三个关键问题 - 该项目将捕集98%以上的CO2,每年可减排700万吨 未来发展规划 [15][16][17][18] - 公司目前正在建设基础项目,同时投资新技术以降低未来减排成本 - 未来需要更多的"市场形成"政策,以及技术进步来降低减排成本,才能推动业务大规模增长 - 公司有望发展成为一个数十亿美元规模的业务 问答环节重要的提问和回答 低碳解决方案业务的背景和目标 [21] - 公司在自身去碳化过程中发现内部有大规模工业去碳化的能力,因此决定将其发展为一个新的业务 - 公司认为如果自己能做到,也可以为其他公司提供这样的服务,并以此建立一个新的业务 业务如何在资本配置中竞争 [23][24] - 公司非常重视业务的投资回报率,要求项目必须能够体现公司的优势并获得有吸引力的回报 - 只有通过提供有竞争力的回报,才能吸引足够的资本投入,实现业务的大规模发展 氢业务的关键里程碑 [28][29] - 氢业务需要解决供给、需求和政策支持三个关键问题 - 公司在供给和需求方面已取得较大进展,正在与政府沟通以确保政策支持 锂业务的发展计划 [31] - 公司已完成勘探钻井,发现了有吸引力的锂资源 - 现阶段正在评估如何建设一个具有成本优势的锂生产项目 未来5年的发展展望 [35][36] - 公司希望5年内CCS、氢和锂业务能实现良好的运营和盈利 - 同时希望能够通过技术进步和政策支持,进一步降低减排成本,推动业务的大规模增长
Exxon Mobil Corporation (XOM) Barclays 38th Annual CEO Energy-Power Conference - (Transcript)
Seeking Alpha· 2024-09-06 00:13
Exxon Mobil Corporation (NYSE:XOM) Barclays 38th Annual CEO Energy-Power Conference Call September 5, 2024 8:00 AM ET Company Participants Dan Ammann - President and Head, Low Carbon Solutions Conference Call Participants Betty Jiang - Barclays Betty Jiang Welcome to the Third Day of the 38th Barclays Annual Energy Conference. It's my great pleasure to introduce and welcome Dan Ammann, President and Head of Low Carbon Solutions at ExxonMobil. This is a business that's going to scale a portfolio of lower emi ...
Exxon Mobil (XOM) Sees a More Significant Dip Than Broader Market: Some Facts to Know
ZACKS· 2024-09-05 06:50
Exxon Mobil (XOM) closed the most recent trading day at $114.06, moving -1.22% from the previous trading session. This change lagged the S&P 500's 0.16% loss on the day. Elsewhere, the Dow saw an upswing of 0.09%, while the tech-heavy Nasdaq depreciated by 0.3%.Coming into today, shares of the oil and natural gas company had gained 1.15% in the past month. In that same time, the Oils-Energy sector gained 0.93%, while the S&P 500 gained 3.64%.Market participants will be closely following the financial result ...
ExxonMobil Aims to Take Full Control of Permian JV From Sinochem
ZACKS· 2024-09-03 00:40
文章核心观点 - 中国国有石油化工巨头中化正考虑出售其在与埃克森美孚合资的沃尔夫坎普油田项目中的40%股权,这可能会带来超过20亿美元的收益[1] - 如果中化决定出售,埃克森美孚作为合资项目的多数股东和运营商,拥有优先购买权[2] - 此次收购将进一步巩固埃克森美孚在金字塔盆地的主导地位,尤其是在最近以600亿美元收购先锋资源之后[2] - 中化正在重新评估其在油气勘探和生产方面的战略,将重心转移到新材料和生命科学领域[3] 关于合资项目 - 该合资项目位于德克萨斯州金字塔盆地,占地约83,000英亩[1] - 该项目最初由中化在2013年以17亿美元从先锋资源收购[1] - 当时该项目日产约10,000桶油当量,如今日产已超过44,000桶油当量,其中约75%为原油[1] 关于中化的战略调整 - 中化正在重新评估其在国际油气资产方面的参与,包括此前一直试图出售在巴西佩雷格里诺油田的40%股权[4] - 2021年与中国化工的强制合并加剧了中化的挑战,今年早些时候中化不得不关闭位于中国东部的几家炼油厂以控制亏损[4] 关于埃克森美孚的收购机会 - 如果中化决定出售,埃克森美孚作为合资项目的多数股东和运营商,拥有优先购买权[2] - 收购中化的剩余40%股权将进一步巩固埃克森美孚在金字塔盆地的主导地位,并为其在不断变化的全球能源格局中提供战略优势[4]