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Deep Blue to Acquire Environmental Disposal Systems from Diamondback Energy (FANG)
Yahoo Finance· 2025-09-15 20:15
Diamondback Energy, Inc. (NASDAQ:FANG) is one of the Best Low Cost Stocks to Buy According to Analysts. On September 2, the company announced that Deep Blue will acquire Environmental Disposal Systems, LLC from Diamondback in a deal valued at $750 million. The acquisition is expected to nearly double Deep Blue’s size, and as part of the agreement, Diamondback Energy, Inc. (NASDAQ:FANG) renewed a 15-year agreement for produced and supplied water within a 12-county area in the Midland Basin. Diamondback wil ...
MOL, O&GD discover new oilfield near Budapest, Hungary
Yahoo Finance· 2025-09-15 19:39
Hungarian oil and gas company MOL, in collaboration with O&GD, has discovered a new oilfield near the village of Galgahévíz, close to Budapest in Hungary. Located at a depth of 2,400m, the Galgahévíz-4 well is set to yield around 1,000 barrels of oil per day (bopd). MOL plans to process the output at its Danube Refinery in Százhalombatta, as stated in a recent announcement. The production from the site will be divided between MOL and O&GD, with a 49% and 51% sharing arrangement, respectively. The new G ...
Pilot names next president of Pilot Energy
Yahoo Finance· 2025-09-15 18:00
This story was originally published on C-Store Dive. To receive daily news and insights, subscribe to our free daily C-Store Dive newsletter. Pilot Company has named Jesús Guerra as the next president of Pilot Energy, a company spokesperson said on Friday. He will succeed Gary Hoogeveen, who is retiring but will stay with the company through April 2026 to support the transition. Guerra will oversee the company’s fuel supply chain, including upstream infrastructure and asset management, logistics, transpo ...
Iraq: TotalEnergies Launches the Construction of the Final Two Major Projects of the GGIP
Businesswire· 2025-09-15 15:08
BAGHDAD--(BUSINESS WIRE)--Patrick Pouyanné, Chairman and Chief Executive Officer of TotalEnergies (Paris:TTE) (LSE:TTE) (NYSE:TTE), and His Excellency Saad Sherida Al-Kaabi, Qatari Minister of State for Energy Affairs, President and Chief Executive Officer of QatarEnergy, met on Sunday, 14th of September in Baghdad with His Excellency Mohammed Shia al-Sudani, Prime Minister of the Republic of Iraq, and His Excellency Hayan Abulghani, Minister of Oil and Deputy Prime Minister, to announce the st. ...
Devon Energy: Integrating Grayson Mill Acquisition But Affected By Low Natural Gas Prices
Seeking Alpha· 2025-09-15 12:28
I sold my shares of Devon Energy (NYSE: DVN ) not because I expected downside but because I don’t expect enough near-term upside compared to other opportunities. The stock price is down -8% from myLaura Starks is the founder and CEO of Starks Energy Economics, LLC (since 2007). She has a degree in chemical engineering and an MBA with a concentration in finance which she has used for many years to invest personally and to share her ideas about energy companies. Her coverage includes utilities, independent po ...
Devon Energy: Integrating Grayson Mill Acquisition But Still Affected By Low Natural Gas Prices
Seeking Alpha· 2025-09-15 12:28
I sold my shares of Devon Energy (NYSE: DVN ) not because I expected downside but because I don’t expect enough near-term upside compared to other opportunities. The stock price is down -8% from myLaura Starks is the founder and CEO of Starks Energy Economics, LLC (since 2007). She has a degree in chemical engineering and an MBA with a concentration in finance which she has used for many years to invest personally and to share her ideas about energy companies. Her coverage includes utilities, independent po ...
Asian Markets Trade Mostly Higher
RTTNews· 2025-09-15 11:37
Asian stock are trading mostly higher on Monday, following the mixed cues from Wall Street on Friday, as traders remain cautious ahead of the anticipated interest rate cut after recent US data signaled softer labor conditions and muted inflation. The escalating geopolitical concerns in the Middle East are also weighing on market sentiment. Asian markets closed mostly higher on Friday.The Fed is widely expected to lower interest rates by at least a quarter point at its monetary policy meeting on Tuesday and ...
石油分析师- 如何回归牛市-Oil Analyst_ How to Return to a Bull Market_
2025-09-15 10:00
**行业与公司** * 行业为石油行业 聚焦原油价格走势与市场供需平衡分析[1][5][6] * 涉及主要实体包括OPEC+联盟(核心成员为沙特阿拉伯 伊拉克 科威特 阿联酋) 美国页岩油生产商 俄罗斯 以及非OPEC产油国[18][32][34] **核心观点与论据** * **基准预测:油价在2026年前难以复苏** * 布伦特原油价格较2022年6月的峰值(略高于120美元)已下跌约45%[5] * 预计布伦特/WTI油价将进一步下跌 到2026年底平均价格分别为50多美元/桶和50美元/桶左右 远低于股票分析师75-80美元的长期中期周期预估[1][5] * 支撑此观点的主要论据是美国页岩油的韧性 其平均WTI盈亏平衡点估计在50美元出头 且在2015-2016年上一轮供应驱动的低价市场中 尽管WTI价格跌至30美元左右 页岩油月产量峰值至谷底的下降幅度(1.1百万桶/日或10%)远低于石油钻机数量的降幅(80%)[10][11] * 预计美国页岩油产量到2026年12月将下降0.4百万桶/日(2%)[14] * OPEC在供应驱动的价格下跌中的反应不如需求驱动时一致 增加了不确定性[7][16] * **上行风险:价格可能于2026年开始复苏** * **价格往往在库存见顶前触底**:在典型情况中 油价在OECD商业库存达到峰值前约6个月触底 因前瞻性市场对再平衡机制建立信心[21][25] * **广泛的供应增长放缓有助于市场再平衡**:历史模式显示 投资减少以及运营或政治约束导致的广泛供应放缓 往往能解决供应过剩问题;持续的趋势性俄罗斯产量下降可能有助于收紧市场[2][22][30][34] * **周期性估值缺口已为负值且倾向于恢复**:估值缺口(即期差减去经合组织库存隐含的价值)目前已经为负值(-7美元) 并在平坦价格触底前后趋于恢复[35][39] * **OPEC+行动的双面性** * 基准情形是OPEC+在2025年增产 将导致2025年第四季度至2026年出现供应过剩[1][41] * 但2025年的增产也可能通过抑制非OPEC供应、支持需求以及揭示核心OPEC之外有限产能的方式 在2026年后促进油市收紧[1][41] **其他重要内容** * **研究方法**:分析了1998年12月、2001年12月、2008年12月、2016年1月和2020年4月这五个历史价格低谷期的复苏模式[6][8][9] * **供应放缓的驱动因素**:历史表明 供应放缓是广泛的 主要受三个因素驱动:1)低价抑制边际生产商投资;2)运营和政治约束;3)OPEC的生产政策[30][32][33] * **长期展望**:高盛顶级项目非OPEC供应展望显示 随着大型非OPEC项目减少和美国页岩油成熟 本十年晚些时候供应形势将显著收紧[1][6]
能源现实政治的回归-The revenge of energy realpolitik
2025-09-15 09:49
Accessible version The revenge of energy realpolitik As supply chains lengthen, geopolitics make a case… Global Energy Weekly From Russia to China to the Middle East, energy is at the heart of today's geopolitical fractures. While thermal fuel prices are stable for now on additional OPEC+ oil volumes, soaring electricity demand could upend a fragile equilibrium. Trade flows are shifting too, bringing energy security to the fore. In our view, any winning energy strategy may require ample doses of renewables ...
Oil settles higher as investors assess attacks on Russian energy facilities
Yahoo Finance· 2025-09-15 08:52
By Georgina McCartney HOUSTON (Reuters) - Oil prices settled higher Monday as investors assessed the impact of Ukrainian drone attacks on Russian refineries and of U.S. President Donald Trump pressing NATO nations to halt Russian oil purchases. Brent crude futures settled up 45 cents, or 0.67%, at $67.44 a barrel while U.S. West Texas Intermediate crude settled 61 cents higher, up 0.97%, at $63.30 a barrel. Attacks on Russian oil infrastructure and mounting pressure from Trump on buyers of Russian crude ...