文章核心观点 - ExxonMobil和QatarEnergy的110亿美元的Golden Pass LNG项目遭遇重大障碍,预计启动时间至少推迟6个月 [1] - 该项目原计划在未来一年内增加液化天然气(LNG)供应,但现在面临建设进度缓慢的不确定性 [1][2] - 项目延迟的主要原因是主承包商Zachry Holdings申请破产并退出项目,导致ExxonMobil需要重新评估时间表 [3] - 项目预算已超出原计划24亿美元,Zachry Holdings还通知裁员4,072名与该项目相关的工人 [3] - 尽管该厂已完成75%,但ExxonMobil尚未提供新的完工时间表 [4][5][6] 根据目录分类总结 项目概况 - Golden Pass LNG项目原计划将一个天然气进口码头改造为出口中心,以增加天然气供应链 [2] - ExxonMobil持有该项目30%的股权 [2] 项目进展 - 项目原计划第一条生产线今年投产,2025年达到1500万吨/年的满产能 [5] - 现计划第一条生产线将于2025年6月底投产,之后第二、三条生产线将分别于2025年12月和2026年3月投产 [6] - ExxonMobil正努力缓解延迟,确保项目按新时间表实现目标 [6] 行业动态 - 该项目延迟可能会影响未来一年内的LNG供应 [1] - 投资者可关注评级较高的能源股,如Archrock、SM Energy和Sunoco [7][8][9][10][11][12][13]

BEVERLY HILLS, CALIFORNIA - MAY 6: The CEO of Exxon Mobil Corporation, Darren Woods speaks at the ... [+] Milken Institute's Global Conference at the Beverly Hilton Hotel, on May 6, 2024 in Beverly Hills, California. Woods and the rest of the company's Board members were overwhelming re-elected by shareholders at the company's annual meeting on May 29. (Photo by Apu Gomes/Getty Images)Getty ImagesExxonMobil ExxonMobil chairman and CEO Darren Woods and lead independent board member Joseph Hooley sailed to ea ...

ExxonMobil's chemical recycling plant on October 11, 2023, in Baytown, Texas. ExxonMobil's facility ... [+] is one of only 11 US chemical recycling plants constructed, according to an October report by Beyond Plastics. (Photo by Sergio FLORES / AFP) (Photo by SERGIO FLORES/AFP via Getty Images)AFP via Getty ImagesExxonMobil is under fire, again, from activist shareholders and investment advisors. CalPERS, the State of New York, proxy advisory firm Glass Lewis, and others are lining up to vote against nomine ...

Exxon Mobil Corporation (XOM) is facing significant backlash from major investors due to its recent legal actions against climate activist investors.The fund, managed by Norges Bank Investment Management (“NBIM”), announced that it would vote against the reappointment of ExxonMobil’s directors due to the company's lawsuit targeting climate activist investors.This decision comes in response to XOM’s lawsuit targeting two small investor groups advocating for the company to take stronger measures to reduce gre ...

Exxon Mobil (XOM) has been volatile since a failed breakout and the oil giant reported its latest earnings results on April 26. Can XOM stock reclaim the throne of the energy industry? Or has the stock peaked?X The stock is back below its 50-day moving average. Shares also fell beneath the bottom of a base.Exxon completed its acquisition of Pioneer Natural Resources on May 3. The purchase is expected to more than double Exxon's Permian production volume to 1.3 million barrels of oil equivalent per day.Energ ...

文章核心观点 - 美国证券交易委员会(SEC)新政策允许更广泛地将涉及政治问题的股东提案纳入公司代理投票,而不考虑其对目标公司的潜在财务影响 [7][8] - 这一监管变化为股东活动中的政治化铺平了道路,使公司面临风险并损害其核心使命 [8] - 埃克森美孚公司面临来自多个州公共养老金基金的反对,这反映了公共养老金基金在履行受托人责任和政治考虑之间的矛盾 [3][4][5][6] - 埃克森美孚公司起诉两名激进股东,这可能标志着公司治理中政治化趋势的转折点 [9][10][11][12] - 这场冲突体现了公司实体与公共养老金基金之间在股东活动政治化问题上的较量,其结果可能会影响未来的公司治理格局 [13][14] 根据目录分别总结 1. SEC新政策允许更广泛的政治提案 - SEC的新政策允许将更多涉及政治问题的股东提案纳入公司代理投票,而不考虑其对公司财务的潜在影响 [7][8] - 这一监管变化为股东活动中的政治化铺平了道路,使公司面临风险并损害其核心使命 [8] 2. 埃克森美孚面临来自公共养老金基金的反对 - 加州公共雇员退休系统(CalPERS)和加州教师退休系统(CalSTRS)宣布反对埃克森美孚的CEO和董事会成员 [3] - 其他州的公共官员,如伊利诺斯州和纽约州,也加入了反对埃克森美孚的行列 [4] - 这反映了公共养老金基金在履行受托人责任和政治考虑之间的矛盾 [3][4][5][6] 3. 埃克森美孚起诉激进股东 - 埃克森美孚起诉两名激进股东Arjuna Capital和Follow This,这可能标志着公司治理中政治化趋势的转折点 [9][10][11][12] - 如果埃克森美孚胜诉,可能会迫使SEC重新评估其对股东提案的立场,更倾向于有利于股东回报而非政治议程的措施 [12] 4. 公司治理中的政治化趋势 - 这场冲突体现了公司实体与公共养老金基金之间在股东活动政治化问题上的较量 [13][14] - 其结果可能会影响未来的公司治理格局,有望将年度股东大会恢复为建设性对话的平台,而非政治剧场 [13][14]

Exxon Mobil Chairman & CEO Darren Woods speaks during the CERAWeek oil summit in Houston, Texas, on ... [+] March 18, 2024. (Photo by Mark Felix / AFP) (Photo by MARK FELIX/AFP via Getty Images)AFP via Getty ImagesIn the corporate world, efforts to oust board members by investors are a regular occurrence, to normally be expected when a company is experiencing hard financial times. But in a bit of irony, ExxonMobil ExxonMobil CEO Darren Woods and the company’s lead independent director, Joseph Hooley, find t ...

文章核心观点 - 能源股今年表现强劲,在标普500指数中表现优于大盘 [1][2] - 能源股上涨主要受益于油价上涨,布伦特原油价格上涨约7%,WTI原油价格上涨近10% [3] - 油价上涨使得能源公司获得更多现金流,用于投资项目和回报股东 [4] 行业总结 - 能源行业今年表现强劲,是标普500指数的"隐藏英雄" [11][12] - 能源公司受益于油价上涨,产生更多现金流,用于投资和回报股东 [4][9] - 尽管全球正在向低碳转型,但未来数十年内仍需要石油天然气,投资者不应完全忽视能源股 [12] 公司总结 - 埃克森美孚一季度经营活动现金流增加10亿美元,自由现金流也大幅增长,并回报了68亿美元给股东 [4] - 塔尔加资源公司去年创下收益和利润纪录,今年有望继续保持强劲增长 [7][8] - 金刚石能源受益于油价上涨,一季度产生了13亿美元的经营活动现金流和8亿美元的自由现金流,并回报了一半给股东 [9] - 韦士礼炼油厂一季度业绩强劲,未来有望受益于其可再生燃料业务的扩张 [10]

A federal judge in Texas on Wednesday said Exxon Mobil can sue to bar a climate change proposal from an activist investor, in a case that has raised concerns about its future impact on shareholder resolutions.U.S. District Judge Mark Pittman for the Northern District of Texas ruled that Exxon's lawsuit can proceed against Boston-based Arjuna Capital, but dismissed the oil major's claim against a second activist shareholder, Follow This, because the firm is based in the Netherlands.Exxon sued the two investo ...

文章核心观点 - ExxonMobil和Petronas在Suriname的Block 52区块进行勘探,发现了新的重大油气藏 [1][2][3] - 这是该区块自2020年以来的第三次重大发现,进一步证实了Suriname-Guyana盆地的巨大油气资源潜力 [1][11] - Petronas和ExxonMobil正在进一步评估这一发现的规模及其与之前发现的整合 [3] - 这一发现不仅增加了Petronas和ExxonMobil的资源储备,也进一步巩固了Suriname-Guyana盆地作为新兴重要油气产区的地位 [10][11] 公司相关 - Petronas在Suriname拥有多个区块,包括Block 52、Block 48和Block 63,并持有Block 64的30%权益 [6][9] - Petronas最近还在印度尼西亚签署了新的产品分成合同,并延长了现有合同,以增加其产量 [10] - 2023年,Petronas及其合作伙伴在马来西亚取得了19个勘探发现和2个评价成功,展现了强大的勘探能力 [10] 行业相关 - Suriname-Guyana盆地被认为是一个重要的新兴油气产区,未来的勘探开发将为全球能源供给做出重要贡献 [11] - 行业内其他公司如SM Energy、Marathon Petroleum和Sunoco也展现出良好的发展前景 [13][14][16][17][18]